Aon PLC (AON)vsAccelerant Holdings (ARX)
AON
Aon PLC
$321.45
-1.71%
FINANCIAL SERVICES · Cap: $69.09B
ARX
Accelerant Holdings
$12.91
-1.83%
FINANCIAL SERVICES · Cap: $2.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Aon PLC generates 1906% more annual revenue ($17.18B vs $856.30M). AON leads profitability with a 21.5% profit margin vs -1.7%. AON earns a higher WallStSmart Score of 68/100 (B-).
AON
Strong Buy68
out of 100
Grade: B-
ARX
Avoid34
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+61.0%
Fair Value
$795.60
Current Price
$321.45
$474.15 discount
Intrinsic value data unavailable for ARX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 47 in profit
Strong operational efficiency at 31.4%
Earnings expanding 138.3% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Generating 1.3B in free cash flow
Revenue surging 49.2% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
3.7% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
Weak financial health signals
ROE of -2.5% — below average capital efficiency
Earnings declined 11.1%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AON
The strongest argument for AON centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 21.5% and operating margin at 31.4%.
Bull Case : ARX
The strongest argument for ARX centers on Revenue Growth, Debt/Equity. Revenue growth of 49.2% demonstrates continued momentum.
Bear Case : AON
The primary concerns for AON are Revenue Growth, PEG Ratio, Altman Z-Score.
Bear Case : ARX
The primary concerns for ARX are Piotroski F-Score, Return on Equity, EPS Growth.
Key Dynamics to Monitor
AON profiles as a value stock while ARX is a hypergrowth play — different risk/reward profiles.
ARX is growing revenue faster at 49.2% — sustainability is the question.
AON generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor INSURANCE BROKERS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AON scores higher overall (68/100 vs 34/100), backed by strong 21.5% margins. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Aon PLC
FINANCIAL SERVICES · INSURANCE BROKERS · USA
Aon plc is a multinational professional services firm that sells a range of financial risk-mitigation products, including insurance, pension administration, and health-insurance plans.
Accelerant Holdings
FINANCIAL SERVICES · INSURANCE BROKERS · USA
Accelerant Holdings (ARX) is a pioneering specialty insurance and reinsurance provider that tailors its offerings to meet the unique needs of underserved markets. Leveraging advanced data analytics and innovative technology, the company empowers its insurance partners to enhance underwriting performance and foster growth through a distinctive membership model. This collaborative strategy not only optimizes risk management but also underscores Accelerant's commitment to agility and innovation in a rapidly changing insurance landscape. By focusing on strategic partnerships, Accelerant positions itself for sustainable growth and operational excellence, capitalizing on emerging opportunities in the evolving market.
Visit Website →Compare with Other INSURANCE BROKERS Stocks
Want to dig deeper into these stocks?