Added to YB: 2025-10-08
Pitch date: 2025-08-22
AON [bullish]
Aon plc
-5.22%
current return
Author Info
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Company Info
Aon plc, a professional services firm, provides a range of risk and human capital solutions worldwide.
Market Cap
$73.8B
Pitch Price
$373.29
Price Target
563.00 (+59%)
Dividend
0.87%
EV/EBITDA
15.68
P/E
27.48
EV/Sales
5.32
Sector
Insurance
Category
growth
Show full summary:
Aon plc - $AON
AON: Insurance broker w/ 80% recurring rev, 95% retention. Trading mid-teens on '27 EPS est vs consensus. Margin expansion via AI (300-800bps upside) + workforce shift to lower-cost regions (400-500bps). MSD organic growth, low-mid teens EPS algo. 22-23x multiple = 30-50% upside. Risks: dilutive M&A, soft pricing cycle.
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