Mulya.ai
Ticker
AON
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?7.4%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.714
Beta (levered) ?0.833
Terminal OM% ?23.3%
Segment conc. ?66% dominant
Terminal growth ?4.1%
Bond rating ?A+ · 1.00%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

AON · Aon plc

$328.692026-07-21
Sector: Financial Services; Industry: Insurance - Brokers; Sub-Industry: Insurance Brokers

Intrinsic Value Range Comparison · Mulya.ai

Bull
$114
-65.2% vs market
Base · active
$174
-47.0% vs market
Bear
$174
-47.0% vs market
Mulya.ai vs Analyst IV Comparison?
Bull $114
Bear $174
Base $174
Market $329
Median $395
Market Price $329
Mulya.ai Base $174
Analysts Median $395
Mulya.ai IV range ($174 · $114)
Analysts Range ($355 · $443)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2024.Q1$13.4B28.3%18.7%$3.1B$473MM$3.5B7.1%30.3%$10.2B$11.90
2024.Q4$13.4B0.0%28.3%21.4%$3.0B−$2.4B$573MM8.0%27.2%$11.7B$11.90
2025.Q1$15.7B17.4%24.4%20.7%$3.0B−$2.7B$372MM7.5%21.6%$16.4B$12.32
2025.Q4$15.7B0.0%24.4%21.2%$3.0B$2.6B$5.7B7.9%15.5%$22.4B$12.32
2026.Q1$17.5B11.4%27.6%20.8%$3.8B$2.4B$6.3B7.4%16.7%$23.3B$18.3014.7
italics below = DCF projection · 10yr Rev CAGR: 4.6%
2027.Q1$18.4B+5.0%25.2%20.8%$3.7B$0MM$3.7B7.5%$3.4B15.7%$23.3B$16.9919.3
2028.Q1$19.5B+6.4%25.2%20.7%$3.9B$0MM$3.9B7.6%$3.4B16.8%$23.3B$18.1018.2
2029.Q1$20.5B+4.8%25.2%20.6%$4.1B$0MM$4.1B7.7%$3.3B17.6%$23.3B$18.9817.3
2030.Q1$21.4B+4.4%25.2%20.5%$4.3B−$10.7B−$6.4B7.8%−$4.8B14.9%$33.9B$19.8416.6
2031.Q1$22.3B+4.3%25.2%20.4%$4.5B−$4.3B$169MM7.9%$117MM12.4%$38.2B$20.7015.9
Term. Yr+$28.4B4.1%23.3%20.0%$5.3B−$1.7B$3.6B8.6%$37.5B13.1%
Active scenario IV: $174 (-47.0% vs market)