Sector Alpha Week of 2026-07-29
Sector Alpha — machine-written from the numbers · Data as of 2026-07-29

Marsh & McLennan Companies, Inc.

MRSH
Financials · Insurance Brokers

Marsh & McLennan Companies, Inc. is cheap for a reason. The P/BV sits at the 7th percentile of its own range, and the quarters are still getting worse.

The sharpest disagreement: the P/BV sits at the 7th percentile of its own range, but the engine is deteriorating — cheap for a reason until the quarters turn.

The price is topping out (3 weeks in) while the P/BV sits at the 7th percentile of its own 5-year range. Underneath, the last four quarters read deteriorating — profit −15.6% year on year, with the the net margin at 15.7%. What settles it: whether the quarters turn before the discount closes.

Stage
Consistent
fundamental trajectory, 12 quarters
Price
$192
−8.7% 1Y
P/BV
5.8×
7th pctile
of its own 5-year range
Revenue (Mar 26)
$7.6 B
+7.6% YoY
Profit (Mar 26)
$1.2 B
−15.6% YoY
Net margin
15.7%
−4.3 pp YoY
ROE
26%
FY25
ROA
7.24%
latest
01 · Price story

Price story Before the numbers, the tape. A stock price moves through four repeating seasons: a flat base (stage 1), an advance (2), a top (3), a decline (4). Where the price sits in that cycle frames everything below.

Marsh & McLennan Companies, Inc. trades at $192, losing momentum at the top and 3 weeks into that stage. That is +8.3% against its own 200-day average. It sits at 64% of a 52-week range of $160 to $211. On relative strength it has been ahead of the S&P 500 on a trailing-13-week view for 2 straight weeks.

Today the stock is losing momentum at the top — week 3 of stage 3. At $192 it trades +8.3% versus its 200-day average and sits at 64% of its 52-week range ($160–$211).

Jul 26: $192 Weekly closing price ($) with 50- and 200-day averages; shaded bands mark the price stage (grey base, green advance, amber top, red decline). 3-year window.
+8.3% versus the 200-day line, week 3 of stage 3
Price50-day avg200-day avg
S2S2S1S4$249$225$201$177$153$$192$177Jul 23Apr 24Jan 25Oct 25Jul 26
S2S2S1S4$249$225$201$177$153$$192$177Jul 23Jan 25Jul 26
Beating or trailing, week by week since 2016 Each cell is one week from 2016 to now (526 weeks): the stock's trailing 13-week return minus the S&P 500's, green ahead / red behind (±25% ramp). Grey cells are the 13-week warm-up or weeks where the S&P 500 reading is not held.
trailing 13-week return vs the S&P 500
Jul 16Jul 26

Against the market, two honest reads. Cumulative: over the last 10.1 years the stock moved +186% while the S&P 500 moved +248% — behind the index over the full window. Recent form: on a trailing-13-week view the stock has been ahead for 2 straight weeks — the ribbon below is that same metric, week by week.

What would end the trend, mechanically: two Friday closes in a row below the 200-day line. That is the exit rule — no debates.

→ The trend is one thing; the bill is another. Are you paying up for it? Next: the P/BV sits at the 7th percentile of its own range.

02 · Valuation

Valuation For a bank we price the book, not the earnings: P/BV is what the market pays for each $1 of the bank's net worth. A bank below 1× book is priced below the value of what it owns, net of what it owes.

Marsh & McLennan Companies, Inc. trades at 5.8× P/BV, near the bottom of its own range — cheaper only 7% of the time. Its long-run median P/BV is 7.9×, measured across 5.1 years of weekly readings. This places the multiple against the stock’s own record, and says nothing about what the business is worth.

Today's P/BV of 5.8× is near the bottom of its own range — cheaper only 7% of the time, against a long-run median of 7.9× measured over 5.1 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.

