MARSH & MCLENNAN COS. INC COM US$1 chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share 41.53
Dividend & Yield2.36£ (1.51%)
Beta 0.89
Market capitalization 801.5M
Operating cash flow 3.4B
ESG Scores 19.5

Company description

Marsh & McLennan Companies, Inc., a professional services company, provides advice and solutions to clients in the areas of risk, strategy, and people worldwide. It operates in two segments, Risk and Insurance Services, and Consulting. The Risk and Insurance Services segment offers risk management services, such as risk advice, risk transfer, and risk control and mitigation solutions, as well as insurance and reinsurance broking, catastrophe and financial modeling, and related advisory services; and insurance program management services. This segment serves businesses, public entities, insurance companies, associations, professional services organizations, and private clients. The Consulting segment provides health, wealth, and career consulting services and products; and specialized management, as well as economic and brand consulting services. Marsh & McLennan Companies, Inc. was founded in 1871 and is headquartered in New York, New York.

Sector: Financial Services - Industry: Insurance Brokers

Financial Ratios
Quick Ratio1.24
Working Capital1.95
Return On Equity0.29
Debt To Equity0.99
Fixed Asset Ratio0.12
Fixed Interest Cover10.7

Financial data

Financial Statements

Cashflow Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Change To Liabilities 23M 120M 241M 225M
Total Cashflows From Investing Activities -1.09B -4.39B -793M -1.16B
Net Borrowings 328M 5.11B -778M -273M
Total Cash From Financing Activities -1.31B 4.33B -925M -1.3B
Change To Operating Activities -207M -843M -340M -611M
Issuance Of Stock 93M 158M 132M 161M
Net Income 1.65B 1.74B 2.02B 3.14B
Change In Cash -139M 2.43B 2.17B 700M
Effect Of Exchange Rate -168M 135M 511M -355M
Total Cash From Operating Activities 2.43B 2.36B 3.38B 3.52B
Depreciation 494M 962M 1.1B 1.07B
Change To Account Receivables -78M -130M -75M -252M
Other Cashflows From Financing Activities -189M 517M 785M 1.09B
Change To Netincome 586M 468M 384M -18M
Capital Expenditures -314M -421M -348M -406M

Income Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Research Development
Income Before Tax 2.24B 2.44B 2.79B 4.21B
Net Income 1.65B 1.74B 2.02B 3.14B
Selling General Administrative
Gross Profit 6.56B 7.18B 7.43B 8.71B
Ebit 2.98B 2.94B 3.66B 4.75B
Operating Income 2.98B 2.94B 3.66B 4.75B
Interest Expense -290M -524M -515M -444M
Income Tax Expense 574M 666M 747M 1.03B
Total Revenue 14.95B 16.65B 17.22B 19.82B
Cost Of Revenue 8.39B 9.47B 9.79B 11.11B
Total Other Income ExpenseNet -739M -503M -870M -544M
Net Income From Continuing Ops 1.67B 1.77B 2.05B 3.17B
Net Income Applicable To Common Shares 1.65B 1.74B 2.02B 3.14B

Balance Sheet Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Total Liabilities 13.99B 23.41B 23.79B 23.17B
Total Stockholder Equity 7.51B 7.79B 9.1B 11.01B
Other Current Liabilities 598M 179M 518M 277M
Total Assets 21.58B 31.36B 33.05B 34.39B
Common Stock 561M 561M 561M 561M
Other Current Assets 439M 470M 504M 641M
Retained Earnings 14.35B 15.2B 16.27B 18.39B
Treasury Stock -8.21B -8.83B -8.67B -9.05B
Cash 1.07B 1.16B 2.09B 1.75B
Total Current Liabilities 4.92B 6.68B 6.56B 6.65B
Other Stockholder Equity -4.65B -5.05B -5.11B -4.58B
Property, Plant, and Equipment 701M 2.78B 2.75B 2.71B
Total Current Assets 5.93B 7.07B 8.15B 8.26B
Net Tangible Assets -3.96B -10.15B -9.59B -8.59B
Net Receivables 4.43B 5.44B 5.56B 5.87B
Accounts Payable 2.23B 2.75B 2.78B 3.09B


