Willis Towers Watson (WTW) is a insurance brokers company in the Financials sector. Listed on the NASDAQ, Willis Towers Watson is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $263.91.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $263.91 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 4.69% |
| Risk / Std Dev (Annualized) | 24.03% |
| Sharpe Ratio (rf=4.5%) | 0.01 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Insurance Brokers
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 4.69% with an annualized volatility of 24.03%. The Sharpe ratio of 0.01 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 24.93B |
| Enterprise Value | 30.06B |
| Trailing P/E | 15.34 |
| Forward P/E | 11.9 |
| Price to Book | 3.15 |
| Price to Sales | 2.52 |
| EV/Revenue | 3.04 |
| EV/EBITDA | 10.87 |
| Profitability | | | Profit Margin | 16.84% | | Operating Margin | 20.52% | | ROE | 20.61% | | ROA | 5.09% |
| Growth | | | Revenue Growth | 8.5% | | Earnings Growth | 33.0% |
| Dividend | | | Dividend Yield | 146.0% | | Payout Ratio | 21.84% | | 5Y Avg Yield | 131.0% |
| Financial Health | | | Total Revenue | 9.9B | | Total Debt | 6.91B | | Total Cash | 1.86B | | Free Cash Flow | 2.05B | | Operating Cash Flow | 1.8B |
| Price & Technical | | | 52W High | $352.79$ | | 52W Low | $240.61$ | | 50-Day Avg | $270.51$ | | 200-Day Avg | $308.22$ | | Beta | 0.45 | | Shares Outstanding | 0.09B | | Float Shares | 0.09B | | Insider Holdings | 0.26% | | Institutional Holdings | 100.61% | | Short Ratio | 3.16 | | Short % of Float | 3.61% |
| Analyst Targets | | | Target High | $391.0$ | | Target Low | $275.0$ | | Target Mean | $331.68$ | | Target Median | $334.0$ | | # of Analysts | 19 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.