P/BV 5.8× vs a 7.9× long-run median P/BV, weekly (left axis); book value per share, quarterly steps drawn weekly (right axis). 5.1-year window; brief peaks above 9.0× shown pinned at the top. The book value / share bars are red where the reading is lower than the quarter before.
near the bottom of its own range — cheaper only 7% of the time
P/BVMedianBook value / share (quarterly)
9.3×$34.48.2×$25.87.2×$17.26.1×$8.65.0×$0.0×$6.10×$32Jul 21Oct 22Jan 24Apr 25Jul 26
9.3×$34.48.2×$25.87.2×$17.26.1×$8.65.0×$0.0×$6.10×$32Jul 21Jan 24Jul 26
PEG 2.37 PEG ratio per quarter — the P/E divided by the earnings-growth rate. The dashed line marks 1.0: below it the growth is cheap against the multiple, above it the price already prices the growth in. Last 20 quarters.
above 1.0, the multiple already banks the growth
PEGPEG = 1.0
3.2×2.6×2.0×1.4×0.8××2.37×Sep 21Sep 22Dec 23Mar 25Jun 26
3.2×2.6×2.0×1.4×0.8××2.37×Sep 21Dec 23Jun 26
P/BV
5.8×
7th percentile of 5y
PEG
2.50
as reported

Why the multiple sits where it does: over the past year book value grew while the price moved −8.7% — price and book moved together, holding the multiple in its range.

The price move, decomposed: over 5y, of the +5.5%/yr price move, ~+9.8%/yr came from book-value growth and ~−4.3 pp from the multiple (compressing). The split is the honest approximate (price return minus book-value growth); it makes the rally itself visible instead of hiding it behind the percentile.

Put together: the multiple is low against its own past, so the story rests on the book-value line underneath it, not the multiple.

→ Cheap or dear rides on the earnings. Are they actually growing? Next: the fundamental stage — where the business sits in its arc, and how growth has compounded.

03 · Stage: Consistent

Stage: Consistent Every business sits somewhere on a fundamental arc, and this page names the spot before anything else. The last twelve quarters of revenue, profit and EPS growth — plus the return the business earns on its capital — are read as curves: Deteriorating (the curves are falling), Turning around (a trough has just formed and the last few quarters lift off it), Improving (the climb off the trough is sustained), Consistent (steadily positive with healthy returns), Topping out (still high but decelerating from the peak). When the curves genuinely disagree the read is Mixed; too little history is No read. CAGR (compound annual growth rate) is the smooth yearly pace that turns the starting value into the latest one — the fairest way to compare growth across different time spans. Read the columns together: if the 1-year number towers over the 10-year, recent growth is running hotter than the long-run trend. A dash means that window is not held, or the base year was a loss (where a growth rate is not meaningful).

Marsh & McLennan Companies, Inc. reads as consistent on its fundamental arc. Consistent — revenue, profit and EPS growth have stayed positive through the window, with ROE at 27.1% and holding. The read is built from 12 quarters across 4 curves, on full evidence.

Three growth curves, twelve quarters Year-on-year growth of trailing-twelve-month revenue (left axis), profit and EPS (right axis — they swing far wider), % at each quarter-end. A missing point means that reading is not held for the quarter.
the trajectory the stage is read from
RevenueProfitEPS
11%27%9.3%19%7.5%11%5.8%2.9%4.1%−5.1%%%9.8%−2.2%−2%Jun 23Sep 24Mar 26
11%27%9.3%19%7.5%11%5.8%2.9%4.1%−5.1%%%9.8%−2.2%−2%Jun 23Sep 24Mar 26
ROE Trailing-twelve-month net profit as a share of quarter-end equity, %.
the return curve, computed quarterly
ROE
32%29%25%22%19%%27.1%Jun 23Sep 24Mar 26
32%29%25%22%19%%27.1%Jun 23Sep 24Mar 26
Revenue growth
Steady high
latest +9.8% · span +4.6% to +10.5%
Profit growth
Steady high
latest −2.2% · span −2.9% to +23.3%
EPS growth
Steady high
latest −2.0% · span −2.0% to +24.9%
ROE
Steady high
latest 27.1% · span 20.1%–30.8%

Why it matters: steady curves with healthy returns are the compounding setup — the risk is the price, not the business.

