COMP <GO>
AON vs V // FREE CASH FLOW YIELD
Aon plc (Ireland) (Class A) (NYSE) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: AON 5
— V 7
▲ FREE CASH FLOW YIELD LEADER: AON
LAST: $333.38 (+3.64%) • MKT CAP: $70.73B
fcf-yield
4.72%
LAST: $425.51 (+2.88%) • MKT CAP: $760.28B
fcf-yield
2.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AON VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AON | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 15.00% | 32.30% | -17.30 | V | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.9x | 28.9x | -11.00 | AON | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 4.72% | 2.90% | +1.82 | AON | /fcf-yield <GO> |
| Operating Margin | 25.30% | 60.00% | -34.70 | V | /operating-margins <GO> |
| Net Profit Margin | 21.50% | 50.10% | -28.60 | V | /net-margins <GO> |
| Revenue Growth (YoY) | 9.40% | 11.30% | -1.90 | V | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.92% | 0.63% | +0.29 | AON | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 9.09 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | V | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 75.5 | 74.2 | +1.30 | AON | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 1.06 | -0.12 | V | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.2x | 34.0x | -16.80 | AON | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $70.73B | $760.28B | -$689.55B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AON REV | V REV | AON GROSS % | V GROSS % | AON FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $17.18B | $40.00B | — | — | $3.22B | $21.26B |
| FY 2024 | $15.70B | $35.93B | — | — | $2.82B | $18.33B |
| FY 2023 | $13.38B | $32.65B | — | — | $2.83B | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AON // BETA 0.94
V // BETA 1.06