Marsh & McLennan Companies, Inc. MRSH
Financial Services · Insurance Brokers · United States · S&P 500
Based on the available data, Marsh & McLennan Companies, Inc. gets an algorithmic score of 53/100. It trades at 170.42 $, with a bearish technical trend (RSI 34.1) and 26.3% annual volatility.
Updated: 2026-09-30
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Strengths
- High ROE (25.9%): generates strong profit on equity.
- Attractive free-cash-flow yield (6.1%).
- Low beta (0.21): defensive profile.
Weaknesses
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Fundamentals
| P/E | 20.78 |
| Forward P/E | 14.94 |
| PEG | 1.50 |
| P/B | 5.36 |
| EV/EBITDA | 13.18 |
| P/S | 2.91 |
| ROE % | 25.90 |
| ROA % | 7.24 |
| Gross margin % | 43.99 |
| Operating margin % | 26.32 |
| Net margin % | 14.24 |
| Revenue growth % (y/y) | 6.20 |
| Earnings growth % (y/y) | 7.30 |
| Revenue CAGR % | 9.20 |
| Earnings CAGR % | 10.90 |
| Debt/Equity % | 145.03 |
| Current ratio | 1.14 |
| FCF yield % | 6.15 |
| Dividend yield % | 2.32 |
| Payout % | 43.96 |
Returns
| 1 month | -11.5 % |
| 3 months | +2.8 % |
| 6 months | -1.4 % |
| YTD | -5.1 % |
| 1 year | -12.8 % |
| 3 years | -8.4 % |
| 5 years | +18.4 % |
Risk
| 1-year volatility | 26.3 % |
| Beta | 0.21 |
| 5-year max drawdown | -34.4 % |
| Sharpe 1A | -0.54 |
Macroeconomic context
Benefits from high rates and a positive curve (net interest margin). Sensitive to credit quality and the cycle: loan-loss provisions rise in recessions. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.