Marsh McLennan (MRSH) closed at $177.01 on October 13 and has returned 2% over six months, while Aon (AON) closed at $274.71 and returned -15.6% over the same period; neither beat the two benchmarks. Both firms earn fees for placing insurance rather than carrying risk, and both post high operating margins of 26.32% and 23.46%, respectively. The gap is in growth: Marsh's revenue rose 6.20% last quarter versus 2.20% for Aon, whose earnings fell 4.80%. Marsh also converts more of its profit into cash. Aon trades at 13.48 times next year's expected earnings versus 14.97 for Marsh, a discount the article links to Aon's slower growth.
Summary written by Upside AI from the original article. Read the source for full details.
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