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WTW Stock Analysis - WILLIS TOWERS WATSON PLC AI Rating

WTW Nasdaq Insurance Agents, Brokers & Service L2 CIK: 0001140536
Analysis Date: Mar 19, 2026 | Data as of: 2025-12-31
AI Rating
BUY
75% Confidence

Investment Thesis

Willis Towers Watson demonstrates solid operational performance with strong profitability margins (23% operating, 16.5% net) and healthy return on equity of 20.1%, supported by consistent free cash flow generation of $1.5B. The company maintains reasonable financial leverage with 8.6x interest coverage and adequate liquidity, though elevated debt levels and modest revenue growth of 2% YoY warrant monitoring.

WTW Strengths

  • + Strong operating margin of 23% and net margin of 16.5% demonstrates operational efficiency and pricing power
  • + Excellent return on equity of 20.1% and solid free cash flow of $1.5B provide financial flexibility
  • + Robust interest coverage ratio of 8.6x indicates strong debt servicing capacity
  • + Adequate liquidity position with $3.1B in cash and 1.20x current ratio

WTW Risks

  • ! Significant debt load of $9.7B with debt-to-equity ratio of 1.21x limits financial flexibility
  • ! Anemic revenue growth of only 2% YoY suggests limited organic growth momentum
  • ! Net income declined 0.5% YoY despite revenue growth, indicating margin pressure
  • ! High insider trading activity (40 Form 4 filings in 90 days) warrants scrutiny for motivations

Key Metrics to Watch

WTW Financial Metrics

Revenue
$9.7B
Net Income
$1.6B
EPS (Diluted)
$16.26
Free Cash Flow
$1.5B
Total Assets
$29.5B
Cash Position
$3.1B

WTW Profitability Ratios

Gross Margin N/A
Operating Margin 23.0%
Net Margin 16.5%
ROE 20.1%
ROA 5.4%
FCF Margin 15.9%

WTW Balance Sheet & Liquidity

Current Ratio
1.20x
Quick Ratio
1.20x
Debt/Equity
1.21x
Debt/Assets
72.7%
Interest Coverage
8.59x
Long-term Debt
$9.7B

WTW 5-Year Financial Trend

WTW 5-year financial data: Year 2019: Revenue $8.9B, Net Income $568.0M, EPS $4.18. Year 2020: Revenue $9.3B, Net Income $695.0M, EPS $5.27. Year 2021: Revenue $9.3B, Net Income $1.0B, EPS $8.02. Year 2024: Revenue $9.7B, Net Income $1.0B, EPS $8.98. Year 2025: Revenue $9.7B, Net Income $1.1B, EPS $9.95.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: WILLIS TOWERS WATSON PLC's revenue has shown modest growth of 9% over the 5-year period. The most recent EPS of $9.95 reflects profitable operations.

WTW Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
15.9%
Free cash flow / Revenue

WTW Quarterly Performance

Quarterly financial performance data for WILLIS TOWERS WATSON PLC including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $2.2B $304.0M $3.11
Q2 2025 $2.2B $141.0M $1.36
Q1 2025 $2.2B $190.0M $1.83
Q3 2024 $2.1B $136.0M $1.29
Q2 2024 $2.1B $94.0M $0.88
Q1 2024 $2.2B $190.0M $1.83
Q3 2023 $1.9B $136.0M $1.29
Q2 2023 $2.0B $94.0M $0.88

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

WTW Capital Allocation

Operating Cash Flow
$1.8B
Cash generated from operations
Stock Buybacks
$1.7B
Shares repurchased (TTM)
Capital Expenditures
$229.0M
Investment in assets
Dividends Paid
$358.0M
Returned to shareholders

WTW SEC Filings

Access official SEC EDGAR filings for WILLIS TOWERS WATSON PLC (CIK: 0001140536)

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI