Marsh McLennan Companies Alpha and Beta Analysis

MMCDelisted Stock  USD 182.70  2.51  1.36%   
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Marsh McLennan Companies. It also helps investors analyze the systematic and unsystematic risks associated with investing in Marsh McLennan over a specified time horizon. Remember, high Marsh McLennan's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Marsh McLennan's market risk premium analysis include:
Beta
0.0381
Alpha
(0.18)
Risk
0.97
Sharpe Ratio
0.0306
Expected Return
0.0298
Please note that although Marsh McLennan alpha is a measure of relative return and represented here as a single number, it indicates the percentage above or below your selected benchmark (i.e., Dow Jones Industrial index.) So in this particular case, Marsh McLennan did 0.18  worse than the index. Remember, a high alpha is always good. Beta, on the other hand, measures the volatility (or risk) of an investment. It is an indication of Marsh McLennan Companies stock's relative risk over its benchmark. Marsh McLennan Companies has a beta of 0.04  . As returns on the market increase, Marsh McLennan's returns are expected to increase less than the market. However, during the bear market, the loss of holding Marsh McLennan is expected to be smaller as well. .
Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
  
Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in state.

Marsh McLennan Market Premiums

Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Marsh McLennan market risk premium is the additional return an investor will receive from holding Marsh McLennan long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Marsh McLennan. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Marsh McLennan's performance over market.
α-0.18   β0.04

Marsh McLennan Fundamentals Vs Peers

Comparing Marsh McLennan's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Marsh McLennan's direct or indirect competition across all of the common fundamentals between Marsh McLennan and the related equities. This way, we can detect undervalued stocks with similar characteristics as Marsh McLennan or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Marsh McLennan's fundamental indicators could also be used in its relative valuation, which is a method of valuing Marsh McLennan by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Marsh McLennan to competition
FundamentalsMarsh McLennanPeer Average
Return On Equity0.29-0.31
Return On Asset0.0788-0.14
Profit Margin0.16 %(1.27) %
Operating Margin0.19 %(5.51) %
Current Valuation109.86 B16.62 B
Shares Outstanding489.91 M571.82 M
Shares Owned By Insiders0.06 %10.09 %

Marsh McLennan Opportunities

Marsh McLennan Return and Market Media

The Stock received substential amount of media coverage during this period.
 Price Growth (%)  
       Timeline  
 
Marsh McLennan dividend paid on 14th of November 2025
11/14/2025
1
Assessing Marsh McLennan Stock After 19 percent Slide and Strong Risk Advisory Expansion
12/03/2025
2
Marsh McLennans Mercer to Invest in a Bespoke Long-Term Asset Fund for Private Markets With an Initial Commitment of 350 Million
12/15/2025
3
Marsh McLennan Reports Q3 CY2025 In Line With Expectations
12/23/2025
4
Marshs ticker symbol change to MRSH to be effective from January 14
12/29/2025
5
Bristol Gate US Equity Strategy Exited Its Stake in Marsh McLennan
12/31/2025
6
Q3 Earnings Highs And Lows Arthur J. Gallagher Vs The Rest Of The Insurance Brokers Stocks
01/05/2026
7
Marsh McLennan Companies Price Target Lowered to 236.00 at Evercore ISI
01/07/2026
8
Palouse Capital Management Inc. Acquires New Stake in Marsh McLennan Companies, Inc. MMC
01/09/2026
9
Hardman Johnston Global Advisors LLC Cuts Stock Position in Marsh McLennan Companies, Inc. MMC - MarketBeat
01/12/2026

About Marsh McLennan Beta and Alpha

For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Marsh or other delisted stocks. Alpha measures the amount that position in Marsh McLennan Companies has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.

Marsh McLennan Upcoming Company Events

As portrayed in its financial statements, the presentation of Marsh McLennan's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Marsh McLennan's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Marsh McLennan's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Marsh McLennan. Please utilize our Beneish M Score to check the likelihood of Marsh McLennan's management manipulating its earnings.
18th of April 2024
Upcoming Quarterly Report
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18th of July 2024
Next Financial Report
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31st of March 2024
Next Fiscal Quarter End
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23rd of January 2025
Next Fiscal Year End
View
31st of December 2023
Last Quarter Report
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31st of December 2023
Last Financial Announcement
View

Build Portfolio with Marsh McLennan

Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.

Build Diversified Portfolios

Align your risk with return expectations

By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in state.
You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.

Other Consideration for investing in Marsh Stock

If you are still planning to invest in Marsh McLennan Companies check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Marsh McLennan's history and understand the potential risks before investing.
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