Switch to:

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry
vs
history
Cash to Debt 0.45
MMC's Cash to Debt is ranked lower than
59% of the 338 Companies
in the Global Insurance Brokers industry.

( Industry Median: 14.63 vs. MMC: 0.45 )
MMC' s 10-Year Cash to Debt Range
Min: 0.09   Max: 0.79
Current: 0.45

0.09
0.79
Equity to Asset 0.48
MMC's Equity to Asset is ranked higher than
75% of the 394 Companies
in the Global Insurance Brokers industry.

( Industry Median: 0.30 vs. MMC: 0.48 )
MMC' s 10-Year Equity to Asset Range
Min: 0.27   Max: 0.48
Current: 0.48

0.27
0.48
Interest Coverage 12.44
MMC's Interest Coverage is ranked higher than
66% of the 294 Companies
in the Global Insurance Brokers industry.

( Industry Median: 12.44 vs. MMC: 12.44 )
MMC' s 10-Year Interest Coverage Range
Min: 1.78   Max: 14.21
Current: 12.44

1.78
14.21
F-Score: 6
Z-Score: 4.09
M-Score: -2.46
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry
vs
history
Operating margin (%) 16.94
MMC's Operating margin (%) is ranked higher than
68% of the 359 Companies
in the Global Insurance Brokers industry.

( Industry Median: 19.05 vs. MMC: 16.94 )
MMC' s 10-Year Operating margin (%) Range
Min: 5.1   Max: 21.89
Current: 16.94

5.1
21.89
Net-margin (%) 11.07
MMC's Net-margin (%) is ranked higher than
63% of the 364 Companies
in the Global Insurance Brokers industry.

( Industry Median: 15.03 vs. MMC: 11.07 )
MMC' s 10-Year Net-margin (%) Range
Min: -0.68   Max: 22.14
Current: 11.07

-0.68
22.14
ROE (%) 17.17
MMC's ROE (%) is ranked higher than
90% of the 360 Companies
in the Global Insurance Brokers industry.

( Industry Median: 7.87 vs. MMC: 17.17 )
MMC' s 10-Year ROE (%) Range
Min: -1.28   Max: 31.64
Current: 17.17

-1.28
31.64
ROA (%) 7.99
MMC's ROA (%) is ranked higher than
91% of the 364 Companies
in the Global Insurance Brokers industry.

( Industry Median: 1.93 vs. MMC: 7.99 )
MMC' s 10-Year ROA (%) Range
Min: -0.48   Max: 14.26
Current: 7.99

-0.48
14.26
ROC (Joel Greenblatt) (%) 153.85
MMC's ROC (Joel Greenblatt) (%) is ranked higher than
72% of the 344 Companies
in the Global Insurance Brokers industry.

( Industry Median: 133.30 vs. MMC: 153.85 )
MMC' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 44.02   Max: 190.47
Current: 153.85

44.02
190.47
Revenue Growth (%) 4.30
MMC's Revenue Growth (%) is ranked higher than
74% of the 326 Companies
in the Global Insurance Brokers industry.

( Industry Median: 1.20 vs. MMC: 4.30 )
MMC' s 10-Year Revenue Growth (%) Range
Min: -4.1   Max: 19
Current: 4.3

-4.1
19
EBITDA Growth (%) 21.50
MMC's EBITDA Growth (%) is ranked higher than
87% of the 273 Companies
in the Global Insurance Brokers industry.

( Industry Median: 0.40 vs. MMC: 21.50 )
MMC' s 10-Year EBITDA Growth (%) Range
Min: -24.2   Max: 32.7
Current: 21.5

-24.2
32.7
EPS Growth (%) 34.30
MMC's EPS Growth (%) is ranked higher than
90% of the 277 Companies
in the Global Insurance Brokers industry.

( Industry Median: 1.10 vs. MMC: 34.30 )
MMC' s 10-Year EPS Growth (%) Range
Min: -44.2   Max: 50.6
Current: 34.3

-44.2
50.6
» MMC's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q2 2013

MMC Guru Trades in Q2 2013

Steven Cohen 801,521 sh (+353.46%)
Manning & Napier Advisors, Inc 87,909 sh (+7.05%)
Jeremy Grantham 142,400 sh (+1.12%)
Meridian Funds 12,200 sh (unchged)
Jeff Auxier 141,471 sh (unchged)
Charles de Vaulx 690,229 sh (unchged)
Brian Rogers 7,622,600 sh (unchged)
Chuck Royce 103,300 sh (unchged)
Arnold Van Den Berg Sold Out
Mario Gabelli Sold Out
Ray Dalio Sold Out
Charles Brandes 185,223 sh (-2.1%)
PRIMECAP Management 29,135,363 sh (-3.78%)
Jim Simons 1,116,500 sh (-40.74%)
» More
Q3 2013

