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Insurance Brokerage
Alle Analysen in Insurance Brokerage — 3 Analysen.
44/100
WTW: An Investment Analysis from a Long-Term Business Owner's Perspective
A global professional-services platform with solid cash flow and an above-average moat. At around $252 the stock already sits near fair value with an insufficient margin of safety, making it a good business at a reasonable price rather than an obvious bargain; the ideal buy range is $210–235. Rating: Watch.
44/100
Marsh: A Long-Term Owner's Perspective
The world's largest insurance-broking and advisory platform (Marsh/Marsh Re/Mercer/Oliver Wyman), capital-light with high ROE and FY2025 revenue of $26.981 billion. At the current $164.11 the owner-earnings yield is about 6%, sitting at the low end of the fair-value range with no discount to the conservative range. Rated Watch.
44/100
Brown & Brown: A Deep-Dive Value Investment Analysis
A leading U.S. insurance brokerage platform selling property, casualty and employee-benefits products; 2025 revenue reached $5.9 billion (+22.5%) with free cash flow of $1.382 billion. The landmark Accession acquisition is still being integration-tested; the stock trades at $57.82 against an ideal buy range of $45–52. Quality is high but the margin of safety is limited, warranting a Cautious Buy.