Last 7 days
-5.0%
Last 30 days
-11.1%
Last 90 days
-5.9%
Trailing 12 Months
-6.5%
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
MMC | 78.6B | 20.7B | -11.45% | 0.28% | 25.75 | 3.79 | 4.54% | -2.96% |
AON | 63.1B | 12.5B | -11.07% | -6.55% | 24.36 | 5.05 | 2.35% | 106.29% |
AJG | 38.9B | 8.6B | -9.29% | 12.04% | 34.92 | 4.55 | 4.16% | 22.87% |
RE | 24.8B | 12.1B | -11.42% | 23.49% | 41.48 | 2.05 | 1.63% | -56.71% |
BRO | 15.6B | 3.6B | -8.62% | -18.59% | 23.23 | 4.37 | 17.11% | 14.43% |
AFG | 10.2B | 7.0B | -13.98% | -9.38% | 11.39 | 1.45 | 7.45% | -54.99% |
MID-CAP | ||||||||
UNM | 7.6B | 12.0B | -11.46% | 40.03% | 5.81 | 0.64 | -0.19% | 59.45% |
AIZ | 5.9B | 10.2B | -16.73% | -35.03% | 21.2 | 0.58 | 0.05% | -79.62% |
GNW | 2.5B | 7.5B | -17.46% | 33.60% | 4.09 | 0.33 | -4.15% | -32.63% |
SMALL-CAP | ||||||||
BRP | 1.3B | 980.7M | -26.31% | -10.31% | -32.2 | 1.37 | 72.88% | -36.30% |
GSHD | 1.0B | 209.4M | 23.83% | -24.23% | 1.8K | 4.91 | 38.38% | -89.54% |
EHTH | 219.0M | 405.4M | -10.29% | -21.34% | -2.47 | 0.54 | -24.68% | 15.00% |
HALL | 166.2M | 412.3M | 7.44% | 148.04% | -1.61 | 0.4 | 2.45% | -2848.83% |
KINS | 13.0M | 136.2M | -20.67% | -76.89% | -0.79 | 0.1 | -11.34% | -148.82% |
Income Statement (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Revenue | 0.4% | 12,479 | 12,429 | 12,435 | 12,338 | 12,193 |
EBITDA | -7.6% | 3,713 | 4,020 | 2,638 | 2,578 | - |
EBITDA Margin | -8.0% | 0.30* | 0.32* | 0.21* | 0.21* | - |
Earnings Before Taxes | -9.4% | 3,156 | 3,483 | 2,105 | 2,068 | 1,931 |
EBT Margin | -9.8% | 0.25* | 0.28* | 0.17* | 0.17* | - |
Interest Expenses | 6.6% | 406 | 381 | 358 | 334 | 322 |
Net Income | -8.6% | 2,589 | 2,833 | 1,525 | 1,404 | 1,255 |
Net Income Margin | -9.0% | 0.21* | 0.23* | 0.12* | 0.11* | - |
Free Cahsflow | 2.6% | 3,023 | 2,947 | 1,833 | 1,953 | - |
Balance Sheet | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Assets | 4.7% | 32,704 | 31,223 | 34,720 | 33,491 | 31,917 |
Current Assets | 8.1% | 20,723 | 19,176 | 22,167 | 20,545 | 19,032 |
Cash Equivalents | -0.3% | 690 | 692 | 740 | 595 | 544 |
Net PPE | 9.4% | 558 | 510 | 505 | 515 | 529 |
Goodwill | 3.9% | 8,292 | 7,979 | 8,295 | 8,496 | 8,434 |
Liabilities | 3.9% | 33,133 | 31,893 | 33,932 | 32,200 | 30,759 |
Current Liabilities | 8.7% | 20,306 | 18,688 | 21,077 | 19,189 | 19,073 |
Long Term Debt | - | 9,392 | - | - | - | - |
LT Debt, Non Current | -2.9% | 9,825 | 10,116 | 9,666 | 9,685 | 8,228 |
Shareholder's Equity | -154.4% | -429 | 788 | 1,291 | 1,061 | - |
Retained Earnings | -5.1% | -2,772 | -2,638 | -1,727 | -1,609 | -1,694 |
Additional Paid-In Capital | 1.4% | 6,864 | 6,772 | 6,669 | 6,627 | 6,624 |
Accumulated Depreciation | - | 1,318 | - | - | - | - |
Shares Outstanding | -1.1% | 211 | 213 | 215 | - | - |
Minority Interest | -11.5% | 100 | 113 | 104 | 114 | 97.00 |
Cashflow (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Cashflow From Operations | 3.6% | 3,219 | 3,108 | 1,968 | 2,084 | 2,182 |
Share Based Compensation | -2.5% | 397 | 407 | 444 | 437 | 449 |
Cashflow From Investing | -920.5% | -449 | -44.00 | -49.00 | -316 | 49.00 |
Cashflow From Financing | -7.2% | -1,790 | -1,669 | -1,225 | -743 | -1,924 |
Dividend Payments | 0.9% | 463 | 459 | 457 | 453 | 447 |
Buy Backs | -29.3% | 3,203 | 4,528 | 4,579 | 4,321 | 3,543 |
36.5%
19.2%
0%
Y-axis is the maximum loss one would have experienced if Aon was unfortunately bought at previous high price.
