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AON vs ERIE
Which Stock Would AI Choose? Aon plc (AON) vs. Erie Indemnity Company (ERIE) Stock Comparison
Key Takeaways
- Aon plc (AON) commands a significantly larger market capitalization of approximately $70 billion compared to Erie Indemnity Company (ERIE)'s $12 billion, underscoring its global scale in professional services.
- ERIE has delivered stronger year-to-date (YTD) returns of 18.45% versus AON's 7.62%, though both have retreated from 52-week highs.
- AON demonstrates superior profitability metrics, including a 21.51% profit margin and 46.94% return on equity (ROE), exceeding ERIE's 13.97% margin and 25.85% ROE.
- Recent quarterly revenue growth stands at 3.7% for AON and 2.3% for ERIE, with AON showing explosive 136.5% earnings growth in the latest quarter.
- ERIE maintains very low debt-to-equity at 2.11%, contrasting AON's higher 168.32%, highlighting differing risk profiles.
Introduction
This stock comparison examines AON and ERIE, two players in the insurance services ecosystem. AON focuses on global brokerage and risk management, while ERIE serves as the managing agent for a major U.S. insurance exchange. Investors and traders interested in the insurance sector—amid ongoing market volatility, interest rate shifts, and catastrophe-related pressures—may find value in assessing their relative performance, growth trajectories, and positioning. This analysis highlights recent market activity, financial metrics, and sentiment drivers to inform stock comparison decisions.
AON Overview and Recent Performance
Aon plc (AON) is a leading professional services firm offering risk management, insurance brokerage, health solutions, and wealth advisory through its Risk Capital and Human Capital segments. Headquartered in Dublin, Ireland, it operates globally across retail brokerage, reinsurance, and consulting.
In recent market activity, AON shares have traded around $325, reflecting YTD gains of 7.62% but facing pressure with declines over recent weeks amid broader sector challenges. The stock is down from its 52-week high of $381, influenced by downward earnings revisions ahead of Q1 2026 results due on May 1, despite expected revenue growth. Positive factors include a 10% quarterly dividend increase to $0.82 and strong quarterly earnings growth of 136.5%, bolstering sentiment in commercial risk and health solutions segments.
ERIE Overview and Recent Performance
Erie Indemnity Company (ERIE) acts as the managing attorney-in-fact for the Erie Insurance Exchange, delivering policy issuance, underwriting, customer service, and IT support in the U.S. property and casualty insurance space. Based in Erie, Pennsylvania, it earns management fees tied to Exchange premiums.
Recently, ERIE shares hover near $231, posting robust YTD returns of 18.45% and a one-year gain of 34.86%, though off the 52-week peak of $381. Q1 2026 results revealed 2.3% revenue growth to $1.01 billion and net income of $150.5 million, with an improved combined ratio of 99.4% from lower catastrophes. However, an EPS miss at $2.90 versus $3.06 expectations, alongside competitive retention issues, triggered a post-earnings pullback in recent weeks, tempering sentiment.
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Head-to-Head Comparison
AON and ERIE operate in complementary insurance niches: AON as a diversified global broker with exposure to risk consulting and human capital, versus ERIE's focused role in U.S. property-casualty administration. Growth drivers differ, with AON leveraging M&A (mergers and acquisitions) and international expansion, while ERIE benefits from Exchange premium growth amid rate hikes.
Recent momentum favors ERIE on longer-term returns but shows volatility post-earnings, contrasting AON's steadier trading. Risk factors include AON's elevated debt-to-equity ratio versus ERIE's pristine balance sheet. Sector exposure ties both to catastrophe events and rates, but AON offers broader diversification. Market sentiment reflects analyst optimism for AON ahead of earnings, while ERIE digests its Q1 miss.
Tickeron AI Verdict
Tickeron’s AI currently leans toward ERIE based on stronger YTD and one-year relative performance, higher price growth rating, and potential for rebound from recent lows amid solid balance sheet strength and underwriting improvements. However, AON presents a compelling alternative for stability seekers with superior margins and upcoming catalysts. This probabilistic edge favors ERIE in trending conditions but warrants monitoring earnings outcomes.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AON is a StrongBuy and ERIE is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AON’s FA Score shows that 1 FA rating(s) are green whileERIE’s FA Score has 0 green FA rating(s).
- AON’s FA Score: 1 green, 4 red.
- ERIE’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AON’s TA Score shows that 6 TA indicator(s) are bullish while ERIE’s TA Score has 4 bullish TA indicator(s).
- AON’s TA Score: 6 bullish, 3 bearish.