Growth, year by year: revenue +10.3% in FY25, profit +2.7% Year-over-year growth per fiscal year, %: revenue (left axis); net profit and EPS (right axis — profit growth swings far wider). Zero line drawn.
Revenue YoYProfit YoYEPS YoY
11%27%9.1%19%7.4%11%5.7%3.2%4.0%−4.7%%%10.3%2.7%FY21FY23FY25
11%27%9.1%19%7.4%11%5.7%3.2%4.0%−4.7%%%10.3%2.7%FY21FY23FY25
TTM growth by quarter Trailing-twelve-month growth versus the year-ago TTM, per quarter, %: revenue (left axis); profit and EPS (right axis). The acceleration read compares the last 4 quarters (+9.8%) with the last 8 annualized (+8.7%).
revenue stabilising, profit stabilising
Revenue TTM YoYProfit TTM YoYEPS TTM YoY
11%27%9.3%19%7.5%11%5.8%2.9%4.1%−5.1%%%9.8%−2.2%Jun 23Sep 24Mar 26
11%27%9.3%19%7.5%11%5.8%2.9%4.1%−5.1%%%9.8%−2.2%Jun 23Sep 24Mar 26
Compound annual growth rate (%) Compound annual growth rate over each window, %. Revenue, profit and EPS from fiscal-year figures; stock price is the price CAGR over the same spans. A dash = that window is not held, or the base was a loss.
1yr3yr5yr10yr
Revenue+10.3%+9.2%
Profit+2.7%+11.0%
EPS+3.1%+11.8%
Stock price−8.7%+0.6%+5.5%+11.3%
Revenue YoY (Mar 26)
+7.6%
latest quarter vs a year ago
Profit YoY (Mar 26)
−15.6%
latest quarter vs a year ago
Revenue 10y
8.0%
long-run compound pace

→ The stage names the trajectory. Next: the revenue line that produces it, quarter by quarter.

04 · 4-Factor Sector Score

4-Factor Sector Score

46.0/100 — rank 7 of 15 in Insurance Brokers · 60% evidence confidence

Marsh & McLennan Companies, Inc. scores 46.0 out of 100 against the 15 companies it is compared with in Insurance Brokers, ranking 7. Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

The four contributions add to the total exactly: 16.7 + 15.5 + 6.6 + 7.2 = 46. This is the SAME number shown on the sector comparison — it is computed once, for the whole peer set, and read here.

What would change it: The read weakens if ROA rolls over or gross NPA rises while sector-relative strength deteriorates.

05 · Revenue

Revenue For a bank, revenue is everything the franchise earns — interest on the loan book plus fees from its businesses.

Marsh & McLennan Companies, Inc. reported $7.6 B of income in the Mar 26 quarter, +7.6% year on year. That is the 12th straight quarter of year-on-year growth. Over 4 years it has compounded at 8.0% a year. The last full year, FY25, came in at $27.0 B. The last four reported quarters add to $27.5 B.

Marsh & McLennan Companies, Inc. reported $7.6 B of income in the Mar 26 quarter, +7.6% year on year. That is the 12th straight quarter of year-on-year growth. Over 4 years it has compounded at 8.0% a year. The last full year, FY25, came in at $27.0 B. The last four reported quarters add to $27.5 B.

FY25 revenue came in at $27.0 B (+10.3% on the year), capping 4 years at 8.0% compound. The latest quarter (Mar 26) printed $7.6 B, +7.6% year on year — the 12th consecutive quarter of year-over-year growth.

FY25 revenue $27.0 B (+10.3% YoY) Revenue bars, $ B (left); YoY growth-% line (right). 5-year window. A bar is red when it is lower than the year before.
8.0% a year over 4 years
RevenueYoY growth
2911%229.1%157.4%7.35.7%0.04.0%$ B%$27B10.3%FY21FY23FY25
2911%229.1%157.4%7.35.7%0.04.0%$ B%$27B10.3%FY21FY23FY25
Mar 26: $7.6 B (+7.6% YoY) Quarterly revenue bars, $ B (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
12th straight quarter of growth
Revenue (quarterly)YoY growth
8.213%6.211%4.19.3%2.17.3%0.05.2%$ B%$8B7.6%Jun 23Sep 24Mar 26
8.213%6.211%4.19.3%2.17.3%0.05.2%$ B%$8B7.6%Jun 23Sep 24Mar 26

Pace check: the last four quarters averaged +9.9% growth against the decade's 8.0% — the current year is running faster than its own long-run rate.

Acceleration check: trailing-twelve-month revenue grew +9.8% over the last 4 quarters against +8.7%/yr over the last 8 — stabilising; TTM profit −2.2% vs +0.4%/yr — stabilising.

→ Revenue grew — did the net margin hold as it scaled? Next: 15.7% this quarter (−4.3 pp YoY).

