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AONAon plc
$281.60$59.7B
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  4. Financial Ratios

Aon plc (AON) Financial Ratios

Latest Ratios: P/E Ratio 16.5x · EV/EBITDA 14.1x · ROE 46.3%. (1996–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

AON Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$59.7B$76.4B$76.3B$59.7B$64.0B$68.0B$49.2B$50.1B$35.9B$34.9B$30.1B
Enterprise Value$75.1B$91.7B$93.1B$70.9B$75.0B$77.8B$57.3B$57.9B$41.7B$40.3B$36.1B
P/E Ratio →16.5520.7328.7623.2624.7254.1525.0032.7031.6728.5121.61
P/S Ratio3.484.454.864.465.135.574.454.553.333.493.20
P/B Ratio6.398.0011.87——58.6813.7414.538.517.525.45
P/FCF18.5623.7427.0918.7421.1733.2318.6431.1324.8363.4014.33
P/OCF17.1621.9525.1517.3719.8831.1417.7027.3121.3047.5912.96

P/E links to full P/E history page with 30-year chart

AON EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—5.345.935.306.016.385.185.263.874.033.83
EV / EBITDA14.1417.2820.6017.5519.0632.2217.9421.1818.0120.6016.93
EV / EBIT17.2820.9321.9119.4121.0534.5520.4626.5927.3441.6721.43
EV / FCF—28.5133.0622.2824.8038.0621.6835.9628.8173.1317.14

AON Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin47.7%47.7%47.2%48.4%48.1%44.7%46.6%45.0%43.3%40.0%41.4%
Operating Margin25.3%25.3%24.4%28.3%29.4%17.1%25.1%19.7%14.3%10.7%19.2%
Net Profit Margin21.5%21.5%16.9%19.2%20.7%10.3%17.8%13.9%10.5%12.3%14.8%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE46.3%46.3%93.3%—710.3%52.9%56.0%40.0%25.6%24.1%23.9%
ROA7.4%7.4%6.4%7.7%8.0%3.9%6.4%5.5%4.3%4.7%5.2%
ROIC13.5%13.5%17.0%26.9%25.5%13.8%18.3%15.3%11.6%7.4%11.8%
ROCE16.2%16.2%20.0%30.6%29.1%15.2%19.5%16.1%11.7%7.8%12.9%

AON Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity1.731.732.78——9.002.492.481.521.321.15
Debt / EBITDA3.113.113.962.982.974.312.793.142.773.132.98
Net Debt / Equity—1.612.61——8.532.242.261.361.151.07
Net Debt / EBITDA2.892.893.722.782.794.092.522.852.492.742.78
Debt / FCF—4.775.973.543.634.833.044.833.989.732.81
Interest Coverage5.385.385.397.558.777.008.387.095.483.435.97

AON Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio1.111.111.021.001.021.001.071.061.081.071.05
Quick Ratio1.111.111.021.001.021.001.071.061.081.071.05
Cash Ratio0.120.120.510.050.060.040.070.060.060.100.06
Asset Turnover—0.340.320.390.380.380.340.370.410.380.35
Inventory Turnover———————————
Days Sales Outstanding———————————

AON Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield1.0%0.8%0.7%0.8%0.7%0.7%0.8%0.8%1.1%1.0%1.1%
Payout Ratio17.0%17.0%21.2%19.1%17.9%35.6%20.9%26.8%33.7%29.7%24.7%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield6.0%4.8%3.5%4.3%4.0%1.8%4.0%3.1%3.2%3.5%4.6%
FCF Yield5.4%4.2%3.7%5.3%4.7%3.0%5.4%3.2%4.0%1.6%7.0%
Buyback Yield1.7%1.3%1.3%4.5%5.0%5.2%3.6%3.9%4.1%6.9%4.2%
Total Shareholder Yield2.7%2.1%2.0%5.3%5.7%5.9%4.4%4.7%5.2%7.9%5.3%
Shares Outstanding—$217M$213M$205M$213M$226M$233M$241M$247M$261M$270M

Key Metrics

Growth RegimeDecelerating
ProfitabilityStable
Balance SheetStrained
Cash FlowStable
Top Statement Risk

Elevated leverage and moderating organic growth

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Reserve Releases Flatter Underwriting

Aon's combined ratio improved to 80.6% in Q2 2026 from 82.6% a year earlier, per financial statements, but a negative loss ratio of -14.6% suggests reserve releases are masking underlying deterioration.

