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Western Union CO (WU) Fundamental Analysis & AI Grade 2026

WU NYSE Services-Business Services, NEC DE CIK: 0001365135
Update Pending • Analysis: Apr 29, 2026 • SEC Data: 2026-03-31
Combined AI Grade
B
68% Confidence
N/A
B
68% Conf
Pending
Analysis scheduled

📊 WU Key Takeaways

Revenue: $982.7M
Net Margin: 6.6%
Free Cash Flow: $102.6M
Current Ratio: N/A
Debt/Equity: 2.56x
EPS: $0.20
AI Grade: B with 68% confidence
Western Union CO (WU) receives a B fundamental grade with 68% confidence from our AI analysis based on SEC 10-K filings. With revenue of $982.7M, net profit margin of 6.6%, and return on equity (ROE) of 7.1%, 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 stable cash flow generation and modest revenue growth, but faces concerning earnings stagnation and deteriorating per-share metrics despite 4.4% top-line expansion. High leverage (2.56x Debt/Equity) combined with weak returns on capital (ROE: 7.1%, ROA: 0.8%) characterize a mature, commoditized business with limited growth catalysts and suboptimal shareholder returns.

Western Union CO Key Strengths (WU)

Claude
  • + Strong free cash flow of $102.6M (10.4% FCF margin) provides operational sustainability and debt service coverage without requiring earnings growth
  • + Asset-light business model with minimal capital intensity ($6.4M CapEx) enables high cash conversion efficiency relative to revenue
  • + Adequate operating margin of 12.5% demonstrates pricing discipline and cost control in a competitive remittance services market

WU Stock Risks: Western Union CO Investment Risks

Claude
  • ! Net income flat (+0.0% YoY) despite 4.4% revenue growth signals operational deleverage and margin compression at the bottom line
  • ! Diluted EPS collapsed 44.5% YoY while net income was flat, indicating significant shareholder dilution or unfavorable accounting adjustments
  • ! Elevated financial leverage (2.56x Debt/Equity) with modest interest coverage (3.4x) provides insufficient cushion for economic downturns or competitive threats

Key Metrics to Watch

Claude
  • * Net income growth trajectory - must exceed revenue growth rate to justify current capital structure and leverage
  • * Debt reduction progress - deleveraging critical to improve financial flexibility and reduce refinancing risk
  • * Return on Equity and ROIC trends - currently insufficient at 7.1% ROE, needs sustained improvement above 10% threshold

Western Union CO (WU) Financial Metrics & Key Ratios

Revenue
$982.7M
Net Income
$64.7M
EPS (Diluted)
$0.20
Free Cash Flow
$102.6M
Total Assets
$8.1B
Cash Position
$909.2M

💡 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 12.5%
Net Margin 6.6%
ROE 7.1%
ROA 0.8%
FCF Margin 10.4%

WU vs Services Sector: How Western Union CO Compares

How Western Union CO compares to Services sector averages

Net Margin
WU 6.6%
vs
Sector Avg 10.0%
WU Sector
ROE
WU 7.1%
vs
Sector Avg 16.0%
WU Sector
Current Ratio
WU 0.0x
vs
Sector Avg 1.5x
WU Sector
Debt/Equity
WU 2.6x
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 shows some fundamental concerns relative to the Services sector in 2026.

Return on Equity
7.1%
Sector avg: 16%
Net Profit Margin
6.6%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
2.56x
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
2.56x
Debt/Assets
88.8%
Interest Coverage
3.40x
Long-term Debt
$2.3B

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
10.4%
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
Q1 2026 $938.7M $64.7M $0.20
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

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
$109.0M
Cash generated from operations
Stock Buybacks
$52.9M
Shares repurchased (TTM)
Capital Expenditures
$6.4M
Investment in assets
Dividends Paid
$79.4M
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
May 18, 2026 8-K wu-20260514.htm View →
May 5, 2026 8-K d40193d8k.htm View →
May 4, 2026 4 xslF345X06/doc4.xml View →
Apr 30, 2026 4 xslF345X06/doc4.xml View →
Apr 24, 2026 10-Q wu-20260331.htm View →

Frequently Asked Questions about WU

What is the AI rating for WU?

Western Union CO (WU) has an AI grade of B with 68% confidence, based on fundamental analysis of SEC EDGAR filings.

What are WU's key strengths?

Claude: Strong free cash flow of $102.6M (10.4% FCF margin) provides operational sustainability and debt service coverage without requiring earnings growth. Asset-light business model with minimal capital intensity ($6.4M CapEx) enables high cash conversion efficiency relative to revenue.

What are the risks of investing in WU?

Claude: Net income flat (+0.0% YoY) despite 4.4% revenue growth signals operational deleverage and margin compression at the bottom line. Diluted EPS collapsed 44.5% YoY while net income was flat, indicating significant shareholder dilution or unfavorable accounting adjustments.

What is WU's revenue and growth?

Western Union CO reported revenue of $982.7M.

Does WU pay dividends?

Western Union CO pays dividends, with $79.4M 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 $0.20.

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 grade reflects both perspectives for balanced insights.

What is WU's fundamental grade?

Based on our AI fundamental analysis in June 2026, Western Union CO has a B grade with 68% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is WU stock overvalued or undervalued?

Valuation metrics for WU: ROE of 7.1% (sector avg: 16%), net margin of 6.6% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

What is WU's AI grade for 2026?

Our dual AI analysis gives Western Union CO a combined B grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is WU's free cash flow?

Western Union CO's operating cash flow is $109.0M, with capital expenditures of $6.4M. FCF margin is 10.4%.

How does WU compare to other Services stocks?

Vs Services sector averages: Net margin 6.6% (avg: 10%), ROE 7.1% (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 2.56x, 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.

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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 29, 2026 | Data as of: 2026-03-31 | Powered by Claude AI