MRSH
9/9 ScoreMarsh & McLennan Companies, Inc.
Analysis Date: February 21, 2026
Marsh & McLennan Cos., Inc. is a professional services firm, which offers clients advice and solutions in risk, strategy and people. The company is headquartered in New York, New York and currently employs 65,000 full-time employees. The firm is the parent company of various risk advisors and specialty consultants, including Marsh, the insurance broker; Guy Carpenter, the risk and reinsurance specialist; Mercer, the provider of human resource and investment related financial advice and services, and Oliver Wyman Group, the management and economic consultancy. The company conducts business through two segments: Risk and Insurance Services, which includes risk management activities, as well as insurance and reinsurance broking and services, and Consulting includes health, retirement, talent and investments consulting services and products, and specialized management, economic and brand consulting services. The company conducts business in the Risk and Insurance Services segment through Marsh and Guy Carpenter. The company conducts business in the Consulting segment through Mercer and Oliver Wyman Group.
Buffettology Criteria
All 9 of 9 criteria passed
High ROE
Return on Equity > 12%
Value: 27.7%
High ROIC
Return on Invested Capital > 9%
Value: 12.1%
Cash Machine
FCF / Assets > 5%
Value: 8.5%
Fair Valuation
Earnings Yield > 3.5%
Value: 4.8%
Share Buybacks
Share Count is Dropping
Value: -1.0%
Defensible Moat
Gross Profit Margin > 40%
Value: 42.3%
Simple Business
Not in a speculative sector (e.g., Biotech)
Value: Financial Services
Conservative Debt
Debt to Equity < 1.5
Value: 1.42x
Consistent Growth
5-Year Growth is Positive
Value: 114.4%
Analysis Summary
This looks like a company swimming in a deep blue moat, my friend. That high ROE and ROIC are certainly singing a sweet tune, and the consistent growth tells me they're building something that lasts, not just a flash in the pan. It’s always a good sign when a business can generate ample cash and handle its debt with a steady hand, leaving room for smart capital allocation like share buybacks.
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