Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
MMC 
Marsh & McLennan Companies Inc (MMC)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/17/2025: MMC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
20 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $232.42
1 Year Target Price $232.42
| 4 | Strong Buy |
| 1 | Buy |
| 12 | Hold |
| 3 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -1.21% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 96.77B USD | Price to earnings Ratio 23.63 | 1Y Target Price 232.42 |
Price to earnings Ratio 23.63 | 1Y Target Price 232.42 | ||
Volume (30-day avg) 20 | Beta 0.81 | 52 Weeks Range 196.17 - 246.94 | Updated Date 09/17/2025 |
52 Weeks Range 196.17 - 246.94 | Updated Date 09/17/2025 | ||
Dividends yield (FY) 1.69% | Basic EPS (TTM) 8.33 |
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% | Operating Margin (TTM) 26.91% |
Management Effectiveness
Return on Assets (TTM) 7.86% | Return on Equity (TTM) 28.41% |
Valuation
Trailing PE 23.63 | Forward PE 19.08 | Enterprise Value 116699360383 | Price to Sales(TTM) 3.75 |
Enterprise Value 116699360383 | Price to Sales(TTM) 3.75 | ||
Enterprise Value to Revenue 4.52 | Enterprise Value to EBITDA 16.14 | Shares Outstanding 491624000 | Shares Floating 490709622 |
Shares Outstanding 491624000 | Shares Floating 490709622 | ||
Percent Insiders 0.07 | Percent Institutions 92.48 |
Upturn AI SWOT
Marsh & McLennan Companies Inc
Company Overview
History and Background
Marsh & McLennan Companies Inc. was founded in 1871. It has evolved from a fire insurance brokerage to a global professional services firm, expanding through acquisitions and organic growth.
Core Business Areas
- Marsh: Provides insurance brokerage and risk management services.
- Guy Carpenter: Offers reinsurance brokerage and capital solutions.
- Mercer: Delivers consulting services in health, wealth, and career.
- Oliver Wyman: Provides management consulting services.
Leadership and Structure
The company is led by a CEO and senior management team. Its organizational structure is divided into the four core business segments.
Top Products and Market Share
Key Offerings
- Insurance Brokerage: Marsh's core product, providing risk advisory and insurance placement services. Competitors include Aon and WTW. Market share data varies by region and industry, but Marsh holds a significant portion in several key markets.
- Reinsurance Brokerage: Guy Carpenter facilitates the transfer of risk between insurance companies. Competitors include Aon and WTW. Market share data varies by region and industry, but Guy Carpenter holds a significant portion in several key markets.
- Consulting Services: Mercer provides consulting services in health, wealth, and career. Competitors include Aon and WTW. Revenue from this product is significant, making up about 30% of the company revenue.
- Management Consulting: Oliver Wyman offers management consulting services. Competitors include McKinsey, BCG, and Bain.
Market Dynamics
Industry Overview
The insurance brokerage and consulting industry is competitive and influenced by economic conditions, regulatory changes, and technological advancements.
Positioning
Marsh & McLennan Companies Inc. is a global leader with a strong brand reputation and a diverse service portfolio. Its competitive advantage lies in its scale, expertise, and global network.
Total Addressable Market (TAM)
The global insurance brokerage and consulting market is estimated to be in the hundreds of billions of dollars. MMC is well-positioned to capture a significant portion of this TAM, given its global presence and diverse service offerings.
Upturn SWOT Analysis
Strengths
- Global presence
- Diverse service portfolio
- Strong brand reputation
- Experienced management team
- Strong cash flow generation
Weaknesses
- Exposure to economic cycles
- Integration risks from acquisitions
- Complexity of operations
- Potential for reputational damage
Opportunities
- Expansion into emerging markets
- Adoption of new technologies
- Increasing demand for risk management services
- Consolidation in the insurance industry
Threats
- Increased competition
- Regulatory changes
- Cybersecurity risks
- Economic downturns
Competitors and Market Share
Key Competitors
- AON
- WTW
- AJG
Competitive Landscape
Marsh & McLennan Companies Inc. has a strong position in the industry due to its global reach, diverse service portfolio, and strong brand. It faces competition from other large brokerage and consulting firms.
Major Acquisitions
Jardine Lloyd Thompson (JLT)
- Year: 2019
- Acquisition Price (USD millions): 5600
- Strategic Rationale: Expanded MMC's global presence and capabilities in insurance and employee benefits.
Growth Trajectory and Initiatives
Historical Growth: Marsh & McLennan Companies Inc. has grown both organically and through acquisitions.
Future Projections: Future growth is projected to be driven by increasing demand for risk management, consulting, and insurance brokerage services.
Recent Initiatives: Recent initiatives include investments in technology, expansion into new markets, and strategic acquisitions.
Summary
Marsh & McLennan Companies Inc. is a strong company with a leading position in the insurance brokerage and consulting industry. Its diverse service portfolio and global reach provide a competitive advantage, but it faces challenges from economic cycles and increased competition. The company's strategic acquisitions and investments in technology position it for continued growth. Monitoring regulatory changes and cybersecurity risks will be essential.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Industry Reports
- Analyst Estimates
- Company Website
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Actual results may vary.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.