Insider Transactions

Here are the insider transactions of stock shares related to MARSH & MCLENNAN COS. INC COM US$1:

Filer Name Transaction Text Ownership Date Filer Relation Shares
MILLS STEVEN AStock Award(Grant) at price 171.80 per share.D2022-08-15Director225
FANJUL OSCARStock Award(Grant) at price 171.80 per share.D2022-08-15Director190
HANWAY H EDWARDStock Award(Grant) at price 159.69 per share.D2022-06-01Director1.19k
NOLOP BRUCE PStock Award(Grant) at price 159.69 per share.D2022-06-01Director1.19k
MILLS STEVEN AStock Award(Grant) at price 159.69 per share.D2022-06-01Director1.19k
ERKAN HAFIZE GAYEStock Award(Grant) at price 159.69 per share.D2022-06-01Director1.19k
FANJUL OSCARStock Award(Grant) at price 159.69 per share.D2022-06-01Director1.19k
MILLS STEVEN AStock Award(Grant) at price 158.41 per share.D2022-05-13Director244
FANJUL OSCARStock Award(Grant) at price 158.41 per share.D2022-05-13Director237
SOUTH MARTINSale at price 169.26 per share.D2022-04-25Officer2.95k
BESWICK PAULSale at price 171.21 per share.D2022-03-29Chief Technology Officer1.79k
FERLAND MARTINESale at price 158.28 per share.D2022-03-18Officer4.8k
FERLAND MARTINED2022-03-15Officer10.73k
MCGIVNEY MARK CSale at price 155.00 per share.D2022-03-04Chief Financial Officer7.7k
GLASER DANIEL SSale at price 154.60 per share.D2022-03-04Chief Executive Officer32.32k
MILLS STACYSale at price 155.00 per share.D2022-03-04Officer1.49k
FERLAND MARTINESale at price 155.00 per share.D2022-03-04Officer5.62k
MCGIVNEY MARK CD2022-02-28Chief Financial Officer15.72k
BESHAR PETER JD2022-02-28General Counsel14.15k
GLASER DANIEL SD2022-02-28Chief Executive Officer72.31k
DOYLE JOHN QD2022-02-28Chief Operating Officer17.61k
MILLS STACYD2022-02-28Officer3.18k
FERLAND MARTINED2022-02-28Officer12.58k
FERNANDEZ CARMEND2022-02-28Officer2.01k
BESWICK PAULD2022-02-28Chief Technology Officer1.05k
STUDER NICHOLAS MARKD2022-02-28Officer3.46k
KLISURA DEAN MICHAELD2022-02-28Officer8.23k
SOUTH MARTIND2022-02-28Officer9.45k
MILLS STEVEN AStock Award(Grant) at price 152.09 per share.D2022-02-15Director254
FANJUL OSCARStock Award(Grant) at price 152.09 per share.D2022-02-15Director247
OKEN MARC DENISPurchase at price 167.46 per share.D2021-12-03Director5k
MCGIVNEY MARK CSale at price 167.69 per share.D2021-12-03Chief Financial Officer58.3k
MCGIVNEY MARK CConversion of Exercise of derivative security at price 73.19 per share.D2021-12-03Chief Financial Officer58.3k
FERLAND MARTINESale at price 167.12 per share.D2021-12-02Officer9.19k
FERLAND MARTINEConversion of Exercise of derivative security at price 57.33 per share.D2021-12-02Officer9.19k
GLASER DANIEL SSale at price 167.63 per share.D2021-11-29Chief Executive Officer237.11k
GLASER DANIEL SConversion of Exercise of derivative security at price 48.00 per share.D2021-11-29Chief Executive Officer237.11k
FERLAND MARTINEStock Gift at price 0.00 per share.D2021-11-22Officer305
MILLS STEVEN AStock Award(Grant) at price 166.01 per share.D2021-11-15Director233
FANJUL OSCARStock Award(Grant) at price 166.01 per share.D2021-11-15Director220
MILLS STEVEN AStock Award(Grant) at price 151.53 per share.D2021-09-07Director16
FANJUL OSCARStock Award(Grant) at price 151.53 per share.D2021-09-07Director25
SCHAPIRO MORTON OSale at price 157.18 per share.D2021-08-31Director9.08k
MILLS STEVEN AStock Award(Grant) at price 151.53 per share.D2021-08-13Director239
FANJUL OSCARStock Award(Grant) at price 151.53 per share.D2021-08-13Director248
OKEN MARC DENISStock Gift at price 0.00 per share.D2021-06-10Director7.25k
MCDONALD SCOTTSale at price 138.94 - 138.97 per share.D2021-06-02Officer112.05k
MCDONALD SCOTTConversion of Exercise of derivative security at price 48.00 - 56.84 per share.D2021-06-02Officer112.05k
HANWAY H EDWARDStock Award(Grant) at price 138.12 per share.D2021-06-01Director1.38k
OKEN MARC DENISStock Award(Grant) at price 138.12 per share.D2021-06-01Director1.38k
NOLOP BRUCE PStock Award(Grant) at price 138.12 per share.D2021-06-01Director1.38k

