Added to YB: 2025-07-21
Pitch date: 2025-06-30
MMC [neutral]
Marsh & McLennan Companies, Inc.
-17.04%
current return
Author Info
No bio for this author
Company Info
Marsh & McLennan Companies, Inc., a professional services company, provides advisory services and insurance solutions to clients in the areas of risk, strategy, and people worldwide.
Market Cap
$90.9B
Pitch Price
$215.61
Price Target
N/A
Dividend
1.94%
EV/EBITDA
13.43
P/E
22.26
EV/Sales
4.16
Sector
Insurance
Category
value
L1 Capital International (Unhedged) Active ETF Portfolio Holding: Marsh & McLennan Companies, Inc.
MMC (holding update): Insurance advisor & risk consultant shares down 10% from highs on softening insurance cycle concerns, 'risk on' market favoring AI/crypto over defensive stocks. Some revenue linked to premiums, but also earns non-premium advisory fees. Slight profitability reduction expected, but still within fair value range. Position size unchanged.
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