MMC Guru Trades in Q3 2013

Chuck Royce 188,500 sh (+82.48%)
Charles Brandes 185,380 sh (+0.08%)
Charles de Vaulx 690,229 sh (unchged)
Brian Rogers 7,622,600 sh (unchged)
Manning & Napier Advisors, Inc 87,476 sh (-0.49%)
PRIMECAP Management 28,391,803 sh (-2.55%)
Jeff Auxier 131,971 sh (-6.72%)
Jeremy Grantham 130,700 sh (-8.22%)
Steven Cohen 261,539 sh (-67.37%)
Jim Simons 33,500 sh (-97%)
» More
Q4 2013

MMC Guru Trades in Q4 2013

Robert Olstein 70,000 sh (New)
Diamond Hill Capital 2,398,483 sh (New)
Jeremy Grantham 131,800 sh (+0.84%)
Charles Brandes 185,508 sh (+0.07%)
Charles de Vaulx 690,229 sh (unchged)
Brian Rogers 7,622,600 sh (unchged)
Jim Simons Sold Out
PRIMECAP Management 28,177,863 sh (-0.75%)
Jeff Auxier 129,721 sh (-1.7%)
Chuck Royce 179,300 sh (-4.88%)
Steven Cohen 215,987 sh (-17.42%)
Manning & Napier Advisors, Inc 56,009 sh (-35.97%)
» More
Q1 2014

MMC Guru Trades in Q1 2014

Tom Gayner 12,000 sh (New)
Chris Davis 563,600 sh (New)
Ray Dalio 13,485 sh (New)
Joel Greenblatt 6,117 sh (New)
Paul Tudor Jones 15,455 sh (New)
Robert Olstein 108,000 sh (+54.29%)
Diamond Hill Capital 2,543,122 sh (+6.03%)
Chuck Royce 181,300 sh (+1.12%)
Steven Cohen 217,288 sh (+0.6%)
Jeff Auxier 129,721 sh (unchged)
Charles de Vaulx 690,229 sh (unchged)
Brian Rogers 7,622,600 sh (unchged)
Manning & Napier Advisors, Inc 55,595 sh (-0.74%)
Charles Brandes 183,688 sh (-0.98%)
Jeremy Grantham 118,800 sh (-9.86%)
PRIMECAP Management 23,161,851 sh (-17.8%)
» More
» Details

Insider Trades

Latest Guru Trades with MMC

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
PRIMECAP Management 2014-03-31 Reduce -17.8%0.28%$44.4 - $50.14 $ 52.219%23161851
Tom Gayner 2014-03-31 New Buy0.02%$44.4 - $50.14 $ 52.219%12000
Ray Dalio 2014-03-31 New Buy0.01%$44.4 - $50.14 $ 52.219%13485
Joel Greenblatt 2014-03-31 New Buy$44.4 - $50.14 $ 52.219%6117
Arnold Van Den Berg 2013-06-30 Sold Out 1.28%$37 - $41.4 $ 52.2133%0
Ray Dalio 2013-06-30 Sold Out 0.02%$37 - $41.4 $ 52.2133%0
Mario Gabelli 2013-06-30 Sold Out 0.01%$37 - $41.4 $ 52.2133%0
Joel Greenblatt 2013-03-31 Sold Out 0.04%$34.47 - $37.97 $ 52.2144%0
Joel Greenblatt 2012-12-31 New Buy0.04%$33.19 - $35.78 $ 52.2151%22197
Ray Dalio 2012-12-31 New Buy0.02%$33.19 - $35.78 $ 52.2151%59146
Charles Brandes 2012-09-30 Reduce -90.79%0.65%$31.66 - $34.91 $ 52.2156%200582
Ray Dalio 2012-09-30 Sold Out 0.06%$31.66 - $34.91 $ 52.2156%0
Joel Greenblatt 2012-09-30 Sold Out 0.05%$31.66 - $34.91 $ 52.2156%0
Meridian Funds 2012-09-30 New Buy0.02%$31.66 - $34.91 $ 52.2156%12200
Charles Brandes 2012-06-30 Reduce -45.91%0.55%$30.89 - $34.21 $ 52.2162%2177016
Ray Dalio 2012-06-30 New Buy0.06%$30.89 - $34.21 $ 52.2162%124049
Joel Greenblatt 2012-06-30 Add 25.54%0.01%$30.89 - $34.21 $ 52.2162%20931
Mario Gabelli 2012-06-30 Add 56.25%$30.89 - $34.21 $ 52.2162%25000
Arnold Van Den Berg 2012-03-31 Reduce -5.38%0.06%$30.72 - $33.31 $ 52.2174%372546
Joel Greenblatt 2012-03-31 New Buy0.05%$30.72 - $33.31 $ 52.2174%16673
George Soros 2011-12-31 Sold Out 0.02%$25.71 - $32 $ 52.2175%0
Mario Gabelli 2011-12-31 Reduce -40.74%$25.71 - $32 $ 52.2175%16000
Arnold Van Den Berg 2011-09-30 Reduce -61.6%1.95%$25.92 - $31.48 $ 52.2181%412709
George Soros 2011-09-30 New Buy0.02%$25.92 - $31.48 $ 52.2181%37800
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Guru Investment Theses on Marsh & McLennan Companies Inc

