eHealth Inc (EHTH)vsMarsh & McLennan Companies, Inc. (MRSH)
EHTH
eHealth Inc
$1.38
-8.00%
FINANCIAL SERVICES · Cap: $45.99M
MRSH
Marsh & McLennan Companies, Inc.
$174.20
+0.64%
FINANCIAL SERVICES · Cap: $85.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Marsh & McLennan Companies, Inc. generates 4770% more annual revenue ($26.98B vs $554.01M). MRSH leads profitability with a 15.4% profit margin vs 7.2%. EHTH appears more attractively valued with a PEG of 0.72. MRSH earns a higher WallStSmart Score of 64/100 (C+).
EHTH
Buy62
out of 100
Grade: C+
MRSH
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for EHTH.
Margin of Safety
-28.9%
Fair Value
$134.21
Current Price
$174.20
$39.99 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 38.7%
Growing faster than its price suggests
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Strong operational efficiency at 25.4%
Generating 2.1B in free cash flow
Areas to Watch
3.5% revenue growth
Smaller company, higher risk/reward
ROE of 4.2% — below average capital efficiency
7.2% margin — thin
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : MRSH
The strongest argument for MRSH centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 15.4% and operating margin at 25.4%.
Bear Case : EHTH
The primary concerns for EHTH are Revenue Growth, Market Cap, Return on Equity.
Bear Case : MRSH
The primary concerns for MRSH are PEG Ratio.
Key Dynamics to Monitor
EHTH profiles as a value stock while MRSH is a mature play — different risk/reward profiles.
EHTH carries more volatility with a beta of 1.20 — expect wider price swings.
MRSH is growing revenue faster at 8.7% — sustainability is the question.
MRSH generates stronger free cash flow (2.1B), providing more financial flexibility.
Bottom Line
MRSH scores higher overall (64/100 vs 62/100), backed by strong 15.4% margins. 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.
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.
Marsh & McLennan Companies, Inc.
FINANCIAL SERVICES · INSURANCE BROKERS · USA
Marsh & McLennan Companies, Inc., a professional services company, provides advisory services and insurance solutions to clients in the areas of risk, strategy, and people globally. The company is headquartered in New York, New York.
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