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AON vs MRSH
Which Stock Would AI Choose? Aon plc (AON) vs. Marsh & McLennan Companies (MRSH) Stock Comparison
Key Takeaways
- AON (Aon plc) is a global leader in risk management and insurance brokerage, while MRSH (Marsh & McLennan Companies) operates a larger, more diversified professional-services portfolio spanning risk, reinsurance, and consulting.
- Aon posted roughly 9% full-year revenue growth and expanding adjusted operating margins, while Marsh delivered about 10% revenue growth with an 18th consecutive year of margin expansion.
- Marsh is materially larger by revenue (around $27 billion versus Aon's $17 billion) and recently rebranded and changed its ticker to MRSH, whereas Aon skews more heavily toward pure risk-capital exposure.
- Both companies combine steady organic growth with aggressive share buybacks, positioning them as high-quality "compounder" names in the insurance-brokerage sector.
- Their relative performance depends less on headline growth and more on margin trajectory, diversification, and how each navigates the insurance pricing cycle.
Introduction
Investors evaluating the insurance-brokerage and risk-consulting sector frequently weigh AON against MRSH, two of the industry's dominant franchises. Both generate durable, fee-based revenue, benefit from steady client retention, and return substantial capital to shareholders. Yet they differ meaningfully in scale, business mix, and growth profile. This stock comparison examines recent performance, market positioning, and the observable factors that could drive relative outperformance, offering a framework useful to both long-term investors seeking compounding businesses and traders monitoring momentum across the financial-services sector.
AON Overview and Recent Performance
AON, formally Aon plc, is among the world's largest risk management, insurance, and reinsurance brokers, with additional human-capital consulting operations. In recent market activity, the company has demonstrated resilient fundamentals: full-year revenue rose roughly 9% to about $17.2 billion, while adjusted operating margin expanded approximately 90 basis points year over year to 32.4%. Fourth-quarter organic revenue growth of 5% was driven by strong net new business and high retention, with Commercial Risk Solutions up 6% and Reinsurance Solutions up 8%. Sentiment has been supported by double-digit growth in insurance-linked securities and healthy demand in retirement advisory work, though Human Capital lines have shown slower discretionary spending. The firm also continues to buy back shares, repurchasing roughly $1 billion in stock during 2025.
MRSH Overview and Recent Performance
MRSH, Marsh & McLennan Companies (recently rebranded as Marsh), is a diversified professional-services leader spanning risk, reinsurance, people and investments, and management consulting through businesses including Marsh, Guy Carpenter, Mercer, and Oliver Wyman. The company changed its NYSE ticker to MRSH in January 2026. In recent weeks, Marsh reported full-year revenue growth of 10% to approximately $27 billion, with 4% underlying growth and adjusted EPS up 9% to $9.75. Management highlighted its 18th consecutive year of reported margin expansion, the completed integration of McGriff, and the launch of its "Thrive" program. The company repurchased about 10.1 million shares for $2 billion during 2025, underscoring a disciplined capital-return posture even as it integrates acquisitions.
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Head-to-Head Comparison
While both companies operate at the core of insurance brokerage, their market positioning diverges. AON is more concentrated in risk capital, giving it outsized sensitivity to the commercial insurance and reinsurance pricing cycle, and it posts a structurally higher adjusted operating margin (above 35% in recent quarters). MRSH offers greater diversification through consulting, which can smooth cyclicality but tends to carry slightly lower margins. In terms of scale, Marsh generates roughly $27 billion in annual revenue versus Aon's $17 billion, yet Aon's narrower focus has historically produced stronger margin leverage. Growth drivers also differ: Marsh has leaned on acquisitions such as McGriff, while Aon emphasizes organic net-new-business generation and its "Aon United" restructuring program. Risk factors include integration costs, exposure to insurance pricing cycles, and foreign-exchange translation. Overall, both names reflect steady compounding businesses, with the key trade-off being diversification versus margin intensity.
Tickeron AI Verdict
Based on observable factors such as trend consistency, stability, and relative positioning, Tickeron's AI would likely view both AON and MRSH as high-quality, trend-stable candidates rather than volatile momentum plays. The probabilistic edge, however, may tilt modestly toward the name demonstrating stronger, more consistent margin expansion and cleaner organic growth momentum. Aon's higher operating margin and concentrated risk-capital exposure could translate into superior operating leverage in a firm insurance pricing environment, though this concentration also amplifies cyclical sensitivity. Marsh's scale and diversification offer comparatively steadier, more defensive growth. Accordingly, a model weighing momentum and margin efficiency might marginally favor Aon, while one prioritizing stability and diversification could lean toward Marsh, reflecting that neither stock presents a clear-cut, all-weather advantage.
