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Willis Towers Watson Public Limited Company (WTW)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
IE00BDB6Q211
CUSIP
G96629103
IPO Date
Jan 5, 2016

Highlights

Market Cap
$28.20B
Enterprise Value
$31.29B
EPS (TTM)
$16.21
PE Ratio
17.93
PEG Ratio
0.55
Total Revenue (TTM)
$9.71B
Gross Profit (TTM)
$2.59B
EBITDA (TTM)
$2.53B
Year Range
$275.60 - $352.79
Target Price
$367.22
ROA (TTM)
5.44%
ROE (TTM)
20.12%

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Willis Towers Watson Public Limited Company, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Willis Towers Watson Public Limited Company (WTW) has returned -11.24% so far this year and -12.96% over the past 12 months. Over the last ten years, WTW has returned 10.80% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Willis Towers Watson Public Limited Company

1D
0.67%
1M
-4.42%
YTD
-11.24%
6M
-15.34%
1Y
-12.96%
3Y*
9.12%
5Y*
5.86%
10Y*
10.80%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jan 5, 2016, WTW's average daily return is +0.05%, while the average monthly return is +0.97%. At this rate, your investment would double in approximately 6.0 years.

Historically, 57% of months were positive and 43% were negative. The best month was Nov 2020 with a return of +14.1%, while the worst month was Oct 2020 at -12.6%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, WTW closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +15.1%, while the worst single day was Feb 9, 2026 at -12.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-3.39%-3.87%-4.42%-11.24%
20255.21%3.06%-0.23%-8.92%2.84%-2.88%3.04%3.48%6.00%-9.36%2.52%2.65%6.09%
20242.11%10.68%1.20%-8.68%1.65%3.03%7.68%3.48%1.13%2.60%6.56%-2.45%31.48%
20233.93%-7.80%-0.48%-0.34%-5.51%8.00%-10.26%-2.16%1.47%12.89%4.41%-1.73%0.08%
2022-1.49%-4.98%6.62%-9.04%-1.76%-6.09%4.84%-0.05%-2.46%8.59%12.81%-0.30%4.53%
2021-3.67%8.72%4.05%13.10%1.24%-11.99%-10.41%7.10%5.69%4.22%-6.79%5.51%14.16%

Benchmark Metrics

Willis Towers Watson Public Limited Company has an annualized alpha of 2.79%, beta of 0.75, and R² of 0.31 versus S&P 500 Index. Calculated based on daily prices since January 06, 2016.

  • This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (66.43%) than losses (66.27%) — typical of diversified or defensive assets.
  • R² of 0.31 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.

Alpha
2.79%
Beta
0.75
0.31
Upside Capture
66.43%
Downside Capture
66.27%

Return for Risk

Risk / Return Rank

WTW ranks 17 for risk / return — in the bottom 17% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


WTW Risk / Return Rank: 1717
Overall Rank
WTW Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
WTW Sortino Ratio Rank: 1818
Sortino Ratio Rank
WTW Omega Ratio Rank: 1717
Omega Ratio Rank
WTW Calmar Ratio Rank: 1919
Calmar Ratio Rank
WTW Martin Ratio Rank: 1212
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Willis Towers Watson Public Limited Company (WTW) and compare them to a chosen benchmark (S&P 500 Index).


WTWBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.51

0.90

-1.40

Sortino ratio

Return per unit of downside risk

-0.52

1.39

-1.91

Omega ratio

Gain probability vs. loss probability

0.92

1.21

-0.29

Calmar ratio

Return relative to maximum drawdown

-0.63

1.40

-2.03

Martin ratio

Return relative to average drawdown

-1.40

6.61

-8.00

Explore WTW risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Willis Towers Watson Public Limited Company provided a 1.28% dividend yield over the last twelve months, with an annual payout of $3.72 per share. The company has been increasing its dividends for 9 consecutive years.


1.10%1.20%1.30%1.40%1.50%1.60%$0.00$1.00$2.00$3.00$4.002016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019201820172016
Dividend$3.72$3.68$3.52$3.36$3.28$3.02$2.75$2.60$2.40$2.12$1.92

Dividend yield

1.28%1.12%1.12%1.39%1.34%1.27%1.31%1.29%1.58%1.41%1.57%

Monthly Dividends

The table displays the monthly dividend distributions for Willis Towers Watson Public Limited Company. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.96$0.96
2025$0.00$0.00$0.92$0.00$0.00$0.92$0.00$0.00$0.92$0.00$0.00$0.92$3.68
2024$0.00$0.00$0.88$0.00$0.00$0.88$0.00$0.00$0.88$0.00$0.00$0.88$3.52
2023$0.00$0.00$0.84$0.00$0.00$0.84$0.00$0.00$0.84$0.00$0.00$0.84$3.36
2022$0.00$0.00$0.82$0.00$0.00$0.82$0.00$0.00$0.82$0.00$0.00$0.82$3.28
2021$0.00$0.00$0.71$0.00$0.71$0.00$0.00$0.00$0.80$0.00$0.00$0.80$3.02

Dividend Yield & Payout


Dividend Yield

Willis Towers Watson Public Limited Company has a dividend yield of 1.28%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

Willis Towers Watson Public Limited Company has a payout ratio of 22.31%, which is below the market average. This means Willis Towers Watson Public Limited Company returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Willis Towers Watson Public Limited Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Willis Towers Watson Public Limited Company was 32.95%, occurring on Mar 23, 2020. Recovery took 221 trading sessions.

The current Willis Towers Watson Public Limited Company drawdown is 16.42%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.95%Feb 6, 202032Mar 23, 2020221Feb 5, 2021253
-28.42%May 10, 2021280Jun 16, 2022411Feb 6, 2024691
-19.74%Oct 8, 202587Feb 11, 2026
-16.94%Jul 26, 201864Oct 24, 201866Jan 31, 2019130
-14.87%Jan 6, 201626Feb 11, 201655May 2, 201681

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Willis Towers Watson Public Limited Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Willis Towers Watson Public Limited Company is priced in the market compared to other companies in the Insurance Brokers industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for WTW, comparing it with other companies in the Insurance Brokers industry. Currently, WTW has a P/E ratio of 17.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for WTW compared to other companies in the Insurance Brokers industry. WTW currently has a PEG ratio of 0.6. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for WTW relative to other companies in the Insurance Brokers industry. Currently, WTW has a P/S ratio of 3.0. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for WTW in comparison with other companies in the Insurance Brokers industry. Currently, WTW has a P/B value of 3.5. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items