Willis Towers Watson (WTW)

Financials · $30.4B market cap · SEC CIK 0001140536

Next reports on Feb 1, 2027, after the close, with analysts expecting $9.27 in earnings per share.

52-week range $240.61 to $351.51. 5% below its 52-week high and 38% above its low.

The case for WTW

• Return on equity of 20%.
• Moves less than the market (beta 0.43).
• Pays a modest 1.3% dividend.

The case against

• Earnings per share down 23.1%.
• Value is weak (33/100): 19.4× earnings against a fair 22× for its growth, 3.0× sales.

What the score is made of

Each factor is half a curve over reported figures and half a rank among the other Financials companies (momentum is judged against fixed thresholds only), and the five are blended by weight. The score is where that blend places it in the S&P 500. It describes the last filing and the current price. It is not a forecast.

• Its debt and cash flow are not scored, as for every company in the Financials sector: for banks, insurers and brokers, borrowing is the business.
• Each factor except momentum is half fixed thresholds, half rank among the 76 Financials companies.

The financials

The financials, five years deep

Pulled from Willis Towers Watson's XBRL filings on SEC EDGAR. Italic rows are worked out from the others.

What Willis Towers Watson says it does

The Company WTW is a leading global advisory, broking and solutions company that provides data-driven, insight-led solutions in the areas of people, risk and capital. Utilizing the global view and local expertise of our approximately 47,000 colleagues serving more than 140 countries and markets, we help organizations sharpen strategies, enhance resilience, motivate workforces and maximize performance. We design and deliver solutions that manage risk, optimize benefits, cultivate talent and expand the power of capital to protect and strengthen institutions and individuals. Working closely with our clients, we uncover opportunities for sustainable success. Our clients operate on a global and local scale in a multitude of businesses and industries throughout the world and generally range in size from large, major multinational corporations to middle-market domestic and international companies. Our clients include many of the world’s…

Risk factors WTW lists in its 10-K

• With respect to the tax-related consequences of acquisition, ownership, and disposal of ordinary shares, you should consult with your own tax advisors
• Data and cybersecurity breaches or improper disclosure of confidential company or personal data could result in material financial loss, regulatory actions, reputational harm and/or legal liability’
• Our business may be harmed by any negative developments that may occur in the insurance industry or if we fail to maintain good relationships with insurance carriers
• The loss of key colleagues or a large number of colleagues could damage or result in the loss of client relationships and could result in such colleagues competing against us
• Failure to maintain our corporate culture, including in a remote or hybrid work environment, could damage our reputation
• Our inability to comply with complex and evolving laws and regulations related to data privacy and cybersecurity could result in material financial loss, regulatory actions, reputational harm and/or legal liability
• Limited protection of our intellectual property could harm our business and our ability to compete effectively, and we face the risk that our services or products may infringe upon the intellectual property rights of others
• From time to time, we receive claims and are party to lawsuits arising from our work, which could materially adversely affect our reputation, business, financial condition or results of operations
• e are subject from time to time to inquiries or investigations by governmental agencies or regulators that could have a material adverse effect on our business, financial condition or results of operations
• e are subject to political, geopolitical, economic, legal, regulatory
• , compliance, cultural, market, operational and other risks that are inherent in operating our global businesses
• anctions imposed by governments, or changes to such sanction regulations (such as sanctions imposed on Russia and China), and related counter-sanctions, could have a material adverse impact on our operations or financial results
• Our global operations expose us to numerous, and sometimes conflicting, legal and regulatory requirements in environmental, social and governance (‘ESG’) matters, and violation of these regulations could harm our business
• economic, regulatory and political impact of the
• European Union on January 31, 2020 has adversely affected and may continue to affect our business
• We have material pension liabilities that can fluctuate significantly and adversely affect our financial position or net income or result in other financial impacts
• Our outstanding debt could adversely affect our cash flows and financial flexibility, and we may not be able to obtain financing on favorable terms or at all
• Our significant non-U.S. operations, particularly our London market operations, expose us to exchange rate fluctuations and various other risks that could impact our business
• Changes in accounting principles or in our accounting estimates and assumptions could negatively affect our financial position and results of operations
• Our quarterly revenue and cash flow could fluctuate, including as a result of factors outside of our control, while our expenses may remain relatively fixed or be higher than expected
• We are a holding company and therefore, may not be able to receive dividends or other distributions in needed amounts from our subsidiaries
• If a U.S. person is treated as owning at least 10% of our shares, such a holder may be subject to adverse U.S. federal income tax consequences
• Legislative or regulatory action or developments in case law in the U.S. or elsewhere could have a material adverse impact on our worldwide effective corporate tax rate
• The laws of Ireland differ from the laws in effect in the United States and may afford less protection to holders of our securities
• As an Irish public limited company, certain decisions related to our capital structure will require the approval of shareholders, which may limit our flexibility to manage our capital structure

Filings

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