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 Hold and MRSH is a Buy.
AON | MRSH | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 56 | 16 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 90 Overvalued | 82 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 87 | |
SMR RATING 1..100 | 23 | 37 | |
PRICE GROWTH RATING 1..100 | 64 | 70 | |
P/E GROWTH RATING 1..100 | 91 | 47 | |
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.
MRSH's Valuation (82) in the null industry is in the same range as AON (90) in the Insurance Brokers Or Services industry. This means that MRSH’s stock grew similarly to AON’s over the last 12 months.
MRSH's Profit vs Risk Rating (87) in the null industry is in the same range as AON (100) in the Insurance Brokers Or Services industry. This means that MRSH’s stock grew similarly to AON’s over the last 12 months.
AON's SMR Rating (23) in the Insurance Brokers Or Services industry is in the same range as MRSH (37) in the null industry. This means that AON’s stock grew similarly to MRSH’s over the last 12 months.
AON's Price Growth Rating (64) in the Insurance Brokers Or Services industry is in the same range as MRSH (70) in the null industry. This means that AON’s stock grew similarly to MRSH’s over the last 12 months.
MRSH's P/E Growth Rating (47) in the null industry is somewhat better than the same rating for AON (91) in the Insurance Brokers Or Services industry. This means that MRSH’s stock grew somewhat faster than AON’s over the last 12 months.
| AON | MRSH | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 60% | 4 days ago 57% |
| Stochastic ODDS (%) | 4 days ago 72% | 4 days ago 60% |
| Momentum ODDS (%) | 7 days ago 45% | 4 days ago 43% |
| MACD ODDS (%) | N/A | 4 days ago 47% |
| TrendWeek ODDS (%) | 4 days ago 54% | 4 days ago 49% |
| TrendMonth ODDS (%) | 4 days ago 50% | 4 days ago 47% |
| Advances ODDS (%) | 6 days ago 47% | 5 days ago 48% |
| Declines ODDS (%) | 4 days ago 53% | 14 days ago 43% |
| BollingerBands ODDS (%) | 5 days ago 57% | 4 days ago 56% |
| Aroon ODDS (%) | 4 days ago 47% | 4 days ago 41% |
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 overvalued. 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 while MRSH’s FA Score has 0 green FA rating(s).
- AON’s FA Score: 1 green, 4 red.
- MRSH’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 4 TA indicator(s) are bullish while MRSH’s TA Score has 5 bullish TA indicator(s).
- AON’s TA Score: 4 bullish, 6 bearish.
- MRSH’s TA Score: 5 bullish, 5 bearish.
Price Growth
AON (@Insurance Brokers/Services) experienced а -3.07% price change this week, while MRSH (@Insurance Brokers/Services) price change was -0.04% for the same time period.
The average weekly price growth across all stocks in the @Insurance Brokers/Services industry was +0.63%. For the same industry, the average monthly price growth was -16.78%, and the average quarterly price growth was +3.80%.
Reported Earning Dates
AON is expected to report earnings on Oct 23, 2026.
MRSH is expected to report earnings on Oct 15, 2026.
Industries' Descriptions
@Insurance Brokers/Services (+0.63% 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.
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AON and
Correlation & Price change
A.I.dvisor indicates that over the last year, AON has been closely correlated with MRSH. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if AON jumps, then MRSH could also see price increases.
| Ticker / NAME | Correlation To AON | 1D Price Change % | ||
|---|---|---|---|---|
| AON | 100% | -2.36% | ||
| MRSH - AON | 77% Closely correlated | -1.04% | ||
| AJG - AON | 75% Closely correlated | -2.46% | ||
| BRO - AON | 72% Closely correlated | -3.01% | ||
| WTW - AON | 68% Closely correlated | -1.03% | ||
| RYAN - AON | 58% Loosely correlated | -1.88% | ||
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MRSH and
Correlation & Price change
A.I.dvisor indicates that over the last year, MRSH has been closely correlated with BRO. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if MRSH jumps, then BRO could also see price increases.
| Ticker / NAME | Correlation To MRSH | 1D Price Change % | ||
|---|---|---|---|---|
| MRSH | 100% | -1.04% | ||
| BRO - MRSH | 80% Closely correlated | -3.01% | ||
| AJG - MRSH | 78% Closely correlated | -2.46% | ||
| AON - MRSH | 77% Closely correlated | -2.36% | ||
| WTW - MRSH | 66% Loosely correlated | -1.03% | ||
| RYAN - MRSH | 58% Loosely correlated | -1.88% | ||
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