Company Valuation: Aon plc

Data adjusted to current consolidation scope
Fiscal Period: December 2021 2022 2023 2024 2025 2026 2027 2028
Market Cap 1 66,223 62,085 58,267 77,674 75,846 68,245 - -
Change - -6.25% -6.15% 33.31% -2.35% -10.02% - -
Enterprise Value (EV) 1 74,779 71,713 68,319 93,386 88,297 88,944 92,857 90,710
Change - -4.1% -4.73% 36.69% -5.45% 0.73% 4.4% -2.31%
P/E 54.2x 24.7x 23.3x 28.8x 20.7x 22.9x 21.1x 17.7x
PBR 60.8x -117x -70x 12.7x 8.09x 6.41x 5.15x 4.19x
PEG - 0x 7.64x -180.14x 0.6x -1.3x 2.47x 0.9x
Capitalization / Revenue 5.43x 4.98x 4.36x 4.95x 4.41x 3.8x 3.15x 2.98x
EV / Revenue 6.13x 5.75x 5.11x 5.95x 5.14x 4.96x 4.29x 3.96x
EV / EBITDA 19.4x 18x 15.7x 18.2x 15.4x 14.1x 12.7x 11.3x
EV / EBIT 20.4x 18.7x 16.2x 18.9x 15.9x 15x 13x 11.6x
EV / FCF 36.6x 23.7x 21.5x 33.2x 27.4x 27.7x 22x 18.7x
FCF Yield 2.73% 4.22% 4.66% 3.02% 3.64% 3.61% 4.54% 5.33%
Dividend per Share 2 1.99 2.19 2.41 2.64 2.91 3.181 3.471 3.815
Rate of return 0.66% 0.73% 0.83% 0.74% 0.82% 0.99% 1.08% 1.19%
EPS 2 5.55 12.14 12.51 12.49 17.02 14.04 15.24 18.14
Distribution rate 35.9% 18% 19.3% 21.1% 17.1% 22.7% 22.8% 21%
Net sales 1 12,193 12,479 13,376 15,698 17,181 17,936 21,670 22,887
EBITDA 1 3,852 3,991 4,342 5,122 5,751 6,286 7,331 8,017
EBIT 1 3,673 3,840 4,223 4,939 5,563 5,942 7,161 7,810
Net income 1 1,255 2,589 2,564 2,654 3,695 3,000 3,442 4,035
Net Debt 1 8,556 9,628 10,052 15,712 12,451 20,699 24,612 22,466
Reference price 2 300.56 300.14 291.02 359.16 352.88 321.67 321.67 321.67
Nbr of stocks (in thousands) 220,332 206,853 200,216 216,266 214,935 212,157 - -
Announcement Date 2/4/22 2/3/23 2/2/24 1/31/25 1/30/26 - - -
1USD in Million2USD
Estimates

P/E, Detailed evolution



P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
22.91x4.85x13.84x0.99% 68.24B
14.35x - - 4.22% 184B
12.91x3.16x11.12x1.1% 138B
15.8x1.88x - 5.17% 114B
10.39x0.9x - 5.87% 96.52B
22.9x3.88x13.74x1.9% 93.69B
34.72x4.83x14.91x1.04% 68.75B
11.42x0.71x - 3.49% 36.59B
8.92x1.39x - 1.86% 35.31B
19.32x3.27x11.69x1.18% 29.79B
Average 17.36x 2.76x 13.06x 2.68% 86.46B
Weighted average by Cap. 16.91x 2.84x 12.89x 3.04%

Y-o-Y evolution of P/E

Valuation ratios - P/E - Aon plc

Historical PBR trend

Valuation ratios - PBR - Aon plc

Evolution Enterprise Value / Sales

Valuation ratios - VE_REV - Aon plc

Change in Enterprise Value/EBITDA

Valuation ratios - VE_EBITDA - Aon plc


Year-on-year evolution of the Yield

Valuation ratios - Yield - Aon plc