COMP <GO>
AON vs BAC // RETURN ON INVESTED CAPITAL (ROIC)
Aon plc Class A Ordinary Shares (Ireland) (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: AON 8
— BAC 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: AON
LAST: $321.67 (+0.01%) • MKT CAP: $68.24B
roic
15.00%
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
roic
2.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AON VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AON | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 15.00% | 2.50% | +12.50 | AON | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.9x | 30.2x | -12.30 | AON | /valuation <GO> |
| Free Cash Flow Yield | 4.72% | 2.10% | +2.62 | AON | /fcf-yield <GO> |
| Operating Margin | 25.30% | 32.90% | -7.60 | BAC | /operating-margins <GO> |
| Net Profit Margin | 21.50% | 27.00% | -5.50 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 9.40% | 6.80% | +2.60 | AON | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.92% | 0.00% | +0.92 | AON | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.67 | 0.45 | +1.22 | AON | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 6.60% | +0.10 | BAC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 69.5 | 27.7 | +41.79 | AON | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 0.90 | +0.04 | AON | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.2x | 10.9x | +6.30 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $68.24B | $357.61B | -$289.37B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AON REV | BAC REV | AON GROSS % | BAC GROSS % | AON FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $17.18B | $113.10B | 44.0% | 44.0% | $3.22B | $7.52B |
| FY 2024 | $15.70B | $105.86B | 44.0% | 44.0% | $2.82B | -$13.57B |
| FY 2023 | $13.38B | $102.77B | 44.0% | 44.0% | $2.83B | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AON // BETA 0.94
BAC // BETA 0.90