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AON Aon plc

insurance · 2026-10-16

N/A
too hard · 35
Owner-earnings value$74.37
Price$286.80
Margin of safety -74.1%

Quality gate · 35/100

Returns on capital 0/30
Consistency 10.0/22
Margins / pricing power 13.7/16
Balance sheet 3.0/16
Cash conversion 5.0/10
Capital allocation 3.0/6

⚠ weak through-cycle ROE (-30%)

Median ROE-30.2%
Gross margin48.6%
FCF conversion106%
Share count / yr+1.5%
Profitable years4/4

Moat & management

Owner-earnings inputs

Owner earnings (TTM)3.91B
Owner-earnings yield6.4%
Free-cash-flow yield5.3%
Growth used (normalized)8.0%
Terminal growth3.0%
Discount rate (hurdle)8.2%

⚠ financial — owner earnings ≈ net income · financial — valued by residual income (ROE vs cost of equity on book equity)

History

DateQualityPriceValueMoSRating
2026-10-16 35 $286.80 $74.37 -74.1% N/A
2026-09-15 35 $311.54 $76.15 -75.6% N/A
2026-08-13 35 $352.36 $77.63 -78.0% N/A
2026-07-13 35 $356.94 $76.97 -78.4% N/A
2026-07-02 35 $343.56 $77.36 -77.5% N/A
2026-06-25 44 $325.48 $77.91 -76.1% N/A
2026-06-23 44 $320.74 $77.23 -75.9% N/A