06 · Net margin

Net margin Net margin — what the bank keeps of every $100 of revenue after every cost, provision and tax. With big fee businesses in the mix, it is the cleanest margin we can read for this bank.

Marsh & McLennan Companies, Inc.'s net margin is 15.7% in the Mar 26 quarter, −4.3 percentage points against the same quarter a year ago. Across 5 fiscal years the net margin has ranged 14.9% to 16.8%. The current quarter sits inside that band.

Marsh & McLennan Companies, Inc.'s net margin is 15.7% in the Mar 26 quarter, −4.3 percentage points against the same quarter a year ago. Across 5 fiscal years the net margin has ranged 14.9% to 16.8%. The current quarter sits inside that band.

The latest quarter's net margin is 15.7%, −4.3 pp against the same quarter a year ago. Across 5 fiscal years the net margin has ranged 14.9%–16.8%.

Why: the numbers show the net margin move clearly, but the cost lines behind it sit below what we hold — so we state the move without inventing its driver.

FY25: 15.7% Net margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 5-year window.
within a 14.9–16.8% band over 5 years
net marginYoY change (pp)
17.0%2.0%16.4%1.2%15.9%0.4%15.3%−0.5%14.7%−1.3%%%15.7%−1.1%FY21FY23FY25
17.0%2.0%16.4%1.2%15.9%0.4%15.3%−0.5%14.7%−1.3%%%15.7%−1.1%FY21FY23FY25
Mar 26: 15.7% net margin (−4.3 pp YoY) Quarterly net margin, %, line (left); year-on-year change in the margin, in percentage points, line (right). Last 12 quarters. Net profit as a share of total revenue, per quarter.
Net marginYoY change (pp)
23%5.2%20%2.7%17%0.0%14%−2.5%11%−5.0%%%15.7%−4.3%Jun 23Sep 24Mar 26
23%5.2%20%2.7%17%0.0%14%−2.5%11%−5.0%%%15.7%−4.3%Jun 23Sep 24Mar 26

→ The net margin slipped — did that reach the bottom line? Next: profit −15.6% in the latest quarter.

07 · Net profit

Net profit Net profit is what survives every cost, interest and tax — the number EPS, dividends and book value all grow from.

Marsh & McLennan Companies, Inc. earned $1.2 B of net profit in the Mar 26 quarter, −15.6% year on year. Full-year FY25 profit was $4.2 B. The 4-year compound rate is 7.5%. That is 15.7% of the quarter's revenue. The same quarter a year earlier earned $1.4 B.

Marsh & McLennan Companies, Inc. earned $1.2 B of net profit in the Mar 26 quarter, −15.6% year on year. Full-year FY25 profit was $4.2 B. The 4-year compound rate is 7.5%. That is 15.7% of the quarter's revenue. The same quarter a year earlier earned $1.4 B.

Mar 26 profit was $1.2 B, −15.6% year on year. On the full year, FY25 printed $4.2 B (+2.7%), and the 4-year compound rate is 7.5%.

FY25 profit $4.2 B (+2.7% YoY) Net profit bars, $ B (left); YoY growth-% line (right). 5-year window. A bar is red when it is lower than the year before.
7.5% a year over 4 years
Net profitYoY growth
4.625%3.418%2.310%1.12.9%0.0−4.5%$ B%$4B2.7%FY21FY23FY25
4.625%3.418%2.310%1.12.9%0.0−4.5%$ B%$4B2.7%FY21FY23FY25
Mar 26: $1.2 B (−15.6% YoY) Quarterly net profit bars, $ B (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
Net profit (quarterly)YoY growth
1.570%1.247%0.824%0.41.1%0.0−22%$ B%$1B−15.6%Jun 23Sep 24Mar 26
1.570%1.247%0.824%0.41.1%0.0−22%$ B%$1B−15.6%Jun 23Sep 24Mar 26

🚨 Why profit moved: revenue contributed +7.6% and the margin −4.3 pp — the quarter was revenue-led despite a thinner margin.

Pace comparison, last four quarters: profit −0.7% vs revenue +9.9%. Profit is growing slower than sales — costs are eating the growth before it reaches the bottom line.

→ Profit is up — how clean is the loan book behind it? Next: we hold no quarterly loan-book numbers — the section says so plainly.