18.1%
17.3%
15.4%
18.1%
FIve years rolling returns for Aon.
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-03-15 | B. Riley Wealth Advisors, Inc. | added | 36.74 | 216,671 | 626,671 | 0.02% |
2023-03-10 | VICTORY CAPITAL MANAGEMENT INC | reduced | -2.62 | 1,996,540 | 23,893,500 | 0.03% |
2023-03-10 | MATHER GROUP, LLC. | added | 4.45 | 179,881 | 1,233,880 | 0.02% |
2023-03-06 | Rockefeller Capital Management L.P. | added | 8.72 | 629,000 | 3,511,000 | 0.02% |
2023-03-03 | TIAA, FSB | reduced | -4.61 | 54,597 | 850,597 | -% |
2023-03-01 | Lakewood Asset Management LLC | new | - | 9,000 | 9,000 | 0.01% |
2023-02-28 | Voya Investment Management LLC | reduced | -0.32 | 24,124,300 | 230,551,000 | 0.32% |
2023-02-27 | Parallax Volatility Advisers, L.P. | new | - | 1,994,430 | 1,994,430 | -% |
2023-02-24 | SRS Capital Advisors, Inc. | reduced | -8.26 | 4,747 | 156,747 | 0.02% |
2023-02-24 | Union Heritage Capital, LLC | unchanged | - | 274,000 | 2,551,000 | 1.56% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 09, 2023 | vanguard group inc | 8.71% | 18,011,439 | SC 13G/A | |
Feb 08, 2023 | massachusetts financial services co /ma/ | 7.6% | 15,696,345 | SC 13G/A | |
Feb 01, 2023 | blackrock inc. | 6.6% | 13,736,400 | SC 13G/A | |
Feb 09, 2022 | vanguard group inc | 7.59% | 16,724,965 | SC 13G/A | |
Feb 03, 2022 | blackrock inc. | 6.5% | 14,390,587 | SC 13G | |
Feb 02, 2022 | massachusetts financial services co /ma/ | 8.2% | 18,080,922 | SC 13G/A | |
Feb 11, 2021 | massachusetts financial services co /ma/ | 8.8% | 20,197,468 | SC 13G/A | |
Feb 10, 2021 | vanguard group inc | 7.70% | 17,595,225 | SC 13G/A | |
Feb 02, 2021 | blackrock inc. | 7.6% | 17,307,328 | SC 13G | |
Feb 14, 2020 | massachusetts financial services co /ma/ | 9.0% | 20,978,225 | SC 13G/A |
Fair Value | Very Pessimistic | Pessimistic | Base Case | Optimistic | Very Optimistic |
---|---|---|---|---|---|
Very Low Inflation | - - | - - | - - | - - | - - |
Current Inflation | 61.92 -79.29% | 78.09 -73.88% | 113.13 -62.17% | 160.17 -46.44% | 193.13 -35.41% |
Very High Inflation | - - | - - | - - | - - | - - |
Date Filed | Form Type | Document | |
---|---|---|---|
Mar 15, 2023 | 4 | Insider Trading | |
Mar 01, 2023 | CERT | CERT | |
Feb 28, 2023 | 8-A12B | 8-A12B | |
Feb 28, 2023 | 8-K | Current Report | |
Feb 27, 2023 | 144 | Notice of Insider Sale Intent | |
Feb 24, 2023 | 4 | Insider Trading | |
Feb 24, 2023 | 4 | Insider Trading | |
Feb 24, 2023 | 424B5 | Prospectus Filed | |
Feb 23, 2023 | FWP | Prospectus Filed | |
Feb 23, 2023 | 424B5 | Prospectus Filed |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-03-13 | Slyfield Jillian | sold (taxes) | -12,031 | 293 | -41.00 | chief innovation officer |
2023-03-13 | Slyfield Jillian | acquired | - | - | 116 | chief innovation officer |
2023-02-22 | Stevens Lisa | acquired | - | - | 639 | chief people officer |
2023-02-22 | Slyfield Jillian | sold (taxes) | -26,828 | 304 | -88.00 | chief innovation officer |
2023-02-22 | Stevens Lisa | sold (taxes) | -96,643 | 304 | -317 | chief people officer |
2023-02-22 | Slyfield Jillian | acquired | - | - | 232 | chief innovation officer |
2023-02-21 | Davies Christa | sold | -6,263,320 | 305 | -20,528 | chief financial officer |
2023-02-17 | Davies Christa | sold (taxes) | -106,423 | 310 | -343 | chief financial officer |
