Aon PLC (AON)vseHealth Inc (EHTH)
AON
Aon PLC
$321.45
-1.71%
FINANCIAL SERVICES · Cap: $69.09B
EHTH
eHealth Inc
$1.38
-8.00%
FINANCIAL SERVICES · Cap: $45.99M
Smart Verdict
WallStSmart Research — data-driven comparison
Aon PLC generates 3001% more annual revenue ($17.18B vs $554.01M). AON leads profitability with a 21.5% profit margin vs 7.2%. EHTH appears more attractively valued with a PEG of 0.72. AON earns a higher WallStSmart Score of 68/100 (B-).
AON
Strong Buy68
out of 100
Grade: B-
EHTH
Buy62
out of 100
Grade: C+
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 EHTH.
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
Reasonable price relative to book value
Strong operational efficiency at 38.7%
Growing faster than its price suggests
Areas to Watch
3.7% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
3.5% revenue growth
Smaller company, higher risk/reward
ROE of 4.2% — below average capital efficiency
7.2% margin — thin
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 : EHTH
The strongest argument for EHTH centers on Price/Book, Operating Margin, PEG Ratio. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bear Case : AON
The primary concerns for AON are Revenue Growth, PEG Ratio, Altman Z-Score.
Bear Case : EHTH
The primary concerns for EHTH are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
EHTH carries more volatility with a beta of 1.20 — expect wider price swings.
AON is growing revenue faster at 3.7% — 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 62/100), backed by strong 21.5% margins. Both earn "Strong Buy" and "Buy" 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.
eHealth Inc
FINANCIAL SERVICES · INSURANCE BROKERS · USA
eHealth, Inc. provides private health insurance exchange services to individuals, families, and small businesses in the United States and China. The company is headquartered in Santa Clara, California.
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