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Upturn AI SWOT - About
Willis Towers Watson PLC (WTW)
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Upturn Advisory Summary
08/28/2025: WTW (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
18 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $364.5
1 Year Target Price $364.5
| 8 | Strong Buy |
| 5 | Buy |
| 4 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 36.67% | Avg. Invested days 90 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 31.88B USD | Price to earnings Ratio 222.34 | 1Y Target Price 364.5 |
Price to earnings Ratio 222.34 | 1Y Target Price 364.5 | ||
Volume (30-day avg) 18 | Beta 0.68 | 52 Weeks Range 280.03 - 342.16 | Updated Date 08/29/2025 |
52 Weeks Range 280.03 - 342.16 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 0.55% | Basic EPS (TTM) 1.47 |
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 1.4% | Operating Margin (TTM) 16.94% |
Management Effectiveness
Return on Assets (TTM) 4.66% | Return on Equity (TTM) 1.67% |
Valuation
Trailing PE 222.34 | Forward PE 18.83 | Enterprise Value 35826585378 | Price to Sales(TTM) 3.25 |
Enterprise Value 35826585378 | Price to Sales(TTM) 3.25 | ||
Enterprise Value to Revenue 3.68 | Enterprise Value to EBITDA 36.18 | Shares Outstanding 97548000 | Shares Floating 97172431 |
Shares Outstanding 97548000 | Shares Floating 97172431 | ||
Percent Insiders 0.25 | Percent Institutions 97.49 |
Upturn AI SWOT
Willis Towers Watson PLC
Company Overview
History and Background
Willis Towers Watson was formed in 2016 through the merger of Willis Group Holdings and Towers Watson. Willis Group traces its roots to 1828, while Towers Watson was formed from the merger of Towers, Perrin, Forster & Crosby and Watson Wyatt Worldwide in 2010. The company provides advisory, broking, and solutions to clients globally.
Core Business Areas
- Risk & Broking: Provides insurance brokerage, risk management consulting, and related services.
- Benefits Delivery & Administration: Offers employee benefits administration, healthcare consulting, and actuarial services.
- Corporate Risk and Broking (CRB): Offers risk management, insurance brokerage, and consulting services. Serves large and mid-market clients.
- Health, Wealth & Career (HWC): Provides advisory and solutions to help organizations manage their people and optimize their employee benefits.
Leadership and Structure
Carl Hess serves as the CEO. The company operates with a global structure, segmented into business segments. The board of directors provides oversight and strategic guidance.
Top Products and Market Share
Key Offerings
- Insurance Brokerage: Facilitates the placement of insurance policies for clients, earning commissions. Competitors include Marsh & McLennan and Aon. Market share data is not readily available in the form requested.
- User Base: N/A
- Risk Management Consulting: Advises clients on identifying, assessing, and mitigating risks. Competitors include large consulting firms like McKinsey and BCG. Market share data is not readily available in the form requested.
- User Base: N/A
- Employee Benefits Administration: Manages employee benefits programs for organizations, including healthcare and retirement plans. Competitors include ADP and Mercer.
- User Base: N/A
- Actuarial Services: Provides actuarial consulting, including retirement, risk and financial management advice to insurance companies and corporations. Competitors include Milliman and Segal Group.
- User Base: N/A
Market Dynamics
Industry Overview
The insurance brokerage and consulting industry is competitive and influenced by factors such as economic conditions, regulatory changes, and technological advancements. Demand is driven by organizations' need for risk management and employee benefits solutions.
Positioning
Willis Towers Watson is a leading player in the industry, known for its global presence, expertise in risk management, and employee benefits solutions. Competitive advantages include its scale, diversified service offerings, and established client relationships.
Total Addressable Market (TAM)
The global insurance brokerage market size was valued at USD 94.49 billion in 2022 and is expected to expand at a compound annual growth rate (CAGR) of 7.8% from 2023 to 2030. Willis Towers Watson PLC is positioned to capture a portion of this expanding market through its wide range of service offerings and established global presence.
Upturn SWOT Analysis
Strengths
- Global Presence
- Diversified Service Offerings
- Established Client Relationships
- Strong Brand Reputation
- Expertise in Risk Management
Weaknesses
- Integration Challenges (from mergers)
- Complexity of Organizational Structure
- Dependence on Economic Conditions
Opportunities
- Growing Demand for Risk Management
- Expansion in Emerging Markets
- Technological Innovation
- Increased Focus on Employee Well-being
Threats
- Intense Competition
- Regulatory Changes
- Economic Downturns
- Cybersecurity Risks
Competitors and Market Share
Key Competitors
- MMC
- AON
- AJG
Competitive Landscape
Willis Towers Watson faces intense competition from other large brokerage and consulting firms. Its advantages include its global reach and diversified services. Disadvantages may include integration challenges and a complex structure.
Major Acquisitions
Acquisition Name Example
- Year: 2022
- Acquisition Price (USD millions): 100
- Strategic Rationale: Expanded presence in a specific market segment and enhanced service offerings.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends would be based on past financial performance.
Future Projections: Future projections would be based on analyst estimates for revenue, earnings, and growth rates.
Recent Initiatives: Recent strategic initiatives include investments in technology, expansion into new markets, and acquisitions to enhance service offerings.
Summary
Willis Towers Watson is a global leader in insurance broking, risk management, and consulting. The company benefits from its diversified service offerings and strong brand reputation. However, it faces challenges from intense competition, regulatory changes, and integration complexities. Future growth will depend on its ability to innovate, expand into new markets, and adapt to changing client needs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market share data is approximate and may vary depending on the source.
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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