2023-02-17 | Zeidel Darren | acquired | - | - | 373 | general counsel |
2023-02-17 | Davies Christa | sold | -15,893,100 | 310 | -51,244 | chief financial officer |
Consolidated Statements of Income - USD ($) shares in Millions, $ in Millions | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2022 | Dec. 31, 2021 | Dec. 31, 2020 | |
Revenue | |||
Total revenue | $ 12,479 | $ 12,193 | $ 11,066 |
Expenses | |||
Compensation and benefits | 6,477 | 6,738 | 5,905 |
Information technology | 509 | 477 | 444 |
Premises | 289 | 327 | 291 |
Depreciation of fixed assets | 151 | 179 | 167 |
Amortization and impairment of intangible assets | 113 | 147 | 246 |
Other general expense | 1,271 | 2,235 | 1,232 |
Total operating expenses | 8,810 | 10,103 | 8,285 |
Operating income | 3,669 | 2,090 | 2,781 |
Interest income | 18 | 11 | 6 |
Interest expense | (406) | (322) | (334) |
Other income (expense) | (125) | 152 | 13 |
Income before income taxes | 3,156 | 1,931 | 2,466 |
Income tax expense | 510 | 623 | 448 |
Net income | 2,646 | 1,308 | 2,018 |
Less: Net income attributable to noncontrolling interests | 57 | 53 | 49 |
Net income attributable to Aon shareholders | $ 2,589 | $ 1,255 | $ 1,969 |
Basic net income per share attributable to Aon shareholders (in dollars per share) | $ 12.23 | $ 5.59 | $ 8.49 |
Diluted net income per share attributable to Aon shareholders (in dollars per share) | $ 12.14 | $ 5.55 | $ 8.45 |
Weighted average ordinary shares outstanding - basic (in shares) | 211.7 | 224.7 | 231.9 |
Weighted average ordinary shares outstanding - diluted (in shares) | 213.2 | 226.1 | 233.1 |
Consolidated Statements of Financial Position - USD ($) $ in Millions | Dec. 31, 2022 | Dec. 31, 2021 |
---|---|---|
Current assets | ||
Cash and cash equivalents | $ 690 | $ 544 |
Short-term investments | 452 | 292 |
Receivables, net | 3,035 | 3,094 |
Fiduciary assets | 15,900 | 14,386 |
Other current assets | 646 | 716 |
Total current assets | 20,723 | 19,032 |
Goodwill | 8,292 | 8,434 |
Intangible assets, net | 447 | 492 |
Fixed assets, net | 558 | 529 |
Operating lease right-of-use assets | 699 | 786 |
Deferred tax assets | 824 | 766 |
Prepaid pension | 652 | 1,366 |
Other non-current assets | 509 | 512 |
Total assets | 32,704 | 31,917 |
Current liabilities | ||
Accounts payable and accrued liabilities | 2,114 | 2,192 |
Short-term debt and current portion of long-term debt | 945 | 1,164 |
Fiduciary liabilities | 15,900 | 14,386 |
Other current liabilities | 1,347 | 1,331 |
Total current liabilities | 20,306 | 19,073 |
Long-term debt | 9,825 | 8,228 |
Non-current operating lease liabilities | 693 | 772 |
Deferred tax liabilities | 99 | 401 |
Pension, other postretirement, and postemployment liabilities | 1,186 | 1,375 |
Other non-current liabilities | 1,024 | 910 |
Total liabilities | 33,133 | 30,759 |
Equity (deficit) | ||
Ordinary shares - $0.01 nominal value Authorized: 500.0 shares (issued: 2022 - 205.4; 2021 - 214.8) | 2 | 2 |
Additional paid-in capital | 6,864 | 6,624 |
Accumulated deficit | (2,772) | (1,694) |
Accumulated other comprehensive loss | (4,623) | (3,871) |
Total Aon shareholders' equity (deficit) | (529) | 1,061 |
Noncontrolling interests | 100 | 97 |
Total equity (deficit) | (429) | 1,158 |
Total liabilities and equity (deficit) | $ 32,704 | $ 31,917 |