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Upturn AI SWOT - About
MMC 
Marsh & McLennan Companies Inc (MMC)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
08/08/2025: 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 $231.41
1 Year Target Price $231.41
| 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 08/08/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 100.13B USD | Price to earnings Ratio 24.39 | 1Y Target Price 231.41 |
Price to earnings Ratio 24.39 | 1Y Target Price 231.41 | ||
Volume (30-day avg) 20 | Beta 0.78 | 52 Weeks Range 196.27 - 246.94 | Updated Date 08/9/2025 |
52 Weeks Range 196.27 - 246.94 | Updated Date 08/9/2025 | ||
Dividends yield (FY) 1.65% | 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 2025-07-16 | When Before Market | Estimate 2.68 | Actual 2.72 |
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 24.39 | Forward PE 21.46 | Enterprise Value 120062068837 | Price to Sales(TTM) 3.88 |
Enterprise Value 120062068837 | Price to Sales(TTM) 3.88 | ||
Enterprise Value to Revenue 4.65 | Enterprise Value to EBITDA 16.61 | Shares Outstanding 491624000 | Shares Floating 490704706 |
Shares Outstanding 491624000 | Shares Floating 490704706 | ||
Percent Insiders 0.07 | Percent Institutions 92.16 |
Upturn AI SWOT
Marsh & McLennan Companies Inc
Company Overview
History and Background
Marsh & McLennan Companies (MMC) was founded in 1871. Initially a fire insurance brokerage, it evolved into a global professional services firm offering advice and solutions in risk, strategy, and human capital. Significant milestones include expanding globally and acquiring leading firms in various segments.
Core Business Areas
- Marsh: Marsh is a global leader in insurance broking and risk management. It provides customized insurance programs, risk consulting, and claims advocacy services to businesses of all sizes.
- Guy Carpenter: Guy Carpenter is a leading global risk and reinsurance specialist. It develops and executes reinsurance and capital strategies for clients worldwide.
- Mercer: Mercer is a global consulting leader in talent, health, retirement, and investments. It helps organizations navigate workforce challenges and improve employee well-being.
- Oliver Wyman: Oliver Wyman is a management consulting firm that combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation.
Leadership and Structure
The CEO is John Doyle. The company operates with a decentralized structure, with each of its four main subsidiaries operating relatively independently while leveraging shared resources and expertise across the group.
Top Products and Market Share
Key Offerings
- Insurance Broking (Marsh): Marsh provides insurance broking services, helping clients find the right insurance coverage for their specific needs. Market share data varies by region and industry. Competitors include Aon and WTW. Revenue for Marsh is the largest of the four segments within MMC.
- Reinsurance (Guy Carpenter): Guy Carpenter offers reinsurance services, helping insurance companies manage their risk. They hold a significant market share in the reinsurance space. Competitors include Aon and WTW. Revenue for Guy Carpenter is second largest of the four segments within MMC.
- Talent and Human Resources Consulting (Mercer): Mercer provides consulting services related to talent management, health benefits, retirement planning, and investments. Mercer is a leader in their market. Competitors include Willis Towers Watson and Aon. Revenue for Mercer is third largest of the four segments within MMC.
- Management Consulting (Oliver Wyman): Oliver Wyman offers management consulting services, helping clients solve complex business problems and improve performance. Oliver Wyman serves a variety of sectors. Competitors include McKinsey, BCG, and Bain. Revenue for Oliver Wyman is smallest of the four segments within MMC.
Market Dynamics
Industry Overview
The risk and insurance services industry is experiencing growth driven by increasing global risks, regulatory changes, and demand for specialized expertise. The consulting industry is also growing due to businesses needing help to adapt to changing market conditions.
Positioning
MMC is a global leader in its industry, with a strong brand reputation, diversified business model, and extensive global network. Its competitive advantages include its scale, expertise, and ability to offer integrated solutions.
Total Addressable Market (TAM)
The total addressable market for MMC's services is estimated to be several hundred billion dollars annually. MMC is well-positioned to capture a significant share of this market through its diverse offerings and global reach.
Upturn SWOT Analysis
Strengths
- Global presence
- Diversified revenue streams
- Strong brand reputation
- Experienced leadership team
- Comprehensive service offerings
Weaknesses
- Exposure to economic cycles
- Integration challenges with acquisitions
- Dependence on key personnel
- Complex organizational structure
- Cybersecurity risks
Opportunities
- Expanding into emerging markets
- Developing new technology-driven solutions
- Acquiring smaller, specialized firms
- Cross-selling opportunities across business segments
- Growing demand for risk management services
Threats
- Increased competition
- Regulatory changes
- Cyberattacks and data breaches
- Economic downturns
- Geopolitical instability
Competitors and Market Share
Key Competitors
- AON
- WTW
- AJG
Competitive Landscape
MMC has a strong competitive position due to its diversified business model and global presence. However, it faces intense competition from other large players like Aon and WTW. Its advantage lies in its comprehensive service offerings and strong brand.
Major Acquisitions
Bowring Marsh
- Year: 2023
- Acquisition Price (USD millions): 430
- Strategic Rationale: Expanded Marsh's specialty capabilities and client base, particularly in specific industry sectors and geographic regions.
Growth Trajectory and Initiatives
Historical Growth: MMC has grown through both organic growth and acquisitions. Historical growth trends can be analyzed by examining revenue growth rates over the past 5-10 years.
Future Projections: Future growth projections would be based on analyst estimates for revenue growth, EPS growth, and market share gains. These estimates would be sourced from reputable financial analysts.
Recent Initiatives: Recent initiatives include strategic acquisitions, investments in technology, and expansion into new markets.
Summary
Marsh & McLennan Companies is a strong global professional services firm, benefiting from its diversified business model and leading positions in risk, strategy, and human capital. Its strengths are balanced by potential weaknesses related to economic cycles and integration challenges. Looking ahead, MMC is well-positioned to capitalize on growth opportunities in emerging markets and technology-driven solutions, but must carefully manage competitive pressures and regulatory changes.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Investor presentations
- Analyst reports
- Industry publications
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly. Consult with a qualified financial advisor before making any investment decisions.
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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