Willis Towers Watson Public Limited Company operates as an advisory, broking, and solutions company worldwide.
Willis Towers Watson Competitors
Price History & Performance
|Historical stock prices|
|Current Share Price||US$230.28|
|52 Week High||US$179.31|
|52 Week Low||US$271.87|
|1 Month Change||7.45%|
|3 Month Change||2.26%|
|1 Year Change||12.16%|
|3 Year Change||55.09%|
|5 Year Change||79.78%|
|Change since IPO||423.68%|
Recent News & Updates
Willis Towers Watson: Investor Day Reinforces The Thesis Why This Is A Potential Double
Company introduced the new CEO. Company laid out a 3-year plan for earnings and free cash flow. Just leaving the multiple constant can result in a double if 2024 are hit. $4 billion of buybacks for FY 2021-2022 equals 13% of current market cap.
Willis Tower Watson: Solid Quarter And Potential Revival Of Reinsurance Deal
Earnings of $2.66 beat consensus est's of $1.98. Organic revenue up 8%, 4% in constant currency. 3 out of 4 business lines grew revenue mid to high single digits. Deal to sell reinsurance practice to Arthur Gallagher rumored to be back on. Raised dividend to $.80.
Willis Towers Watson: Busted Merger Creates Excellent Buying Opportunity
Deal with Aon abandoned after it's clear it would not be approved by the US Department of Justice. Willis sinks 10% on the news as remaining arbitrageurs bow out. $1 billion break up fee to be paid to Willis. Willis adds $1 billion to existing $500 million repurchase authorization.
AON likely to offer more divestitures to get DOJ approval for Willis Towers, analyst says
JL Images/iStock Editorial via Getty Images AON (AON) is likely to offer more divestitures to get U.S. antitrust approval for the Willis Towers (WLTW) deal after the DOJ sued to block the deal yesterday, according to Citi. Citi said the firm spoke to AON last night and they are working as fast as possible to figure our what's best for shareholders, according to analyst Suneet Kamath. A "long-drawn" out litigation is likely not good for holders, while a delay of a
|WLTW||US Insurance||US Market|
Return vs Industry: WLTW underperformed the US Insurance industry which returned 35.9% over the past year.
Return vs Market: WLTW underperformed the US Market which returned 33.8% over the past year.
Stable Share Price: WLTW is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 4% a week.
Volatility Over Time: WLTW's weekly volatility (4%) has been stable over the past year.
About the Company
Willis Towers Watson Public Limited Company operates as an advisory, broking, and solutions company worldwide. The company’s Human Capital and Benefits segment offers actuarial support, plan design, and administrative services for traditional pension and retirement savings plans; plan management consulting, broking, and administration services for health and group benefit programs; and benefits outsourcing services. It also provides advice, data, software, and products to address clients’ total rewards and talent issues.
Is Willis Towers Watson undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: WLTW ($230.28) is trading below our estimate of fair value ($243.64)
Significantly Below Fair Value: WLTW is trading below fair value, but not by a significant amount.
Price To Earnings Ratio
PE vs Industry: WLTW is poor value based on its PE Ratio (19.6x) compared to the US Insurance industry average (9.5x).
PE vs Market: WLTW is poor value based on its PE Ratio (19.6x) compared to the US market (17.8x).
Price to Earnings Growth Ratio
PEG Ratio: WLTW's earnings are forecast to decline next year, so we can't calculate its PEG ratio.
Price to Book Ratio
PB vs Industry: WLTW is overvalued based on its PB Ratio (2.5x) compared to the US Insurance industry average (1.1x).
How is Willis Towers Watson forecast to perform in the next 1 to 3 years based on estimates from 11 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: WLTW's earnings are forecast to decline over the next 3 years (-5.2% per year).
Earnings vs Market: WLTW's earnings are forecast to decline over the next 3 years (-5.2% per year).
High Growth Earnings: WLTW's earnings are forecast to decline over the next 3 years.
Revenue vs Market: WLTW's revenue (3.3% per year) is forecast to grow slower than the US market (9.8% per year).
High Growth Revenue: WLTW's revenue (3.3% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: WLTW's Return on Equity is forecast to be low in 3 years time (13.8%).
How has Willis Towers Watson performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: WLTW has high quality earnings.
Growing Profit Margin: WLTW's current net profit margins (15.7%) are higher than last year (11%).
Past Earnings Growth Analysis
Earnings Trend: WLTW's earnings have grown significantly by 27.2% per year over the past 5 years.
Accelerating Growth: WLTW's earnings growth over the past year (48.7%) exceeds its 5-year average (27.2% per year).
Earnings vs Industry: WLTW earnings growth over the past year (48.7%) underperformed the Insurance industry 76%.
Return on Equity
High ROE: WLTW's Return on Equity (13%) is considered low.
How is Willis Towers Watson's financial position?
Financial Position Analysis
Short Term Liabilities: WLTW's short term assets ($20.6B) exceed its short term liabilities ($19.2B).
Long Term Liabilities: WLTW's short term assets ($20.6B) exceed its long term liabilities ($7.4B).
Debt to Equity History and Analysis
Debt Level: WLTW's debt to equity ratio (43.6%) is considered high.
Reducing Debt: WLTW's debt to equity ratio has increased from 33.4% to 43.6% over the past 5 years.
Debt Coverage: WLTW's debt is well covered by operating cash flow (28.5%).
Interest Coverage: WLTW's interest payments on its debt are well covered by EBIT (8.3x coverage).
What is Willis Towers Watson current dividend yield, its reliability and sustainability?
Current Dividend Yield
Upcoming Dividend Payment
Dividend Yield vs Market
Notable Dividend: WLTW's dividend (1.39%) is higher than the bottom 25% of dividend payers in the US market (1.33%).
High Dividend: WLTW's dividend (1.39%) is low compared to the top 25% of dividend payers in the US market (3.6%).
Stability and Growth of Payments
Stable Dividend: WLTW's dividend payments have been volatile in the past 10 years.
Growing Dividend: WLTW's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonably low payout ratio (25.2%), WLTW's dividend payments are well covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: WLTW's dividends in 3 years are forecast to be well covered by earnings (21.8% payout ratio).
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
John Haley (71 yo)
Mr. John J. Haley has been a Director at MAXIMUS, Inc. since March 17, 2020 and serves as its Chairman since September 2021. Mr. Haley has been the Chief Executive Officer and Executive Director of Willis...
CEO Compensation Analysis
Compensation vs Market: John's total compensation ($USD20.73M) is above average for companies of similar size in the US market ($USD11.36M).
Compensation vs Earnings: John's compensation has been consistent with company performance over the past year.
Experienced Management: WLTW's management team is considered experienced (3.9 years average tenure).
Experienced Board: WLTW's board of directors are considered experienced (5.7 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Willis Towers Watson Public Limited Company's employee growth, exchange listings and data sources
- Name: Willis Towers Watson Public Limited Company
- Ticker: WLTW
- Exchange: NasdaqGS
- Founded: 1828
- Industry: Insurance Brokers
- Sector: Insurance
- Market Cap: US$29.716b
- Shares outstanding: 129.04m
- Website: https://www.willistowerswatson.com
Number of Employees
- Willis Towers Watson Public Limited Company
- 51 Lime Street
- Greater London
- EC3M 7DQ
- United Kingdom
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2021/09/18 22:10|
|End of Day Share Price||2021/09/17 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.