AON

Aon plc
Financial ServicesInsurance BrokersNASDAQ
$321.80
+$3.97 (1.23%)today
Conviction
0/ 10
Fair Value$397.42
Upside+23.50%
Signal0
Market Cap$69.8B
52W Range$304.59–$401.03
Next EarningsMay 1

Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid
Fair Value$386.64
Current Price$313.66
Upside / Down+23.3%
P(Undervalued)83.7%
P(20%+ Up)55.5%
P(15%+ Down)3.7%

Fair Value Distribution — percentile bands

83.7% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

4.5%/yr

±4.1% · revenue growth to justify current price

FCF-Based Reverse DCF

10.3%/yr

±3.1% · FCF growth to justify current price

THE GAP

Market pricing margin compression or rising capex

KEY VALUE DRIVERS

Spearman correlation — what moves this valuation most

Quick Take

Aon plc operates as a professional services firm in the United States, rest of the Americas, the United Kingdom, Ireland, rest of Europe, the Middle East, Africa, and the Asia Pacific.

Trailing P/E19.1x
Forward P/E15.1x
P/S4.1x
EPS (TTM)$17.03
Analyst Target$397.42
Analyst Upside23.5%

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Bull Case

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Bear Case

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Research Feed

sec_10kMar 2
Conviction: unchanged
AON 2025 10-K: Steady Professional Services Growth, NFP Integration Underway

AON's 2025 10-K shows steady professional services growth with .2B consolidated revenue (.3B Risk Capital, .9B Human Capital). Strong competitive moat through scale, proprietary analytics, and recurri...