Analyse produit facultative
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Willis Towers Watson Public Limited Company's published Strong Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $26.8B | |
|---|---|---|
| P/E (forward) | 17.4x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $8.83B | $8.73B | $9.30B | $9.74B | $9.52B | +1.9% |
| Gross profit | $3.75B | $3.80B | $7.67B | $4.43B | $4.08B | +2.2% |
| Operating income | $2.20B | $1.18B | $1.37B | $627.0M | $2.23B | +0.4% |
| Net income | $4.22B | $1.01B | $1.06B | $-98.0M | $1.61B | -21.5% |
| EPS (diluted) | $32.78 | $8.98 | $9.95 | $-0.96 | $16.26 | -16.1% |
| EBITDA | $3.55B | $2.03B | $1.37B | $823.0M | $2.68B | -6.9% |
| R&D | $0 | $0 | $0 | — | — | -34.2% |
| SG&A | $6.93B | $6.84B | — | — | — | -1.2% |
Recent company headlines from major financial publishers.
The modal base case path reflects steady mid-single-digit organic growth supported by recurring corporate benefits administration in Health, Wealth & Career and balanced international commercial placement. The Propel restructuring program steadily scales operating margins over the transformation horizon, while disciplined annual share repurchases compound per-share cash flow, supporting the composite fair value midpoint.
Under the upside scenario, the $625M Propel restructuring program rapidly eliminates administrative bottlenecks, enabling brokers and consultants to win competitive market share from peers. Enterprise adjusted operating margins reach 30.0% by FY2028, supported by 35% in Health, Wealth & Career and 30% in Risk & Broking. Accelerated free cash flow expansion finances heavy share repurchases, compounding diluted EPS toward the top of our valuation range.
| Ke ↓ / g → | 2.3% | 2.5% | 2.8% | 3.0% | 3.3% |
|---|---|---|---|---|---|
| 6.5% | $470 | $487 | $507 | $531 | $559 |
| 7.0% | $435 | $447 | $462 | $479 | $498 |
| 7.5% | $406 | $416 | $427 | $440 | $454 |
| 8.0% | $383 | $391 | $400 | $409 | $420 |
| 8.5% | $364 | $370 | $377 | $385 | $393 |
Upcoming earnings date and setup when available.
La notation portée par l'édition de recherche publiée chaque mois. Une notation compare le cours à la date d'analyse à la juste valeur ; elle n'indique pas si l'appréciation s'est révélée juste.
| Année | janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
