Aon PLC (AON)vsLendingtree Inc (TREE)
AON
Aon PLC
$302.69
-1.65%
FINANCIAL SERVICES · Cap: $64.21B
TREE
Lendingtree Inc
$26.82
-0.26%
FINANCIAL SERVICES · Cap: $393.25M
Smart Verdict
WallStSmart Research — data-driven comparison
Aon PLC generates 1286% more annual revenue ($17.58B vs $1.27B). AON leads profitability with a 22.3% profit margin vs 14.3%. AON appears more attractively valued with a PEG of 2.32. TREE earns a higher WallStSmart Score of 64/100 (C+).
AON
Buy58
out of 100
Grade: C
TREE
Buy64
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 41 in profit
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Attractively priced relative to earnings
Strong operational efficiency at 23.5%
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 57 in profit
Revenue surging 25.3% year-over-year
Areas to Watch
Expensive relative to growth rate
2.2% revenue growth
Elevated debt levels
Earnings declined 3.0%
4.6% earnings growth
Smaller company, higher risk/reward
Elevated debt levels
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : AON
The strongest argument for AON centers on Return on Equity, Market Cap, Profit Margin. Profitability is solid with margins at 22.3% and operating margin at 23.5%.
Bull Case : TREE
The strongest argument for TREE centers on P/E Ratio, Price/Book, Return on Equity. Revenue growth of 25.3% demonstrates continued momentum.
Bear Case : AON
The primary concerns for AON are PEG Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.64 is elevated, increasing financial risk.
Bear Case : TREE
The primary concerns for TREE are EPS Growth, Market Cap, Debt/Equity.
Key Dynamics to Monitor
AON profiles as a value stock while TREE is a growth play — different risk/reward profiles.
TREE carries more volatility with a beta of 2.08 — expect wider price swings.
TREE is growing revenue faster at 25.3% — sustainability is the question.
AON generates stronger free cash flow (483M), providing more financial flexibility.
Bottom Line
TREE scores higher overall (64/100 vs 58/100) and 25.3% revenue growth. Both earn "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.
Lendingtree Inc
FINANCIAL SERVICES · INSURANCE BROKERS · USA
LendingTree, Inc., through its subsidiary, LT Intermediate Company, LLC, operates an online consumer platform in the United States. The company is headquartered in Charlotte, North Carolina.
Compare with Other INSURANCE BROKERS Stocks
Want to dig deeper into these stocks?