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to MARSH & MCLENNAN COS. INC COM US$1. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on MARSH & MCLENNAN COS. INC COM US$1

Here is the result of two systematic investment strategies applied to MARSH & MCLENNAN COS. INC COM US$1. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on MARSH & MCLENNAN COS. INC COM US$1

The following chart shows the equity curve of the two systematic investment strategies applied to MARSH & MCLENNAN COS. INC COM US$1:

MARSH & MCLENNAN COS. INC COM US$1 automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 0% on the backtest period.

Performance at glance

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

0.0 %
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Momentum strategy results on MARSH & MCLENNAN COS. INC COM US$1

This is the result of two momentum investment strategies applied to MARSH & MCLENNAN COS. INC COM US$1. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on MARSH & MCLENNAN COS. INC COM US$1

The following chart shows all the entries opened by the momentum investment system on MARSH & MCLENNAN COS. INC COM US$1:

MARSH & MCLENNAN COS. INC COM US$1 momentum entries
  • The first momentum investment strategy would give 1.27% of return on MARSH & MCLENNAN COS. INC COM US$1. That represents 6.22£ of latent gain with 490.07£ of employed capital.
  • The second momentum investment strategy would give 0% of return on MARSH & MCLENNAN COS. INC COM US$1. That represents 0.0£ of latent gain with 0.0£ of employed capital.
Performance at glance (1Q Momentum)

Performance

1.27 %

Latent gain

6.22 £

Invested capital

490.07 £

Annualized return

-0.0 %
Performance at glance (2Q Momentum)

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

-0.0 %

Momentum equity curve on MARSH & MCLENNAN COS. INC COM US$1

The following chart shows the equity curve of the two momentum strategies applied to MARSH & MCLENNAN COS. INC COM US$1:

MARSH & MCLENNAN COS. INC COM US$1 momentum equity

Note: the dividends potentially given by MARSH & MCLENNAN COS. INC COM US$1 are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on MARSH & MCLENNAN COS. INC COM US$1

The following chart shows the employed capital evolution of the two momentum strategies on MARSH & MCLENNAN COS. INC COM US$1 since the beginning:

MARSH & MCLENNAN COS. INC COM US$1

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250£, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000£.


