Willis Towers Watson Public Limited Company operates as an advisory, broking, and solutions company worldwide. The company operates through two segments: Health, Wealth & Career and Risk & Broking.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS. Shaded region = analyst consensus for the current and next fiscal year (20 analysts).
| Parameter | BaseValue |
|---|---|
Initial Cash Flow | |
| Growth Rate (Yr 1-5) | % |
| Growth Rate (Yr 6-10) | % |
| Terminal Growth Rate | % |
| Discount Rate | % |
Base Case $597.85 Implied EV: $60.25B |
What growth rate is the market pricing in at $324?
The market implies +7.4% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +9.9%, reflecting heavy growth investment.
Wide moat with strength across all dimensions. ROIC Consistency is the standout factor.
"Market is optimistic — be cautious and ensure you have a margin of safety"
Appears undervalued but market is greedy — verify your assumptions aren't too conservative
