Stock AON AON PLC
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Financials Aon plc

Equities

AON

IE00BLP1HW54

Multiline Insurance & Brokers

Market Closed - Nyse
Other stock markets
 04:00:02 2024-04-26 pm EDT 		5-day change 1st Jan Change
285 USD -6.85% Intraday chart for Aon plc -8.11% -2.06%
Apr. 26 Sector Update: Financial Stocks Mixed Late Afternoon MT
Apr. 26 Sector Update: Financial Stocks Rise Friday Afternoon MT

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 48,768 47,782 66,223 62,085 58,267 56,566 - -
Enterprise Value (EV) 1 55,317 54,319 74,779 71,713 68,319 67,017 66,811 66,454
P/E ratio 32.7 x 25 x 54.2 x 24.7 x 23.3 x 20.3 x 18 x 15.1 x
Yield 0.83% 0.84% 0.66% 0.73% 0.83% 0.93% 0.97% 1.03%
Capitalization / Revenue 4.43 x 4.32 x 5.43 x 4.98 x 4.36 x 3.61 x 3.64 x 3.53 x
EV / Revenue 5.02 x 4.91 x 6.13 x 5.75 x 5.11 x 4.28 x 4.3 x 4.14 x
EV / EBITDA 17,302,934 x 16,316,812 x 19,413,060 x 17,968,639 x 15,734,445 x - 13,317,703 x 12,765,935 x
EV / FCF 34.4 x 20.6 x 36.6 x 23.7 x 21.5 x 22.1 x 18.8 x 17.4 x
FCF Yield 2.91% 4.86% 2.73% 4.22% 4.66% 4.53% 5.31% 5.76%
Price to Book 14.3 x 13.6 x 60.8 x -117 x -70 x -51.1 x -91.5 x 211 x
Nbr of stocks (in thousands) 234,137 226,164 220,332 206,853 200,216 198,455 - -
Reference price 2 208.3 211.3 300.6 300.1 291.0 285.0 285.0 285.0
Announcement Date 1/31/20 2/5/21 2/4/22 2/3/23 2/2/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 11,013 11,066 12,193 12,479 13,376 15,673 15,541 16,042
EBITDA 3,197 3,329 3,852 3,991 4,342 - 5,017 5,206
EBIT 1 3,025 3,150 3,673 3,840 4,223 4,877 5,002 5,299
Operating Margin 27.47% 28.47% 30.12% 30.77% 31.57% 31.12% 32.19% 33.03%
Earnings before Tax (EBT) 1 1,871 2,465 1,931 3,156 3,169 3,655 3,756 4,395
Net income 1 1,532 1,969 1,255 2,589 2,564 2,831 3,032 3,512
Net margin 13.91% 17.79% 10.29% 20.75% 19.17% 18.06% 19.51% 21.89%
EPS 2 6.370 8.450 5.550 12.14 12.51 14.01 15.84 18.86
Free Cash Flow 1 1,610 2,642 2,045 3,023 3,183 3,033 3,549 3,825
FCF margin 14.62% 23.87% 16.77% 24.22% 23.8% 19.35% 22.83% 23.85%
FCF Conversion (EBITDA) 50.36% 79.36% 53.09% 75.75% 73.31% - 70.74% 73.48%
FCF Conversion (Net income) 105.09% 134.18% 162.95% 116.76% 124.14% 107.14% 117.03% 108.91%
Dividend per Share 2 1.720 1.780 1.990 2.190 2.410 2.640 2.771 2.945
Announcement Date 1/31/20 2/5/21 2/4/22 2/3/23 2/2/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q3 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1
Net sales 1 2,702 3,080 3,670 2,983 2,696 3,130 3,871 3,177 2,953 3,375 4,070 3,668 3,661 4,161 4,352
EBITDA 1 654 1,050 1,433 823 661 1,074 1,536 906 759 1,189 1,659 968.6 804.4 1,259 1,744
EBIT 1 598 1,009 1,395 783 624 1,038 1,498 867 717 1,141 1,615 1,015 891.8 1,355 1,736
Operating Margin 22.13% 32.76% 38.01% 26.25% 23.15% 33.16% 38.7% 27.29% 24.28% 33.81% 39.68% 27.66% 24.36% 32.57% 39.89%
Earnings before Tax (EBT) 1 -868 1,036 1,304 633 510 709 1,342 658 560 609 1,424 715.1 537.2 972.9 1,490
Net income 1 -900 863 1,023 501 408 657 1,050 560 456 498 1,071 515.9 397.9 754.3 1,162
Net margin -33.31% 28.02% 27.87% 16.8% 15.13% 20.99% 27.12% 17.63% 15.44% 14.76% 26.31% 14.06% 10.87% 18.13% 26.7%
EPS 2 -3.990 3.900 4.730 2.330 1.920 3.140 5.070 2.710 2.230 2.470 5.350 2.665 1.838 3.896 6.029
Dividend per Share 2 0.5100 0.5100 0.5100 0.5600 0.5600 - 0.5600 0.6150 0.6150 0.6150 0.6183 0.6800 0.6800 0.6800 0.6950
Announcement Date 10/29/21 2/4/22 4/29/22 7/29/22 10/28/22 2/3/23 4/28/23 7/28/23 10/27/23 2/2/24 4/26/24 - - - -
1USD in Million2USD
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 6,549 6,537 8,556 9,628 10,052 10,451 10,245 9,889
Net Cash position 1 - - - - - - - -
Leverage (Debt/EBITDA) 2.048 x 1.964 x 2.221 x 2.412 x 2.315 x - 2.042 x 1.9 x
Free Cash Flow 1 1,610 2,642 2,045 3,023 3,183 3,033 3,549 3,825
ROE (net income / shareholders' equity) 72.5% 66.6% 119% 1,073% - 90.3% 51.8% -
ROA (Net income/ Total Assets) 6.7% - 3.92% 8.01% 8.7% 8.6% 8.9% 9%
Assets 1 22,856 - 32,015 32,310 29,467 32,917 34,072 39,024
Book Value Per Share 2 14.50 15.50 4.940 -2.580 -4.160 -5.570 -3.120 1.350
Cash Flow per Share 2 - - 9.650 15.10 16.80 16.10 17.50 -
Capex 1 225 141 137 196 252 224 244 262
Capex / Sales 2.04% 1.27% 1.12% 1.57% 1.88% 1.43% 1.57% 1.63%
Announcement Date 1/31/20 2/5/21 2/4/22 2/3/23 2/2/24 - - -
1USD in Million2USD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Aon plc