- ERIE’s TA Score: 4 bullish, 4 bearish.
Price Growth
AON (@Insurance Brokers/Services) experienced а +4.01% price change this week, while ERIE (@Insurance Brokers/Services) price change was +2.99% for the same time period.
The average weekly price growth across all stocks in the @Insurance Brokers/Services industry was -2.54%. For the same industry, the average monthly price growth was -2.89%, and the average quarterly price growth was -30.70%.
Reported Earning Dates
AON is expected to report earnings on Jul 24, 2026.
ERIE is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Insurance Brokers/Services (-2.54% weekly)Insurance brokers sell, solicit, or negotiate insurance for compensation. General insurance brokers mostly cater to insurances on car, house etc. (versus life). Brokers are also often instrumental in helping small employers find health insurance, particularly in more competitive markets. Additionally, brokers may also provide risk assessments, insurance consulting services, insurance-related regulatory and legislative update services. Some of the major names in this industry include Marsh & McLennan Companies, Inc., Aon plc and Verisk Analytics Inc.
| AON | ERIE | AON / ERIE | |
| Capitalization | 71.6B | 11.8B | 607% |
| EBITDA | 6.77B | N/A | - |
| Gain YTD | -4.565 | -20.264 | 23% |
| P/E Ratio | 18.40 | 20.70 | 89% |
| Revenue | 17.5B | 4.16B | 420% |
| Total Cash | 1.42B | 338M | 419% |
| Total Debt | 15.5B | 0 | - |
AON | ERIE | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 79 | 67 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 95 Overvalued | 97 Overvalued | |
PROFIT vs RISK RATING 1..100 | 50 | 89 | |
SMR RATING 1..100 | 21 | 37 | |
PRICE GROWTH RATING 1..100 | 50 | 60 | |
P/E GROWTH RATING 1..100 | 88 | 82 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
AON's Valuation (95) in the Insurance Brokers Or Services industry is in the same range as ERIE (97) in the Property Or Casualty Insurance industry. This means that AON’s stock grew similarly to ERIE’s over the last 12 months.
AON's Profit vs Risk Rating (50) in the Insurance Brokers Or Services industry is somewhat better than the same rating for ERIE (89) in the Property Or Casualty Insurance industry. This means that AON’s stock grew somewhat faster than ERIE’s over the last 12 months.
AON's SMR Rating (21) in the Insurance Brokers Or Services industry is in the same range as ERIE (37) in the Property Or Casualty Insurance industry. This means that AON’s stock grew similarly to ERIE’s over the last 12 months.
AON's Price Growth Rating (50) in the Insurance Brokers Or Services industry is in the same range as ERIE (60) in the Property Or Casualty Insurance industry. This means that AON’s stock grew similarly to ERIE’s over the last 12 months.
ERIE's P/E Growth Rating (82) in the Property Or Casualty Insurance industry is in the same range as AON (88) in the Insurance Brokers Or Services industry. This means that ERIE’s stock grew similarly to AON’s over the last 12 months.
| AON | ERIE | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 65% |
| Stochastic ODDS (%) | 2 days ago 48% | 2 days ago 60% |
| Momentum ODDS (%) | 2 days ago 58% | 2 days ago 49% |
| MACD ODDS (%) | 2 days ago 52% | 2 days ago 53% |
| TrendWeek ODDS (%) | 2 days ago 55% | 2 days ago 60% |
| TrendMonth ODDS (%) | 2 days ago 52% | 2 days ago 63% |
| Advances ODDS (%) | 3 days ago 49% | 3 days ago 60% |
| Declines ODDS (%) | 10 days ago 52% | 10 days ago 56% |
| BollingerBands ODDS (%) | 2 days ago 53% | N/A |
| Aroon ODDS (%) | 2 days ago 47% | 2 days ago 64% |
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ERIE and
Correlation & Price change
A.I.dvisor indicates that over the last year, ERIE has been loosely correlated with AON. These tickers have moved in lockstep 55% of the time. This A.I.-generated data suggests there is some statistical probability that if ERIE jumps, then AON could also see price increases.
| Ticker / NAME | Correlation To ERIE | 1D Price Change % | ||
|---|---|---|---|---|
| ERIE | 100% | -2.55% | ||
| AON - ERIE | 55% Loosely correlated | -0.34% | ||
| BRO - ERIE | 50% Loosely correlated | -0.38% | ||
| MRSH - ERIE | 48% Loosely correlated | +0.60% | ||
| WTW - ERIE | 47% Loosely correlated | -1.19% | ||
| AJG - ERIE | 46% Loosely correlated | +0.35% | ||
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