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Upturn AI SWOT - About
Willis Towers Watson PLC (WTW)
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Upturn Advisory Summary
09/12/2025: 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 41.67% | Avg. Invested days 92 | 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 09/12/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 33.05B USD | Price to earnings Ratio 227.38 | 1Y Target Price 364.5 |
Price to earnings Ratio 227.38 | 1Y Target Price 364.5 | ||
Volume (30-day avg) 18 | Beta 0.71 | 52 Weeks Range 282.71 - 342.16 | Updated Date 09/14/2025 |
52 Weeks Range 282.71 - 342.16 | Updated Date 09/14/2025 | ||
Dividends yield (FY) 0.53% | Basic EPS (TTM) 1.49 |
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 227.38 | Forward PE 17.09 | Enterprise Value 36992283870 | Price to Sales(TTM) 3.37 |
Enterprise Value 36992283870 | Price to Sales(TTM) 3.37 | ||
Enterprise Value to Revenue 3.77 | Enterprise Value to EBITDA 37.03 | Shares Outstanding 97548000 | Shares Floating 97172431 |
Shares Outstanding 97548000 | Shares Floating 97172431 | ||
Percent Insiders 0.25 | Percent Institutions 97.48 |
Upturn AI SWOT
Willis Towers Watson PLC
Company Overview
History and Background
Willis Towers Watson (WTW) was formed in 2016 from the merger of Willis Group and Towers Watson. Willis Group, founded in 1828, had a long history in insurance brokerage. Towers Watson was created from the merger of Towers Perrin and Watson Wyatt in 2010, focusing on consulting. The merger created a global advisory and solutions company.
Core Business Areas
- Risk & Broking: Provides insurance and risk management services, including brokerage, consulting, and claims advocacy.
- Health, Wealth & Career: Offers advisory and technology-enabled solutions for health benefits, retirement, talent, and rewards.
Leadership and Structure
Carl Hess is the CEO. WTW operates with a global management team and is organized into business segments, with regional leadership responsible for execution.
Top Products and Market Share
Key Offerings
- Risk Management and Insurance Brokerage: Provides risk assessment, insurance placement, and claims advocacy services for businesses of all sizes. Competitors include Marsh & McLennan, Aon, and Gallagher. Market share data varies by region and industry segment, but WTW is a major player globally. Exact revenue figures are not always broken out by specific service lines.
- Employee Benefits Consulting: Offers consulting services related to employee health benefits, retirement plans, and talent management. Competitors include Mercer, Aon Hewitt, and Buck. Market share varies, but WTW is a leader in actuarial and consulting services for large organizations. Exact revenue figures are not always broken out by specific service lines.
Market Dynamics
Industry Overview
The risk management, insurance brokerage, and HR consulting industries are characterized by global competition, technological advancements, increasing regulatory scrutiny, and evolving client needs.
Positioning
WTW is a leading global advisory, broking, and solutions company. Its competitive advantage lies in its global reach, deep industry expertise, and integrated service offerings.
Total Addressable Market (TAM)
The TAM for risk management, insurance brokerage, and HR consulting is estimated to be in the hundreds of billions of dollars globally. WTW is positioned to capture a significant portion of this market through its diverse service portfolio and global presence.
Upturn SWOT Analysis
Strengths
- Global Reach
- Deep Industry Expertise
- Integrated Service Offerings
- Strong Brand Reputation
- Large Client Base
Weaknesses
- Integration Challenges (from past mergers)
- Complexity of Operations
- Reliance on Key Personnel
- Sensitivity to Economic Cycles
Opportunities
- Technological Innovation (e.g., AI, data analytics)
- Expanding into Emerging Markets
- Acquisitions and Partnerships
- Increasing Regulatory Complexity (driving demand for advisory services)
Threats
- Intense Competition
- Economic Downturns
- Cybersecurity Risks
- Regulatory Changes
- Rising Interest Rates
Competitors and Market Share
Key Competitors
- MMC
- AON
- GHL
Competitive Landscape
WTW competes with other large, global advisory and brokerage firms. Its advantages include its integrated service offerings and global reach. Disadvantages may include complexity and integration challenges.
Major Acquisitions
Alight Solutions' Benefits Delivery and Administration platform
- Year: 2021
- Acquisition Price (USD millions): 1200
- Strategic Rationale: Enhance and complement WTWu2019s existing outsourcing capabilities, particularly in North America and Europe.
Growth Trajectory and Initiatives
Historical Growth: Historical growth data would reflect pre-acquisition performance.
Future Projections: N/A
Recent Initiatives: Prior to acquisition, WTW focused on digital transformation, strategic acquisitions, and expanding its service offerings.
Summary
Willis Towers Watson was a strong global player in the advisory, broking, and solutions market. Their integrated service offerings and global reach were significant strengths. Integration challenges and economic sensitivity needed constant management. The company was ultimately acquired, indicating its value in the market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Industry Reports
- Financial News Articles
- SEC Filings (pre-acquisition)
Disclaimers:
This analysis is based on publicly available information and represents an opinion. Financial data is historical and pre-acquisition. Market share estimates are approximate.
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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