Buy the dip strategy result on MARSH & MCLENNAN COS. INC COM US$1

Buy the dip entry openings on MARSH & MCLENNAN COS. INC COM US$1

MARSH & MCLENNAN COS. INC COM US$1

The performance achieved by the robo-advisor on MARSH & MCLENNAN COS. INC COM US$1 is 0%. That represents 0.0$ of latent gain with 0.0£ of employed capital. The following chart shows MARSH & MCLENNAN COS. INC COM US$1 stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of MARSH & MCLENNAN COS. INC COM US$1, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

-0.0 %

Equity curve of the strategy applied to MARSH & MCLENNAN COS. INC COM US$1

The following chart shows the result of the investment strategy applied to MARSH & MCLENNAN COS. INC COM US$1:

MARSH & MCLENNAN COS. INC COM US$1

Note: the dividends potentially given by MARSH & MCLENNAN COS. INC COM US$1 are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on MARSH & MCLENNAN COS. INC COM US$1

The following chart shows the employed capital evolution since the beginning of the investment strategy on MARSH & MCLENNAN COS. INC COM US$1:

MARSH & MCLENNAN COS. INC COM US$1

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on MARSH & MCLENNAN COS. INC COM US$1

In this section, I will compare the three previous investment strategies applied to MARSH & MCLENNAN COS. INC COM US$1.

Equity curve comparison on MARSH & MCLENNAN COS. INC COM US$1

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

MARSH & MCLENNAN COS. INC COM US$1 investment strategy comparison

Employed capital comparison on MARSH & MCLENNAN COS. INC COM US$1

MARSH & MCLENNAN COS. INC COM US$1 investment comparison

Performance comparison on MARSH & MCLENNAN COS. INC COM US$1

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 0% 0.0£ 0.0£ 0.0%
Momentum 1 quarter 1.27% 6.22£ 490.07£ 21.17%
Momentum 2 quarters 0% 0.0£ 0.0£ -0.0%
Non-directional 0% 0.0£ 0.0£ -0.0%
Annualized return comparison

Automatic investment

0.0 %

Momentum 1Q

-0.0 %

Momentum 2Q

-0.0 %

Non-directional

-0.0 %

Correlated stocks

Here are the most positively and negatively correlated stocks with MARSH & MCLENNAN COS. INC COM US$1:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between MARSH & MCLENNAN COS. INC COM US$1 and the other stocks. There may be false positives or some missing correlated stocks. If the price of MARSH & MCLENNAN COS. INC COM US$1 does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name MARSH & MCLENNAN COS. INC COM US$1
Country United States
City New York
Address 1166 Avenue of the Americas
Phone 212 345 5000
Website www.mmc.com
FullTime employees 86000
Industry Insurance Brokers
Sector Financial Services
Exchange XLON
Ticker MHM.XLON
Market www.londonstockexchange.com

MARSH & MCLENNAN COS. INC COM US$1 ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 0.1
Peer Environment Performance 1.4494680851064
Environment Percentile unknown
Palm Oil no
Nuclear no
Fur Leather no
GMO no
Coal no
Pesticides no
Animal Testing no

Social scores

Social ESG Factors Scores
Social Score 7.9
Peer Social Performance 8.7667021276596
Social Percentile unknown
Highest Controversy 2
Peer Highest Controversy Performance 1.46875
Adult no
Gambling no
Alcoholic no
Tobacco no
Catholic no
Controversial Weapons no
Small Arms no
Military Contract no
Peer Count yes

Related Controversy: Employee IncidentsCustomer IncidentsSociety & Community IncidentsBusiness Ethics Incidents


Governance scores

Governance ESG Factors Scores
Governance Score 11.5
Peer Governance Performance 10.650425531915
Governance Percentile unknown

ESG at glance
Total ESG Scores: 19.5
Environment Score: 0.1
Social Score: 7.9
Governance Score: 11.5

ESG Performance: UNDER_PERF

Peer Group: Insurance

Peer Esg Score Performance: 21.185416666667

Rating Year: 2022

Rating Month: 8

Max Age: 86400

Percentile: 24