08 · Asset quality — the ladder

Asset quality — the ladder Gross NPA is the slice of the loan book where repayments have stopped. Net NPA is what remains after the money already set aside against those loans. Falling is healing; rising is damage arriving.

Loan-book quality history is not available for Marsh & McLennan Companies, Inc., so this section names the gap rather than estimating a ratio. No gross or net non-performing-asset series is filed in a form this page can read, and none is inferred from the profit line. The income, margin and return sections above carry the evidence this business does report.

We do not hold quarterly loan-book quality numbers for this bank, so this section states that plainly rather than working around it.

Why: loan-book quality is the engine room of a bank, and its drivers — slippages, recoveries, provisioning — sit below what we hold for this name; the sections around it carry the reads we can stand behind.

→ Behind the profits — is the book itself still growing? Next: revenue grew +10.3% in FY25.

09 · The loan book

The loan book We read the loan book through revenue — when the book and the businesses grow, revenue grows with them. It is a rough proxy, and we say so: rate moves and fee swings can shift it a few points in any one year.

Marsh & McLennan Companies, Inc.'s revenue grew +10.3% in FY25 to $27.0 B, so the book is growing. The latest quarter ran +7.6% year on year. The net margin on that income is 15.7%, −4.3 percentage points against a year ago.

FY25 revenue was $27.0 B, +10.3% on the year, and the latest quarter ran +7.6% year on year. The net margin on that revenue is 15.7% this quarter (−4.3 pp YoY) — growth with a narrowing margin on it.

FY25: revenue $27.0 B (+10.3% YoY) with the net margin at 15.7% Revenue by fiscal year, $ B (bars, left); net margin, % (line, right). 5-year window. A bar is red when it is lower than the year before.
RevenueNet margin
2917.0%2216.4%1515.9%7.315.3%0.014.7%$ B%$27B15.7%FY21FY22FY23FY24FY25
2917.0%2216.4%1515.9%7.315.3%0.014.7%$ B%$27B15.7%FY21FY23FY25

The synthesis: a lender compounds when the book grows while the margin holds and the loan book stays clean — with quarterly loan-quality numbers missing here, revenue growth and margin are the two we watch.

→ Does all of this actually earn its keep on equity? Next: ROE is 26%.

10 · Returns on equity and assets

Returns on equity and assets Two numbers rate a bank: ROE — what it earns on shareholder money — and ROA — what it earns on everything it deploys. ROE above ~13–15% earns its keep; below that, growth builds book slowly.

Marsh & McLennan Companies, Inc. earns a return on equity of 28% in FY25. Its trough over the ladder below was 28% in FY25. On the asset side every $100 of the balance sheet earned about $7.24, which is the return before leverage is applied.

FY25 ROE came in at 28%. On assets, the latest reading is about 7.24% — every $100 the bank deploys earns roughly $7.24 a year. That clears the bar a bank must beat for its book value to compound.

FY25: ROE 28%, ROA 8.30% Return on equity by fiscal year, % (line, left); return on assets, % (line, right). 5-year window. A lender is judged on ROE and ROA — return on invested capital does not apply to a bank.
the full ladder
ROEROA
31%9.7%30%9.3%29%8.9%28%8.5%27%8.1%%%27.6%8.3%FY21FY23FY25
31%9.7%30%9.3%29%8.9%28%8.5%27%8.1%%%27.6%8.3%FY21FY23FY25
Jun 26: ROE 27.4% (TTM), ROA 8.00% Trailing-twelve-month return on equity (left) and on assets (right), per quarter, %. Last 12 quarters, anchored to the annual figure.
ROE (TTM)ROA (TTM)
30.2%9.9%29.5%9.4%28.7%8.9%27.9%8.4%27.2%7.9%%%27.4%8%Sep 23Dec 24Jun 26
30.2%9.9%29.5%9.4%28.7%8.9%27.9%8.4%27.2%7.9%%%27.4%8%Sep 23Dec 24Jun 26

Why: the ROE ladder shows the move; the deposit-cost and provisioning drivers behind it sit below what we hold.

→ Who owns this bank, and are they adding or leaving? Next: short interest is 1.4% of the float.

11 · Dividend

Dividend A dividend is cash paid out per share. Dividend per share is the declared amount for the period; the trailing twelve-month total is the four most recent quarters added together.

