Willis Towers Watson (WTW)
NASDAQFinancialsInsurance - BrokersSnapshot 2026-10-29
$320.73-0.28%
Close 2026-10-29 · 1-day change
NASDAQFinancialsInsurance - BrokersSnapshot 2026-10-29
Research Workspace
Put WTW beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Financials is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 5% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 17% growth a year, above the roughly 6% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskWTW’s case rests on steady earnings with continued revenue growth, despite cash backing profits weakly. Revenue grew 8% year over year in the latest quarter, which beat consensus earnings by 0.8%. WTW trades at 17× P/E versus a 12× peer median, pricing in more growth than we forecast. Its 17× multiple must be earned, especially with reported profits weakly backed by cash. Our model puts the next-quarter miss probability near 21%. Peer multiples imply a price about 17% below where it trades. Our read remains intact; this read is provisional.
Trailing returns as of 2026-10-29. WTW is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 21 analysts currently covering WTW (as of Oct 2026).
Based on 9 Wall Street analysts offering 12-month price targets for WTW in the last 4 months.
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Compare WTW with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| WTW Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Insurance Brokers — fair value, gap to price, and forward P/E.
Compare the value case
Put WTW next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Continue annual margin expansion in Risk & Broking and Health, Wealth & Career…
Loss of agents may hinder margin expansion efforts.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $320.73
The last 12 months of price, then the range of analyst 12-month targets from today’s $320.73.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Leadership change raises concerns about strategic execution.
Advances: Embed AI and automation to achieve 30% adjusted operating margin by 2028
AI optimism supports automation and margin goals.
Analyst target revisions support valuation.
Earnings call highlights align with growth objectives.
Detailed earnings call supports growth commitments.
Earnings presentation reinforces financial commitments.
Advances: Embed AI and automation to achieve 30% adjusted operating margin by 2028
New tools enhance AI and automation capabilities.