Marsh McLennan (MRSH)
NYSEFinancialsInsurance - BrokersSnapshot 2026-10-30
$200.62+1.82%
Close 2026-10-30 · 1-day change
NYSEFinancialsInsurance - BrokersSnapshot 2026-10-30
Research Workspace
Put MRSH beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Financials is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Recent financial performance freshly dropped to the bottom half of its industry.
View ThesisRevenue growth is slowing — up about 8% over the past year and decelerating.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look high — the market is pricing in about 26% growth a year, above the roughly 5% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskMRSH’s earnings-growth case rests on sustained financial performance, though recent standing has weakened. Revenue growth rose from 6% in the second quarter to 8% in the third, which beat estimates. Management expects underlying revenue growth around 5% for full-year 2026. MRSH trades at 19× P/E versus the 12× peer median and 18× its history; expectations look full. Recent financial performance dropped into the bottom half of its industry, and reported profits are not well backed by cash. Our model puts the next-quarter miss probability near 24%. Peer multiples imply a price about 26% below where it trades; the thesis has broken, and this read is provisional.
Trailing returns as of 2026-10-30. MRSH is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 23 analysts currently covering MRSH (as of Oct 2026).
Based on 6 Wall Street analysts offering 12-month price targets for MRSH in the last 4 months.
Continue this research
Compare MRSH with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| MRSH Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Insurance Brokers — fair value, gap to price, and forward P/E.
Compare the value case
Put MRSH next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Maintain strong financial performance and earnings growth
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $200.62
The last 12 months of price, then the range of analyst 12-month targets from today’s $200.62.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Savings target and reaffirmed growth outlook support earnings growth, though execution remains ahead.
Advances: Maintain strong financial performance and earnings growth
Strong earnings growth supports financial performance objective.
Advances: Maintain strong financial performance and earnings growth
Strong revenue growth confirms earnings growth objective.
Strengthens leadership in a key business unit.
