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MRSH

Marsh & McLennan Companies, Inc.
Chart
$165.44
Latest Week 2026-06-05
Financial ServicesInsurance BrokersLARGE
Snapshot 2026-06-07 · 0.0w · Fresh
0.13
OS Score
18.0%
Value
80.0%
Quality
10.0%
Momentum
6/9
F-Score
0.379
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
2 of 23 passing
★
OS Composite
✗
↗
Trending Value
✗
◆
Quality × Value
✗
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
✗
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
Noneyr
🌱
GARP
✗
🔄
Shareholder Yield
2.2%
💰
High Yield
✗
🚀
Momentum Leaders
✗
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
✗
🏷
Sector Cheapest
✗
🧠
Capital Allocators
✗
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
18.0%ile
P/E
20.5×
P/S
2.9×
P/B
5.5×
E/P
0.0488
FCF Yield
0.055
EBITDA/EV
0.067
SH Yield
0.022
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
83.00000000
/100 — 1=cheapest
VC2 (Trending Value)
77.00000000
/100
VC3 (Buyback)
77.00000000
/100
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
80.0%ile
ROE
0.269
ROA
0.067
Net Margin
0.143
Op Margin
0.209
GPA
0.199
D/E
3.00
Current
11.46
F-Score
6/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.099
Earn Growth
-0.029
Stability
0.249
lower=better
Accruals
-0.022
lower=better
5yr Consist
Yes
ROE of 27% is exceptional. Highly leveraged with D/E of 3.00 — returns are being amplified by debt.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
10.0%ile
6M Return
-8.1%
12M Return
-26.7%
12-1 Mom
-27.7%
Risk-Adj
-1.33
Vol 252d
20.8%
Vol 60d
49.3%
↑ Expanding
Max DD 12M
-25.0%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of -28% signals a downtrend — price is moving against you. Near-term vol (49%) is expanding vs long-term (21%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.13
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Financial Services · 500 peers
Sector Value %ile
0.2%
Sector Quality %ile
60.9%
P/E z-score
0.31
P/B z-score
0.10
Sector Avg OS
86.5%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
BAP Credicorp Ltd 99.0% 98.0% 93.0% 84.0%
CARE Carter Bank and Trust 99.0% 96.0% 98.0% 88.0%
BFH Bread Financial Holdings, Inc. 99.0% 97.0% 97.0% 90.0%
HG Hamilton Insurance Group, Ltd. 99.0% 97.0% 94.0% 85.0%
UVE Universal Insurance Holdings Inc 99.0% 96.0% 94.0% 82.0%
MCY Mercury General Corporation 99.0% 95.0% 93.0% 86.0%
VBNK VersaBank 98.0% 94.0% 85.0% 91.0%
SYF Synchrony Financial 98.0% 96.0% 97.0% 72.0%
Factor Interactions
Leveraged Returns
Strong ROE (27%) boosted by high leverage (D/E 3.0). Returns look good but come with balance sheet risk.
Quality at a Premium
High quality (80th) but expensive (18th value). Upside may be limited without earnings growth.
Volatility Expanding
60-day vol (49%) significantly exceeds 252-day (21%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
C
48.0% avg (7 factors)
Quality
B
60.3% avg (8 factors)
Momentum
F
7.8% avg (4 factors)
Risk
A
82.0% avg (1 factors)
Momentum is weak, suggesting the market isn't yet buying this thesis. Patience required.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Factor Persistence1 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.130—1—
Value %ile0.180—1—
Quality %ile0.800—1—
Momentum %ile0.100—1—
F-Score6.000—0—
Confidence0.970—1—
Volatility0.208—0—
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
20.49
Earnings Yield (E/P)
0.0488
Price / Sales
2.92
Price / Book
5.52
Price / Cash Flow
15.39
FCF Yield
5.5%
EBITDA / EV
6.7%
Sales Yield (1/P·S)
0.2759
Shareholder Yield
Div + net buyback / mktcap
2.2%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
26.9%
Return on Assets
6.7%
Net Margin
14.3%
Operating Margin
20.9%
Gross Profit / Assets
Novy-Marx GPA
19.9%
Debt / Equity
3.00
Current Ratio
11.46
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.022
MomentumPrice trend strength over different horizons
6M Return
-8.1%
12M Return
-26.7%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
-27.7%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
-1.33
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
9.9%
Earnings Growth (YoY)
-2.9%
Earnings Stability (CV)
Lower = more stable
0.249
5yr Consistent
EPS up every year for 5 years
Yes
Piotroski F-Score
6
Dividend Yield
2.2%
Buyback Yield
0.0%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
83
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
77
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
77
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity