Marsh & McLennan Companies, Inc. (MRSH)
Valor JustoFundamental
68
Precio
$170.73
Capitalización Bursátil
$80.66B
Parte 1 · Cuánto vale la empresa
Resumen
Marsh & McLennan Companies, Inc., a professional services company, provides advisory services and insurance solutions to clients in the areas of risk, strategy, and people worldwide. The company operates through Risk and Insurance Services, and Consulting segments. The Risk and Insurance Services segment offers risk management services, such as risk management, insurance broking, insurance program management, risk consulting, analytical modeling, and alternative risk financing services. This segment also offers insurance and reinsurance broking, strategic advisory and actuarial services, and analytics solutions. It serves businesses, public entities, insurance companies, associations, professional services organizations, and private clients. The Consulting segment provides health, wealth and career advice, solutions and products; and specialized management, strategic, economic, and brand consulting services. Marsh & McLennan Companies, Inc. was founded in 1871 and is headquartered in New York, New York.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
Generated on 19 de septiembre de 2026 with claude-haiku-4-5 — shared with all users
Gallagher competes head-on for mid-market and large commercial insurance placements in the United States and, through Gallagher Re, for the reinsurance treaties Guy Carpenter places.
Brown & Brown fights Marsh McLennan Agency for the same American mid-market and small-business clients, buying up regional agencies in the same towns to win their commission income.
Aon is the closest match to Marsh McLennan across every line the group operates — commercial insurance broking for large corporations, reinsurance broking through Aon Reinsurance Solutions against Guy Carpenter, and health and retirement consulting against Mercer.
WTW bids for the same multinational corporate accounts in property and casualty broking and, with its benefits and actuarial practice, for the same pension and health advisory mandates that Mercer pursues.
Lockton is the largest privately held broker in the world and takes corporate risk and employee-benefit accounts directly from Marsh, pitching its independence to clients that dislike listed brokers.
Howden has grown into a global broker across Europe, Asia and Latin America and, with Howden Re, bids against Guy Carpenter for reinsurance and specialty placements.
Balance y Liquidez
Ingresos
$27.95B
Últimos 12 meses (hasta 30/6/2026)
Beneficio Neto
$3.98B
Últimos 12 meses (hasta 30/6/2026)
Flujo de Caja Libre
$5.00B
Patrimonio Neto Total
$15.31B
Pasivo Total
$43.40B
Ratio de Liquidez
1.14
Cobertura de Intereses
6.28
Deuda/EBITDA
3.55
Beneficio Por Acción
Ingresos y Beneficio Neto
Flujo de Caja Libre
Desglose de Ingresos
Estado histórico
Márgenes en el tiempo
La deuda en el tiempo
Cuánto pesa la deuda
Cuadro de crecimiento
Crecimiento — Ingresos
Estimación de Valor Justo
Valor Justo
$166.34
Precio Actual
$170.73
Margen de Seguridad
-2.6%
Rango de Valor Justo
$128.29 - $204.40
Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.
Métodos de Estimación
Métricas de Valoración
Ratio P/E
20.87
ROE
27.2%
Ratio P/B
5.28
P/FCF
17.09
Margen Bruto
-
ROIC
12.5%
Radar de Rentabilidad
Creación de Valor (Ventaja Competitiva)
ROIC
12.5%
WACC
6.9%
ROIC − WACC
+5.5 pp
El ROIC supera el coste del capital: la empresa está creando valor para los accionistas.
Criterios de Análisis Fundamental
Superado (18)
- EPS shows upward trend
- Price CAGR 10.10%
- ROIC 12.5%
- P/FCF 17.09
- Debt/Equity ratio
- Operating Margin 21.6%
- Positive Free Cash Flow
- CapEx intensity
- Current Ratio
- Interest Coverage
- Debt/EBITDA
- Return on Tangible Assets
- ROE 26.5%
- Revenue Growth 5Y 9.4%
- PEG Ratio 1.24
- Earnings Quality (OCF/NI) 1.28
- Share Dilution -0.6%
- Piotroski F-Score 6/9
Fallido (8)
- EPS CAGR 3.61%
- P/B Ratio 5.28
- Low reliance on intangibles
- Price below Graham Number
- DCF valuation (Overvalued)
- Analyst Consensus 39% Buy
- Earnings Surprise avg 1.8%
- Net Margin Trend 14.2% vs 16.0%
No disponible (2)
- Gross Margin NaN%
- Dividend Payout NaN%
Piotroski F-Score
Señales mixtas: algunas áreas requieren atención
Calidad de los Beneficios
Alta calidad: beneficios respaldados por efectivo
Dilución de Acciones
Recomprando acciones. Favorable para el accionista
Participaciones institucionales
No hay declaraciones institucionales para esta empresa.
Gobernanza
Equipo Directivo
| Nombre | Cargo | Edad |
|---|---|---|
| Mr. John Quinlan Doyle | President, CEO & Director | 61 |
| Mr. Mark Christopher McGivney | Executive VP, CFO & COO | 57 |
| Mr. Martin C. South | Senior VP & Chief Client Officer | 60 |
| Mr. Dean M. Klisura | Vice Chair, President & CEO of Marsh Re | 61 |
| Mr. Patrick Tomlinson | Vice Chair, President & CEO of Marsh People and Investments | 54 |
| Ms. Stacy M. Mills | VP, Controller & Chief Accounting Officer | 60 |
| Mr. Paul Beswick | Senior VP and Global Chief Information & Operations Officer | 50 |
| Mr. Jay H. Gelb C.F.A. | Head of Investor Relations of Marsh | - |
| Ms. Katherine J. Brennan | Senior VP & General Counsel | 46 |
| Mr. John Jones | Senior VP and Chief Marketing & Communications Officer | 53 |
Riesgo de Auditoría
2
Riesgo del Consejo
3
Riesgo de Compensación
8
Riesgo de Derechos del Accionista
5
Parte 2 · El precio y el momento de entrar
Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.
Documentos
- Ver documento
Informe anual (10-K)
Un resumen anual del negocio, los resultados financieros y los riesgos de la empresa.
Presentado el 2026-02-09
- Ver documento
Informe trimestral (10-Q)
Una actualización del desempeño financiero de los últimos tres meses.
Presentado el 2026-07-21
- Ver documento
Informe de hecho relevante (8-K)
Un aviso sobre un hecho relevante, como un cambio de dirección o un anuncio importante.
Presentado el 2026-07-21
via SEC EDGAR
Historial de Resultados
via SEC EDGAR
Latest News
Recent headlines for MRSH, sourced from Markets Gazette.