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Willis Towers Watson PLC (WTW)



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Upturn Advisory Summary
03/27/2025: WTW (3-star) is a STRONG-BUY. BUY since 191 days. Profits (29.12%). Updated daily EoD!
Analysis of Past Performance
Type Stock | Historic Profit 41.55% | Avg. Invested days 66 | Today’s Advisory Strong Buy |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Large-Cap Stock | Market Capitalization 33.69B USD | Price to earnings Ratio - | 1Y Target Price 364.58 |
Price to earnings Ratio - | 1Y Target Price 364.58 | ||
Volume (30-day avg) 576090 | Beta 0.72 | 52 Weeks Range 242.14 - 343.20 | Updated Date 04/1/2025 |
52 Weeks Range 242.14 - 343.20 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 1.09% | Basic EPS (TTM) -0.95 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -0.99% | Operating Margin (TTM) 34.43% |
Management Effectiveness
Return on Assets (TTM) 4.85% | Return on Equity (TTM) -1% |
Valuation
Trailing PE - | Forward PE 19.34 | Enterprise Value 37626748456 | Price to Sales(TTM) 3.39 |
Enterprise Value 37626748456 | Price to Sales(TTM) 3.39 | ||
Enterprise Value to Revenue 3.79 | Enterprise Value to EBITDA 45.72 | Shares Outstanding 99692600 | Shares Floating 99340724 |
Shares Outstanding 99692600 | Shares Floating 99340724 | ||
Percent Insiders 0.29 | Percent Institutions 96.23 |
Analyst Ratings
Rating 3.95 | Target Price 360.25 | Buy 5 | Strong Buy 7 |
Buy 5 | Strong Buy 7 | ||
Hold 6 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Willis Towers Watson PLC
Company Overview
History and Background
Willis Towers Watson was formed in 2016 from the merger of Willis Group and Towers Watson. Willis Group traces its roots back to 1828, while Towers Watson was founded in 1878. It has grown through mergers and acquisitions to become a leading global advisory, broking, and solutions company.
Core Business Areas
- Risk & Broking: Provides insurance brokerage, risk management, and related advisory services.
- Health, Wealth & Career: Offers consulting and solutions in health, retirement, investment, human capital, and talent management.
Leadership and Structure
The company operates with a board of directors and an executive leadership team led by its CEO. Its organizational structure is designed to support its global operations across various business segments.
Top Products and Market Share
Key Offerings
- Insurance Broking: Facilitates the placement of insurance coverage for clients across various industries. Competitors include Marsh McLennan (MMC), Aon (AON) and Gallagher (AJG).
- Retirement Consulting: Provides actuarial services, pension administration, and investment consulting for retirement plans. Market Share is difficult to pinpoint specifically for WTW, but the Retirement consulting industry is highly competitive. Competitors include Mercer (MMC), Aon (AON), and large consulting firms.
- Health & Benefits Consulting: Offers consulting and administration services for employee health and benefit programs. Market Share is difficult to pinpoint specifically for WTW, but the Health & Benefits consulting industry is highly competitive. Competitors include Mercer (MMC), Aon (AON), and large consulting firms.
Market Dynamics
Industry Overview
The risk and insurance brokerage and human capital consulting industries are driven by global economic conditions, regulatory changes, and technological advancements. Demand is affected by the need for risk mitigation, talent management, and employee benefits.
Positioning
Willis Towers Watson PLC is a global leader in its industry, known for its expertise in risk management, insurance broking, and human capital consulting. Its competitive advantages include its global reach, broad range of services, and deep industry knowledge.
Total Addressable Market (TAM)
The TAM for the combined risk/insurance and human capital consulting markets is estimated to be hundreds of billions of dollars globally. WTW is well-positioned to capture a significant share of this TAM due to its global presence and diverse service offerings.
Upturn SWOT Analysis
Strengths
- Global presence and brand recognition
- Diversified service offerings
- Strong industry expertise
- Established client relationships
Weaknesses
- Integration risks from acquisitions
- Exposure to economic cycles
- Complex organizational structure
- Dependence on key personnel
Opportunities
- Growing demand for risk management and insurance solutions
- Expansion into emerging markets
- Increased adoption of technology
- Consolidation in the industry
Threats
- Intense competition
- Regulatory changes and compliance costs
- Cybersecurity risks
- Economic downturns
Competitors and Market Share
Key Competitors
- MMC
- AON
- AJG
Competitive Landscape
Willis Towers Watson PLC operates in a highly competitive environment with major global players. They have a strong reputation and global reach. Aon and Marsh McLennan are larger, more diverse competitors. Gallagher has been growing faster in certain brokerage areas.
Major Acquisitions
Acquired Company Name
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Explain the strategic reasons behind the acquisition.
Growth Trajectory and Initiatives
Historical Growth: WTW's historical growth has been driven by organic growth, acquisitions, and market expansion.
Future Projections: Future growth projections would come from Analyst estimates which are dynamic and subject to change.
Recent Initiatives: Recent initiatives are strategic projects undertaken by WTW.
Summary
Willis Towers Watson is a major player in the insurance and consulting industries, known for its global presence and broad service offerings. Its strengths lie in its expertise and client relationships, but it faces competition and economic risks. Future growth relies on strategic initiatives and adapting to market trends. Investors should monitor these trends and WTW's execution.
Similar Companies
- MMC
- AON
- AJG
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Financial News Outlets
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Market share data is approximate and may vary depending on the source. Analyst estimates are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Willis Towers Watson PLC
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2016-01-05 | CEO & Director Mr. Carl A. Hess CERA, F.S.A. | ||
Sector Financial Services | Industry Insurance Brokers | Full time employees 49000 | Website https://www.wtwco.com |
Full time employees 49000 | Website https://www.wtwco.com |
Willis Towers Watson Public Limited Company operates as an advisory, broking, and solutions company worldwide. It operates through two segments: Health, Wealth & Career and Risk & Broking. The company offers strategy and design consulting, plan management service and support, broking and administration services for health, wellbeing, and other group benefit programs, including medical, dental, disability, life, voluntary benefits, and other coverages; actuarial support, plan design, and administrative services for pension and retirement savings plans; retirement consulting services and solutions; and integrated solutions that consists of investment discretionary management, pension administration, core actuarial, and communication and change management assistance services. It also provides advice, data, software, and products to address clients' total rewards and talent issues; and risk advice, insurance brokerage, and consulting services in the areas of property and casualty, affinity, risk and analytics, aerospace, construction, global markets direct and facultative, financial, executive and professional risks, financial solutions, crisis management, surety, marine, and natural resources. In addition, the company offers software and technology, risk and capital management, products and product pricing, financial and regulatory reporting, financial and capital modeling, M&A, outsourcing, and business management services. The company was formerly known as Willis Group Holdings Public Limited Company and changed its name to Willis Towers Watson Public Limited Company in January 2016. Willis Towers Watson Public Limited Company was founded in 1828 and is based in London, the United Kingdom.
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