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AON$318.36-0.64%
Fair $318.36+0.0%

AON

Aon plc

Financial Services / Insurance BrokersNYSE

$318.36

-2.05 (-0.64%)

Fairly Valued+0.0%Fair Value $318.36Fund rank 34/100 · Data gapFallback financials|
SA 46/C
F-Score: 7/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 100.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 88/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

46/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 0unknown: 19
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · AONLocal privado en este navegador · Aon plc
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$68.0B

P/E

17.5x

↑

EV/EBITDA

12.8x

↓

ROE

39.5%

↑

Gross Margin

47.7%

↓

Debt/Equity

1.72

↑
52-Week Range$318
$305$381

TradingView lightweight chart

AON price, volumen y niveles de valoración

Último $318.36Periodo +716.3%
Fair value: $318.36

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+4.9%

FCF CAGR

+6.2%

FCF margin

18.7%

FCF / Net income

0.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.18B · net income $3.69B · FCF $3.22B

2007-FY → 2025-FY

Gross margin

47.7%— pts

Operating margin

27.4%+13.5% pts

Net margin

21.5%+9.6% pts

FCF margin

18.7%+3.6% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$17.18B$17.18B$15.70B$13.38B$12.48B$12.19B$11.07B$11.01B$10.77B$10.00B$9.41B$9.48B$12.04B$11.81B$11.51B$11.29B$8.51B$7.59B$7.53B$7.23B
Net Income$3.69B$3.69B$2.65B$2.56B$2.59B$1.25B$1.97B$1.53B$1.17B$1.26B$1.43B$1.42B$1.43B$1.15B$1.02B$1.01B$706.0M$747.0M$1.46B$864.0M
EBITDA$6.54B$6.54B$4.94B$3.91B$3.83B———$1.72B$1.25B$1.97B$1.75B$2.21B$1.91B$1.83B$1.82B$1.40B$1.17B——
EPS17.0217.0212.4912.5112.145.558.456.374.594.705.164.884.663.532.992.872.372.574.802.66
Gross Margin47.7%47.7%47.2%48.4%48.1%———————————————
Operating Margin27.4%27.4%26.9%29.3%29.4%17.1%25.1%19.7%14.3%10.7%19.2%16.7%16.3%14.1%13.9%14.1%14.6%13.4%12.5%13.9%
Net Margin21.5%21.5%16.9%19.2%20.7%10.3%17.8%13.9%10.9%12.6%15.2%15.0%11.9%9.7%8.9%8.9%8.3%9.8%19.4%11.9%
Balance Sheet
Debt/Equity1.721.722.92-14.57-22.077.752.081.961.441.241.070.860.730.450.480.510.490.370.35—
Current Ratio1.071.07——————————————————
Cash Flow
Free Cash Flow$3.22B$3.22B$2.82B$3.18B$3.02B$2.04B$2.64B$1.61B$1.45B$551.0M$2.17B$1.81B$1.56B$1.52B$1.15B$777.0M$603.0M$360.0M$865.0M$1.09B
Returns
ROE39.5%39.5%43.4%-310.4%-489.4%118.3%56.3%45.4%28.3%27.6%26.1%23.7%21.8%14.1%13.1%12.5%8.6%13.9%27.5%—
Valuation
P/E17.4617.4628.3423.1525.32———————————————
EV/EBITDA12.8412.8418.6418.0720.00———————————————
P/B7.397.3912.29—————————————————
Growth & Yield
Revenue Growth9.4%9.4%17.4%7.2%—10.2%0.5%2.3%7.7%6.3%-0.7%-21.3%1.9%2.6%2.0%32.6%12.1%0.9%4.1%—
EPS Growth36.3%36.3%-0.2%3.0%—-34.3%32.7%38.8%-2.3%-8.9%5.7%4.7%32.0%18.1%4.2%21.1%-7.8%-46.5%80.5%—
Dividend Yield1.0%1.0%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

18.4%

exigente

EPS terminal req.

$28.25

Spread vs growth

17.9%

5Y implied EPS CAGR

15.0%

razonable

EPS terminal req.

$34.18

Spread vs growth

21.3%

10Y implied EPS CAGR

12.5%

razonable

EPS terminal req.

$55.05

Spread vs growth

23.8%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -14.3%

Total return

-14.3%

Start / end P/E

30.1x → 18.7x

EPS bridge

12.49 → 17.02

Residual

-13.7%

EPS growth+36.3%
Multiple rerating-37.9%
Dividend+1.0%
Residual / FX / buybacks / cross-term-13.7%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.