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Willis Towers Watson PLC (WTW) Stock Fundamental Analysis & AI Rating 2026

WTW Nasdaq Insurance Agents, Brokers & Service L2 CIK: 0001140536
Updated This Month • Analysis: Mar 19, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 23, 2026 (in 7 days) • TBD ET • EPS est. $3.59 (vs $3.13 prior year) • All earnings →
Combined AI Rating
BUY
77% Confidence
AGREEMENT
BUY
75% Conf
HOLD
79% Conf

📊 WTW Key Takeaways

Revenue: $9.7B
Net Margin: 16.5%
Free Cash Flow: $1.5B
Current Ratio: 1.20x
Debt/Equity: 1.21x
EPS: $16.26
AI Rating: BUY with 75% confidence
Willis Towers Watson PLC (WTW) receives a BUY rating with 77% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $9.7B, net profit margin of 16.5%, and return on equity (ROE) of 20.1%, Willis Towers Watson PLC demonstrates strong fundamentals in the Finance sector. Below is our complete WTW stock analysis for 2026.

Is Willis Towers Watson PLC (WTW) a Good Investment?

Claude

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.

ChatGPT

Willis Towers Watson shows solid core fundamentals, with strong operating profitability, healthy free cash flow generation, and adequate interest coverage. However, revenue growth is modest at 2.0% and net income was essentially flat year over year, which suggests the business is stable rather than accelerating. Overall, the company appears financially sound, but the growth profile and leverage level keep the fundamental outlook balanced instead of clearly bullish.

Why Buy Willis Towers Watson PLC Stock? WTW Key Strengths

Claude
  • + 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
ChatGPT
  • + Strong profitability, including a 23.0% operating margin and 16.5% net margin
  • + Consistent cash generation, with $1.55B in free cash flow and a 15.9% FCF margin
  • + Reasonable financial resilience, supported by a 1.20x current ratio and 8.6x interest coverage

WTW Stock Risks: Willis Towers Watson PLC Investment Risks

Claude
  • ! 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
ChatGPT
  • ! Top-line growth is modest, with revenue up only 2.0% year over year
  • ! Net income declined slightly year over year, indicating limited earnings momentum
  • ! Leverage is meaningful, with $9.69B of long-term debt and a 1.21x debt-to-equity ratio

Key Metrics to Watch

Claude
  • * Revenue growth acceleration and segment performance
  • * Operating margin sustainability and cost control
  • * Debt reduction progress and refinancing needs
  • * Free cash flow conversion and capital allocation discipline
ChatGPT
  • * Organic revenue growth and margin expansion
  • * Free cash flow conversion and debt reduction

Willis Towers Watson PLC (WTW) Financial Metrics & Key Ratios

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

💡 AI Analyst Insight

Willis Towers Watson PLC presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

WTW Profit Margin, ROE & Profitability Analysis

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

WTW vs Finance Sector: How Willis Towers Watson PLC Compares

How Willis Towers Watson PLC compares to Finance sector averages

Net Margin
WTW 16.5%
vs
Sector Avg 25.0%
WTW Sector
ROE
WTW 20.1%
vs
Sector Avg 12.0%
WTW Sector
Current Ratio
WTW 1.2x
vs
Sector Avg 1.2x
WTW Sector
Debt/Equity
WTW 1.2x
vs
Sector Avg 2.0x
WTW Sector

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

Is Willis Towers Watson PLC Stock Overvalued? WTW Valuation Analysis 2026

Based on fundamental analysis, Willis Towers Watson PLC has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
20.1%
Sector avg: 12%
Net Profit Margin
16.5%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.21x
Sector avg: 2x

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.

Willis Towers Watson PLC Balance Sheet: WTW Debt, Cash & 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 Revenue & Earnings Growth: 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 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
15.9%
Free cash flow / Revenue

WTW Quarterly Earnings & 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.

Willis Towers Watson PLC Dividends, Buybacks & 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: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Willis Towers Watson PLC (CIK: 0001140536)

📋 Recent SEC Filings

Date Form Document Action
Apr 14, 2026 4 xslF345X06/form4.xml View →
Apr 14, 2026 4 xslF345X06/form4.xml View →
Apr 14, 2026 4 xslF345X06/form4.xml View →
Apr 14, 2026 4 xslF345X06/form4.xml View →
Apr 14, 2026 4 xslF345X06/form4.xml View →

Frequently Asked Questions about WTW

What is the AI rating for WTW?

Willis Towers Watson PLC (WTW) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (HOLD) with 77% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are WTW's key strengths?

Claude: 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. ChatGPT: Strong profitability, including a 23.0% operating margin and 16.5% net margin. Consistent cash generation, with $1.55B in free cash flow and a 15.9% FCF margin.

What are the risks of investing in WTW?

Claude: 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. ChatGPT: Top-line growth is modest, with revenue up only 2.0% year over year. Net income declined slightly year over year, indicating limited earnings momentum.

What is WTW's revenue and growth?

Willis Towers Watson PLC reported revenue of $9.7B.

Does WTW pay dividends?

Willis Towers Watson PLC pays dividends, with $358.0M distributed to shareholders in the trailing twelve months.

Where can I find WTW SEC filings?

Official SEC filings for Willis Towers Watson PLC (CIK: 0001140536) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is WTW's EPS?

Willis Towers Watson PLC has a diluted EPS of $16.26.

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 WTW a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Willis Towers Watson PLC has a BUY rating with 77% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is WTW stock overvalued or undervalued?

Valuation metrics for WTW: ROE of 20.1% (sector avg: 12%), net margin of 16.5% (sector avg: 25%). Higher ROE suggests strong returns relative to peers.

Should I buy WTW stock in 2026?

Our dual AI analysis gives Willis Towers Watson PLC a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is WTW's free cash flow?

Willis Towers Watson PLC's operating cash flow is $1.8B, with capital expenditures of $229.0M. FCF margin is 15.9%.

How does WTW compare to other Finance stocks?

Vs Finance sector averages: Net margin 16.5% (avg: 25%), ROE 20.1% (avg: 12%), current ratio 1.20 (avg: 1.2).

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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: Mar 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI