KLA Corp. vs Marsh & McLennan Companies, Inc. — how do they compare? KLA Corp. trades at $215.78 (market cap $271.18B), while Marsh & McLennan Companies, Inc. trades at $180.04 (market cap $87.77B). The key difference: KLA Corp. is far larger — about 3.1× Marsh & McLennan Companies, Inc.'s market cap, and Marsh & McLennan Companies, Inc. pays the higher dividend (2.17%). Which is the better fit depends on your goals.
| KLAC | MRSH | |
|---|---|---|
Market Cap | $271.18B | $87.77B |
Sector | Technology | Financials |
52-Week High | $301.71 | $211.21 |
52-Week Low | $84.39 | $157.32 |
Enterprise Value | $272.37B | $108.61B |
Dividend Yield | 0.44% | 2.17% |
Signals from Pluang's Aura AI — not financial advice
KLA Corporation (KLAC) trades at $217.56, up 2.26% today, showing strong momentum after recent earnings beats. The stock maintains bullish technical signals with RSI levels indicating potential oversold conditions. Fundamentally, KLAC demonstrates robust profitability with 35.66% net income margin and consistent revenue growth, though valuation ratios remain elevated. Recent corporate actions include a 1:10 stock split and $2.30 dividend payment, reflecting management confidence.
KLAC presents a compelling growth story with dominant semiconductor process control positioning, but faces valuation concerns and sector volatility risks. Analyst consensus remains bullish with $242.49 price target, though near-term headwinds from semiconductor market correction require careful monitoring. The company's strong cash flow generation and AI-driven equipment demand support long-term upside potential.
Marsh (MRSH) trades at $181.59, down 0.32% on the day, with a bullish technical signal from moving averages and support at $180. The company reported strong Q2 2026 earnings, beating estimates with $2.96 EPS versus $2.88 expected, driven by 6% revenue growth to $7.4 billion. Fundamentals show robust profitability with a 14.26% net margin and 27.42% ROE, while valuation ratios like P/E of 22.77 and P/S of 3.26 reflect premium pricing. Recent news highlights a 10% dividend increase to $0.99 per share, payable in August 2026.
The outlook for MRSH is positive, supported by consistent earnings beats and strategic AI investments, but risks include rising operating expenses and softer insurance pricing. Analysts maintain a consensus price target of $203.75, implying 12% upside, with 11 buy ratings outweighing 1 sell. Investors should monitor expense management and organic growth sustainability amid competitive pressures.
Trailing returns across standard periods
Latest headlines on both assets
KLA designs and manufactures yield-management and process-monitoring diagnostic and control systems for the semiconductor manufacturing industry. The systems are used to analyze the manufacturing process at various steps in a semiconductor's development. The firm's laser-scanning products are used for wafer qualification, process monitoring, and equipment monitoring. KLA also provides inspection tools and systems for optical metrology and e-beam metrology.
Read more on KLAC →Marsh & McLennan Companies Inc is a professional services firm that provides advice and solutions in the areas of risk, strategy, and human capital. The company operates through two main segments: risk and insurance services and consulting. In risk and insurance services, the firm offers services via Marsh (an insurance broker) and Guy Carpenter (a risk and reinsurance specialist). The consulting division comprises Mercer (a provider of human resource services) and Oliver Wyman (management and economic consultancy).
Read more on MRSH →