Aon

Valuation Analysis

About the Company

Aon en bref

Aon (AON) is currently trading at 277,18 € with a market capitalization of 59,2 Md €. The trailing P/E ratio stands at 17.42x, with a forward P/E of 14.84x. The 52-week range spans from 265,81 € to 332,49 €; the current price is 16.6% below the yearly high. Year-over-year revenue growth stands at +6.5%. The net profit margin stands at 22.54%.

💰 Dividende

Aon pays an annual dividend of 2,86 € per share, representing a yield of 1.03%. The payout ratio stands at 16.36%.

📊 Avis des analystes

19 analystes évaluent Aon (AON) au consensus : Acheter. L'objectif de cours moyen est de 333,69 €, soit un potentiel de +20.39% par rapport au cours actuel. La fourchette des objectifs de cours des analystes va de 260,06 € à 380,49 €.

Aon : la thèse d'investissement en détail

Aon (AON) operates in the Financial Services — specifically Insurance Brokers — and is headquartered in Ireland. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.

Le scénario haussier

Earnings growth of 27.1% is outpacing revenue, a sign of operational leverage — fixed costs are being absorbed across a larger base. The combination of a 47.34% gross margin and 35.84% operating margin shows the business converts revenue into profit efficiently — a hallmark of competitive moat. Return on equity of 46.45% places management among the most capital-efficient operators in the public market — every euro of shareholder capital is working hard.

Signal Smart Money

On the institutional side, Aon appears in the disclosed holdings of Buffett. Smart-money managers track positioning, fundamentals and competitive dynamics with research budgets few retail investors can match — when several converge on the same name, it is rarely random. That doesn't mean blind copying makes sense, but it does raise the bar for the bear case.

À surveiller

• The forward P/E of 14.84x is meaningfully below the trailing 17.42x — analysts expect earnings to step up; the next earnings release is the test.
• The price sits in the lower quartile of the 52-week range — value hunters often start scaling in around this zone if fundamentals hold.
• The analyst consensus price target implies 20.39% upside — if the next two quarters confirm the underlying thesis, target hikes typically follow.

Thèse d'investissement : forces et faiblesses

Aperçu technique

Price is below both the 50- and 200-day moving averages, with 50d below 200d — a bearish picture (death-cross alignment).

Profil de risque

The data points to relatively defensive market behavior, higher leverage relative to equity.

Trading Data

💵 Dividend Info

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