Diamond Hill Capital Comments on Marsh & McLennan Co. - Mar 05, 2014

Insurance brokerage and consulting firm Marsh & McLennan Co., Inc. (MMC) is one of the largest insurance brokers in the world, with a very strong position among large corporate clients. The insurance brokerage business is very attractive, with high free cash flow generation and strong global growth opportunities.



From Diamond Hill Capital (Trades, Portfolio)'s Fourth Quarter 2013 Commentary.

Check out Diamond Hill Capital latest stock trades

Top Ranked Articles about Marsh & McLennan Companies Inc

Diamond Hill Capital Comments on Marsh & McLennan Co.
Insurance brokerage and consulting firm Marsh & McLennan Co., Inc. (MMC) is one of the largest insurance brokers in the world, with a very strong position among large corporate clients. The insurance brokerage business is very attractive, with high free cash flow generation and strong global growth opportunities. Read more...
Diamond Hill Capital Buys 12 New Stocks
Diamond Hill Capital (Trades, Portfolio) is an Ohio-based value firm managing alternative equity strategies, mutual funds and private investment funds. Its assets managed have grown substantially over the past year, reaching $11 billion as of Sept. 30, 2013, up from around $9.4 billion a year prior. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 21.00
MMC's P/E(ttm) is ranked higher than
74% of the 438 Companies
in the Global Insurance Brokers industry.

( Industry Median: 22.90 vs. MMC: 21.00 )
MMC' s 10-Year P/E(ttm) Range
Min: 5.08   Max: 253.3
Current: 21

5.08
253.3
P/B 3.60
MMC's P/B is ranked higher than
50% of the 438 Companies
in the Global Insurance Brokers industry.

( Industry Median: 1.47 vs. MMC: 3.60 )
MMC' s 10-Year P/B Range
Min: 1.61   Max: 4.81
Current: 3.6

1.61
4.81
P/S 2.35
MMC's P/S is ranked higher than
78% of the 438 Companies
in the Global Insurance Brokers industry.

( Industry Median: 3.86 vs. MMC: 2.35 )
MMC' s 10-Year P/S Range
Min: 0.87   Max: 2.45
Current: 2.35

0.87
2.45
PFCF 25.59
MMC's PFCF is ranked higher than
76% of the 438 Companies
in the Global Insurance Brokers industry.

( Industry Median: 100.32 vs. MMC: 25.59 )
MMC' s 10-Year PFCF Range
Min: 9.19   Max: 472.29
Current: 25.59

9.19
472.29
EV-to-EBIT 14.21
MMC's EV-to-EBIT is ranked higher than
82% of the 438 Companies
in the Global Insurance Brokers industry.

( Industry Median: 24.90 vs. MMC: 14.21 )
MMC' s 10-Year EV-to-EBIT Range
Min: 8.8   Max: 242.9
Current: 14.21

8.8
242.9
PEG 1.01
MMC's PEG is ranked higher than
89% of the 438 Companies
in the Global Insurance Brokers industry.

( Industry Median: 9999.00 vs. MMC: 1.01 )
MMC' s 10-Year PEG Range
Min: 0.55   Max: 82.96
Current: 1.01

0.55
82.96
Shiller P/E 32.07
MMC's Shiller P/E is ranked higher than
78% of the 438 Companies
in the Global Insurance Brokers industry.

( Industry Median: 9999.00 vs. MMC: 32.07 )
MMC' s 10-Year Shiller P/E Range
Min: 9.69   Max: 35.51
Current: 32.07

9.69
35.51

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.97
MMC's Dividend Yield is ranked lower than
58% of the 314 Companies
in the Global Insurance Brokers industry.

