COMP <GO>
AON vs BRK-B // 10Y YIELD & FRED MACRO BETA
Aon plc (Ireland) (Class A) (NYSE) VS. Berkshire Hathaway Inc. (Class B) (NYSE) • 15-METRIC TALLY: AON 8
— BRK-B 4
▲ 10Y YIELD & FRED MACRO BETA LEADER: AON
LAST: $321.64 (+1.88%) • MKT CAP: $68.24B
macro-sensitivity
0.94
LAST: $541.96 (+0.30%) • MKT CAP: $1.20T
macro-sensitivity
0.61
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AON VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AON | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 15.00% | 11.47% | +3.53 | AON | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.9x | 9.7x | +8.22 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 4.72% | 2.09% | +2.63 | AON | /fcf-yield <GO> |
| Operating Margin | 25.30% | 27.80% | -2.50 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 21.50% | 22.30% | -0.80 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 9.40% | 3.93% | +5.47 | AON | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.92% | 0.00% | +0.92 | AON | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | AON | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.55% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 69.4 | 67.7 | +1.70 | AON | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.94 | 0.61 | +0.33 | AON | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.2x | 24.3x | -7.14 | AON | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $68.24B | $1.20T | -$1.13T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AON REV | BRK-B REV | AON GROSS % | BRK-B GROSS % | AON FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $17.18B | $371.44B | — | — | $3.22B | $25.04B |
| FY 2024 | $15.70B | $371.43B | — | — | $2.82B | $11.62B |
| FY 2023 | $13.38B | $364.48B | — | — | $2.83B | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AON // BETA 0.94
BRK-B // BETA 0.61