Marsh & McLennan Companies, Inc. paid $3.60 per share over the last four reported quarters, up 10.4% on a year ago. The most recent declaration was $0.90 for Mar 26. Against the current price of $192 that is a trailing yield of 1.87%, measured on dividends already paid rather than on a forecast.

Marsh & McLennan Companies, Inc. paid $3.60 per share over the last four reported quarters, up 10.4% on a year ago. The most recent declaration was $0.90 for Mar 26. Against the current price of $192 that is a trailing yield of 1.87%, measured on dividends already paid rather than on a forecast.

Marsh & McLennan Companies, Inc. paid $3.60 per share across the last four reported quarters, most recently $0.90 for Mar 26. That is up 10.4% against the same quarter a year earlier. Against the current price of $192 the trailing twelve months work out to 1.87% — trailing dividends measured against today's price, not a forward estimate.

Dividend per share by quarter Declared dividend per share, $ B, per reported quarter. 12 quarters on file.
latest $0.90 (Mar 26)
Dividend per share
1.00.70.50.20.0$ B$1BJun 23Dec 23Sep 24Jun 25Mar 26
1.00.70.50.20.0$ B$1BJun 23Sep 24Mar 26

→ A payout is cash leaving the business. Next: what the balance sheet looks like behind it.

12 · Debt

Debt

For a bank, borrowings are raw material, not a warning sign — solvency is read through the returns and the loan book. A manufacturer’s debt is a claim against its profits, so the debt-to-equity lens that works everywhere else misleads on a lender and is not applied here.

A manufacturer’s debt is a claim against its profits; a bank’s borrowings are its inventory — money taken in to be lent out. The debt lens that works everywhere else misleads here, so this page does not apply it. The solvency questions for a bank — is the loan book sound, is the equity earning — are read through the loan-book and returns sections above.

→ Who owns this, and are they adding or leaving? Next: short interest is 1.4% of the float.

13 · Ownership

Ownership There is no quarter-by-quarter holder register to read here, so we read the crowd through short interest — the slice of tradable shares currently sold short, positioned for a fall.

1.4% of Marsh & McLennan Companies, Inc.'s tradable float is currently sold short — the crowd is not positioned against this stock. At typical trading volumes those positions would take about 2.6 days to buy back. There is no quarter-by-quarter holder register to read for this filer, so the crowd is read through short interest instead.

The latest reading: 1.4% of the float is sold short, and at typical trading volumes it would take about 2.6 days to buy those positions back. The crowd is not positioned against this stock. This is a single point-in-time reading — we do not yet hold its history, so we show no trend chart.

Short interest
1.4%
of the tradable float
Days to cover
2.6
at typical volumes

Why it sits there: who is doing the shorting, and why, does not travel with the number — the level is shown without inventing its story.

→ One last check: does the safety math agree? Next: the balance-sheet safety line.

14 · Safety line

Safety line The Z-score estimates how far a company sits from balance-sheet distress — above roughly 3 is safe, below roughly 1.8 is the danger zone. It was built for manufacturers, so it is not applied to banks and lenders.

Marsh & McLennan Companies, Inc.: the Z-score is omitted — it was built for manufacturers, not banks, and applying it here would be theatre. The Z-score was built for manufacturers and is not applied to banks and lenders, so solvency here is read from the capital and asset-quality lines instead.

The safety line in one sentence: the Z-score is omitted — it was built for manufacturers, not banks, and applying it here would be theatre.

