Marsh McLennan (MRSH) is a insurance brokers company in the Financials sector. Listed on the NASDAQ, Marsh McLennan is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $167.15.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $167.15 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 7.30% |
| Risk / Std Dev (Annualized) | 20.21% |
| Sharpe Ratio (rf=4.5%) | 0.14 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Insurance Brokers
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 7.30% with an annualized volatility of 20.21%. The Sharpe ratio of 0.14 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 80.53B |
| Enterprise Value | 101.61B |
| Trailing P/E | 20.87 |
| Forward P/E | 14.77 |
| Price to Book | 5.53 |
| Price to Sales | 2.93 |
| EV/Revenue | 3.69 |
| EV/EBITDA | 13.31 |
| Profitability | | | Profit Margin | 14.26% | | Operating Margin | 24.34% | | ROE | 27.57% | | ROA | 7.27% |
| Growth | | | Revenue Growth | 7.6% | | Earnings Growth | -15.4% |
| Dividend | | | Dividend Yield | 215.0% | | Payout Ratio | 43.94% | | 5Y Avg Yield | 144.0% |
| Financial Health | | | Total Revenue | 27.52B | | Total Debt | 22.45B | | Total Cash | 1.61B | | Free Cash Flow | 4.97B | | Operating Cash Flow | 5.23B |
| Price & Technical | | | 52W High | $220.32$ | | 52W Low | $156.6$ | | 50-Day Avg | $167.88$ | | 200-Day Avg | $182.14$ | | Beta | 0.61 | | Shares Outstanding | 0.48B | | Float Shares | 0.48B | | Insider Holdings | 0.11% | | Institutional Holdings | 95.25% | | Short Ratio | 2.57 | | Short % of Float | 1.53% |
| Analyst Targets | | | Target High | $236.0$ | | Target Low | $176.0$ | | Target Mean | $199.86$ | | Target Median | $200.0$ | | # of Analysts | 21 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.