MMC vs SPOT

Comparison between Marsh & McLennan Cos. Inc (MMC, Company) and Spotify Technology S.A. (SPOT, Company).

MMC is from the Financial Services sector, while SPOT is from the Communication Services sector.

5-Year PerformanceSPOT has outperformed MMC, delivering a return of +11.8% compared to +11.6%

MMC vs SPOT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MMC(COMPANY)	SPOT(COMPANY)
Market Cap	$88B	$89B
Max Drawdown	73.70%	80.51%
Sharpe Ratio	-0.64	-0.91
5Y Beta	0.33	0.98
Industry	Insurance Brokers	Internet Content & Information
P/E Ratio	19.94	28.40
Forward P/E	17.32	29.59
PEG Ratio	1.56	0.19
Dividend Yield	1.88%	N/A
5Y Dividends CAGR	18.33%	N/A
5Y EPS CAGR	20.11%	N/A
Debt to Equity	132.06%	5.94%
Free Cash Flow Yield	5.60%	4.19%
P/S Ratio	N/A	4.99
P/B Ratio	N/A	9.59

Market Cap

MMC

$88B

Winner

SPOT

$89B

Max Drawdown

Winner

MMC

73.70%

SPOT

80.51%

Sharpe Ratio

Winner

MMC

-0.64

SPOT

-0.91

5Y Beta

Winner

MMC

0.33

SPOT

0.98

Industry

MMC

Insurance Brokers

SPOT

Internet Content & Information

P/E Ratio

Winner

MMC

19.94

SPOT

28.40

Forward P/E

Winner

MMC

17.32

SPOT

29.59

PEG Ratio

MMC

1.56

Winner

SPOT

0.19

Dividend Yield

MMC

1.88%

SPOT

N/A

5Y Dividends CAGR

MMC

18.33%

SPOT

N/A

5Y EPS CAGR

MMC

20.11%

SPOT

N/A

Debt to Equity

MMC

132.06%

Winner

SPOT

5.94%

Free Cash Flow Yield

Winner

MMC

5.60%

SPOT

4.19%

P/S Ratio

MMC

N/A

SPOT

4.99

P/B Ratio

MMC

N/A

SPOT

9.59

MMC vs SPOT - Historical Returns

Returns include dividend reinvestment.

Period	MMC	SPOT
1 month	-1.88%	-13.52%
3 months	-11.03%	+0.72%
6 months	-13.70%	-32.27%
1 year	-12.24%	-36.23%
5 years(CAGR)	+11.63%	+11.78%
10 years(CAGR)	+15.27%	+13.58%
Max(CAGR)	+8.50%	+13.58%

Winner

MMC

-1.88%

SPOT

-13.52%

MMC

-11.03%

Winner

SPOT

+0.72%

Winner

MMC

-13.70%

SPOT

-32.27%

Winner

MMC

-12.24%

SPOT

-36.23%

5Y(CAGR)

MMC

+11.63%

Winner

SPOT

+11.78%

10Y(CAGR)

Winner

MMC

+15.27%

SPOT

+13.58%

Max(CAGR)

MMC

+8.50%

Winner

SPOT

+13.58%

MMC vs SPOT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MMC	SPOT
2026	+0.13%	-27.33%
2025	-10.82%	+26.85%
2024	+13.32%	+136.96%
2023	+15.80%	+129.44%
2022	+0.36%	-67.66%
2021	+55.45%	-24.75%
2020	+6.23%	+107.53%
2019	+43.61%	+31.48%
2018	+1.10%	-23.83%
2017	+22.21%	N/A
2016	+27.11%	N/A
2015	-0.59%	N/A
2014	+22.56%	N/A
2013	+39.55%	N/A
2012	+11.34%	N/A
2011	+18.61%	N/A
2010	+29.45%	N/A
2009	-7.96%	N/A
2008	-7.32%	N/A
2007	-13.10%	N/A
2006	-1.53%	N/A
2005	-1.20%	N/A
2004	-29.98%	N/A
2003	+3.15%	N/A
2002	-11.41%	N/A
2001	-3.28%	N/A
2000	+26.01%	N/A
1999	+24.06%	N/A

MMC vs SPOT Drawdown Comparison

The maximum drawdown for MMC was -67.50%, occurring on Mar 2, 2009. Recovery took 3298 trading sessions.

The maximum drawdown for SPOT was -80.51%, occurring on Nov 4, 2022. Recovery took 902 trading sessions.

The current MMC drawdown is -24.54%. The current SPOT drawdown is -46.15%.

Rank	MMC	SPOT
#1	-67.50% Oct 5, 2000 - Nov 15, 2013	-80.51% Feb 19, 2021 - Sep 20, 2024
#2	-35.80% Feb 18, 2020 - Aug 5, 2020	-46.80% Jun 26, 2025 - Feb 5, 2026
#3	-29.74% Jan 14, 2000 - Mar 31, 2000	-45.57% Jul 26, 2018 - Jun 17, 2020
#4	-27.07% Apr 3, 2025 - Nov 6, 2025	-24.54% Feb 13, 2025 - May 7, 2025
#5	-19.23% Apr 21, 2022 - Apr 20, 2023	-20.73% Sep 1, 2020 - Dec 2, 2020
#6	-16.41% Mar 31, 2000 - May 30, 2000	-14.49% Jul 20, 2020 - Sep 1, 2020
#7	-15.24% Dec 3, 2018 - Feb 1, 2019	-11.99% Jan 8, 2021 - Feb 16, 2021
#8	-14.99% Dec 27, 2021 - Apr 7, 2022	-11.76% May 2, 2018 - Jun 8, 2018
#9	-13.40% Jun 18, 2015 - Mar 14, 2016	-10.95% Dec 4, 2024 - Jan 24, 2025
#10	-13.07% Sep 2, 2020 - Dec 17, 2020	-9.41% Dec 10, 2020 - Jan 8, 2021
#11	-11.58% Jul 18, 2018 - Nov 8, 2018	-7.32% Jun 22, 2018 - Jul 11, 2018
#12	-10.62% Nov 27, 2024 - Feb 24, 2025	-7.09% Jul 10, 2020 - Jul 20, 2020
#13	-9.87% May 31, 2000 - Jul 20, 2000	-6.83% Apr 10, 2018 - Apr 18, 2018
#14	-9.34% Dec 17, 2020 - Feb 22, 2021	-5.64% May 7, 2025 - May 19, 2025
#15	-8.95% Dec 23, 1999 - Jan 11, 2000	-5.47% Sep 25, 2024 - Oct 22, 2024