Insurance Brokers
6 companies under coverage.
Insurance Brokers
Willis Towers Watson PLC (WTW)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $421, +61% vs spot. It needs the multiple to hold or expand.
Arthur J Gallagher & Co (AJG)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $342, +49% vs spot. It needs the multiple to hold or expand.
Marsh & McLennan Companies, Inc. (MRSH)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $270, +62% vs spot. It needs the multiple to hold or expand.
Erie Indemnity Company (ERIE)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $377, +57% vs spot. It needs Gross Margin to surprise to the upside.
Brown & Brown Inc (BRO)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $98, +53% vs spot. It needs the multiple to hold or expand.
Aon PLC (AON)
The bull case — 'Bull — Defensive Re-Rate' (8% weight) — targets $509, +53% vs spot. It needs the multiple to hold or expand.