What changed
$WTW — BUY 📊
Willis Towers Watson Public Limited Company operates as an advisory, broking, and solutions company worldwide.
🎯 Q1 FY26 | Rev $2B | EPS $3.72 vs $3.65 🟢
💡 Consensus models only gradual margin improvement, but we see cost savings delivering above-consensus EPS growth. The market is pricing WTW at a steep discount to peers (15.5x vs 20-25x) that will narrow as margins re-rate.
📉 Reward/Risk: 2.67:1
🏢 Business Quality: 7/10 - Leading global insurance brokerage and advisory franchise with sticky, recurring revenues, though past merger integration issues have capped profitability relative to peers.
📊 Valuation: cheap relative to peers (P/E 15.5x vs. peer median ~23x); fair relative to own history (trading at 10-year median).
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/WTW0617
Also in play: $MMC $AON $AJG $BRO $WLTW
Why it matters
Willis Towers Watson Public Limited Company operates as an advisory, broking, and solutions company worldwide.