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MRSH$161.76+1.12%
Fair $161.76+0.0%

MRSH

Marsh & McLennan Companies, Inc.

Financial Services / Insurance BrokersNYSE

$161.76

+1.79 (+1.12%)

Fairly Valued+0.0%Fair Value $161.76Fund rank 34/100 · Data gapFallback financials|
SA 31/D
F-Score: 6/9

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 87/100Data 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

31/100

D

Piotroski

6/9

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 · MRSHLocal privado en este navegador · Marsh & McLennan Companies, Inc.
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

$77.9B

P/E

20.2x

↑

EV/EBITDA

13.3x

↑

ROE

27.5%

↑

Gross Margin

42.3%

↓

Debt/Equity

1.42

↑
52-Week Range$162
$158$236

TradingView lightweight chart

MRSH price, volumen y niveles de valoración

Último $159.97Periodo +238.3%
Fair value: $161.76

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

—

FCF CAGR

—

FCF margin

18.5%

FCF / Net income

1.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $26.98B · net income $4.16B · FCF $5.00B

2007-FY → 2025-FY

Gross margin

42.3%— pts

Operating margin

23.1%— pts

Net margin

15.4%— pts

FCF margin

18.5%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$26.98B$26.98B$24.46B$22.74B$20.72B———————————————
Net Income$4.16B$4.16B$4.06B$3.76B$3.05B$3.14B$2.02B$1.74B$1.65B$1.49B$1.77B$1.60B$1.47B$1.36B$1.18B$993.0M$855.0M$227.0M$-73.0M$2.48B
EBITDA$7.41B$7.41B$6.93B$6.32B$5.27B$5.06B$3.81B$3.32B$3.25B$3.14B$2.87B$2.84B$2.69B$2.44B$2.18B$1.97B————
EPS8.438.438.187.536.046.133.943.413.232.873.382.982.652.432.131.791.550.42-0.144.45
Gross Margin42.3%42.3%42.8%42.4%41.7%———————————————
Operating Margin23.1%23.1%23.8%23.2%20.7%———————————————
Net Margin15.4%15.4%16.6%16.5%14.7%———————————————
Balance Sheet
Debt/Equity1.421.421.641.271.28———————————————
Current Ratio1.111.11——————————————————
Cash Flow
Free Cash Flow$5.00B$5.00B$3.99B$3.84B$3.00B$3.11B$3.03B$1.94B$2.11B$1.59B$1.75B$1.56B$1.75B$940.0M$1.00B$1.43B$451.0M$335.0M$554.0M$-681.0M
Returns
ROE27.5%27.5%30.4%30.8%29.0%———————————————
Valuation
P/E20.2220.2225.8325.3428.30———————————————
EV/EBITDA13.3213.3217.9416.9918.67———————————————
P/B5.295.297.857.818.21———————————————
Growth & Yield
Revenue Growth10.3%10.3%7.6%9.7%————————————————
EPS Growth3.1%3.1%8.6%24.7%—55.6%15.5%5.6%12.5%-15.1%13.4%12.5%9.1%14.1%19.0%15.5%269.0%400.0%-103.1%—
Dividend Yield2.3%2.3%——————————————————

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

19.4%

exigente

EPS terminal req.

$14.35

Spread vs growth

-16.4%

5Y implied EPS CAGR

15.6%

exigente

EPS terminal req.

$17.37

Spread vs growth

-12.5%

10Y implied EPS CAGR

12.7%

razonable

EPS terminal req.

$27.97

Spread vs growth

-9.7%

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 -28.5%

Total return

-28.5%

Start / end P/E

28.6x → 19.2x

EPS bridge

8.18 → 8.43

Residual

-1.0%

EPS growth+3.1%
Multiple rerating-32.8%
Dividend+2.3%
Residual / FX / buybacks / cross-term-1.0%

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.