Willis Towers Watson · Financials
WTW
$293.43
Willis Towers Watson plc is a British-American multinational advisory, broking and solutions company. Its operations span commercial insurance brokerage and risk advisory, employee benefits and rewards consulting, retirement and actuarial services, and investment advice for pension funds and institutional investors.韦莱韬悦（WillisTowersWatsonplc）是一家英美国际咨询、经纪与解决方案公司，业务涵盖商业保险经纪与风险咨询、员工福利与薪酬咨询、退休与精算服务，以及养老基金和机构投资者的投资建议。
Distressed困境股
Large cap大盘
$28B
Engine stance引擎立场2026-07-20
Neutral — no clear edge中性 — 无明显优势
Trend intact — hold. Late in the cycle, so don't add here; a pullback is due.趋势完好——持有。已处周期晚期，此处不宜加仓；回调即将到来。
Key Statistics关键统计
Price价格
$293.43
15.6% below 52-week high低于52周高点 15.6%
Market Cap市值
$28B
Normal volume正常成交量
P/E Ratio市盈率
17.5x
15.0x sector median
Beta贝塔
-0.16
Moves about -0.2x the market波动幅度约为市场的 -0.2 倍
RSI (14)RSI（14）
64
Elevated偏高
Next Earnings下次财报
2026-07-30 (11d)
Volatility Rank波动率分位
84th pctile
hist. vol. percentile历史波动率分位数
Short Interest空头兴趣
4.5% of float
Performance价格表现
| Period周期 | WTW | S&P 500 | vs Index对比指数 |
|---|---|---|---|
| 1 Week近1周 | +1.3% | -1.5% | Beat the index by 2.8 points跑赢指数 2.8 个百分点 |
| 1 Month近1月 | +13.3% | +0.6% | Beat the index by 12.7 points跑赢指数 12.7 个百分点 |
| 3 Months近3月 | -1.4% | +4.7% | Lagged the index by 6.1 points落后指数 6.1 个百分点 |
| 6 Months近6月 | -10.6% | +7.8% | Lagged the index by 18.4 points落后指数 18.4 个百分点 |
| Year to date年初至今 | -9.8% | +9.1% | Lagged the index by 18.9 points落后指数 18.9 个百分点 |
| 1 Year近1年 | -3.5% | +19.4% | Lagged the index by 22.9 points落后指数 22.9 个百分点 |
Technicals技术面
RSI (14)RSI（14）
64
Elevated偏高
vs 50-day相对50日均线
+11.2% vs 50-day avg
vs 200-day相对200日均线
-2.0% vs 200-day avg
Volatility rank波动率分位
84th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$284.05
Don't chase above不追高于
$293.40
Stop止损
$252.10
Hold — don't add here持有 — 此处不宜加仓
Earnings财务业绩
11
days until next report天后公布财报
2026-07-30
Estimates being cut预期下调
Earnings call transcripts — coming soon财报电话会议记录 — 即将上线
Valuation估值
| Multiple指标 | WTW | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/E (trailing)市盈率（历史） | 17.50x | 14.99 | 34% |
| P/B市净率 | 3.52x | 1.52 | 15% |
| P/S市销率 | 2.89x | 2.87 | 49% |
| Earnings yield盈利收益率 | 5.71% | 6.58 | 37% |
| Shareholder yield股东收益率 | 7.15% | 3.91 | 79% |
Analyst price targets — coming soon分析师目标价 — 即将上线
Financials财务数据
Revenue营业收入
5yr CAGR5年复合增速: 2.7%
Earnings Per Share每股收益
5yr CAGR5年复合增速: 25.3%
Free Cash Flow自由现金流
Margins利润率
20.1%Return on Equity股本回报率
5.4%Return on Assets资产回报率
Leverage杠杆
| Net debt / EBITDA净债务/EBITDA | 1.29 |
Capital Allocation资本配置
| Buybacks (TTM)回购（TTM） | $1.6B |
| Stock-based comp股权薪酬 | $153.0M |
| Share count change (1y)股数变化（1年） | -4.9% |
Piotroski皮奥特罗斯基 5/7
Altman Z阿尔特曼Z: distress (1.5)
Watch关注
Snapshot Gauges综合指标
Valuation vs Sector估值相对行业
Roughly fair vs sector相对行业估值合理
Cheaper than 33% of its sector on blended multiples综合估值倍数低于行业内 33% 的公司
Beta市场敏感度
-0.16×
0.21×3×
