MRSH vs. BLK
MRSH (Marsh & McLennan Companies, Inc) and BLK (BlackRock, Inc.) are both stocks. Both are in the Financial Services sector — MRSH in Insurance Brokers, BLK in Asset Management. Over the past 10 years, MRSH returned 10.90%/yr vs 13.38%/yr for BLK. At a 0.43 correlation, their price movements are largely independent.
Performance
MRSH vs. BLK - Performance Comparison
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Returns By Period
In the year-to-date period, MRSH achieves a -14.33% return, which is significantly lower than BLK's -6.91% return. Over the past 10 years, MRSH has underperformed BLK with an annualized return of 10.90%, while BLK has yielded a comparatively higher 13.38% annualized return.
MRSH
- 1D
- -2.52%
- 1M
- -6.28%
- YTD
- -14.33%
- 6M
- -13.56%
- 1Y
- -31.73%
- 3Y*
- -2.19%
- 5Y*
- 3.98%
- 10Y*
- 10.90%
BLK
- 1D
- -2.76%
- 1M
- -5.83%
- YTD
- -6.91%
- 6M
- -7.28%
- 1Y
- 2.97%
- 3Y*
- 15.97%
- 5Y*
- 4.62%
- 10Y*
- 13.38%
MRSH vs. BLK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MRSH Marsh & McLennan Companies, Inc | -14.33% | -11.26% | 13.75% | 16.15% | -3.45% | 50.83% | 6.86% | 42.33% | -0.14% | 22.73% |
BLK BlackRock, Inc. | -6.91% | 6.55% | 29.29% | 17.86% | -20.40% | 29.39% | 47.21% | 31.87% | -21.59% | 38.20% |
Correlation
The correlation between MRSH and BLK is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Oct 4, 1999 | 0.43 |
Over the past year, the correlation between MRSH and BLK has dropped to 0.12 - well below their long-term average of 0.43, suggesting their price drivers have been diverging.
Fundamentals
MRSH:
$76.46B
BLK:
$163.49B
MRSH:
$7.99
BLK:
$38.89
MRSH:
19.69
BLK:
25.48
MRSH:
2.81
BLK:
6.20
MRSH:
5.16
BLK:
2.88
MRSH:
$27.52B
BLK:
$25.71B
MRSH:
$11.66B
BLK:
$15.21B
MRSH:
$6.68B
BLK:
$9.79B
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Return for Risk
MRSH vs. BLK — Risk / Return Rank
MRSH
BLK
MRSH vs. BLK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Marsh & McLennan Companies, Inc (MRSH) and BlackRock, Inc. (BLK). 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.
| MRSH | BLK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.48 | ||
| Sortino ratioReturn per unit of downside risk | -2.27 | ||
| Omega ratioGain probability vs. loss probability | 0.76 | 1.04 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | -1.03 | 0.13 | -1.16 |
| Martin ratioReturn relative to average drawdown | -1.66 | 0.31 | -1.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MRSH | BLK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.36 | 0.12 | -1.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.17 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.48 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.59 | -0.15 |
Drawdowns
MRSH vs. BLK - Drawdown Comparison
The maximum MRSH drawdown since its inception was -67.46%, which is greater than BLK's maximum drawdown of -60.36%. Use the drawdown chart below to compare losses from any high point for MRSH and BLK.
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Drawdown Indicators
| MRSH | BLK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.46% | -60.36% | -7.10% |
Max Drawdown (1Y)Largest decline over 1 year | -30.99% | -22.45% | -8.54% |
Max Drawdown (3Y)Largest decline over 3 years | -34.36% | -23.74% | -10.62% |
Max Drawdown (5Y)Largest decline over 5 years | -34.36% | -43.90% | +9.54% |
Max Drawdown (10Y)Largest decline over 10 years | -35.80% | -43.90% | +8.10% |
Current DrawdownCurrent decline from peak | -34.36% | -16.74% | -17.62% |
Average DrawdownAverage peak-to-trough decline | -17.40% | -11.92% | -5.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.95% | 9.75% | +10.20% |
Volatility
MRSH vs. BLK - Volatility Comparison
The current volatility for Marsh & McLennan Companies, Inc (MRSH) is 6.69%, while BlackRock, Inc. (BLK) has a volatility of 7.86%. This indicates that MRSH experiences smaller price fluctuations and is considered to be less risky than BLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MRSH | BLK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.69% | 7.86% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 18.53% | 20.55% | -2.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.34% | 25.52% | -2.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.11% | 26.72% | -6.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.89% | 27.74% | -6.85% |
Dividends
MRSH vs. BLK - Dividend Comparison
MRSH's dividend yield for the trailing twelve months is around 2.29%, more than BLK's 2.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLK BlackRock, Inc. | 2.16% | 1.95% | 1.99% | 2.46% | 2.75% | 1.80% | 2.01% | 2.63% | 3.08% | 1.95% | 2.41% | 2.56% |
MRSH Marsh & McLennan Companies, Inc | 2.29% | 1.85% | 1.44% | 1.37% | 1.36% | 1.15% | 1.57% | 1.56% | 1.98% | 1.76% | 1.92% | 2.13% |
Financials
MRSH vs. BLK - Financials Comparison
This section allows you to compare key financial metrics between Marsh & McLennan Companies, Inc and BlackRock, 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.
Total Revenue: Total amount of money received from sales and other business activities
MRSH vs. BLK - Profitability Comparison
MRSH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Marsh & McLennan Companies, Inc reported a gross profit of 3.47B and revenue of 7.60B. Therefore, the gross margin over that period was 45.6%.
BLK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BlackRock, Inc. reported a gross profit of 5.51B and revenue of 6.77B. Therefore, the gross margin over that period was 81.4%.
MRSH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Marsh & McLennan Companies, Inc reported an operating income of 1.75B and revenue of 7.60B, resulting in an operating margin of 23.1%.
BLK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BlackRock, Inc. reported an operating income of 2.33B and revenue of 6.77B, resulting in an operating margin of 34.5%.
MRSH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Marsh & McLennan Companies, Inc reported a net income of 1.15B and revenue of 7.60B, resulting in a net margin of 15.1%.
BLK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BlackRock, Inc. reported a net income of 2.21B and revenue of 6.77B, resulting in a net margin of 32.7%.
Frequently Asked Questions
MRSH and BLK have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BLK has higher volatility (7.86%) compared to MRSH (6.69%). In terms of maximum drawdown, MRSH dropped -67.46% vs BLK's -60.36%.
BLK currently has the higher Sharpe Ratio (0.12 vs -1.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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