Aon (AON) vs Erie Indemnity (ERIE)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 10, 2026.
Summary
Aon (AON) has outperformed Erie Indemnity (ERIE) over the past year, losing 24.1% versus a loss of 30.7%. Over five years, ERIE leads with a +14.2% price change compared with -11.6% for AON. Aon is the larger company by market cap ($58.01 billion vs $11.61 billion), about 5.0 times the size.
On valuation, Aon trades at a lower forward P/E (13.5x vs 15.8x for Erie Indemnity). Erie Indemnity offers the higher dividend yield (2.59% vs 1.12%). Aon converts more of its revenue into profit, with a net margin of 21.5% versus 13.8%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | AON | ERIE |
|---|---|---|
| Share price | $273.47 | $222.04 |
| Market cap | $58.01B | $11.61B |
| 1-day change | -1.32% | -1.99% |
| YTD return | -22.50% | -22.54% |
| 1-year return | -24.12% | -30.71% |
| 5-year return | -11.58% | +14.18% |
| P/E ratio (TTM) | 15.08 | 20.13 |
| Forward P/E | 13.51 | 15.85 |
| EPS (TTM) | $18.14 | $11.03 |
| Dividend yield | 1.12% | 2.59% |
| Annual dividend | $3.06 | $5.75 |
| Revenue (latest FY) | $17.18B | $4.07B |
| Revenue growth (YoY) | +9.45% | +7.17% |
| Net income (latest FY) | $3.69B | $559.34M |
| Operating margin | 25.28% | 17.63% |
| Net margin | 21.51% | 13.75% |
| 52-week high | $382.34 | $330.54 |
| 52-week low | $266.33 | $204.63 |
| Distance from 52-week high | -28.47% | -32.83% |
| Analyst consensus | buy | none |
| Avg. price target upside | +34.82% | — |
| Average volume | 1.58M | 270.03K |
| Shares outstanding | 212.13M | 46.19M |
| Employees | 60,000 | 6,667 |
| Sector | Finance | Finance |
| Industry | Specialty Insurers | Specialty Insurers |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Aon is about 5.0 times larger than Erie Indemnity by market value ($58.01B vs $11.61B).
- Erie Indemnity trades at a higher earnings multiple (20.1x vs 15.1x trailing P/E).
- Erie Indemnity offers a meaningfully higher dividend yield (2.59% vs 1.12%).
- Aon is more profitable, keeping 21.5 cents of every revenue dollar as net income versus 13.8 cents for Erie Indemnity.
About Aon
AON stock →Aon plc operates as a professional services firm in the United States, rest of the Americas, the United Kingdom, Ireland, rest of Europe, the Middle East, Africa, and the Asia Pacific. It operates through Risk Capital and Human Capital segments.
Finance · Specialty Insurers · 60,000 employees
About Erie Indemnity
ERIE stock →Erie Indemnity Company operates as a managing attorney-in-fact for the subscribers at the Erie Insurance Exchange in the United States. It provides issuance and renewal services; sales related services, including agent compensation and sales and advertising support services; underwriting services that include underwriting and policy processing; and other services consist of customer services and administrative support services, as well as information technology services.
Finance · Specialty Insurers · 6,667 employees
AON vs ERIE FAQ
Which is bigger, Aon or Erie Indemnity?
Aon (AON) is larger, with a market capitalization of $58.01B compared with $11.61B for Erie Indemnity (ERIE).
Which stock has performed better over the past year, AON or ERIE?
AON returned -24.12% over the past 12 months, compared with -30.71% for ERIE (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, AON or ERIE?
AON has the lower trailing P/E at 15.1, versus 20.1 for ERIE. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Aon or Erie Indemnity?
Erie Indemnity has the higher yield at 2.59%, compared with 1.12% for Aon.
Are Aon and Erie Indemnity in the same industry?
Yes. Both are classified in the Specialty Insurers industry within the Finance sector.