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ISIN
IE00BDB6Q211
CUSIP
G96629103
IPO Date
Jan 5, 2016

Highlights

Market Cap
$24.29B
Enterprise Value
$29.22B
EPS (TTM)
$16.97
PE Ratio
14.91
PEG Ratio
0.46
Total Revenue (TTM)
$9.90B
Gross Profit (TTM)
$3.18B
EBITDA (TTM)
$2.63B
Year Range
$240.61 - $352.79
Target Price
$359.11
ROA (TTM)
5.62%
ROE (TTM)
20.90%

Share Price Chart


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Performance

WTW Performance Chart

Willis Towers Watson Public Limited Company (WTW) is down 22.8% since the beginning of the year. At $253 per share, WTW is trading 28.3% below its 52-week high of $353. Investors who bought $1,000 worth of WTW shares 5 years ago would now be looking at an investment worth $1,171.


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S&P 500 Index

Returns By Period

Willis Towers Watson Public Limited Company (WTW) has returned -22.76% so far this year and -14.39% over the past 12 months. Over the last ten years, WTW has returned 9.54% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


Willis Towers Watson Public Limited Company

1D
-0.87%
1M
-1.72%
YTD
-22.76%
6M
-23.43%
1Y
-14.39%
3Y*
4.16%
5Y*
3.21%
10Y*
9.54%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WTW Monthly Returns History

Based on dividend-adjusted daily data since Jan 5, 2016, WTW's average daily return is +0.04%, while the average monthly return is +0.85%. At this rate, an investment would double in approximately 6.8 years.

Historically, 56% of months were positive and 44% 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 5 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%-11.87%-2.55%1.32%-22.76%
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 0.94%, beta of 0.73, and R2 of 0.29 versus S&P 500 Index. Calculated based on daily prices since January 05, 2016.

  • This stock participated in 63.76% of S&P 500 Index downside but only 56.80% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.29 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
0.94%
Beta
0.73
0.29
Upside Capture
56.80%
Downside Capture
63.76%

Return for Risk

Risk / Return Rank

WTW ranks 20 for risk / return — in the bottom 20% 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: 2020
Overall Rank
WTW Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
WTW Sortino Ratio Rank: 2020
Sortino Ratio Rank
WTW Omega Ratio Rank: 1717
Omega Ratio Rank
WTW Calmar Ratio Rank: 2525
Calmar Ratio Rank
WTW Martin Ratio Rank: 1919
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 S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


WTWBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.55

Sortino ratioReturn per unit of downside risk

-3.28

Omega ratioGain probability vs. loss probability

0.92

1.37

-0.45

Calmar ratioReturn relative to maximum drawdown

-0.48

2.78

-3.26

Martin ratioReturn relative to average drawdown

-1.09

12.44

-13.52

Dividends

Dividend History

Willis Towers Watson Public Limited Company provided a 1.47% 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

1.47%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$0.00$0.00$0.00$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 1.47%, 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 21.48%, 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 27.27%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-32.95%Mar 2020
1mo 16d10mo 19d
1yFeb 2020 - Feb 2021
2026 bear market2026
-30.39%May 2026
7mo 7d
8mo 18dOct 2025 - now
Bear market2022
-28.42%Jun 2022
1y 1mo1y 7mo
2y 9moMay 2021 - Feb 2024
Rate-hike selloffLate 2018
-16.94%Oct 2018
3mo3mo 9d
6mo 9dJul 2018 - Jan 2019
2016 correction2016
-14.87%Feb 2016
1mo 6d2mo 21d
3mo 27dJan 2016 - May 2016

Drawdown Indicators


WTWBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-32.95%

-56.78%

+23.83%

Max Drawdown (1Y)

Largest decline over 1 year

-30.39%

-9.10%

-21.29%

Max Drawdown (3Y)

Largest decline over 3 years

-30.39%

-18.90%

-11.49%

Max Drawdown (5Y)

Largest decline over 5 years

-30.39%

-25.43%

-4.96%

Max Drawdown (10Y)

Largest decline over 10 years

-32.95%

-33.92%

+0.97%

Current Drawdown

Current decline from peak

-27.27%

-1.80%

-25.47%

Average Drawdown

Average peak-to-trough decline

-7.79%

-10.71%

+2.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.28%

2.03%

+11.25%

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 14.9. 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 0.5. 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 2.5. 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 3.0. 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
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