( Industry Median: 2.52 vs. MMC: 1.97 )
MMC' s 10-Year Dividend Yield Range
Min: 1.62   Max: 4.76
Current: 1.97

1.62
4.76
Dividend Payout 0.33
MMC's Dividend Payout is ranked higher than
92% of the 438 Companies
in the Global Insurance Brokers industry.

( Industry Median: 9999.00 vs. MMC: 0.33 )
MMC' s 10-Year Dividend Payout Range
Min: 0.23   Max: 4.65
Current: 0.33

0.23
4.65
Dividend growth (3y) 5.80
MMC's Dividend growth (3y) is ranked higher than
77% of the 206 Companies
in the Global Insurance Brokers industry.

( Industry Median: 0.20 vs. MMC: 5.80 )
MMC' s 10-Year Dividend growth (3y) Range
Min: -25   Max: 28
Current: 5.8

-25
28
Yield on cost (5-Year) 2.53
MMC's Yield on cost (5-Year) is ranked higher than
50% of the 303 Companies
in the Global Insurance Brokers industry.

( Industry Median: 2.65 vs. MMC: 2.53 )
MMC' s 10-Year Yield on cost (5-Year) Range
Min: 2.05   Max: 6.02
Current: 2.53

2.05
6.02
Share Buyback Rate -0.90
MMC's Share Buyback Rate is ranked higher than
70% of the 292 Companies
in the Global Insurance Brokers industry.

( Industry Median: -0.80 vs. MMC: -0.90 )
MMC' s 10-Year Share Buyback Rate Range
Min: 2   Max: -7.2
Current: -0.9

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 174.03
MMC's Price/Tangible Book is ranked lower than
52% of the 438 Companies
in the Global Insurance Brokers industry.

( Industry Median: 2.06 vs. MMC: 174.03 )
MMC' s 10-Year Price/Tangible Book Range
Min: 5.58   Max: 939.5
Current: 174.03

5.58
939.5
Price/DCF (Projected) 1.79
MMC's Price/DCF (Projected) is ranked higher than
78% of the 438 Companies
in the Global Insurance Brokers industry.

( Industry Median: 15.51 vs. MMC: 1.79 )
MMC' s 10-Year Price/DCF (Projected) Range
Min: 1.03   Max: 5.43
Current: 1.79

1.03
5.43
Price/Median PS Value 1.59
MMC's Price/Median PS Value is ranked higher than
56% of the 438 Companies
in the Global Insurance Brokers industry.

( Industry Median: 1.18 vs. MMC: 1.59 )
MMC' s 10-Year Price/Median PS Value Range
Min: 0.69   Max: 2.5
Current: 1.59

0.69
2.5
Price/Peter Lynch Fair Value 1.25
MMC's Price/Peter Lynch Fair Value is ranked higher than
94% of the 438 Companies
in the Global Insurance Brokers industry.

( Industry Median: 9999.00 vs. MMC: 1.25 )
MMC' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.61   Max: 6.25
Current: 1.25

0.61
6.25
Price/Graham Number 12.58
MMC's Price/Graham Number is ranked higher than
58% of the 438 Companies
in the Global Insurance Brokers industry.

( Industry Median: 1.64 vs. MMC: 12.58 )
MMC' s 10-Year Price/Graham Number Range
Min: 2.01   Max: 59
Current: 12.58

2.01
59
Earnings Yield (Greenblatt) 7.00
MMC's Earnings Yield (Greenblatt) is ranked higher than
70% of the 354 Companies
in the Global Insurance Brokers industry.

( Industry Median: 6.40 vs. MMC: 7.00 )
MMC' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.4   Max: 11.4
Current: 7

0.4
11.4
Forward Rate of Return (Yacktman) 19.08
MMC's Forward Rate of Return (Yacktman) is ranked higher than
88% of the 304 Companies
in the Global Insurance Brokers industry.

( Industry Median: 5.05 vs. MMC: 19.08 )
MMC' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -20.5   Max: 23.8
Current: 19.08

