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

Company Info

ISINUS5717481023
CUSIP571748102
SectorFinancial Services
IndustryInsurance Brokers
IPO DateDec 30, 1987

Highlights

Market Cap$110.59B
EPS (TTM)$8.11
PE Ratio27.76
PEG Ratio2.39
Total Revenue (TTM)$23.95B
Gross Profit (TTM)$10.31B
EBITDA (TTM)$6.95B
Year Range$181.63 - $232.30
Target Price$233.56
Short %1.06%
Short Ratio2.52

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.


Popular comparisons: MMC vs. WTW, MMC vs. AON, MMC vs. PANW, MMC vs. PB, MMC vs. TMUS, MMC vs. TSCO, MMC vs. BRO, MMC vs. ELV, MMC vs. XLF, MMC vs. VTI

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Marsh & McLennan Companies, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
10.22%
12.76%
MMC (Marsh & McLennan Companies, Inc.)
Benchmark (^GSPC)

Returns By Period

Marsh & McLennan Companies, Inc. had a return of 20.88% year-to-date (YTD) and 15.62% in the last 12 months. Over the past 10 years, Marsh & McLennan Companies, Inc. had an annualized return of 17.07%, outperforming the S&P 500 benchmark which had an annualized return of 11.39%.


PeriodReturnBenchmark
Year-To-Date20.88%25.48%
1 month-0.79%2.14%
6 months10.22%12.76%
1 year15.62%33.14%
5 years (annualized)18.26%13.96%
10 years (annualized)17.07%11.39%

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
20242.67%4.35%1.83%-2.84%4.09%1.51%6.02%2.22%-1.94%-1.81%20.88%
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%
20133.61%4.68%2.23%0.73%5.29%-0.25%5.53%-1.53%5.63%5.79%3.60%1.92%43.81%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MMC is 71, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of MMC is 7171
Combined Rank
The Sharpe Ratio Rank of MMC is 7070Sharpe Ratio Rank
The Sortino Ratio Rank of MMC is 6060Sortino Ratio Rank
The Omega Ratio Rank of MMC is 6262Omega Ratio Rank
The Calmar Ratio Rank of MMC is 8585Calmar Ratio Rank
The Martin Ratio Rank of MMC is 7575Martin 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.


MMC
Sharpe ratio
The chart of Sharpe ratio for MMC, currently valued at 0.99, compared to the broader market-4.00-2.000.002.004.000.99
Sortino ratio
The chart of Sortino ratio for MMC, currently valued at 1.33, compared to the broader market-4.00-2.000.002.004.006.001.33
Omega ratio
The chart of Omega ratio for MMC, currently valued at 1.19, compared to the broader market0.501.001.502.001.19
Calmar ratio
The chart of Calmar ratio for MMC, currently valued at 1.77, compared to the broader market0.002.004.006.001.77
Martin ratio
The chart of Martin ratio for MMC, currently valued at 5.12, compared to the broader market0.0010.0020.0030.005.12
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.91, compared to the broader market-4.00-2.000.002.004.002.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.88, compared to the broader market-4.00-2.000.002.004.006.003.88
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.55, compared to the broader market0.501.001.502.001.55
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 4.20, compared to the broader market0.002.004.006.004.20
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 18.80, compared to the broader market0.0010.0020.0030.0018.80

Sharpe Ratio

The current Marsh & McLennan Companies, Inc. Sharpe ratio is 0.99. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Marsh & McLennan Companies, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
0.99
2.91
MMC (Marsh & McLennan Companies, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Marsh & McLennan Companies, Inc. provided a 1.35% dividend yield over the last twelve months, with an annual payout of $3.05 per share. The company has been increasing its dividends for 18 consecutive years.


1.20%1.40%1.60%1.80%2.00%2.20%$0.00$0.50$1.00$1.50$2.00$2.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.05$2.60$2.25$2.00$1.84$1.74$1.58$1.43$1.30$1.18$1.06$0.96

Dividend yield

1.35%1.37%1.36%1.15%1.57%1.56%1.98%1.76%1.92%2.13%1.85%1.99%

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
2024$0.71$0.00$0.00$0.71$0.00$0.00$0.82$0.00$0.00$0.82$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
2013$0.23$0.00$0.00$0.23$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.96

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.4%
Marsh & McLennan Companies, Inc. has a dividend yield of 1.35%, 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
200.0%400.0%600.0%35.4%
Marsh & McLennan Companies, Inc. has a payout ratio of 35.42%, 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.


-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-2.28%
-0.27%
MMC (Marsh & McLennan Companies, Inc.)
Benchmark (^GSPC)

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 2.28%.


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
-29.54%Nov 6, 1989226Sep 27, 1990126Mar 28, 1991352

Volatility

Volatility Chart

The current Marsh & McLennan Companies, Inc. volatility is 3.16%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%JuneJulyAugustSeptemberOctoberNovember
3.16%
3.75%
MMC (Marsh & McLennan Companies, Inc.)
Benchmark (^GSPC)

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

Valuation

The Valuation section provides an assessment of the market value of Marsh & McLennan Companies, Inc. compared to its peers in the Insurance Brokers industry.


PE Ratio
50.0100.0150.0200.0250.0300.027.8
The chart displays the price to earnings (P/E) ratio for MMC in comparison to other companies of the Insurance Brokers industry. Currently, MMC has a PE value of 27.8. This PE ratio falls in the average range for the industry.
PEG Ratio
1.02.03.04.02.4
The chart displays the price to earnings to growth (PEG) ratio for MMC in comparison to other companies of the Insurance Brokers industry. Currently, MMC has a PEG value of 2.4. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Marsh & McLennan Companies, Inc..


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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