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MRSH

Marsh & McLennan Companies, Inc.
Chart
180.74 USD
Latest Week 2026-07-24
Financial ServicesInsurance BrokersLARGE
Snapshot 2026-07-26 · 0.4w · Fresh
0.19
OS Score
20.0%
Value
82.0%
Quality
17.0%
Momentum
6/9
F-Score
0.405
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
4 of 23 passing
★
OS Composite
✗
↗
Trending Value
✗
◆
Quality × Value
✗
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
✗
◐
Veiled Value
Yes
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
Yes
🌱
GARP
✗
🔄
Shareholder Yield
5.2%
💰
High Yield
✗
🚀
Momentum Leaders
✗
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
✗
🏷
Sector Cheapest
✗
🧠
Capital Allocators
CAQ 0.62
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
20.0%ile
P/E
21.7×
P/S
3.1×
P/B
5.7×
E/P
0.0538
FCF Yield
0.050
EBITDA/EV
0.054
SH Yield
0.052
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
87.00000000
/100 — 1=cheapest
VC2 (Trending Value)
79.00000000
/100
VC3 (Buyback)
80.00000000
/100
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
82.0%ile
ROE
0.262
ROA
0.067
Net Margin
0.142
Op Margin
0.206
GPA
0.198
D/E
2.91
Current
1.14
F-Score
6/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.083
Earn Growth
-0.036
Stability
0.260
lower=better
Accruals
-0.018
lower=better
5yr Consist
Yes
ROE of 26% is exceptional. Highly leveraged with D/E of 2.91 — returns are being amplified by debt.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
17.0%ile
6M Return
-0.3%
12M Return
-12.8%
12-1 Mom
-18.9%
Risk-Adj
-0.87
Vol 252d
21.9%
Vol 60d
47.0%
↑ Expanding
Max DD 12M
-22.9%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of -19% signals a downtrend — price is moving against you. Near-term vol (47%) is expanding vs long-term (22%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.19
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
71.5%
P/E z-score
0.14
P/B z-score
0.03
Sector Avg OS
85.2%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
IFS Intercorp Financial Services Inc 99.0% 98.0% 83.0% 90.0%
UVE Universal Insurance Holdings Inc 99.0% 97.0% 92.0% 92.0%
RILYL BRC Group Holdings, Inc. 99.0% 95.0% 88.0% 95.0%
BFH Bread Financial Holdings, Inc. 99.0% 97.0% 88.0% 90.0%
BAP Credicorp Ltd 99.0% 97.0% 96.0% 90.0%
NTRS Northern Trust Corporation 98.0% 94.0% 89.0% 81.0%
SBFG SB Financial Group Inc 98.0% 96.0% 93.0% 76.0%
BBDO Banco Bradesco S/A ADR 98.0% 97.0% 92.0% 79.0%
Factor Interactions
Strong Capital Return
Shareholder yield 5.2% backed by 5.0% FCF yield. Returns are well-funded.
Leveraged Returns
Strong ROE (26%) boosted by high leverage (D/E 2.9). Returns look good but come with balance sheet risk.
Quality at a Premium
High quality (82th) but expensive (20th value). Upside may be limited without earnings growth.
Volatility Expanding
60-day vol (47%) significantly exceeds 252-day (22%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
C
51.0% avg (7 factors)
Quality
C
50.7% avg (8 factors)
Momentum
F
16.9% avg (4 factors)
Risk
A
80.2% 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
Score Trends8 snapshots
Factor Persistence8 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.190—8—
Value %ile0.200—8—
Quality %ile0.820—8—
Momentum %ile0.170—8—
F-Score6.000—0—
Confidence0.970—8—
Volatility0.219—0—
Value Lens2021-07-27 → 2026-07-26
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
21.67
Earnings Yield (E/P)
0.0538
Price / Sales
3.09
Price / Book
5.68
Price / Cash Flow
16.99
FCF Yield
5.0%
EBITDA / EV
5.4%
Sales Yield (1/P·S)
0.2607
Shareholder Yield
Div + net buyback / mktcap
5.2%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
26.2%
Return on Assets
6.7%
Net Margin
14.2%
Operating Margin
20.6%
Gross Profit / Assets
Novy-Marx GPA
19.8%
Debt / Equity
2.91
Current Ratio
1.14
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.018
External Financing
Net issuance — lower=better
0.051
MomentumPrice trend strength over different horizons
6M Return
-0.3%
12M Return
-12.8%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
-18.9%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
-0.87
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
8.3%
Earnings Growth (YoY)
-3.6%
Earnings Stability (CV)
Lower = more stable
0.260
5yr Consistent
EPS up every year for 5 years
Yes
Piotroski F-Score
6
Dividend Yield
2.0%
Buyback Yield
3.2%
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
87
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
79
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
80
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
Yes
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