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Willis Towers Watson PLC (WTW)



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Upturn Advisory Summary
07/10/2025: WTW (2-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $360.89
1 Year Target Price $360.89
8 | Strong Buy |
5 | Buy |
4 | Hold |
1 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 34.09% | Avg. Invested days 114 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Large-Cap Stock | Market Capitalization 30.85B USD | Price to earnings Ratio - | 1Y Target Price 360.89 |
Price to earnings Ratio - | 1Y Target Price 360.89 | ||
Volume (30-day avg) 18 | Beta 0.71 | 52 Weeks Range 258.62 - 342.16 | Updated Date 07/11/2025 |
52 Weeks Range 258.62 - 342.16 | Updated Date 07/11/2025 | ||
Dividends yield (FY) 1.20% | Basic EPS (TTM) -0.46 |
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 -0.54% | Operating Margin (TTM) 16.06% |
Management Effectiveness
Return on Assets (TTM) 4.54% | Return on Equity (TTM) -0.48% |
Valuation
Trailing PE - | Forward PE 18.05 | Enterprise Value 35009702021 | Price to Sales(TTM) 3.14 |
Enterprise Value 35009702021 | Price to Sales(TTM) 3.14 | ||
Enterprise Value to Revenue 3.57 | Enterprise Value to EBITDA 40.33 | Shares Outstanding 99149800 | Shares Floating 98763107 |
Shares Outstanding 99149800 | Shares Floating 98763107 | ||
Percent Insiders 0.24 | Percent Institutions 96.12 |
Upturn AI SWOT
Willis Towers Watson PLC
Company Overview
History and Background
Willis Towers Watson (WTW) traces its roots back to 1828 with Henry Willis & Company and later to 1878 with Towers, Perrin, Forster & Crosby. The current entity was formed in 2016 through the merger of Willis Group Holdings and Towers Watson.
Core Business Areas
- Risk and Broking: Provides risk management, insurance brokerage, and consulting services to clients worldwide.
- Health, Wealth & Career: Offers consulting and technology solutions related to health, retirement, talent, and rewards.
Leadership and Structure
Carl Hess serves as the CEO. The company operates with a global structure with regional and functional leadership teams reporting to the CEO. A board of directors provides governance and oversight.
Top Products and Market Share
Key Offerings
- Consulting: Provides strategic advice and solutions related to risk management, employee benefits, and human capital. Market share not easily defined due to varied consulting specializations. Competitors: Mercer, Aon Hewitt
- Insurance Brokerage: Facilitates the placement of insurance coverage for clients, earning commissions on premiums. Competitors include Marsh McLennan, Aon. Difficult to pinpoint exact market share due to segmented market but they are one of the top 3 players.
Market Dynamics
Industry Overview
The industry is characterized by increasing complexity in risk, regulatory changes, and growing demand for human capital consulting. Consolidation continues to be a trend.
Positioning
WTW is positioned as a leading global advisory, broking, and solutions company, competing with other major players in the risk and human capital space.
Total Addressable Market (TAM)
The global insurance brokerage and risk management market is estimated to be in the hundreds of billions of dollars. The HR consulting market is also substantial. WTW is positioned to capture a portion of both.
Upturn SWOT Analysis
Strengths
- Global Presence
- Broad service portfolio
- Strong brand recognition
- Deep industry expertise
Weaknesses
- Integration challenges from mergers
- Exposure to economic cycles
- Dependence on key personnel
- Complexity of service offerings
Opportunities
- Growing demand for risk management services
- Expanding into emerging markets
- Leveraging technology for service delivery
- Offering integrated solutions
Threats
- Intense competition
- Regulatory changes
- Economic downturns
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- MMC
- AON
- HUBG
Competitive Landscape
WTW competes with other large global players on price, service quality, and geographic reach. They need to continue integrating acquisitions effectively and innovating to stay ahead.
Major Acquisitions
Leaderim
- Year: 2018
- Acquisition Price (USD millions):
- Strategic Rationale: Strengthen WTW's talent management consulting capabilities in Europe. (No specific amount found).
Growth Trajectory and Initiatives
Historical Growth: Historical Growth requires data to analyze.
Future Projections: Future Projections requires data to analyze.
Recent Initiatives: WTW focuses on strategic acquisitions and partnerships to broaden its service offerings and expand into new markets.
Summary
Willis Towers Watson is a significant player in the risk management and human capital consulting industry. Its global presence and diverse service offerings are strengths, but integrating acquisitions and managing economic cycles present challenges. The company should focus on leveraging technology and expanding into emerging markets to capitalize on growth opportunities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Industry Reports
- SEC Filings
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is estimated and may vary based 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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