Full history for every metric is available with a Kvantra account
Key financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Total revenue | $bn | 17.2 | 19.8 | 20.7 | 22.7 | 24.5 | 27.0 | 28.5 | 28.7 |
| Operating profit | $bn | 6.22 | 6.09 | ||||||
| Net profit | $bn | 2.02 | 3.14 | 3.05 | 3.76 | 4.06 | 4.16 | 4.04 | 5.13 |
| EPS reported | $ | 8.43 | 8.36 | ||||||
| Operating cashflow per share | $ | 10.87 | 9.40 | ||||||
| Capex per share | $ | 0.60 | 0.67 | ||||||
| FCF per share | $ | 10.27 | 8.73 | ||||||
| Free cash flow | $bn | 5.00 | 4.15 | ||||||
| Net debt | $bn | 16.9 | 18.7 | ||||||
| Book value equity | $bn | 15.1 | 14.7 | ||||||
| Book value per share | $ | 30.82 | 30.64 | ||||||
| Number of shares | m | 490 | 479 | ||||||
| DPS (TTM paid) | $ | 3.43 | 3.78 |
Financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Value | |||||||||
| P/E TTM | x | - | 23.30 | ||||||
| P/B LTM | x | 5.98 | 6.22 | ||||||
| P/S LTM | x | 3.35 | 3.21 | ||||||
| P/FCF LTM | x | 18.07 | 21.97 | ||||||
| EV/EBITDA LTM | x | 14.75 | 18.29 | ||||||
| EV/Sales LTM | x | 4.04 | 3.86 | ||||||
| Earnings Yield LTM | % | 4.60% | 4.29% | ||||||
| FCF Yield | % | 5.54% | 4.55% | ||||||
| Quality | |||||||||
| ROE | % | 27.55% | 27.15% | ||||||
| ROIC | % | 12.12% | 11.78% | ||||||
| Operating margin | % | 23.06% | 21.39% | ||||||
| Gross margin | % | 42.27% | 42.77% | ||||||
| FCF/Sales | % | 18.54% | 14.60% | ||||||
| Growth and momentum | |||||||||
| EPS Growth YoY | % | +3.06% | +0.24% | ||||||
| Sales Growth YoY | % | +10.32% | +7.58% | ||||||
| Net Income Growth YoY | % | +2.46% | -2.08% | ||||||
| FCF Growth | % | +25.46% | -13.91% | ||||||
| Operating Profit Growth | % | +6.98% | -0.96% | ||||||
| Dividend and capital structure | |||||||||
| Dividend Yield | % | 1.88% | 1.98% | ||||||
| Dividend Growth | % | +12.46% | +10.20% | ||||||
| Payout Ratio | % | 41.13% | 44.22% | ||||||
| FCF/Debt | x | 0.23 | 0.19 | ||||||
| Net Debt/EBITDA | x | 2.54 | 3.41 | ||||||
| EBIT/Net interest | x | 6.48 | 6.26 | ||||||
| Net debt/market cap | % | 18.71% | 20.48% | ||||||
| Net debt/Equity | x | 1.12 | 1.27 | ||||||
| Gross debt/equity | x | 1.42 | 1.52 | ||||||
ETFs that hold Marsh & McLennan Companies
| Fund | Ticker | Position# | Weight |
|---|---|---|---|
| Scharf ETF | KAT | 9 | 4.29% |
| State Street SPDR S&P Insurance ETF | KIE | 6 | 1.96% |
| American Century Focused Large Cap Value ETF | FLV | 1 | 4.04% |
| Oakmark U.S. Concentrated ETF | OAKL | 9 | 4.36% |
| Invesco S&P 500 Equal Weight Financials ETF | RSPF | 7 | 1.43% |
| Invesco KBW Property & Casualty Insurance ETF | KBWP | 3 | 7.93% |
| Franklin ClearBridge Enhanced Income ETF | YLDE | 9 | 2.71% |
| Jensen Quality Growth ETF | JGRW | 8 | 4.66% |
Funds with Marsh & McLennan Companies among their ten largest holdings, largest fund first.
Price target estimates
Based on consensus from external analysts. Not Kvantra's opinion.
Ratings
Based on consensus from external analysts. Not Kvantra's opinion.
ESG
| Metric | 2024 | 2025 | 2026 |
|---|---|---|---|
| ESG-score | |||
| Environmental score | |||
| Social score | |||
| Governance score | |||
| Risk rating |
Company overview
Marsh & McLennan Companies, Inc. (MRSH) functions as a leading professional services organization, delivering expert guidance and innovative solutions to clients across the vital domains of risk management, strategic planning, and human capital. Based in New York City, the firm maintains a substantial global workforce, employing approximately 65,000 full-time professionals. This entity serves as the parent company for several prominent advisory and consulting brands. These include Marsh, renowned for its insurance brokerage services; Guy Carpenter, a specialist in risk and reinsurance; Mercer, which provides comprehensive human resources and investment-related financial advice; and Oliver Wyman Group, an influential management and economic consultancy. Marsh & McLennan structures its operations into two core business segments. The "Risk and Insurance Services" division encompasses activities such as risk management, along with comprehensive insurance and reinsurance brokerage and services. The "Consulting" division offers a broad spectrum of services, including health, retirement, talent, and investment consulting, as well as specialized advice in management, economics, and brand strategy. The Risk and Insurance Services segment's operations are primarily conducted through Marsh and Guy Carpenter, while Mercer and Oliver Wyman Group are the key contributors to the Consulting segment's offerings.
Similar companies
For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
Marsh & McLennan Companies, Inc. (MRSH)
Not enough data to calculate KvantraRank
| Fund | Ticker | Position# | Weight |
|---|---|---|---|
| Scharf ETF | KAT | 9 | 4.29% |
| State Street SPDR S&P Insurance ETF | KIE | 6 | 1.96% |
| American Century Focused Large Cap Value ETF | FLV | 1 | 4.04% |
| Oakmark U.S. Concentrated ETF | OAKL | 9 | 4.36% |
| Invesco S&P 500 Equal Weight Financials ETF | RSPF | 7 | 1.43% |
| Invesco KBW Property & Casualty Insurance ETF | KBWP | 3 | 7.93% |
| Franklin ClearBridge Enhanced Income ETF | YLDE | 9 | 2.71% |
| Jensen Quality Growth ETF | JGRW | 8 | 4.66% |
Funds with Marsh & McLennan Companies among their ten largest holdings, largest fund first.
Consensus from external analysts. Not Kvantra's opinion.
Based on consensus from external analysts. Not Kvantra's opinion.
Marsh & McLennan Companies, Inc. (MRSH) functions as a leading professional services organization, delivering expert guidance and innovative solutions to clients across the vital domains of risk management, strategic planning, and human capital. Based in New York City, the firm maintains a substantial global workforce, employing approximately 65,000 full-time professionals. This entity serves as the parent company for several prominent advisory and consulting brands. These include Marsh, renowned for its insurance brokerage services; Guy Carpenter, a specialist in risk and reinsurance; Mercer, which provides comprehensive human resources and investment-related financial advice; and Oliver Wyman Group, an influential management and economic consultancy. Marsh & McLennan structures its operations into two core business segments. The "Risk and Insurance Services" division encompasses activities such as risk management, along with comprehensive insurance and reinsurance brokerage and services. The "Consulting" division offers a broad spectrum of services, including health, retirement, talent, and investment consulting, as well as specialized advice in management, economics, and brand strategy. The Risk and Insurance Services segment's operations are primarily conducted through Marsh and Guy Carpenter, while Mercer and Oliver Wyman Group are the key contributors to the Consulting segment's offerings.
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