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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

Highlights

Market Cap$101.27B
EPS$7.54
PE Ratio27.32
PEG Ratio2.52
Revenue (TTM)$22.74B
Gross Profit (TTM)$8.88B
EBITDA (TTM)$6.28B
Year Range$163.48 - $209.20
Target Price$204.45
Short %0.79%
Short Ratio2.77

Share Price Chart


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Marsh & McLennan Companies, Inc.

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

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%15.00%20.00%NovemberDecember2024FebruaryMarchApril
4.20%
17.40%
MMC (Marsh & McLennan Companies, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Marsh & McLennan Companies, Inc. had a return of 5.04% year-to-date (YTD) and 14.64% in the last 12 months. Over the past 10 years, Marsh & McLennan Companies, Inc. had an annualized return of 17.23%, outperforming the S&P 500 benchmark which had an annualized return of 10.43%.


PeriodReturnBenchmark
Year-To-Date5.04%5.29%
1 month-4.15%-2.47%
6 months4.94%16.40%
1 year14.64%20.88%
5 years (annualized)17.94%11.60%
10 years (annualized)17.23%10.43%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20242.67%4.35%1.83%
2023-2.41%0.03%5.15%-4.99%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of MMC is 81, placing it in the top 19% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of MMC is 8181
Marsh & McLennan Companies, Inc.(MMC)
The Sharpe Ratio Rank of MMC is 8181Sharpe Ratio Rank
The Sortino Ratio Rank of MMC is 7373Sortino Ratio Rank
The Omega Ratio Rank of MMC is 7474Omega Ratio Rank
The Calmar Ratio Rank of MMC is 9292Calmar Ratio Rank
The Martin Ratio Rank of MMC is 8585Martin 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 1.01, compared to the broader market-2.00-1.000.001.002.003.001.01
Sortino ratio
The chart of Sortino ratio for MMC, currently valued at 1.41, compared to the broader market-4.00-2.000.002.004.001.41
Omega ratio
The chart of Omega ratio for MMC, currently valued at 1.19, compared to the broader market0.501.001.501.19
Calmar ratio
The chart of Calmar ratio for MMC, currently valued at 1.85, compared to the broader market0.001.002.003.004.005.001.85
Martin ratio
The chart of Martin ratio for MMC, currently valued at 5.48, compared to the broader market0.0010.0020.0030.005.48
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.79, compared to the broader market-2.00-1.000.001.002.003.001.79
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.61, compared to the broader market-4.00-2.000.002.004.002.61
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.31
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.001.002.003.004.005.001.36
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.21, compared to the broader market0.0010.0020.0030.007.21

Sharpe Ratio

The current Marsh & McLennan Companies, Inc. Sharpe ratio is 1.01. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.01
1.79
MMC (Marsh & McLennan Companies, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Marsh & McLennan Companies, Inc. granted a 1.44% dividend yield in the last twelve months. The annual payout for that period amounted to $2.84 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.84$2.60$2.25$2.00$1.84$1.74$1.58$1.43$1.30$1.18$1.06$0.96

Dividend yield

1.44%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.71$0.00$0.00
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
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
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
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
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
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
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
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
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
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
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

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%1.4%
Marsh & McLennan Companies, Inc. has a dividend yield of 1.44%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%36.0%
Marsh & McLennan Companies, Inc. has a payout ratio of 36.04%, 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.


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-4.61%
-4.42%
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 4.61%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.46%Oct 6, 20002110Mar 2, 20091188Nov 15, 20133298
-37.88%Aug 17, 198782Dec 10, 1987398Jul 10, 1989480
-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

Volatility

Volatility Chart

The current Marsh & McLennan Companies, Inc. volatility is 4.01%, 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%7.00%NovemberDecember2024FebruaryMarchApril
4.01%
3.35%
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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items