MRSH Marsh McLennan
Intrinsic value$56.41
Price (at call)$175.01
Margin of safety
-67.8%
vs market (rating basis)
-43.7%
Model unavailable; showing baseline valuation.
⚠ LLM error: unbalanced JSON in response: '{\n "story": "Marsh McLennan is an asset-light insurance BROKER and consultant (Marsh, Guy Carpenter, Mercer, Oliver Wyman), not a balance-sheet risk carrier, so its 26% trailing ROE on a slim $15B bo'; using baseline
The story
Value drivers
| Return on equity (normalized) | 15.0% |
| Book-value growth (Y1) | 8.0% |
| Terminal book growth | 3.0% |
| Beta | 0.58 |
| Failure probability | 0.0% |
| Cost of equity | 7.6% |
Valuation bridge
| PV of excess returns | 6.43B |
| PV of terminal excess | 5.39B |
| Equity value | 26.92B |
| ÷ shares → per share | $56.41 |
News
neutral -0.10 · 8 articles
- 3 Insurance Stocks Retail Investors Are Watching As War Risk Costs Rise
- AJG's McMillan Insurance Acquisition Adds to Brokerage Expansion
- Employer Health Costs Surge: What it Means for EHTH, CNC & UNH
- Is Marsh & McLennan Stock Underperforming the S&P 500?
- Insider Sale: CEO Dumps More Than 16,000 Shares of Financial Stock
- Can Marsh's AI Strategy Offset Softer Insurance Pricing?
- Here's Why Investors Should Hold On to Marsh Stock for Now
- Is Healthcare Services Group (HCSG) Stock Outpacing Its Business Services Peers This Year?
Projected excess returns on equity
| Yr | Book equity | ROE | Excess return | PV |
|---|---|---|---|---|
| 1 | 15.10B | 15.0% | 1.12B | 1.04B |
| 2 | 16.31B | 14.4% | 1.11B | 958.61M |
| 3 | 17.52B | 13.8% | 1.09B | 872.78M |
| 4 | 18.73B | 13.2% | 1.05B | 783.12M |
| 5 | 19.92B | 12.6% | 996.37M | 690.99M |
| 6 | 21.07B | 12.0% | 927.42M | 597.77M |
| 7 | 22.17B | 11.4% | 842.72M | 504.84M |
| 8 | 23.20B | 10.8% | 742.70M | 413.52M |
| 9 | 24.15B | 10.2% | 628.16M | 325.06M |
| 10 | 25.01B | 9.6% | 500.26M | 240.60M |