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MMC vs. WTW
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Key characteristics


MMCWTW
YTD Return6.00%4.46%
1Y Return11.47%9.23%
3Y Return (Ann)15.36%0.41%
5Y Return (Ann)18.31%8.59%
10Y Return (Ann)17.30%10.56%
Sharpe Ratio0.840.46
Daily Std Dev14.60%21.87%
Max Drawdown-67.46%-57.14%
Current Drawdown-3.74%-9.23%

Fundamentals


MMCWTW
Market Cap$97.53B$25.66B
EPS$7.88$9.91
PE Ratio25.1225.32
PEG Ratio2.431.12
Revenue (TTM)$23.29B$9.58B
Gross Profit (TTM)$8.88B$4.07B
EBITDA (TTM)$6.82B$2.48B

Correlation

-0.50.00.51.00.5

The correlation between MMC and WTW is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

MMC vs. WTW - Performance Comparison

In the year-to-date period, MMC achieves a 6.00% return, which is significantly higher than WTW's 4.46% return. Over the past 10 years, MMC has outperformed WTW with an annualized return of 17.30%, while WTW has yielded a comparatively lower 10.56% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


500.00%600.00%700.00%800.00%900.00%NovemberDecember2024FebruaryMarchApril
545.50%
825.35%
MMC
WTW

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Marsh & McLennan Companies, Inc.

Willis Towers Watson Public Limited Company

Risk-Adjusted Performance

MMC vs. WTW - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Marsh & McLennan Companies, Inc. (MMC) and Willis Towers Watson Public Limited Company (WTW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


MMC
Sharpe ratio
The chart of Sharpe ratio for MMC, currently valued at 0.84, compared to the broader market-2.00-1.000.001.002.003.004.000.84
Sortino ratio
The chart of Sortino ratio for MMC, currently valued at 1.16, compared to the broader market-4.00-2.000.002.004.006.001.16
Omega ratio
The chart of Omega ratio for MMC, currently valued at 1.16, compared to the broader market0.501.001.501.16
Calmar ratio
The chart of Calmar ratio for MMC, currently valued at 1.51, compared to the broader market0.002.004.006.001.51
Martin ratio
The chart of Martin ratio for MMC, currently valued at 4.36, compared to the broader market-10.000.0010.0020.0030.004.36
WTW
Sharpe ratio
The chart of Sharpe ratio for WTW, currently valued at 0.46, compared to the broader market-2.00-1.000.001.002.003.004.000.46
Sortino ratio
The chart of Sortino ratio for WTW, currently valued at 0.82, compared to the broader market-4.00-2.000.002.004.006.000.82
Omega ratio
The chart of Omega ratio for WTW, currently valued at 1.12, compared to the broader market0.501.001.501.12
Calmar ratio
The chart of Calmar ratio for WTW, currently valued at 0.40, compared to the broader market0.002.004.006.000.40
Martin ratio
The chart of Martin ratio for WTW, currently valued at 1.54, compared to the broader market-10.000.0010.0020.0030.001.54

MMC vs. WTW - Sharpe Ratio Comparison

The current MMC Sharpe Ratio is 0.84, which is higher than the WTW Sharpe Ratio of 0.46. The chart below compares the 12-month rolling Sharpe Ratio of MMC and WTW.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00NovemberDecember2024FebruaryMarchApril
0.84
0.46
MMC
WTW

Dividends

MMC vs. WTW - Dividend Comparison

MMC's dividend yield for the trailing twelve months is around 1.42%, more than WTW's 1.35% yield.


TTM20232022202120202019201820172016201520142013
MMC
Marsh & McLennan Companies, Inc.
1.42%1.37%1.36%1.15%1.57%1.56%1.98%1.76%1.92%2.13%1.85%1.99%
WTW
Willis Towers Watson Public Limited Company
1.35%1.39%1.34%1.27%1.31%1.29%1.58%1.41%1.57%2.55%2.68%2.50%

Drawdowns

MMC vs. WTW - Drawdown Comparison

The maximum MMC drawdown since its inception was -67.46%, which is greater than WTW's maximum drawdown of -57.14%. Use the drawdown chart below to compare losses from any high point for MMC and WTW. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%NovemberDecember2024FebruaryMarchApril
-3.74%
-9.23%
MMC
WTW

Volatility

MMC vs. WTW - Volatility Comparison

The current volatility for Marsh & McLennan Companies, Inc. (MMC) is 4.70%, while Willis Towers Watson Public Limited Company (WTW) has a volatility of 5.49%. This indicates that MMC experiences smaller price fluctuations and is considered to be less risky than WTW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%NovemberDecember2024FebruaryMarchApril
4.70%
5.49%
MMC
WTW

Financials

MMC vs. WTW - Financials Comparison

This section allows you to compare key financial metrics between Marsh & McLennan Companies, Inc. and Willis Towers Watson Public Limited Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities



Values in USD except per share items