Has tended to move opposite the market (factor-adjusted)经因子调整后常与大盘反向波动
Financial Health财务健康
5/7
Altman阿尔特曼: distress
Adequate financial health财务健康状况一般
Dividend分红
—
Does not pay a dividend不派发股息
Why Is It Moving为何波动
News新闻
1 recent stories — mixed1 篇最新报道，多空参半
Sector / Theme行业/主题
Insurance & Brokers theme — #5 of 46 themes「保险与经纪」主题 — 46 个主题中第 5 位
Macro宏观
Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。
Positioning持仓
Short interest changed +40.9%空头仓位变动 +40.9%
Technical技术面
UPTREND → BOTTOMING上涨趋势 → 筑底中
Options Positioning期权持仓
Market makers are net long gamma — price pinned near current level做市商净持有正伽玛，价格倾向于在当前水平附近震荡
Expected daily move预期日波动
±2.32%
Expected weekly move预期周波动
±5.19%
Call wall看涨密集区
$320
Put wall看跌密集区
$290
Gamma flip伽玛翻转
$265
25d risk reversal25d风险逆转
-4.4%
Skew: 偏斜：fear
Ownership & Smart Money持仓与聪明钱
Insider activity内部人员活动: +$0.1M net (2 buyers, 1 sellers)+$0.1M 净值（2 买家，1 卖家）
Concentrated ownership集中持仓
| Fund基金 | Grade评级 | Activity动作 | % of portfolio组合占比 | As of截至 |
|---|---|---|---|---|
| Baupost Group (Klarman) | C | trimtrim | 5.1% | 2026-03-31 |
| Polen Capital Management | B | trimtrim | 0.0% | 2026-03-31 |
Signal History信号历史
RALLY ON
UPTREND
Jul 15, 2026
UPTREND → BOTTOMING上涨趋势 → 筑底中
BUY SETUP买入预备
Jul 13, 2026
WTW RSI reached overboughtWTW RSI进入超买
RSI(14) crossed above 70 — stretched to the upside; context, not a timing trigger alone. $295.55.RSI(14)上穿70 — 上行过度；仅作背景，单独不构成择时。$295.55。
Jul 10, 2026
BUY ZONE → UPTREND买入区 → 上涨趋势
HOLD持有
Jul 9, 2026
UPTREND → BUY ZONE上涨趋势 → 买入区
BUY买入
Jul 7, 2026
BUY ZONE → UPTREND买入区 → 上涨趋势
HOLD持有
Jul 7, 2026
WTW RSI reached overboughtWTW RSI进入超买
RSI(14) crossed above 70 — stretched to the upside; context, not a timing trigger alone. $293.90.RSI(14)上穿70 — 上行过度；仅作背景，单独不构成择时。$293.90。
Jul 3, 2026
WTW weekly MACD crossed upWTW 周线MACD上穿
The weekly MACD histogram turned positive — the slower, less-whippy momentum read.周线MACD柱状图转正 — 更慢、更少来回的动量信号。
Jul 1, 2026
NEARING A HIGH → BUY ZONE接近高点 → 买入区
BUY买入
Showing last 15 of显示最近15条，共 99 signals条信号
Factor Profile因子特征
Composite factor score综合因子得分: 0.23
Value价值
-0.3
Quality质量
-0.1
Investment资本投入
+0.1
Shareholder payout股东回报
+0.8
Low volatility低波动
+0.6
Low market beta低市场敏感度
+1.3
Earnings quality盈利质量
-0.7
Short interest空头兴趣
-0.5
Company Profile公司档案
Willis Towers Watson plc is a British-American multinational advisory, broking and solutions company. Its operations span commercial insurance brokerage and risk advisory, employee benefits and rewards consulting, retirement and actuarial services, and investment advice for pension funds and institutional investors.韦莱韬悦（WillisTowersWatsonplc）是一家英美国际咨询、经纪与解决方案公司，业务涵盖商业保险经纪与风险咨询、员工福利与薪酬咨询、退休与精算服务，以及养老基金和机构投资者的投资建议。
Watch items — what could change the thesis关注项 — 可能改变论点的因素
- Receivables stretch
Recent News最新动态
Willis appoints Lars Sorensen as Life Sciences Industry Leader for North America
GlobeNewswire Inc.
2026-07-17
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