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

Correlation

The correlation between WTW and MMC 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

WTW vs. MMC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Willis Towers Watson Public Limited Company (WTW) and Marsh & McLennan Companies, Inc. (MMC). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Sharpe Ratio

WTW:

1.13

MMC:

0.67

Sortino Ratio

WTW:

1.62

MMC:

0.99

Omega Ratio

WTW:

1.23

MMC:

1.14

Calmar Ratio

WTW:

2.07

MMC:

0.92

Martin Ratio

WTW:

6.03

MMC:

2.66

Ulcer Index

WTW:

3.93%

MMC:

4.58%

Daily Std Dev

WTW:

20.31%

MMC:

17.62%

Max Drawdown

WTW:

-32.95%

MMC:

-67.46%

Current Drawdown

WTW:

-8.81%

MMC:

-6.97%

Fundamentals

Market Cap

WTW:

$30.08B

MMC:

$109.64B

EPS

WTW:

-$0.46

MMC:

$8.15

PEG Ratio

WTW:

1.08

MMC:

2.42

PS Ratio

WTW:

3.07

MMC:

4.38

PB Ratio

WTW:

3.70

MMC:

7.84

Total Revenue (TTM)

WTW:

$9.81B

MMC:

$25.05B

Gross Profit (TTM)

WTW:

$5.17B

MMC:

$10.67B

EBITDA (TTM)

WTW:

$3.25B

MMC:

$7.08B

Returns By Period

In the year-to-date period, WTW achieves a -0.76% return, which is significantly lower than MMC's 7.74% return.


WTW

YTD

-0.76%

1M

-5.24%

6M

-0.97%

1Y

22.72%

5Y*

10.63%

10Y*

N/A

MMC

YTD

7.74%

1M

-2.20%

6M

3.32%

1Y

11.74%

5Y*

18.60%

10Y*

16.56%

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

WTW vs. MMC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WTW
The Risk-Adjusted Performance Rank of WTW is 8686
Overall Rank
The Sharpe Ratio Rank of WTW is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of WTW is 8080
Sortino Ratio Rank
The Omega Ratio Rank of WTW is 8080
Omega Ratio Rank
The Calmar Ratio Rank of WTW is 9393
Calmar Ratio Rank
The Martin Ratio Rank of WTW is 8989
Martin Ratio Rank

MMC
The Risk-Adjusted Performance Rank of MMC is 7373
Overall Rank
The Sharpe Ratio Rank of MMC is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of MMC is 6565
Sortino Ratio Rank
The Omega Ratio Rank of MMC is 6666
Omega Ratio Rank
The Calmar Ratio Rank of MMC is 8282
Calmar Ratio Rank
The Martin Ratio Rank of MMC is 7777
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

WTW vs. MMC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Willis Towers Watson Public Limited Company (WTW) and Marsh & McLennan Companies, Inc. (MMC). 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.


The current WTW Sharpe Ratio is 1.13, which is higher than the MMC Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of WTW and MMC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading data...

Dividends

WTW vs. MMC - Dividend Comparison

WTW's dividend yield for the trailing twelve months is around 1.15%, less than MMC's 1.43% yield.


TTM20242023202220212020201920182017201620152014
WTW
Willis Towers Watson Public Limited Company
1.15%1.12%1.39%1.34%1.27%1.31%1.29%1.58%1.41%1.57%0.00%0.00%
MMC
Marsh & McLennan Companies, Inc.
1.43%1.44%1.37%1.36%1.15%1.57%1.56%1.98%1.76%1.92%2.13%1.85%

Drawdowns

WTW vs. MMC - Drawdown Comparison

The maximum WTW drawdown since its inception was -32.95%, smaller than the maximum MMC drawdown of -67.46%. Use the drawdown chart below to compare losses from any high point for WTW and MMC. For additional features, visit the drawdowns tool.


Loading data...

Volatility

WTW vs. MMC - Volatility Comparison

Willis Towers Watson Public Limited Company (WTW) and Marsh & McLennan Companies, Inc. (MMC) have volatilities of 8.17% and 8.19%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...

Financials

WTW vs. MMC - Financials Comparison

This section allows you to compare key financial metrics between Willis Towers Watson Public Limited Company and Marsh & McLennan Companies, Inc.. 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


2.00B3.00B4.00B5.00B6.00B7.00B20212022202320242025
2.22B
7.06B
(WTW) Total Revenue
(MMC) Total Revenue
Values in USD except per share items

WTW vs. MMC - Profitability Comparison

The chart below illustrates the profitability comparison between Willis Towers Watson Public Limited Company and Marsh & McLennan Companies, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%20212022202320242025
40.4%
45.5%
(WTW) Gross Margin
(MMC) Gross Margin
WTW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Willis Towers Watson Public Limited Company reported a gross profit of 899.00M and revenue of 2.22B. Therefore, the gross margin over that period was 40.4%.

MMC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Marsh & McLennan Companies, Inc. reported a gross profit of 3.21B and revenue of 7.06B. Therefore, the gross margin over that period was 45.5%.

WTW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Willis Towers Watson Public Limited Company reported an operating income of 432.00M and revenue of 2.22B, resulting in an operating margin of 19.4%.

MMC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Marsh & McLennan Companies, Inc. reported an operating income of 2.01B and revenue of 7.06B, resulting in an operating margin of 28.4%.

WTW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Willis Towers Watson Public Limited Company reported a net income of 235.00M and revenue of 2.22B, resulting in a net margin of 10.6%.

MMC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Marsh & McLennan Companies, Inc. reported a net income of 1.38B and revenue of 7.06B, resulting in a net margin of 19.6%.