The reported combined ratio of 80.6% in Q2 2026 appears artificially strong, as the loss ratio of -14.6% indicates significant prior-year reserve releases. Excluding these releases, the underlying loss ratio would likely be in the mid-60s, implying a combined ratio closer to 100%. This suggests that underwriting profitability may be less robust than headline figures suggest, and investors should monitor the sustainability of reserve releases.

ROE Volatility Masks Core Earnings

Aon's ROE swung from 5.6% in Q2 2026 to 19.2% in Q4 2025, per reported data, reflecting volatile underwriting results and one-time items, while the underlying earnings power appears more stable.

The wide quarterly swings in ROE, from 5.4% to 19.2% over the past year, indicate that reported earnings are heavily influenced by reserve releases and restructuring charges. The Q2 2026 ROE of 5.6% is well below the trailing average, suggesting that core profitability may be lower than the peak quarters imply. Investors should focus on normalized ROE, adjusting for one-time items, to assess the true return on equity.

Leverage Constrains Capital Flexibility

Aon's debt-to-capital ratio of 65.1% exceeds the industry average of 49%, per recent disclosures, and with $15.1B long-term debt versus $1.1B cash, the balance sheet appears stretched.

The elevated leverage, combined with rising interest expenses, may pressure margins and limit the firm's capacity for further share repurchases or acquisitions. The interest coverage ratio of 1.67 in Q2 2026 is thin, suggesting that operating income barely covers interest obligations. This could constrain financial flexibility if rates remain elevated, and investors should monitor the trajectory of debt reduction.

Premium Valuation vs. Peer Group

Aon trades at a P/B of 8.05, a premium to MMC's 6.38 and WTW's 4.19, per market data, implying the market expects superior ROE and growth, but its ROE of 5.6% lags peers.

Aon's P/B premium suggests investors are paying for its integrated 'Aon United' model and data-driven insights, but the current ROE of 5.6% is well below MMC's 26.9% and WTW's 19.8%. This implies the market is pricing in a significant recovery in profitability, which may be optimistic given moderating organic growth and high leverage. The premium may be justified if margin expansion continues, but it leaves little room for disappointment.

Combined Ratio Misleads Without Reserve Adjustments

The combined ratio is often misapplied to Aon without adjusting for reserve releases, which can turn a loss-making quarter into a profitable one, as seen in Q2 2026's negative loss ratio.

For insurance brokers, the combined ratio is a key metric, but Aon's reported figures are distorted by prior-year reserve releases. In Q2 2026, the loss ratio of -14.6% indicates that releases more than offset current-year losses, flattering the combined ratio. Investors should adjust for reserve development to assess the true underwriting performance, as the unadjusted ratio may overstate profitability and mislead valuation.

Download Financial Ratios Data

Includes 30+ ratios · 30 years · Updated daily

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AON — Frequently Asked Questions

Quick answers to the most common questions about buying AON stock.

What is Aon plc's P/E ratio?

Aon plc's current P/E ratio is 16.5x. The historical average is 23.8x. This places it at the 20th percentile of its historical range.

What is Aon plc's EV/EBITDA?

Aon plc's current EV/EBITDA is 14.1x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 13.9x.

What is Aon plc's ROE?

Aon plc's return on equity (ROE) is 46.3%. This is above the typical threshold of 15-20% considered good for most companies. The historical average is 22.5%.

Is AON stock overvalued?

Based on historical data, Aon plc is trading at a P/E of 16.5x. This is at the 20th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Aon plc's dividend yield?

Aon plc's current dividend yield is 1.03% with a payout ratio of 17.0%.

What are Aon plc's profit margins?

Aon plc has 47.7% gross margin and 25.3% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Aon plc have?

Aon plc's Debt/EBITDA ratio is 3.1x, indicating high leverage. A ratio between 2-4x is manageable but warrants monitoring.