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Marsh & McLennan Companies, Inc. (MMC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US5717481023

CUSIP

571748102

IPO Date

Dec 30, 1987

Highlights

Market Cap

$110.26B

EPS (TTM)

$8.15

PE Ratio

27.46

PEG Ratio

2.42

Total Revenue (TTM)

$25.05B

Gross Profit (TTM)

$10.67B

EBITDA (TTM)

$7.08B

Year Range

$198.86 - $248.00

Target Price

$233.06

Short %

1.23%

Short Ratio

2.16

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

Marsh & McLennan Companies, Inc. (MMC) returned 5.50% year-to-date (YTD) and 10.09% over the past 12 months. Over the past 10 years, MMC delivered an annualized return of 16.44%, outperforming the S&P 500 benchmark at 10.78%.


MMC

YTD

5.50%

1M

-6.24%

6M

-0.73%

1Y

10.09%

5Y*

18.12%

10Y*

16.44%

^GSPC (Benchmark)

YTD

0.19%

1M

9.00%

6M

-1.55%

1Y

12.31%

5Y*

15.59%

10Y*

10.78%

*Annualized

Monthly Returns

The table below presents the monthly returns of MMC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.49%9.66%2.60%-7.30%-1.31%5.50%
20242.67%4.35%1.83%-2.84%4.09%1.51%6.02%2.22%-1.94%-1.81%6.87%-8.93%13.75%
20236.06%-7.30%2.72%8.57%-3.89%8.60%0.55%3.49%-2.41%0.03%5.15%-4.99%16.15%
2022-11.31%1.15%9.66%-4.82%-1.08%-2.94%6.01%-1.58%-7.49%8.57%7.24%-4.45%-3.45%
2021-5.66%4.83%5.71%11.83%1.95%1.68%5.03%6.78%-3.67%10.53%-1.67%5.97%50.83%
20200.81%-6.53%-17.31%13.16%8.83%1.37%9.04%-1.45%-0.18%-9.43%10.81%2.06%6.86%
201911.14%5.48%0.95%0.86%1.39%4.34%-0.51%1.10%0.16%4.06%4.29%3.09%42.33%
20183.07%-0.60%-0.52%-0.86%-1.39%1.99%2.19%1.52%-2.26%2.97%4.66%-10.09%-0.14%
20171.14%8.03%0.56%0.79%4.63%0.52%0.50%0.14%7.34%-3.00%3.71%-3.03%22.73%
2016-3.24%6.98%6.56%4.42%4.62%3.62%-3.47%2.86%-0.56%-5.25%9.34%-2.48%24.53%
2015-5.60%5.80%-1.41%0.62%3.69%-2.63%2.74%-7.27%-2.81%7.37%-0.79%0.27%-1.05%
2014-4.97%5.36%2.37%0.54%1.95%3.08%-1.49%4.59%-1.43%4.45%4.08%1.15%20.93%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MMC is 69, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of MMC is 6969
Overall Rank
The Sharpe Ratio Rank of MMC is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of MMC is 6060
Sortino Ratio Rank
The Omega Ratio Rank of MMC is 6161
Omega Ratio Rank
The Calmar Ratio Rank of MMC is 7878
Calmar Ratio Rank
The Martin Ratio Rank of MMC is 7474
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Marsh & McLennan Companies, Inc. (MMC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Marsh & McLennan Companies, Inc. Sharpe ratios as of May 15, 2025 (values are recalculated daily):

  • 1-Year: 0.58
  • 5-Year: 0.94
  • 10-Year: 0.81
  • All Time: 0.50

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Marsh & McLennan Companies, Inc. compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Marsh & McLennan Companies, Inc. provided a 1.47% dividend yield over the last twelve months, with an annual payout of $3.26 per share. The company has been increasing its dividends for 19 consecutive years.


1.20%1.40%1.60%1.80%2.00%2.20%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$3.26$3.05$2.60$2.25$2.00$1.84$1.74$1.58$1.43$1.30$1.18$1.06

Dividend yield

1.47%1.44%1.37%1.36%1.15%1.57%1.56%1.98%1.76%1.92%2.13%1.85%

Monthly Dividends

The table displays the monthly dividend distributions for Marsh & McLennan Companies, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.82$0.00$0.00$0.82$0.00$1.63
2024$0.71$0.00$0.00$0.71$0.00$0.00$0.82$0.00$0.00$0.82$0.00$0.00$3.05
2023$0.59$0.00$0.00$0.59$0.00$0.00$0.71$0.00$0.00$0.71$0.00$0.00$2.60
2022$0.54$0.00$0.00$0.54$0.00$0.00$0.59$0.00$0.00$0.59$0.00$0.00$2.25
2021$0.47$0.00$0.00$0.47$0.00$0.00$0.54$0.00$0.00$0.54$0.00$0.00$2.00
2020$0.46$0.00$0.00$0.46$0.00$0.00$0.47$0.00$0.00$0.47$0.00$0.00$1.84
2019$0.42$0.00$0.00$0.42$0.00$0.00$0.46$0.00$0.00$0.46$0.00$0.00$1.74
2018$0.38$0.00$0.00$0.38$0.00$0.00$0.42$0.00$0.00$0.42$0.00$0.00$1.58
2017$0.34$0.00$0.00$0.34$0.00$0.00$0.38$0.00$0.00$0.38$0.00$0.00$1.43
2016$0.31$0.00$0.00$0.31$0.00$0.00$0.34$0.00$0.00$0.34$0.00$0.00$1.30
2015$0.28$0.00$0.00$0.28$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$1.18
2014$0.25$0.00$0.00$0.25$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$1.06

Dividend Yield & Payout


Dividend Yield

Marsh & McLennan Companies, Inc. has a dividend yield of 1.47%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

Marsh & McLennan Companies, Inc. has a payout ratio of 36.34%, which is quite average when compared to the overall market. This suggests that Marsh & McLennan Companies, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Marsh & McLennan Companies, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Marsh & McLennan Companies, Inc. was 67.46%, occurring on Mar 2, 2009. Recovery took 1188 trading sessions.

The current Marsh & McLennan Companies, Inc. drawdown is 8.91%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.46%Oct 6, 20002110Mar 2, 20091188Nov 15, 20133298
-35.8%Feb 19, 202024Mar 23, 202094Aug 5, 2020118
-30.47%Jul 17, 199856Oct 5, 199881Feb 1, 1999137
-29.72%Jan 18, 200037Mar 9, 200016Mar 31, 200053
-29.53%Nov 6, 1989226Sep 27, 1990126Mar 28, 1991352

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Marsh & McLennan Companies, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Marsh & McLennan Companies, Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 2.1% positive surprise.


1.001.502.002.503.0020212022202320242025
3.06
3.00
Actual
Estimate

Valuation

The Valuation section provides an overview of how Marsh & McLennan Companies, Inc. is priced in the market compared to other companies in the Insurance Brokers industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for MMC, comparing it with other companies in the Insurance Brokers industry. Currently, MMC has a P/E ratio of 27.5. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for MMC compared to other companies in the Insurance Brokers industry. MMC currently has a PEG ratio of 2.4. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for MMC relative to other companies in the Insurance Brokers industry. Currently, MMC has a P/S ratio of 4.4. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for MMC in comparison with other companies in the Insurance Brokers industry. Currently, MMC has a P/B value of 7.8. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items