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MMC 
Marsh & McLennan Companies Inc (MMC)
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Upturn Advisory Summary
11/03/2025: 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 $217.53
1 Year Target Price $217.53
| 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 11/03/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 87.28B USD | Price to earnings Ratio 21.36 | 1Y Target Price 217.53 |
Price to earnings Ratio 21.36 | 1Y Target Price 217.53 | ||
Volume (30-day avg) 20 | Beta 0.81 | 52 Weeks Range 174.18 - 245.83 | Updated Date 11/3/2025 |
52 Weeks Range 174.18 - 245.83 | Updated Date 11/3/2025 | ||
Dividends yield (FY) 1.92% | Basic EPS (TTM) 8.34 |
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 2025-10-16 | When Before Market | Estimate 1.8 | Actual 1.85 |
Profitability
Profit Margin 15.6% | Operating Margin (TTM) 19.24% |
Management Effectiveness
Return on Assets (TTM) 7.88% | Return on Equity (TTM) 28.73% |
Valuation
Trailing PE 21.36 | Forward PE 19.34 | Enterprise Value 118046410261 | Price to Sales(TTM) 3.3 |
Enterprise Value 118046410261 | Price to Sales(TTM) 3.3 | ||
Enterprise Value to Revenue 4.58 | Enterprise Value to EBITDA 16.33 | Shares Outstanding 489909683 | Shares Floating 488988653 |
Shares Outstanding 489909683 | Shares Floating 488988653 | ||
Percent Insiders 0.07 | Percent Institutions 92.21 |
Upturn AI SWOT
Marsh & McLennan Companies Inc
Company Overview
History and Background
Marsh & McLennan Companies Inc. was founded in 1871. Originally focused on insurance brokerage, it has evolved into a global professional services firm offering advice and solutions in the areas of risk, strategy, and people.
Core Business Areas
- Marsh: Global leader in insurance broking and risk management. Provides risk consulting, insurance placement, and claims advocacy services to businesses of all sizes.
- Guy Carpenter: Leading global risk and reinsurance specialist. Develops and executes reinsurance and capital solutions for insurers and reinsurers.
- Mercer: A global consulting leader that helps clients navigate the world of work, the future of health, and investments. Services include health, wealth, and career consulting.
- 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
The company is led by a board of directors and a senior management team. The CEO is John Doyle. The organizational structure is divisional, with each core business area operating with a degree of autonomy.
Top Products and Market Share
Key Offerings
- Insurance Broking and Risk Management (Marsh): Provides risk consulting, insurance placement, and claims advocacy services. Marsh is a leading global insurance broker, competing with Aon and WTW. Market share details are proprietary, but Marsh is a significant player in the global commercial insurance market.
- Reinsurance Solutions (Guy Carpenter): Develops and executes reinsurance and capital solutions. A leading global reinsurance intermediary, competing with Aon Reinsurance Solutions and WTW Reinsurance. Market share details are proprietary, but Guy Carpenter is considered one of the top reinsurance brokers globally.
- HR and Benefits Consulting (Mercer): Offers consulting services related to health, wealth, and career. Competitors include Aon, WTW, and various smaller benefits consulting firms. Market share varies by specific consulting service.
- Management Consulting (Oliver Wyman): Provides management consulting services across various industries and functions. Competitors include McKinsey & Company, Boston Consulting Group, and Bain & Company. Oliver Wyman focuses on specialized industries like financial services.
Market Dynamics
Industry Overview
The risk and insurance services industry is driven by global economic activity, regulatory changes, and increasing complexity of risks. The consulting industry is driven by businesses needing strategic guidance and operational improvements. The demand for talent management and benefits consulting is driven by competitive pressure to hire and retain top talent.
Positioning
Marsh & McLennan Companies is a leading global professional services firm with a strong brand reputation and a diverse range of services. Its competitive advantage lies in its scale, expertise, and global reach. The TAM is segmented into four main categories Risk, Strategy and People.
Total Addressable Market (TAM)
The total addressable market is estimated to be in the hundreds of billions of dollars, encompassing insurance broking, risk management, reinsurance, HR consulting, and management consulting. MMC is positioned to capture a significant portion of this TAM, with its diversified service offerings and global presence.
Upturn SWOT Analysis
Strengths
- Global brand recognition
- Diversified revenue streams
- Strong client relationships
- Extensive industry expertise
- Significant scale and resources
Weaknesses
- Potential conflicts of interest across business segments
- Exposure to economic cycles
- Integration risks from acquisitions
- Complexity of operations
- Dependence on key personnel
Opportunities
- Expansion into emerging markets
- Development of new risk management solutions
- Increased demand for consulting services
- Technological innovation (e.g., AI, data analytics)
- Strategic acquisitions to expand capabilities
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Cybersecurity risks
- Geopolitical instability
Competitors and Market Share
Key Competitors
- AON
- WTW
Competitive Landscape
Marsh & McLennan Companies competes with other large global professional services firms. Its strengths lie in its diversified offerings and global reach, while its weaknesses include potential conflicts of interest and exposure to economic cycles. The competitive landscape is intense and fragmented.
Major Acquisitions
Bowring Marsh
- Year: 2023
- Acquisition Price (USD millions): 0
- Strategic Rationale: Strengthen MMC's position in a highly regulated market.
Growth Trajectory and Initiatives
Historical Growth: Marsh & McLennan Companies has demonstrated steady growth in revenue and earnings over the past several years, driven by organic growth and strategic acquisitions.
Future Projections: Analysts project continued growth in revenue and earnings, driven by favorable industry trends and the company's strategic initiatives. Single digit percentage growth is anticipated in the next 3 years.
Recent Initiatives: Recent initiatives include investments in digital transformation, expansion of consulting services, and strategic acquisitions in key markets.
Summary
Marsh & McLennan Companies is a strong global professional services firm with diversified revenue streams and a solid history of growth. Its scale and expertise provide a competitive advantage. However, it faces challenges from increased competition, regulatory changes, and economic cycles, which require careful management and strategic planning. MMC's diverse portfolio and broad global reach are key strengths.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Marsh & McLennan Companies Inc. Annual Reports
- Analyst estimates
- Industry reports
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered as financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor.
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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