Trading Rating
Investor Rating
ESG Refinitiv
C
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
18
Last Close Price
285 USD
Average target price
336.7 USD
Spread / Average Target
+18.14%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

Sector Insurance Brokers

1st Jan change Capi.
AON PLC Stock Aon plc
-2.06% 56.57B
ARTHUR J. GALLAGHER & CO. Stock Arthur J. Gallagher & Co.
+4.10% 51.16B
WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY Stock Willis Towers Watson Public Limited Company
+4.04% 25.66B
BROWN & BROWN, INC. Stock Brown & Brown, Inc.
+14.55% 23.24B
CAIXA SEGURIDADE PARTICIPAÇÕES S.A. Stock Caixa Seguridade Participações S.A.
+26.59% 9.56B
RYAN SPECIALTY HOLDINGS, INC. Stock Ryan Specialty Holdings, Inc.
+13.76% 5.81B
STEADFAST GROUP LIMITED Stock Steadfast Group Limited
-4.12% 4.02B
AUB GROUP LIMITED Stock AUB Group Limited
+1.30% 1.99B
BRP GROUP, INC. Stock BRP Group, Inc.
+11.16% 1.76B
GOOSEHEAD INSURANCE, INC Stock Goosehead Insurance, Inc
-26.78% 1.4B
Insurance Brokers
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