AON Aon plc
Intrinsic value$77.41
Price (at call)$323.09
Margin of safety
-76.0%
vs market (rating basis)
-53.1%
Model unavailable; showing baseline valuation.
⚠ LLM error: empty response; using baseline
The story
Value drivers
| Return on equity (normalized) | 15.0% |
| Book-value growth (Y1) | 8.0% |
| Terminal book growth | 3.0% |
| Beta | 0.66 |
| Failure probability | 0.0% |
| Cost of equity | 7.8% |
Valuation bridge
| PV of excess returns | 3.89B |
| PV of terminal excess | 3.18B |
| Equity value | 16.42B |
| ÷ shares → per share | $77.41 |
News
bearish -0.30 · 8 articles
- Aon (AON) is Paying $17B for USI. Can $395M of Synergies Justify Another Debt-Funded Megadeal?
- PFG Acquires Beam Benefits to Accelerate Specialty Benefits Growth
- How Can Healthcare Inflation Fuel Growth for MRSH, UNH & CNC?
- The Zacks Analyst Blog Highlights Willis Towers Watson, Arthur J. Gallagher and Aon
- 3 Insurance Brokerage Stocks Find New Growth Drivers as Rates Fade
- KKR (KKR) Lands A $17 Billion Insurance Brokerage Exit
- Aon's $17 Billion USI Deal: A Costly Bet on Middle-Market Growth
- KKR's $17B USI Sale Unlocks Value: What Does it Mean for Investors?
Projected excess returns on equity
| Yr | Book equity | ROE | Excess return | PV |
|---|---|---|---|---|
| 1 | 9.35B | 15.0% | 677.65M | 628.88M |
| 2 | 10.10B | 14.4% | 672.98M | 579.61M |
| 3 | 10.85B | 13.8% | 659.83M | 527.39M |
| 4 | 11.60B | 13.3% | 637.67M | 473.00M |
| 5 | 12.33B | 12.7% | 606.16M | 417.27M |
| 6 | 13.05B | 12.1% | 565.14M | 361.04M |
| 7 | 13.73B | 11.5% | 514.63M | 305.11M |
| 8 | 14.37B | 10.9% | 454.89M | 250.29M |
| 9 | 14.96B | 10.3% | 386.39M | 197.30M |
| 10 | 15.49B | 9.8% | 309.83M | 146.82M |