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MMC 
Marsh & McLennan Companies Inc (MMC)
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Upturn Advisory Summary
12/08/2025: 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 $211.85
1 Year Target Price $211.85
| 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 12/08/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 89.39B USD | Price to earnings Ratio 21.77 | 1Y Target Price 211.85 |
Price to earnings Ratio 21.77 | 1Y Target Price 211.85 | ||
Volume (30-day avg) 20 | Beta 0.75 | 52 Weeks Range 174.18 - 245.83 | Updated Date 12/8/2025 |
52 Weeks Range 174.18 - 245.83 | Updated Date 12/8/2025 | ||
Dividends yield (FY) 1.87% | Basic EPS (TTM) 8.35 |
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 15.6% | Operating Margin (TTM) 19.24% |
Management Effectiveness
Return on Assets (TTM) 7.88% | Return on Equity (TTM) 28.73% |
Valuation
Trailing PE 21.77 | Forward PE 19.34 | Enterprise Value 107990378563 | Price to Sales(TTM) 3.38 |
Enterprise Value 107990378563 | Price to Sales(TTM) 3.38 | ||
Enterprise Value to Revenue 4.08 | Enterprise Value to EBITDA 14.73 | Shares Outstanding 489909683 | Shares Floating 488773093 |
Shares Outstanding 489909683 | Shares Floating 488773093 | ||
Percent Insiders 0.07 | Percent Institutions 91.66 |
Upturn AI SWOT
Marsh & McLennan Companies Inc
Company Overview
History and Background
Marsh & McLennan Companies Inc. (MMC) was founded in 1905 by Henry Marsh and George McLennan in Chicago. It began as a small insurance brokerage firm and evolved into a global leader in risk management, insurance brokerage, and consulting. Key milestones include its listing on the New York Stock Exchange in 1962, significant acquisitions that expanded its service offerings and global reach, and its strategic pivot to focus on its core consulting and brokerage businesses.
Core Business Areas
- Marsh: The world's leading insurance broker, providing risk management and insurance solutions to businesses and individuals across various industries. Services include property, casualty, marine, aviation, and specialty insurance placement, as well as claims advocacy and risk engineering.
- Guy Carpenter: A global leader in reinsurance solutions, offering strategic advice and services to insurers to help them manage their capital and risk. Key services include reinsurance broking, strategic advisory, and analytics.
- Mercer: A global leader in human resources consulting, providing services related to employee benefits, talent management, and compensation. Mercer helps organizations design and manage their workforce to achieve their business objectives.
- Oliver Wyman: A global management consulting firm that advises clients on strategy, operations, risk management, and organization. Oliver Wyman serves a wide range of industries, including financial services, healthcare, and energy.
Leadership and Structure
Marsh & McLennan Companies Inc. is led by a Board of Directors and a dedicated executive management team. The company operates through its distinct business segments: Marsh, Guy Carpenter, Mercer, and Oliver Wyman, each with its own leadership responsible for strategy and operations.
Top Products and Market Share
Key Offerings
- Risk Management & Insurance Brokerage (Marsh): Comprehensive risk assessment, insurance program design, placement, and claims management. Competitors include Aon plc (AON), Arthur J. Gallagher & Co. (AJG), and Willis Towers Watson (WTW). Market share is highly fragmented, but Marsh is consistently one of the top global players.
- Reinsurance Solutions (Guy Carpenter): Reinsurance broking, capital management, and advisory services for insurance carriers. Competitors include Aon Reinsurance Solutions and Willis Re. Guy Carpenter is a leading firm in this specialized market.
- Human Capital Consulting (Mercer): Employee benefits design and administration, retirement solutions, talent strategy, and compensation consulting. Competitors include Willis Towers Watson, Aon, and specialized HR consulting firms. Mercer is a significant player in the HR consulting space.
- Management Consulting (Oliver Wyman): Strategic advisory, operational improvement, digital transformation, and risk management consulting for diverse industries. Competitors include McKinsey & Company, Boston Consulting Group (BCG), and Bain & Company. Oliver Wyman competes in the premium strategy and operations consulting segment.
Market Dynamics
Industry Overview
Marsh & McLennan operates in the professional services sector, primarily within insurance brokerage, risk management, reinsurance, human resources consulting, and management consulting. These industries are characterized by a need for specialized expertise, strong client relationships, and ongoing adaptation to regulatory changes, economic shifts, and emerging risks (e.g., cyber, climate). The sector is generally stable, driven by the continuous need for risk mitigation and strategic advice.
