WallStSmart

Aon PLC (AON) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target

Aon PLC stock (AON) is currently trading at $321.45. Aon PLC PE ratio is 18.91. Aon PLC PS ratio (Price-to-Sales) is 4.02. Analyst consensus price target for AON is $397.42. WallStSmart rates AON as Moderate Buy.

  • AON PE ratio analysis and historical PE chart
  • AON PS ratio (Price-to-Sales) history and trend
  • AON intrinsic value — DCF, Graham Number, EPV models
  • AON stock price prediction 2025 2026 2027 2028 2029 2030
  • AON fair value vs current price
  • AON insider transactions and insider buying
  • Is AON undervalued or overvalued?
  • Aon PLC financial analysis — revenue, earnings, cash flow
  • AON Piotroski F-Score and Altman Z-Score
  • AON analyst price target and Smart Rating
AON

Aon

NYSEFINANCIAL SERVICES
$321.45
$5.59 (-1.71%)
52W$304.59
$399.07
Target$397.42+23.6%

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IV

AON Intrinsic Value Analysis for Value Investors

Benjamin Graham Formula · Aon PLC (AON)

Margin of Safety
+61.0%
Strong Buy Zone
AON Fair Value
$795.60
Graham Formula
Current Price
$321.45
$474.15 below fair value
Undervalued
Fair: $795.60
Overvalued
Price $321.45
Graham IV $795.60
Analyst $397.42

AON trades at a significant discount to its Graham intrinsic value of $795.60, offering a 61% margin of safety — a level value investors typically seek before buying.

Based on Benjamin Graham Formula. Growth rate capped at 25%. For informational purposes only. Not financial advice.

WallStSmart

Smart Analysis

Aon PLC (AON) · 10 metrics scored

Smart Score

68
out of 100
Grade: B-
Strong Buy
Investment Rating

Category Performance

WallStSmart pulls financial metrics like revenue growth, profit margins, and valuation ratios and scores each one from 0 to 10 based on how strong or weak it is. Those 10 scores are grouped into 4 categories: Growth, Profitability, Valuation, and Quality — which form the 4 axes of the spider chart you see. The categories are then combined into a final score out of 100, but not equally. Growth and Profitability together count for 60% of the total, because a fast-growing profitable business matters more than just a cheap one. That final number maps to a rating (Strong Buy, Buy, Hold, Avoid) and a letter grade, giving you one clear Stock Rating.

Investment Thesis

Strong fundamentals in market cap, return on equity, operating margin. Concerns around price/book and revenue growth. Overall metrics suggest strong investment potential with favorable risk/reward.

Aon PLC (AON) Key Strengths (6)

Avg Score: 9.8/10
Return on EquityProfitability
46.90%10/10

Every $100 of shareholder equity generates $47 in profit

Operating MarginProfitability
31.40%10/10

Keeps $31 of every $100 in revenue after operating costs

EPS GrowthGrowth
138.30%10/10

Earnings per share surging 138.30% year-over-year

Profit MarginProfitability
21.50%10/10

Keeps $22 of every $100 in revenue as net profit

Institutional Own.Quality
88.77%10/10

88.77% of shares held by major funds and institutions

Market CapQuality
$69.09B9/10

Large-cap company with substantial market presence

Supporting Valuation Data

AON Target Price
$397.42
20% Upside

Aon PLC (AON) Areas to Watch (4)

Avg Score: 3.0/10
Price/BookValuation
7.462/10

Very expensive at 7.5x book value

Revenue GrowthGrowth
3.70%2/10

Revenue growing slowly at 3.70% annually

PEG RatioValuation
2.594/10

Paying a premium for growth, expensive relative to earnings expansion

Price/SalesValuation
4.024/10

Premium valuation at 4.0x annual revenue

Aon PLC (AON) Detailed Analysis Report

Overall Assessment

This company scores 68/100 in our Smart Analysis, earning a B- grade. Out of 10 metrics analyzed, 6 register as strengths (avg 9.8/10) while 4 fall into concern territory (avg 3.0/10). The category breakdown reveals uneven performance, with some areas requiring attention.

The Bull Case

The strongest argument centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with Return on Equity at 46.90%, Operating Margin at 31.40%, Profit Margin at 21.50%. Growth metrics are encouraging with EPS Growth at 138.30%.

The Bear Case

The primary concerns are Price/Book, Revenue Growth, PEG Ratio. Some valuation metrics including PEG Ratio (2.59), Price/Sales (4.02), Price/Book (7.46) suggest expensive pricing. Growth concerns include Revenue Growth at 3.70%, which may limit upside.

Key Dynamics to Monitor

Three factors to monitor going forward. First, whether Price/Book improves, as this is the primary drag on the overall score. Second, margin trajectory, with Return on Equity at 46.90% currently healthy but needing to be sustained. Third, growth sustainability, with Revenue Growth at 3.70% needing to reaccelerate.

Risk Considerations

Based on the metric profile, this is a moderate-to-high risk investment. The weight of evidence leans positive, with more strengths than concerns. Investors should size positions according to their risk tolerance and maintain diversification.

Bottom Line

Mixed fundamentals with both positives (Return on Equity, Operating Margin) and negatives (Price/Book, Revenue Growth). A cautious approach is warranted. Monitor for improvement in weak areas before increasing conviction.

Disclaimer: Smart Analysis is a scoring system developed by WallStSmart Team. Scores update daily using multi-model valuation framework. Always conduct your own research and consult with financial advisors before making investment decisions.

AON Price-to-Sales(PS) Ratio Chart

Historical valuation based on market cap ÷ trailing 12-month revenue

AON's Price-to-Sales ratio of 4.02x trades 81% above its historical average of 2.22x (97th percentile), historically expensive. The current valuation is 5% below its historical high of 4.24x set in Mar 2026, and 219% above its historical low of 1.26x in Sep 2011.

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WallStSmart Analysis Synopsis

Data-driven financial summary for Aon PLC (AON) · FINANCIAL SERVICESINSURANCE BROKERS

The Big Picture

Aon PLC operates as a stable business with moderate growth and solid fundamentals. Revenue reached 17.2B with 4% growth year-over-year. Profit margins are strong at 21.5%, reflecting pricing power and operational efficiency.

Key Findings

Excellent Capital Efficiency

ROE of 46.9% means the company generates strong returns on shareholder equity. Above 20% is considered top-tier.

Strong Profitability

Profit margin of 21.5% and operating margin of 31.4% demonstrate strong pricing power and operational efficiency.

What to Watch Next

Sector dynamics: monitor INSURANCE BROKERS industry trends, competitive moves, and regulatory changes that could impact Aon PLC.

Bottom Line

Aon PLC offers stability with moderate growth and solid fundamentals. The valuation may present an opportunity for patient investors, though limited growth means returns will likely come from dividends and modest capital appreciation rather than explosive gains.

This synopsis is generated from publicly available financial data. It is not financial advice. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

Insider Transactions(72 last 3 months)

Total Buys
32
Total Sells
40
Feb 26, 2026(1 transaction)
ZEIDEL, DARREN
General Counsel
Sell
Shares
-4,300
Feb 18, 2026(1 transaction)
STEVENS, LISA
Chief Administrative Officer
Sell
Shares
-32
Feb 10, 2026(1 transaction)
KNIGHT, LESTER B
Director
Buy
Shares
+4,000

Data sourced from SEC Form 4 filings

Last updated: 12:57:05 PM

About Aon PLC(AON)

Exchange

NYSE

Sector

FINANCIAL SERVICES

Industry

INSURANCE BROKERS

Country

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.