Added to YB: 2025-10-08
Pitch date: 2025-08-22
AON [bullish]
Aon plc
-12.94%
current return
Author Info
No bio for this author
Company Info
Aon plc operates as a professional services firm in the United States, rest of the Americas, the United Kingdom, Ireland, rest of Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$69.8B
Pitch Price
$372.50
Price Target
563.00 (+74%)
Dividend
0.91%
EV/EBITDA
13.90
P/E
19.15
EV/Sales
4.86
Sector
Insurance
Category
growth
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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