Related companies · same industry · Insurance Brokers Every company is compared on the shape of its own curves, not static ratios. The Revenue, EPS and ROE columns each draw that company's last 12 quarters as a mini line of the ACTUAL level (trailing-twelve-month revenue and EPS, and the ROE itself) — so a line that climbs is a business getting bigger, a line that sinks is one shrinking. The colour tracks the same line: green when it is rising or steadily healthy, amber when it is rolling over from a high (still elevated but turning down), red when it is falling, grey when flat or stuck. Colour and direction always agree — a green line never points down. The ROE curve is the return on equity (annual readings for peers, so a slightly coarser line than the quarterly one at the top of this page). The Stage column then runs the same 12-quarter trajectory classifier used at the top of the page on each company and names where it sits. What lands a company in each bucket: CONSISTENT — growth stays positive across the window and returns are healthy (ROCE ≥ 15%, or ROE ≥ 12% for lenders); IMPROVING — profit or EPS fell into real decline, bottomed a few quarters back, and has climbed back to positive and held there; TURNING AROUND — the same kind of trough but more recent, with the latest quarters just lifting off it (an early, unconfirmed turn); TOPPING OUT — growth is still positive but decelerating hard from its own peak while returns have stopped rising; DETERIORATING — two or more growth curves are shrinking (latest below zero) and staying there, not one soft quarter; MIXED — the curves genuinely disagree, or no clean majority, so no single word fits; NO READ — fewer than eight usable quarters. It is a like-for-like read of every company against its own past, not a ranking against the group.
CompanyP/BVMkt capRevenueEPSROEStage
Marsh & McLennan Companies, Inc. this page5.8×$92BConsistent
Aon plc8.3×$81BTurning around
Arthur J. Gallagher & Co.2.9×$68BMixed
Willis Towers Watson Public Limited Company3.7×$30BMixed
Brown & Brown, Inc.1.9×$25BMixed
Erie Indemnity Company5.4×$13BTopping out
Neptune Insurance Holdings Inc.$4BNo read
The Baldwin Insurance Group, Inc.2.9×$4BNo read
Accelerant Holdings4.7×$3BNo read
CorVel Corporation8.0×$3BTurning around
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12 · Frequently asked questions

Frequently asked questions

What is Marsh & McLennan Companies, Inc.'s stock price today?

Marsh & McLennan Companies, Inc. trades at $192, −8.7% over the past year. The company is valued at $92.0 B. The stock sits at 64% of its 52-week range of $160–$211, +8.3% versus its 200-day average. On the tape, the price is topping out, 3 weeks in. — as of 29 July 2026.

What were Marsh & McLennan Companies, Inc.'s latest quarterly results?

Marsh & McLennan Companies, Inc. reported total income of $7.6 B and net profit of $1.2 B for the Mar 26 quarter. Income rose 7.6% and profit fell 15.6% year on year. Earnings per share were $2.36. The net margin was 15.7%, 4.3 pp lower than a year earlier. — as of 29 July 2026.

What is Marsh & McLennan Companies, Inc.'s revenue?

Marsh & McLennan Companies, Inc. reported revenue of $7.6 B in the Mar 26 quarter, +7.6% year on year. For the full FY25 fiscal year, revenue was $27.0 B (+10.3%). Over the last 4 years revenue compounded at 8.0% a year. — as of 29 July 2026.

What is Marsh & McLennan Companies, Inc.'s profit?

Marsh & McLennan Companies, Inc. earned $1.2 B of net profit in the Mar 26 quarter, −15.6% year on year. Full-year FY25 profit was $4.2 B. The net margin ran 15.7% in the latest quarter. — as of 29 July 2026.

What is Marsh & McLennan Companies, Inc.'s market cap?

Marsh & McLennan Companies, Inc.'s market capitalisation is $92.0 B at a stock price of $192. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 29 July 2026.

What is Marsh & McLennan Companies, Inc.'s P/BV ratio?

Marsh & McLennan Companies, Inc. trades at a P/BV of 5.8×, at the 7th percentile of its own 5-year range, against a long-run median of 7.9×. This is a comparison with the stock's own history, not a value call — as of 29 July 2026.

Does Marsh & McLennan Companies, Inc. pay a dividend?

Yes — Marsh & McLennan Companies, Inc. declared $0.90 per share for Mar 26, and $3.60 per share across the last four reported quarters. The latest quarter is up 10.4% on the same quarter a year earlier. — as of 29 July 2026.

What is Marsh & McLennan Companies, Inc.'s dividend per share?

Marsh & McLennan Companies, Inc.'s most recently declared dividend is $0.90 per share for Mar 26, giving $3.60 per share over the trailing twelve months. Each figure is the amount declared for that quarter as reported, added across four quarters for the trailing total. — as of 29 July 2026.

What is Marsh & McLennan Companies, Inc.'s dividend yield?

Marsh & McLennan Companies, Inc.'s trailing dividend yield is 1.87%: $3.60 declared per share across the last four reported quarters, against a share price of $192. Each quarter’s figure is the amount declared for that quarter as reported, added across four quarters and divided by the latest close. — as of 29 July 2026.

