Marsh & McLennan Companies, Inc. vs Tapestry, Inc. — how do they compare? Marsh & McLennan Companies, Inc. trades at $188.85 (market cap $90.13B), while Tapestry, Inc. trades at $129.79 (market cap $31.06B). The key difference: Marsh & McLennan Companies, Inc. is far larger — about 2.9× Tapestry, Inc.'s market cap, and Marsh & McLennan Companies, Inc. pays the higher dividend (2.1%). Which is the better fit depends on your goals.
| MRSH | TPR | |
|---|---|---|
Market Cap | $90.13B | $31.06B |
Sector | Financials | Consumer Cyclical |
52-Week High | $211.21 | $164.78 |
52-Week Low | $157.32 | $95.69 |
Enterprise Value | $110.81B | $33.92B |
Dividend Yield | 2.1% | 1.04% |
Signals from Pluang's Aura AI — not financial advice
Marsh (MRSH) trades at $188.69, down 1.34% on the day, with a bullish technical signal supported by moving averages and an oversold RSI. The company reported strong Q2 2026 earnings, beating estimates with $2.96 EPS, and maintains solid fundamentals including a 14.24% net income margin and 25.72% ROE. Recent acquisitions, such as MMA's deal for Accel, highlight strategic growth initiatives.
The outlook remains positive with a consensus price target of $202.89, though risks include margin pressure from rising expenses and soft P&C pricing. Institutional activity shows mixed positions, with Bank of America reducing holdings while others like Ashton Thomas Securities added new stakes, reflecting cautious optimism.
TPR shares declined 20% to $128.39 despite strong Q2 2026 earnings beat, driven by concerns over fiscal 2027 growth outlook. The stock maintains bullish technical signals with positive moving averages, while fundamentals show robust profitability margins (76% gross margin, 56% ROE) but elevated valuations (P/E 47). Recent earnings consistently exceeded expectations, with Coach brand driving performance amid Kate Spade challenges.
Analyst consensus remains strongly bullish with $190 price target (48% upside), though near-term volatility may persist due to growth concerns. Key risks include brand execution, consumer spending sensitivity, and high debt levels. The current selloff presents potential entry point for long-term investors given strong brand portfolio and cash flow generation.
Trailing returns across standard periods
Latest headlines on both assets
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 →Coach, Kate Spade, and Stuart Weitzman are the fashion and accessory brands that comprise Tapestry. The firm's products are sold through about 1,400 company-operated stores, wholesale channels, and e-commerce in North America (67% of fiscal 2022 sales), Europe, Asia (28% of fiscal 2022 sales), and elsewhere. Coach (74% of fiscal 2022 sales) is best known for affordable luxury leather products. Kate Spade (22% of fiscal 2022 sales) is known for colorful patterns and graphics. Women's handbags and accessories produced 69% of Tapestry's sales in fiscal 2022. Stuart Weitzman, Tapestry's smallest brand, generates nearly all its revenue from women's footwear.
Read more on TPR →