Aon PLC (AON)vsGoHealth Inc. (GOCO)
AON
Aon PLC
$321.45
-1.71%
FINANCIAL SERVICES · Cap: $69.09B
GOCO
GoHealth Inc.
$1.79
-9.14%
FINANCIAL SERVICES · Cap: $43.65M
Smart Verdict
WallStSmart Research — data-driven comparison
Aon PLC generates 2227% more annual revenue ($17.18B vs $738.34M). AON leads profitability with a 21.5% profit margin vs -27.0%. AON earns a higher WallStSmart Score of 68/100 (B-).
AON
Strong Buy68
out of 100
Grade: B-
GOCO
Hold43
out of 100
Grade: D
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 GOCO.
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
Areas to Watch
3.7% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
4.2% earnings growth
Smaller company, higher risk/reward
ROE of -1.7% — below average capital efficiency
Revenue declined 71.1%
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 : GOCO
The strongest argument for GOCO centers on Price/Book.
Bear Case : AON
The primary concerns for AON are Revenue Growth, PEG Ratio, Altman Z-Score.
Bear Case : GOCO
The primary concerns for GOCO are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
AON profiles as a value stock while GOCO is a turnaround play — different risk/reward profiles.
GOCO carries more volatility with a beta of 1.73 — 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.
Bottom Line
AON scores higher overall (68/100 vs 43/100), backed by strong 21.5% margins. Both earn "Strong Buy" and "Hold" 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.
GoHealth Inc.
FINANCIAL SERVICES · INSURANCE BROKERS · USA
GoHealth, Inc. is a health insurance marketplace and a Medicare-focused digital health company in the United States. The company is headquartered in Chicago, Illinois.
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