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AON vs. MMC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AON and MMC is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

AON vs. MMC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aon plc (AON) and Marsh & McLennan Companies, Inc. (MMC). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

AON:

1.17

MMC:

0.70

Sortino Ratio

AON:

1.83

MMC:

1.14

Omega Ratio

AON:

1.26

MMC:

1.16

Calmar Ratio

AON:

1.37

MMC:

1.10

Martin Ratio

AON:

4.91

MMC:

3.15

Ulcer Index

AON:

5.44%

MMC:

4.59%

Daily Std Dev

AON:

21.45%

MMC:

17.70%

Max Drawdown

AON:

-67.38%

MMC:

-67.46%

Current Drawdown

AON:

-11.39%

MMC:

-5.27%

Fundamentals

Market Cap

AON:

$78.15B

MMC:

$114.01B

EPS

AON:

$11.58

MMC:

$8.31

PE Ratio

AON:

31.25

MMC:

27.84

PEG Ratio

AON:

1.74

MMC:

2.45

PS Ratio

AON:

4.78

MMC:

4.55

PB Ratio

AON:

11.06

MMC:

7.96

Total Revenue (TTM)

AON:

$16.36B

MMC:

$25.05B

Gross Profit (TTM)

AON:

$7.71B

MMC:

$10.67B

EBITDA (TTM)

AON:

$5.14B

MMC:

$7.08B

Returns By Period

In the year-to-date period, AON achieves a 1.16% return, which is significantly lower than MMC's 9.71% return. Over the past 10 years, AON has underperformed MMC with an annualized return of 14.60%, while MMC has yielded a comparatively higher 16.66% annualized return.


AON

YTD

1.16%

1M

-1.29%

6M

-4.20%

1Y

24.73%

5Y*

13.90%

10Y*

14.60%

MMC

YTD

9.71%

1M

5.14%

6M

4.90%

1Y

11.81%

5Y*

18.46%

10Y*

16.66%

*Annualized

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Risk-Adjusted Performance

AON vs. MMC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AON
The Risk-Adjusted Performance Rank of AON is 8686
Overall Rank
The Sharpe Ratio Rank of AON is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of AON is 8383
Sortino Ratio Rank
The Omega Ratio Rank of AON is 8484
Omega Ratio Rank
The Calmar Ratio Rank of AON is 8888
Calmar Ratio Rank
The Martin Ratio Rank of AON is 8686
Martin Ratio Rank

MMC
The Risk-Adjusted Performance Rank of MMC is 7676
Overall Rank
The Sharpe Ratio Rank of MMC is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of MMC is 6969
Sortino Ratio Rank
The Omega Ratio Rank of MMC is 7070
Omega Ratio Rank
The Calmar Ratio Rank of MMC is 8585
Calmar Ratio Rank
The Martin Ratio Rank of MMC is 7979
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.

AON vs. MMC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Aon plc (AON) and Marsh & McLennan Companies, Inc. (MMC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current AON Sharpe Ratio is 1.17, which is higher than the MMC Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of AON and MMC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

AON vs. MMC - Dividend Comparison

AON's dividend yield for the trailing twelve months is around 0.77%, less than MMC's 1.41% yield.


TTM20242023202220212020201920182017201620152014
AON
Aon plc
0.77%0.74%0.83%0.73%0.66%0.84%0.83%1.07%1.05%1.16%1.25%0.98%
MMC
Marsh & McLennan Companies, Inc.
1.41%1.44%1.37%1.36%1.15%1.57%1.56%1.98%1.76%1.92%2.13%1.85%

Drawdowns

AON vs. MMC - Drawdown Comparison

The maximum AON drawdown since its inception was -67.38%, roughly equal to the maximum MMC drawdown of -67.46%. Use the drawdown chart below to compare losses from any high point for AON and MMC. For additional features, visit the drawdowns tool.


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Volatility

AON vs. MMC - Volatility Comparison

Aon plc (AON) has a higher volatility of 10.94% compared to Marsh & McLennan Companies, Inc. (MMC) at 8.40%. This indicates that AON's price experiences larger fluctuations and is considered to be riskier than MMC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

AON vs. MMC - Financials Comparison

This section allows you to compare key financial metrics between Aon plc and Marsh & McLennan Companies, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


2.00B3.00B4.00B5.00B6.00B7.00B20212022202320242025
4.73B
7.06B
(AON) Total Revenue
(MMC) Total Revenue
Values in USD except per share items

AON vs. MMC - Profitability Comparison

The chart below illustrates the profitability comparison between Aon plc and Marsh & McLennan Companies, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%90.0%20212022202320242025
52.4%
45.5%
(AON) Gross Margin
(MMC) Gross Margin
AON - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Aon plc reported a gross profit of 2.48B and revenue of 4.73B. Therefore, the gross margin over that period was 52.4%.

MMC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Marsh & McLennan Companies, Inc. reported a gross profit of 3.21B and revenue of 7.06B. Therefore, the gross margin over that period was 45.5%.

AON - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Aon plc reported an operating income of 1.46B and revenue of 4.73B, resulting in an operating margin of 30.9%.

MMC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Marsh & McLennan Companies, Inc. reported an operating income of 2.01B and revenue of 7.06B, resulting in an operating margin of 28.4%.

AON - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Aon plc reported a net income of 965.00M and revenue of 4.73B, resulting in a net margin of 20.4%.

MMC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Marsh & McLennan Companies, Inc. reported a net income of 1.38B and revenue of 7.06B, resulting in a net margin of 19.6%.