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Upturn AI SWOT - About
MMC 
Marsh & McLennan Companies Inc (MMC)
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Upturn Advisory Summary
04/07/2025: 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 -3.66% | Avg. Invested days 40 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/07/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 113.47B USD | Price to earnings Ratio 28.18 | 1Y Target Price 235.65 |
Price to earnings Ratio 28.18 | 1Y Target Price 235.65 | ||
Volume (30-day avg) 2230790 | Beta 0.84 | 52 Weeks Range 193.34 - 248.00 | Updated Date 04/6/2025 |
52 Weeks Range 193.34 - 248.00 | Updated Date 04/6/2025 | ||
Dividends yield (FY) 1.42% | Basic EPS (TTM) 8.17 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
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 28.18 | Forward PE 23.64 | Enterprise Value 132930297303 | Price to Sales(TTM) 4.64 |
Enterprise Value 132930297303 | Price to Sales(TTM) 4.64 | ||
Enterprise Value to Revenue 5.43 | Enterprise Value to EBITDA 19.19 | Shares Outstanding 492903008 | Shares Floating 490212711 |
Shares Outstanding 492903008 | Shares Floating 490212711 | ||
Percent Insiders 0.08 | Percent Institutions 91.75 |
Analyst Ratings
Rating 3.3 | Target Price 231.88 | Buy 3 | Strong Buy 3 |
Buy 3 | Strong Buy 3 | ||
Hold 11 | Sell 3 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Marsh & McLennan Companies Inc
Company Overview
History and Background
Marsh & McLennan Companies (MMC) was founded in 1871. It has grown through acquisitions and internal development to become a leading global professional services firm in risk, strategy, and people.
Core Business Areas
- Marsh: A global leader in insurance broking and risk management. It designs, develops, and delivers risk management and insurance solutions to clients.
- Guy Carpenter: A leading global risk and reinsurance specialist. Guy Carpenter develops and executes reinsurance and capital market solutions for clients.
- Mercer: A global consulting leader in talent, health, retirement, and investments. Mercer helps organizations around the world advance the health, wealth, and performance of their most vital asset u2013 their people.
- Oliver Wyman: A global management consulting firm that combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation.
Leadership and Structure
MMC is led by a CEO and a senior management team. It operates with a decentralized structure, with each of its four main businesses managed independently.
Top Products and Market Share
Key Offerings
- Insurance Broking (Marsh): Provides risk advisory services, insurance placement, and claims advocacy. Market share data is difficult to pinpoint exactly across all subsegments, but Marsh is a leading player globally. Competitors include Aon, WTW, and Gallagher.
- Reinsurance Broking (Guy Carpenter): Offers reinsurance brokerage services, including risk modeling, analytics, and placement of reinsurance contracts. Guy Carpenter is a leading player globally. Competitors include Aon, WTW, and Howden.
- Human Resources Consulting (Mercer): Provides consulting services in areas such as talent management, health benefits, retirement planning, and investment consulting. Mercer is a major player in the HR consulting market. Competitors include Aon, WTW, and Willis Towers Watson.
- Management Consulting (Oliver Wyman): Provides management consulting services across various industries and functions. Oliver Wyman competes with other top-tier consulting firms. Competitors include McKinsey, BCG, and Bain.
Market Dynamics
Industry Overview
The risk and insurance services industry is experiencing growth driven by increasing complexity of risks and the need for specialized expertise. The consulting industry is driven by the needs of companies to transform their operations and navigate complex challenges.
Positioning
MMC is a leading player in the risk, strategy, and people space. Its competitive advantages include its global scale, diverse service offerings, and strong brand reputation.
Total Addressable Market (TAM)
The TAM for MMC's services is estimated in the hundreds of billions of dollars globally. MMC is well-positioned to capture a significant share of this market.
Upturn SWOT Analysis
Strengths
- Global scale and reach
- Diverse service offerings
- Strong brand reputation
- Experienced leadership team
- Significant Market Share
Weaknesses
- Complexity of organizational structure
- Potential for conflicts of interest
- Dependence on economic conditions
- Integration risk with acquisitions
Opportunities
- Growth in emerging markets
- Increasing demand for risk management services
- Digital transformation opportunities
- Acquisitions of complementary businesses
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- AON
- WTW
- GHL
Competitive Landscape
MMC's advantages include its scale, diverse service offerings, and strong brand. Disadvantages include complexity of organizational structure and potential for conflicts of interest.
Major Acquisitions
Bowring Marsh
- Year: 2023
- Acquisition Price (USD millions): 430
- Strategic Rationale: Expanded presence in the Nordics and enhanced specialty capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends show consistent revenue and earnings growth, driven by organic growth and acquisitions.
Future Projections: Analysts project continued growth in revenue and earnings, driven by favorable industry trends and MMC's strategic initiatives.
Recent Initiatives: Recent initiatives include investments in digital technology, expansion into new markets, and acquisitions of complementary businesses.
Summary
Marsh & McLennan Companies is a strong global professional services firm with leading positions in risk, strategy, and people. It benefits from its global scale, diverse offerings, and strong brand. However, the company must manage the complexity of its organizational structure and potential conflicts of interest to continue its growth trajectory. MMC's recent initiatives provide a strong future in the industry.
Similar Companies
AON
Aon PLC
AON
Aon PLC
MSCI
MSCI Inc
MSCI
MSCI Inc
WTW
Willis Towers Watson PLC
WTW
Willis Towers Watson PLC
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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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