Positioning
Marsh & McLennan is a global leader in its core segments, benefiting from its scale, diversified service offerings, strong brand reputation, and deep client relationships. Its competitive advantages lie in its integrated approach, ability to leverage data and analytics, and its highly skilled professional workforce. The company is well-positioned to capitalize on increasing complexity in global risks and evolving business needs.
Total Addressable Market (TAM)
The TAM for MMC's services is vast and spans multiple global markets. The global insurance brokerage market is estimated to be worth hundreds of billions of dollars, with similar large figures for HR consulting and management consulting. MMC, through its leading positions in its respective segments, captures a significant portion of this TAM by offering a comprehensive suite of services.
Upturn SWOT Analysis
Strengths
- Diversified business model across multiple resilient sectors.
- Strong global presence and brand recognition.
- Deep client relationships and a reputation for expertise.
- Talented workforce of consultants and advisors.
- History of successful acquisitions and integration.
- Strong financial performance and consistent dividend growth.
Weaknesses
- Dependence on a highly skilled talent pool which can be subject to retention challenges.
- Potential for integration challenges with large acquisitions.
- Competitive pressure from both large diversified players and niche specialists.
Opportunities
- Increasing demand for cyber risk management and consulting.
- Growth in emerging markets and developing economies.
- Leveraging data analytics and technology to enhance service delivery.
- Demand for ESG (Environmental, Social, and Governance) consulting services.
- Continued consolidation and strategic acquisitions in the fragmented market.
Threats
- Economic downturns impacting client spending on consulting and insurance premiums.
- Increased regulatory scrutiny and compliance costs.
- Disruptive technologies that could alter traditional service models.
- Intensified competition from existing players and new entrants.
- Geopolitical instability and global systemic risks.
Competitors and Market Share
Key Competitors
- Aon plc (AON)
- Arthur J. Gallagher & Co. (AJG)
- Willis Towers Watson (WTW)
Competitive Landscape
Marsh & McLennan competes in a landscape with established global players and specialized firms. Its key advantages include its scale, integrated service offerings, and financial strength, allowing it to handle complex risks and provide comprehensive solutions. Disadvantages could include its size making it less agile than smaller niche competitors in very specific areas.
Major Acquisitions
Lockton Companies (certain international operations)
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: To expand Marsh's global footprint and client base, particularly in key international markets, enhancing its property and casualty brokerage capabilities.
PwC's US human resource services business
- Year: 2021
- Acquisition Price (USD millions): 1500
- Strategic Rationale: To significantly strengthen Mercer's position in the US market for health and benefits consulting, talent management, and compensation solutions.
Growth Trajectory and Initiatives
Historical Growth: MMC has shown consistent historical growth, driven by organic expansion within its segments and strategic accretive acquisitions. The company has successfully navigated economic cycles by diversifying its revenue streams.
Future Projections: Analysts generally project continued growth for Marsh & McLennan, driven by sustained demand for its core services, expansion into new service areas, and ongoing industry consolidation. Projections often indicate mid-single-digit to low-double-digit percentage growth in revenue and earnings.
Recent Initiatives: Recent initiatives include strategic acquisitions to bolster specific service lines (e.g., expanding data analytics capabilities), investments in technology and digital transformation across its businesses, and a focus on enhancing its ESG consulting offerings.
Summary
Marsh & McLennan Companies Inc. is a robust and well-diversified global leader in risk management, insurance brokerage, and consulting. Its strong market positioning, consistent financial performance, and strategic acquisitions have fueled steady growth. The company's diversified business model provides resilience, but it must continue to adapt to evolving market dynamics and technological advancements. Key strengths lie in its expertise and client relationships, while it needs to vigilantly monitor competitive pressures and economic uncertainties.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Investor Relations Filings (SEC)
- Financial News Websites (e.g., Bloomberg, Reuters, Wall Street Journal)
- Market Research Reports
- Analyst Reports
Disclaimers:
This information is for informational purposes only and does not constitute financial advice. Market share data is an estimation based on industry reports and may vary. Financial figures are approximate and may be subject to change. Past performance is not indicative of future results.
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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