MMC vs VRT

Comparison between Marsh & McLennan Cos. Inc (MMC, Company) and Vertiv Holdings Co - Class A (VRT, Company).

MMC is from the Financial Services sector, while VRT is from the Industrials sector.

5-Year PerformanceVRT has outperformed MMC, delivering a return of +54.0% compared to +11.6%

MMC vs VRT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MMC(COMPANY)	VRT(COMPANY)
Market Cap	$87B	$86B
Max Drawdown	73.70%	71.25%
Sharpe Ratio	-0.64	1.06
5Y Beta	0.33	2.37
Industry	Insurance Brokers	Electrical Equipment & Parts
P/E Ratio	20.27	49.41
Forward P/E	17.32	36.76
PEG Ratio	N/A	0.44
Dividend Yield	1.88%	0.08%
5Y Dividends CAGR	18.33%	92.23%
5Y EPS CAGR	22.90%	N/A
Debt to Equity	126.59%	61.79%
Free Cash Flow Yield	5.46%	3.37%
P/S Ratio	N/A	7.92
P/B Ratio	N/A	24.39

Market Cap

Winner

MMC

$87B

VRT

$86B

Max Drawdown

MMC

73.70%

Winner

VRT

71.25%

Sharpe Ratio

MMC

-0.64

Winner

VRT

1.06

5Y Beta

Winner

MMC

0.33

VRT

2.37

Industry

MMC

Insurance Brokers

VRT

Electrical Equipment & Parts

P/E Ratio

Winner

MMC

20.27

VRT

49.41

Forward P/E

Winner

MMC

17.32

VRT

36.76

PEG Ratio

MMC

N/A

VRT

0.44

Dividend Yield

Winner

MMC

1.88%

VRT

0.08%

5Y Dividends CAGR

MMC

18.33%

Winner

VRT

92.23%

5Y EPS CAGR

MMC

22.90%

VRT

N/A

Debt to Equity

MMC

126.59%

Winner

VRT

61.79%

Free Cash Flow Yield

Winner

MMC

5.46%

VRT

3.37%

P/S Ratio

MMC

N/A

VRT

7.92

P/B Ratio

MMC

N/A

VRT

24.39

MMC vs VRT - Historical Returns

Returns include dividend reinvestment.

Period	MMC	VRT
1 month	-1.88%	-22.43%
3 months	-11.03%	-26.41%
6 months	-13.70%	+29.81%
1 year	-12.24%	+66.09%
5 years(CAGR)	+11.63%	+53.95%
10 years(CAGR)	+15.27%	+49.25%
Max(CAGR)	+8.50%	+49.25%

Winner

MMC

-1.88%

VRT

-22.43%

Winner

MMC

-11.03%

VRT

-26.41%

MMC

-13.70%

Winner

VRT

+29.81%

MMC

-12.24%

Winner

VRT

+66.09%

5Y(CAGR)

MMC

+11.63%

Winner

VRT

+53.95%

10Y(CAGR)

MMC

+15.27%

Winner

VRT

+49.25%

Max(CAGR)

MMC

+8.50%

Winner

VRT

+49.25%

MMC vs VRT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MMC	VRT
2026	+0.13%	+37.62%
2025	-10.82%	+37.14%
2024	+13.32%	+149.22%
2023	+15.80%	+261.32%
2022	+0.36%	-43.93%
2021	+55.45%	+34.88%
2020	+6.23%	+66.49%
2019	+43.61%	+13.13%
2018	+1.10%	-0.51%
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 VRT Drawdown Comparison

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

The maximum drawdown for VRT was -71.24%, occurring on Jun 30, 2022. Recovery took 480 trading sessions.

The current MMC drawdown is -24.54%. The current VRT drawdown is -35.78%.

Rank	MMC	VRT
#1	-67.50% Oct 5, 2000 - Nov 15, 2013	-71.24% Sep 2, 2021 - Aug 2, 2023
#2	-35.80% Feb 18, 2020 - Aug 5, 2020	-61.28% Jan 23, 2025 - Oct 1, 2025
#3	-29.74% Jan 14, 2000 - Mar 31, 2000	-58.62% Feb 19, 2020 - Jun 2, 2020
#4	-27.07% Apr 3, 2025 - Nov 6, 2025	-40.71% May 14, 2026 - Jul 29, 2026
#5	-19.23% Apr 21, 2022 - Apr 20, 2023	-36.67% May 24, 2024 - Oct 7, 2024
#6	-16.41% Mar 31, 2000 - May 30, 2000	-24.78% Oct 29, 2025 - Feb 9, 2026
#7	-15.24% Dec 3, 2018 - Feb 1, 2019	-19.68% Nov 21, 2024 - Jan 21, 2025
#8	-14.99% Dec 27, 2021 - Apr 7, 2022	-17.43% Jun 8, 2020 - Aug 3, 2020
#9	-13.40% Jun 18, 2015 - Mar 14, 2016	-16.62% Oct 12, 2023 - Nov 10, 2023
#10	-13.07% Sep 2, 2020 - Dec 17, 2020	-15.19% Mar 25, 2026 - Apr 8, 2026
#11	-11.58% Jul 18, 2018 - Nov 8, 2018	-13.12% Apr 11, 2024 - Apr 25, 2024
#12	-10.62% Nov 27, 2024 - Feb 24, 2025	-11.71% Oct 22, 2020 - Dec 1, 2020
#13	-9.87% May 31, 2000 - Jul 20, 2000	-11.52% Feb 23, 2021 - Apr 13, 2021
#14	-9.34% Dec 17, 2020 - Feb 22, 2021	-10.91% Sep 1, 2023 - Oct 9, 2023
#15	-8.95% Dec 23, 1999 - Jan 11, 2000	-9.88% Feb 14, 2024 - Feb 26, 2024

Correlation

Correlation between MMC and VRT is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70

-101

Dividend Comparison (2000 - 2026)

MMC vs VRT dividend yield comparison.

Year	MMC	VRT
2026	0.00%	0.05%
2025	1.85%	0.11%
2024	1.44%	0.10%
2023	1.37%	0.05%
2022	1.36%	0.07%
2021	1.15%	0.04%
2020	1.57%	0.05%
2019	1.56%	0.00%
2018	1.98%	0.00%
2017	1.76%	0.00%
2016	1.92%	0.00%
2015	2.13%	0.00%
2014	1.85%	0.00%
2013	1.99%	0.00%
2012	2.61%	0.00%
2011	2.72%	0.00%
2010	2.96%	0.00%
2009	3.62%	0.00%
2008	3.30%	0.00%
2007	2.87%	0.00%
2006	2.22%	0.00%
2005	2.14%	0.00%
2004	3.01%	0.00%
2003	3.11%	0.00%
2002	2.36%	0.00%
2001	1.92%	0.00%
2000	1.62%	0.00%