-20.5
23.8

Business Description

Industry: Brokers & Exchanges » Insurance Brokers
Compare:BRO, AON, WSH, ERIE, NFP » details
Traded in other countries:MHM.UK, MSN.Germany
Marsh & McLennan Companies, Inc., is incorporated in Delaware. It is a professional services firm providing advice and solutions in the areas of risk, strategy and human capital. It is the parent company of risk experts and consultants, including Marsh, the insurance broker, intermediary and risk advisor; Guy Carpenter, the risk and reinsurance specialist; Mercer, the provider of HR and related financial advice and services; Oliver Wyman Group, the management consultancy; and Kroll, the risk consulting firm. The Company conducts business through two operating segments namely Risk and Insurance Services, which includes risk management activities risk advice, risk transfer and risk control and mitigation solutions as well as insurance and reinsurance broking and services. It conducts business in this segment through Marsh and Guy Carpenter; Consulting, includes human resource consulting, and related outsourcing and investment services, and specialized management and economic consulting services. It conducts business in this segment through Mercer and Oliver Wyman Group. Its Clients include a majority of the companies in the Fortune 1000 and FTSE 100, as well as medium- and small-market organizations. Mercer operates in the following areas: Retirement, Risk & Finance Consulting, Health & Benefits, Other Consulting Lines, Outsourcing and Investment Consulting & Management. Oliver Wyman Group delivers advisory services to clients through three operating units namely Oliver Wyman; Lippincott; and NERA Economic Consulting. Oliver Wyman is a global management consulting firm. Oliver Wyman's consultants specialize by industry and functional area, allowing clients to benefit from both deep sector knowledge and specialized expertise in strategy, operations, risk management and organizational transformation. Lippincott is a brand strategy and design consulting firm which advises corporations internationally in various industries on corporate branding, identity and image. The Company faces strong competition in all of its businesses from providers of similar products and services. The Company's activities are subject to licensing requirements and extensive regulation under United States federal and state laws, as well as laws of other countries in which its subsidiaries operate.
» More Articles for MMC

Headlines

Articles On GuruFocus.com
6 Stocks Increasing Shareholder Wealth with Higher Dividends May 27 2014 
Diamond Hill Capital Comments on Marsh & McLennan Co. Mar 05 2014 
Diamond Hill Capital Buys 12 New Stocks Feb 05 2014 
Weekly 52-Week Highs: Toronto-Dominion Bank, Cardinal Health Inc., Marsh & McLennan Companies Inc., Jul 29 2013 
comment on MMC Mar 31 2013 
Weekly CEO Sells Highlight: Management Consulting Group Plc, Crown Holdings Inc., JDA Software Group Nov 19 2012 
Erie Indemnity Co. Dividend Stock Analysis Oct 26 2012 
Weekly CEO Sells Highlight: MMC, TRLA, RTN, IDN Oct 01 2012 
MMC's Focus on Appearances Sep 12 2012 
52-Week High Companies: HD, MMC, MMM, MYL, PFE Sep 03 2012 


More From Other Websites
Why your boss wants you to see online doctors Jul 10 2014
Mark Gulyassy Joins Mercer’s Talent Business in the Firm’s Central Market Jul 09 2014
[$$] McGraw Hill Legal Head to Step Down Jul 08 2014
Guy Carpenter Says Reinsurance Prices Drop on Oversupply Jul 08 2014
S.Africa's Alexander Forbes sets offer price, valuing company at $962 mln Jul 07 2014
Marsh & McLennan Companies to Hold Investor Call on July 29 to Discuss Second Quarter 2014 Results Jul 01 2014
Marsh & McLennan's Mercer to Buy 1/3rd Stake in South African Biz Jun 26 2014
MARSH & MCLENNAN COMPANIES, INC. Files SEC form 8-K, Other Events, Financial Statements and Exhibits Jun 25 2014
Distinguishing Between Pricing, Earned Returns and Margins Within the Insurance Sector: Analyst Amit... Jun 25 2014
MOVES- Standard Life Investments, Mercer, Julius Baer Jun 24 2014
More M&A in the Insurance Sector, Particularly in Bermuda: Analyst Josh Stirling of Sanford C.... Jun 24 2014
Marsh & McLennan Unit to Buy 34% of Alex Forbes of South Africa Jun 23 2014
Marsh & McLennan's Marsh to Buy a Chunk of Semusa Jun 20 2014
Marsh Said to Weigh Bid for Alexander Forbes of South Africa Jun 20 2014
Marsh & McLennan to Buy Majority Stake in Panama's Semusa Jun 18 2014
Arthur J. Gallagher & Co. Spreads Globally on Acquisition Flurry Jun 17 2014
Mercer Launches Health Care Reform Content Portal to Provide Latest News, Research, and Commentary... Jun 09 2014
Kristie Bouryal Joins Marsh as Chief Marketing and Communications Officer Jun 09 2014
Wall Street Transcript Interview with Gordon Clemons, the Chairman and CEO of CorVel Corporation... Jun 06 2014
Marsh & McLennan Scales New 52-Week High Jun 06 2014

Personalized Checklist








Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

Add Notes, Comments or Ask Questions

User Comments

No comment yet

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Email Hide