← Back to All US Stocks

Western Union CO (WU) Stock Fundamental Analysis & AI Rating 2026

WU NYSE Services-Business Services, NEC DE CIK: 0001365135
Recently Updated • Analysis: Apr 19, 2026 • SEC Data: 2025-12-31
HOLD
62% Conf
Pending
Analysis scheduled

📊 WU Key Takeaways

Revenue: $4.1B
Net Margin: 12.3%
Free Cash Flow: $505.2M
Current Ratio: N/A
Debt/Equity: 3.01x
EPS: $1.52
AI Rating: HOLD with 62% confidence
Western Union CO (WU) receives a HOLD rating with 62% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $4.1B, net profit margin of 12.3%, and return on equity (ROE) of 52.2%, Western Union CO demonstrates mixed fundamentals in the Services sector. Below is our complete WU stock analysis for 2026.

Is Western Union CO (WU) a Good Investment?

Claude

Western Union demonstrates strong operational fundamentals with solid margins (18.7% operating margin) and exceptional free cash flow generation ($505.2M). However, the company faces headwinds from flat net income growth despite 4.4% revenue expansion, combined with dangerously high leverage (3.01x debt/equity ratio) that constrains financial flexibility and contributed to a 44.5% EPS decline YoY.

Why Buy Western Union CO Stock? WU Key Strengths

Claude
  • + Exceptional free cash flow generation ($505.2M) with 12.5% FCF margin on asset-light business model
  • + Solid operating margins (18.7%) and net margins (12.3%) demonstrating pricing power and operational efficiency
  • + Strong interest coverage (5.3x) and adequate cash reserves ($1.2B) providing near-term liquidity despite leverage

WU Stock Risks: Western Union CO Investment Risks

Claude
  • ! Elevated leverage at 3.01x debt/equity ratio with $2.9B long-term debt relative to only $957.8M equity base
  • ! Earnings stagnation with net income flat YoY despite 4.4% revenue growth, indicating margin compression
  • ! Severe dilution reflected in 44.5% EPS decline YoY, suggesting either share buybacks at unfavorable prices or equity-based compensation erosion

Key Metrics to Watch

Claude
  • * Organic revenue growth rate and operating margin trend (are they sustaining pricing power?)
  • * Debt/equity ratio trajectory and management's deleveraging plans
  • * Operating cash flow to net income conversion ratio (ensuring quality of earnings)

Western Union CO (WU) Financial Metrics & Key Ratios

Revenue
$4.1B
Net Income
$499.6M
EPS (Diluted)
$1.52
Free Cash Flow
$505.2M
Total Assets
$8.3B
Cash Position
$1.2B

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

WU Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 18.7%
Net Margin 12.3%
ROE 52.2%
ROA 6.0%
FCF Margin 12.5%

WU vs Services Sector: How Western Union CO Compares

How Western Union CO compares to Services sector averages

Net Margin
WU 12.3%
vs
Sector Avg 10.0%
WU Sector
ROE
WU 52.2%
vs
Sector Avg 16.0%
WU Sector
Current Ratio
WU 0.0x
vs
Sector Avg 1.5x
WU Sector
Debt/Equity
WU 3.0x
vs
Sector Avg 0.7x
WU Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Western Union CO Stock Overvalued? WU Valuation Analysis 2026

Based on fundamental analysis, Western Union CO has mixed fundamental signals relative to the Services sector in 2026.

Return on Equity
52.2%
Sector avg: 16%
Net Profit Margin
12.3%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
3.01x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Western Union CO Balance Sheet: WU Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
3.01x
Debt/Assets
88.5%
Interest Coverage
5.30x
Long-term Debt
$2.9B

WU Revenue & Earnings Growth: 5-Year Financial Trend

WU 5-year financial data: Year 2021: Revenue $5.0B, Net Income $1.1B, EPS $2.46. Year 2022: Revenue $4.9B, Net Income $744.3M, EPS $1.79. Year 2023: Revenue $4.9B, Net Income $805.8M, EPS $1.97. Year 2024: Revenue $4.3B, Net Income $910.6M, EPS $2.34. Year 2025: Revenue $4.2B, Net Income $626.0M, EPS $1.68.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Western Union CO's revenue has declined by 17% over the 5-year period, indicating business contraction. The most recent EPS of $1.68 reflects profitable operations.

