Aon PLC (AON)vsWillis Towers Watson PLC (WTW)
AON
Aon PLC
$358.30
-0.68%
FINANCIAL SERVICES · Cap: $75.65B
WTW
Willis Towers Watson PLC
$344.82
+1.41%
FINANCIAL SERVICES · Cap: $31.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Aon PLC generates 74% more annual revenue ($17.58B vs $10.10B). AON leads profitability with a 22.3% profit margin vs 15.5%. WTW appears more attractively valued with a PEG of 1.08. WTW earns a higher WallStSmart Score of 60/100 (C).
AON
Buy54
out of 100
Grade: C-
WTW
Buy60
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Strong operational efficiency at 23.5%
Every $100 of equity generates 21 in profit
Areas to Watch
2.2% revenue growth
Elevated debt levels
Expensive relative to growth rate
Earnings declined 3.0%
Earnings declined 26.8%
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AON
The strongest argument for AON centers on Return on Equity, Market Cap, Profit Margin. Profitability is solid with margins at 22.3% and operating margin at 23.5%.
Bull Case : WTW
The strongest argument for WTW centers on Return on Equity. Profitability is solid with margins at 15.5% and operating margin at 17.6%. PEG of 1.08 suggests the stock is reasonably priced for its growth.
Bear Case : AON
The primary concerns for AON are Revenue Growth, Debt/Equity, PEG Ratio. Debt-to-equity of 1.57 is elevated, increasing financial risk.
Bear Case : WTW
The primary concerns for WTW are EPS Growth, Free Cash Flow, Altman Z-Score.
Key Dynamics to Monitor
AON profiles as a value stock while WTW is a mature play — different risk/reward profiles.
AON carries more volatility with a beta of 0.68 — expect wider price swings.
WTW is growing revenue faster at 9.1% — sustainability is the question.
AON generates stronger free cash flow (363M), providing more financial flexibility.
Bottom Line
WTW scores higher overall (60/100 vs 54/100), backed by strong 15.5% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Aon PLC
FINANCIAL SERVICES · INSURANCE BROKERS · USA
Aon plc is a multinational professional services firm that sells a range of financial risk-mitigation products, including insurance, pension administration, and health-insurance plans.
Willis Towers Watson PLC
FINANCIAL SERVICES · INSURANCE BROKERS · USA
Willis Towers Watson PLC (WTW) is a leading global advisory, broking, and solutions firm, dedicated to delivering innovative risk management, insurance, and consulting services across more than 140 countries. With a strong emphasis on advanced data analytics and technology, WTW provides tailored solutions to address critical issues in health, retirement, and talent management for a diverse client base, including multinational corporations and small businesses. The firm’s commitment to driving sustainable growth and enhancing client engagement positions it as a trusted partner in navigating complex market dynamics, further solidifying its status as an industry leader.
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