Is Marsh & McLennan Companies, Inc. overvalued?

On its own history, Marsh & McLennan Companies, Inc. looks cheap against its own history: its P/BV of 5.8× has been cheaper only 7% of the time in 5 years (long-run median 7.9×). That is a percentile read against the stock's own past, not a price opinion or a direction call. — as of 29 July 2026.

Is Marsh & McLennan Companies, Inc. growing?

Not right now — Marsh & McLennan Companies, Inc.'s latest numbers are shrinking: latest-quarter revenue +7.6% year on year, profit −15.6%, and the the net margin −4.3 pp at 15.7%. The 4-year compound rates are 8.0% (revenue) and 7.5% (profit). The earnings engine currently reads: deteriorating — as of 29 July 2026.

How is Marsh & McLennan Companies, Inc. performing?

Marsh & McLennan Companies, Inc. is topping out, 3 weeks in. Its latest quarter's income rose 7.6% and profit fell 15.6% year on year. Against the S&P 500 it has been ahead on a trailing-13-week view for 2 weeks. This describes what the data did, not a rating. — as of 29 July 2026.

What stage is Marsh & McLennan Companies, Inc. in?

Consistent — revenue, profit and EPS growth have stayed positive through the window, with ROE at 27.1% and holding. The read comes from the last 12 quarters of growth (revenue growth +9.8% latest, profit growth −2.2% latest, eps growth −2.0% latest) plus the ROE curve, classified by deterministic rules — a trajectory read, not a buy or sell call — as of 29 July 2026.

Is Marsh & McLennan Companies, Inc. in an uptrend?

It is stalling — the price is topping out (week 3 of stage 3), trading +8.3% versus its 200-day average and at 64% of its 52-week range. Price stages cycle base → advance → top → decline, and the stage names where this stock sits in that cycle — as of 29 July 2026.

Is Marsh & McLennan Companies, Inc. beating the market?

On recent form, yes — Marsh & McLennan Companies, Inc. has been ahead of the S&P 500 on a trailing-13-week view for 2 straight weeks, the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 10.1 years the stock moved +186% against the S&P 500's +248% — behind the index over the full window. — as of 29 July 2026.

Will Marsh & McLennan Companies, Inc.'s stock price go up?

This page publishes no price forecast for Marsh & McLennan Companies, Inc. What it measures instead: the stock price is $192, the price is topping out 3 weeks in. Its P/BV of 5.8× sits at the 7th percentile of its own 5-year range. — as of 29 July 2026.

Is the market betting against Marsh & McLennan Companies, Inc.?

No — short interest is 1.4% of Marsh & McLennan Companies, Inc.'s tradable float, about 2.6 days to cover at typical volumes. That is a low reading: the crowd is not positioned against this stock. With no quarter-by-quarter holder register here, short interest is the cleanest crowd read we hold — as of 29 July 2026.

Is Marsh & McLennan Companies, Inc.'s loan book healthy?

We do not hold quarterly loan-book quality numbers for Marsh & McLennan Companies, Inc., so this page says that plainly. The cleanest available reads are revenue growth (+10.3% in FY25) and the net margin on it (15.7%) — as of 29 July 2026.

Where is Marsh & McLennan Companies, Inc. in its business cycle?

Marsh & McLennan Companies, Inc.'s FY25 net margin was 15.7%, against a 5-year band of 14.9%–16.8%: mid-band by its own history — neither the peak that precedes mean-reversion nor the trough that precedes recovery. The latest quarter ran 15.7%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 29 July 2026.

What could break the Marsh & McLennan Companies, Inc. story?

The sharpest disagreement: the P/BV sits at the 7th percentile of its own range, but the engine is deteriorating — cheap for a reason until the quarters turn. Mechanically, two Friday closes in a row below the 200-day average would end the price trend — that is the exit rule this page tracks — as of 29 July 2026.

Is Marsh & McLennan Companies, Inc. a stock worth studying right now?

This is not investment advice. The machine read: Marsh & McLennan Companies, Inc. is cheap for a reason. The P/BV sits at the 7th percentile of its own range, and the quarters are still getting worse. The sharpest open question: whether the quarters turn before the discount closes. Every number on this page is drawn deterministically from the raw series, with no forecasts and no price opinions — as of 29 July 2026.

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