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Marsh & McLennan Companies, Inc (MRSH)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

Highlights

Market Cap
$84.99B
Enterprise Value
$105.35B
EPS (TTM)
$8.44
PE Ratio
20.56
PEG Ratio
2.40
Total Revenue (TTM)
$26.98B
Gross Profit (TTM)
$8.75B
EBITDA (TTM)
$7.03B
Year Range
$164.89 - $248.00
Target Price
$211.10
ROA (TTM)
7.09%
ROE (TTM)
27.16%

Share Price Chart


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Marsh & McLennan Companies, Inc

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.


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S&P 500 Index

Returns By Period

Marsh & McLennan Companies, Inc (MRSH) has returned -6.03% so far this year and -27.69% over the past 12 months. Looking at the last ten years, MRSH has achieved an annualized return of 12.83%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


Marsh & McLennan Companies, Inc

1D
-0.73%
1M
-7.12%
YTD
-6.03%
6M
-13.11%
1Y
-27.69%
3Y*
2.94%
5Y*
8.70%
10Y*
12.83%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Dec 30, 1987, MRSH's average daily return is +0.05%, while the average monthly return is +1.10%. At this rate, your investment would double in approximately 5.3 years.

Historically, 60% of months were positive and 40% were negative. The best month was Mar 2000 with a return of +42.5%, while the worst month was Oct 2004 at -39.1%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.

On a daily basis, MRSH closed higher 50% of trading days. The best single day was Feb 11, 2009 with a return of +14.4%, while the worst single day was Oct 14, 2004 at -24.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.95%-0.77%-7.12%-6.03%
20252.49%9.66%2.60%-7.30%3.63%-6.43%-8.50%3.32%-2.08%-11.20%2.98%1.13%-11.26%
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%

Benchmark Metrics

Marsh & McLennan Companies, Inc has an annualized alpha of 5.18%, beta of 0.86, and R² of 0.37 versus S&P 500 Index. Calculated based on daily prices since December 31, 1987.

  • This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (91.00%) than losses (79.06%) — typical of diversified or defensive assets.
  • R² of 0.37 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.

Alpha
5.18%
Beta
0.86
0.37
Upside Capture
91.00%
Downside Capture
79.06%

Return for Risk

Risk / Return Rank

MRSH ranks 6 for risk / return — in the bottom 6% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


MRSH Risk / Return Rank: 66
Overall Rank
MRSH Sharpe Ratio Rank: 22
Sharpe Ratio Rank
MRSH Sortino Ratio Rank: 55
Sortino Ratio Rank
MRSH Omega Ratio Rank: 44
Omega Ratio Rank
MRSH Calmar Ratio Rank: 66
Calmar Ratio Rank
MRSH Martin Ratio Rank: 1111
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Marsh & McLennan Companies, Inc (MRSH) and compare them to a chosen benchmark (S&P 500 Index).


MRSHBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-1.17

0.90

-2.07

Sortino ratio

Return per unit of downside risk

-1.57

1.39

-2.95

Omega ratio

Gain probability vs. loss probability

0.79

1.21

-0.42

Calmar ratio

Return relative to maximum drawdown

-0.91

1.40

-2.31

Martin ratio

Return relative to average drawdown

-1.41

6.61

-8.02

Explore MRSH risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Marsh & McLennan Companies, Inc provided a 2.03% dividend yield over the last twelve months, with an annual payout of $3.52 per share. The company has been increasing its dividends for 20 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$3.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$3.52$3.43$3.05$2.60$2.25$2.00$1.84$1.74$1.58$1.43$1.30$1.18

Dividend yield

2.03%1.85%1.44%1.37%1.36%1.15%1.57%1.56%1.98%1.76%1.92%2.13%

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
2026$0.90$0.00$0.00$0.90
2025$0.82$0.00$0.00$0.82$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.00$3.43
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

Dividend Yield & Payout


Dividend Yield

Marsh & McLennan Companies, Inc has a dividend yield of 2.03%, which is quite average when compared to the overall market.

Payout Ratio

Marsh & McLennan Companies, Inc has a payout ratio of 41.18%, 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 28.00%.


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
-29.78%Apr 4, 2025246Mar 27, 2026
-29.74%Jan 18, 200037Mar 9, 200016Mar 31, 200053

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

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 MRSH, comparing it with other companies in the Insurance Brokers industry. Currently, MRSH has a P/E ratio of 20.6. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for MRSH compared to other companies in the Insurance Brokers industry. MRSH currently has a PEG ratio of 2.4. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for MRSH relative to other companies in the Insurance Brokers industry. Currently, MRSH has a P/S ratio of 3.2. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for MRSH in comparison with other companies in the Insurance Brokers industry. Currently, MRSH has a P/B value of 5.5. 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