Marsh & McLennan Companies, Inc. vs Waterdrop Inc., two Insurance Brokers stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where MRSH and WDH diverge most: on debt / equity, MRSH reads 1.44 and WDH reads 0.01; on ev/ebitda, MRSH reads 16.8 and WDH reads 77.9. The rest of the comparable metrics sit closer together. 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 | MRSH | WDH |
|---|---|---|
| Price | $178.25 | $1.17 |
| Market cap | $86.6B | $4.3B |
| Sector | Financial Services | Financial Services |
| Stage | Mature | Mature |
| P/E | 22.3 | 58.5 |
| P/B | 5.85 | 5.90 |
| P/S | 3.15 | 7.64 |
| EV/EBITDA | 16.8 | 77.9 |
| Revenue growth | +10.0% | +6.1% |
| Operating margin | 23.1% | 9.3% |
| Net margin | 14.3% | 13.8% |
| Return on equity | 26.5% | 10.7% |
| Return on assets | 6.7% | 7.7% |
| Dividend yield | 1.9% | — |
| Debt / equity | 1.44 | 0.01 |
| Current ratio | 1.11 | 2.10 |
| Piotroski F (quality) | 5 / 9 | 6 / 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.