ERIE INDEMNITY COMPANY vs Marsh & McLennan Companies, Inc., two Insurance Brokers stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ERIE and MRSH diverge most: on debt / equity, ERIE reads 0.00 and MRSH reads 1.44; on return on assets, ERIE reads 16.9% and MRSH reads 6.7%. The rest of the comparable metrics sit closer together. What ERIE's price implies is a bet that sits within the historical range (fee-earnings basis). What MRSH's price implies is a bet that sits within the historical range (fee-earnings basis). The bull and bear cases for each are in their full reports below.
| Metric | ERIE | MRSH |
|---|---|---|
| Price | $252.24 | $178.25 |
| Market cap | $11.7B | $86.6B |
| Sector | Financial Services | Financial Services |
| Stage | Mature | Mature |
| P/E | — | 22.3 |
| P/B | 4.97 | 5.85 |
| P/S | 2.86 | 3.15 |
| EV/EBITDA | 16.0 | 16.8 |
| Revenue growth | +4.7% | +10.0% |
| Operating margin | 16.5% | 23.1% |
| Net margin | 14.0% | 14.3% |
| Return on equity | 24.3% | 26.5% |
| Return on assets | 16.9% | 6.7% |
| Dividend yield | — | 1.9% |
| Debt / equity | 0.00 | 1.44 |
| Current ratio | 1.29 | 1.11 |
| Piotroski F (quality) | 7 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.