WU Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
12.5%
Free cash flow / Revenue

WU Quarterly Earnings & Performance

Quarterly financial performance data for Western Union CO including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $985.3M $139.6M $0.43
Q2 2025 $983.6M $122.1M $0.37
Q1 2025 $938.7M $123.5M $0.36
Q3 2024 $993.4M $171.0M $0.46
Q2 2024 $1.0B $141.0M $0.41
Q1 2024 $979.0M $142.7M $0.40
Q3 2023 $1.0B $171.0M $0.45
Q2 2023 $1.1B $176.2M $0.47

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

Western Union CO Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$543.7M
Cash generated from operations
Stock Buybacks
$234.6M
Shares repurchased (TTM)
Capital Expenditures
$38.5M
Investment in assets
Dividends Paid
$309.0M
Returned to shareholders

WU SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Western Union CO (CIK: 0001365135)

📋 Recent SEC Filings

Date Form Document Action
Mar 31, 2026 DEF 14A wu4500131_def14a.htm View →
Mar 17, 2026 4 xslF345X05/doc4.xml View →
Mar 16, 2026 8-K wu-20260313.htm View →
Mar 10, 2026 4 xslF345X05/doc4.xml View →
Mar 9, 2026 8-K d108455d8k.htm View →

Frequently Asked Questions about WU

What is the AI rating for WU?

Western Union CO (WU) has an AI rating of HOLD with 62% confidence, based on fundamental analysis of SEC EDGAR filings.

What are WU's key strengths?

Claude: Exceptional free cash flow generation ($505.2M) with 12.5% FCF margin on asset-light business model. Solid operating margins (18.7%) and net margins (12.3%) demonstrating pricing power and operational efficiency.

What are the risks of investing in WU?

Claude: Elevated leverage at 3.01x debt/equity ratio with $2.9B long-term debt relative to only $957.8M equity base. Earnings stagnation with net income flat YoY despite 4.4% revenue growth, indicating margin compression.

What is WU's revenue and growth?

Western Union CO reported revenue of $4.1B.

Does WU pay dividends?

Western Union CO pays dividends, with $309.0M distributed to shareholders in the trailing twelve months.

Where can I find WU SEC filings?

Official SEC filings for Western Union CO (CIK: 0001365135) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is WU's EPS?

Western Union CO has a diluted EPS of $1.52.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is WU a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Western Union CO has a HOLD rating with 62% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is WU stock overvalued or undervalued?

Valuation metrics for WU: ROE of 52.2% (sector avg: 16%), net margin of 12.3% (sector avg: 10%). Higher ROE suggests strong returns relative to peers.

Should I buy WU stock in 2026?

Our dual AI analysis gives Western Union CO a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is WU's free cash flow?

Western Union CO's operating cash flow is $543.7M, with capital expenditures of $38.5M. FCF margin is 12.5%.

How does WU compare to other Services stocks?

Vs Services sector averages: Net margin 12.3% (avg: 10%), ROE 52.2% (avg: 16%), current ratio N/A (avg: 1.5).

Is Western Union CO carrying too much debt?

WU has a debt-to-equity ratio of 3.01x, which is above the Services sector average of 0.7x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

Why is WU's return on equity (ROE) so high?

Western Union CO has a return on equity of 52.2%, significantly above the Services sector average of 16%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 12.3% net margin.

Top Rated Stocks
NSSC 92% MLI 92% MELI 92% MDXG 92% MANH 92% INVA 92% GGG 92% GCT 92% FTNT 92% FSLR 92%
Browse: High ROE Stocks
Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) 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: Apr 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI