Marsh McLennan (MRSH)
NYSEFinancialsInsurance - BrokersSnapshot 2026-11-05
$209.43-0.45%
Close 2026-11-05 · 1-day change
NYSEFinancialsInsurance - BrokersSnapshot 2026-11-05
QuarterlyIQ Insights · MRSH
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within financials on a research-validated quality screen. As of 2026-11-05.
The screen ranks MRSH against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Financials names rated neutral grew net income 55% of the time over the next year (vs 61% for the rest of the cohort, n=10284).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 50% of the last 2 guided quarters · -16.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We also made significant progress in executing our Thrive program and successfully completed our brand transition."
Stated in 4 of 8 supplied quarters. Management reported: “We also made significant progress in executing our Thrive program and successfully completed our brand transition."” “The program will generate savings from process and automation efficiencies and optimization of our global operating model.” Revenue was $6.863 billion in 2026-Q3.
“We also made significant progress in executing our Thrive program and successfully completed our brand transition."”
“Anti Bribery Act and cybersecurity, data privacy and artificial intelligence regulations; • our ability to attract, retain and develop industry leading talent; • our ability to compete effectively an…”
“We also launched our new brand, successfully completed the integration of McGriff and announced our Thrive program."”
“Anti Bribery Act and cybersecurity, data privacy and artificial intelligence regulations; • our ability to attract, retain and develop industry leading talent; • our ability to compete effectively an…”
"Our team performed well in a complex environment, and we are positioned for sustained momentum in 2026."
Stated in 2 of 8 supplied quarters. Management reported: “For the full year, we generated 7% underlying revenue growth, 10% adjusted EPS growth and 80 basis points of adjusted margin expansion, marking our 17th consecutive year of reported margin expansion."” “"Our team performed well in a complex environment, and we are positioned for sustained momentum in 2026."” Revenue was $6.863 billion in 2026-Q3.
“"Our team performed well in a complex environment, and we are positioned for sustained momentum in 2026."”
We also made significant progress in executing our Thrive program and successfully completed our brand transition."
Stated in 3 of 8 supplied quarters. Management reported: “On October 14, the company announced that it will change its brand to Marsh effective January 2026, and it has created a new business unit, Business and Client Services (BCS) to accelerate innovation, drive efficiency and centralize investments in operational excellence, data, AI and other analytics.” “We also made significant progress in executing our Thrive program and successfully completed our brand transition."”
"Our team performed well in a complex environment, and we are positioned for sustained momentum in 2026."
Stated in 2 of 8 supplied quarters. Management reported: “For the full year, we generated 7% underlying revenue growth, 10% adjusted EPS growth and 80 basis points of adjusted margin expansion, marking our 17th consecutive year of reported margin expansion."” “"Our team performed well in a complex environment, and we are positioned for sustained momentum in 2026."” Diluted EPS was $1.69 in 2026-Q3.
“"Our team performed well in a complex environment, and we are positioned for sustained momentum in 2026."”
Continue repurchasing shares as part of the company's stated capital allocation activity.
Over the trailing year it converted -0.07x of net income into operating cash flow. Historically, Financials names rated fragile grew net income 52% of the time over the next year (vs 60% for the rest of the cohort, n=6873).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
12 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Financials names rated neutral grew net income 60% of the time over the next year (vs 58% for the rest of the cohort, n=10134).
Not investment advice. As of 2026-11-05.
“For the full year, we generated 7% underlying revenue growth, 10% adjusted EPS growth and 80 basis points of adjusted margin expansion, marking our 17th consecutive year of reported margin expansion."”
“We also made significant progress in executing our Thrive program and successfully completed our brand transition."”
“We also launched our new brand, successfully completed the integration of McGriff and announced our Thrive program."”
“On October 14, the company announced that it will change its brand to Marsh effective January 2026, and it has created a new business unit, Business and Client Services (BCS) to accelerate innovation…”
“For the full year, we generated 7% underlying revenue growth, 10% adjusted EPS growth and 80 basis points of adjusted margin expansion, marking our 17th consecutive year of reported margin expansion."”