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MMC

Marsh & McLennan Companies Inc (MMC)

$230.57

Delayed price

Profit since last BUY3.36%

Consider higher Upturn Star rating

BUY since 12 days

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Upturn Advisory Summary

02/20/2025: MMC (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Analysis of Past Performance

Type Stock

Historic Profit -1.05%

Avg. Invested days 37

Today’s Advisory Consider higher Upturn Star rating

Upturn Star Rating

Upturn Advisory Performance

3.0

Stock Returns Performance

1.0

Profits based on simulation

Last Close 02/20/2025

Key Highlights

Company Size Large-Cap Stock	Market Capitalization 113.24B USD	Price to earnings Ratio 28.19	1Y Target Price 230.6
Price to earnings Ratio 28.19	1Y Target Price 230.6
Volume (30-day avg) 2231545	Beta 0.95	52 Weeks Range 193.99 - 234.62	Updated Date 02/20/2025
52 Weeks Range 193.99 - 234.62	Updated Date 02/20/2025
Dividends yield (FY) 1.41%	Basic EPS (TTM) 8.18

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2025-01-23

When Before Market

Estimate 1.7637

Actual 1.87

Profitability

Profit Margin 16.6%

Operating Margin (TTM) 24.59%

Management Effectiveness

Return on Assets (TTM) 7.75%

Return on Equity (TTM) 31.79%

Valuation

Trailing PE 28.19	Forward PE 24.04	Enterprise Value 132979137152	Price to Sales(TTM) 4.63
Enterprise Value 132979137152	Price to Sales(TTM) 4.63
Enterprise Value to Revenue 5.44	Enterprise Value to EBITDA 19.2	Shares Outstanding 491131008	Shares Floating 490252001
Shares Outstanding 491131008	Shares Floating 490252001
Percent Insiders 0.31	Percent Institutions 91.9

AI Summary

Marsh & McLennan Companies Inc. (MMC) Overview:

Company Profile:

History and Background:

Founded in 1871 as Marsh, the world's first insurance broker.
Expanded through acquisitions and eventually formed Marsh & McLennan Companies in 1987.
Became a global leader in risk management, insurance broking, and consulting.

Core Business Areas:

Risk & Insurance Services: Through Marsh, Guy Carpenter, and JLT Specialty, MMC offers risk management solutions, insurance broking, and claims advocacy services.
Consulting: Oliver Wyman delivers management consulting services across various industries.
Health & Benefits Consulting: Mercer provides health, retirement, and investment consulting services.

Leadership:

President & CEO: Martin S. Greenberg
Executive Vice Chairman: John Q. Doyle
Chief Financial Officer: John W. Doyle

Top Products and Market Share:

Risk Management Solutions: Leading market share in global risk management consulting.
Commercial Insurance Broking: Top 3 global market share.
Reinsurance Broking: Largest global reinsurance broker.
Management Consulting: Strong global presence across various industries.
Health Benefits Consulting: Leading market share in health and retirement consulting.

Total Addressable Market:

Global risk management market: $300 billion (estimated)
Global insurance broking market: $200 billion (estimated)
Global consulting market: $500 billion (estimated)

Financial Performance:

Revenue: Growing steadily over the past 5 years, reaching $19.1 billion in 2022.
Net Income: Consistent profitability, with $2.1 billion net income in 2022.
Profit Margins: Stable margins around 11%.
Earnings per Share (EPS): $10.14 in 2022, with a 5-year average growth rate of 8%.

Dividends and Shareholder Returns:

Dividend History: Consistent dividend payout, with current dividend yield of 1.3%.
Shareholder Returns: Outperformed the S&P 500 index over the past 5 and 10 years.

Growth Trajectory:

Historical Growth: Double-digit revenue growth in recent years.
Future Growth: Organic growth through existing business and potential acquisitions.
Growth Initiatives: Expansion into new markets, technology investments, and organic growth strategies.

Market Dynamics:

Industry Growth: Risk management and insurance broking markets are expected to grow steadily.
Technological Advancements: Increasing use of data analytics and artificial intelligence.
Marsh & McLennan's Position: Strong market position and adaptability to changing market dynamics.

Competitors:

Arthur J. Gallagher & Co. (AJG)
Brown & Brown, Inc. (BRO)
Willis Towers Watson (WTW)
Aon plc (AON)
Accenture (ACN)

Potential Challenges and Opportunities:

Challenges: Economic uncertainty, regulatory changes, and competition.
Opportunities: Expansion into emerging markets, inorganic growth through acquisitions, and technological advancements.

Recent Acquisitions (last 3 years):

2022:
- Blue Marble Microinsurance: Expands access to insurance in developing markets.
- Entriq: Enhances data and analytics capabilities for risk management solutions.
2021:
- Oliver Wyman Health: Expands healthcare consulting services.
- Mercer Marsh Benefits International: Strengthens global benefits consulting capabilities.
2020:
- JLT Specialty Limited: Enhances specialty insurance broking capabilities.

AI-Based Fundamental Rating:

Rating: 8.5 out of 10

Justification:

Strong financial performance
Leading market positions
Solid growth trajectory
Diversified business mix
Strong management team

Sources:

Disclaimer:

This information is not intended to be financial advice. Please consult with a qualified financial professional before making any investment decisions.

Please note: This is a sample overview and may not be completely comprehensive. Further research is recommended for a more in-depth understanding of Marsh & McLennan Companies Inc.

About Marsh & McLennan Companies Inc

Exchange NYSE	Headquaters New York, NY, United States
IPO Launch date 1987-12-30	President, CEO & Director Mr. John Quinlan Doyle
Sector Financial Services	Industry Insurance Brokers	Full time employees 90000	Website https://www.marshmclennan.com
Full time employees 90000	Website https://www.marshmclennan.com

Marsh & McLennan Companies, Inc., a professional services company, provides advisory services and insurance solutions to clients in the areas of risk, strategy, and people worldwide. It operates through Risk and Insurance Services, and Consulting segments. The Risk and Insurance Services segment offers risk management services, such as risk advice, risk transfer, and risk control and mitigation solutions, as well as insurance and reinsurance broking, strategic advisory services, and analytics solutions, and insurance program management services. It serves businesses, public entities, insurance companies, associations, professional services organizations, and private clients. The Consulting segment provides health, wealth and career advice, solutions and products; and specialized management, strategic, economic, and brand consulting services. Marsh & McLennan Companies, Inc. was founded in 1871 and is headquartered in New York, New York.

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