WallStSmart

Ryan Specialty Group Holdings Inc (RYAN)vsWillis Towers Watson PLC (WTW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Willis Towers Watson PLC generates 219% more annual revenue ($10.10B vs $3.16B). WTW leads profitability with a 15.5% profit margin vs 3.1%. WTW trades at a lower P/E of 20.2x. WTW earns a higher WallStSmart Score of 60/100 (C).

RYAN

Hold

47

out of 100

Grade: D+

Growth: 6.0Profit: 7.5Value: 4.0Quality: 4.5
Piotroski: 3/9Altman Z: 0.61

WTW

Buy

60

out of 100

Grade: C

Growth: 4.0Profit: 7.5Value: 5.7Quality: 4.5
Piotroski: 4/9Altman Z: 0.91

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

RYAN2 strengths · Avg: 9.0/10
Return on EquityProfitability
36.9%10/10

Every $100 of equity generates 37 in profit

Operating MarginProfitability
25.0%8/10

Strong operational efficiency at 25.0%

WTW1 strengths · Avg: 9.0/10
Return on EquityProfitability
20.4%9/10

Every $100 of equity generates 20 in profit

Areas to Watch

RYAN4 concerns · Avg: 3.0/10
Price/BookValuation
9.1x4/10

Trading at 9.1x book value

Profit MarginProfitability
3.1%3/10

3.1% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
55.2x2/10

Premium valuation, high expectations priced in

WTW2 concerns · Avg: 2.0/10
EPS GrowthGrowth
-26.8%2/10

Earnings declined 26.8%

Altman Z-ScoreHealth
0.912/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : RYAN

The strongest argument for RYAN centers on Return on Equity, Operating Margin.

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 : RYAN

The primary concerns for RYAN are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 55.2x leaves little room for execution misses. Debt-to-equity of 7.47 is elevated, increasing financial risk.

Bear Case : WTW

The primary concerns for WTW are EPS Growth, Altman Z-Score.

Key Dynamics to Monitor

RYAN profiles as a value stock while WTW is a mature play — different risk/reward profiles.

RYAN carries more volatility with a beta of 0.56 — expect wider price swings.

WTW is growing revenue faster at 9.1% — sustainability is the question.

WTW generates stronger free cash flow (425M), providing more financial flexibility.

Bottom Line

WTW scores higher overall (60/100 vs 47/100), backed by strong 15.5% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Ryan Specialty Group Holdings Inc

FINANCIAL SERVICES · INSURANCE BROKERS · USA

Ryan Specialty Group Holdings Inc is a leading provider of specialty insurance solutions, renowned for its innovative and tailored risk management services across various sectors. The company leverages a strong network of insurance wholesale operations and underwriting expertise to foster robust partnerships with insurers and distribution channels. By integrating advanced technology and analytics into its operations, Ryan Specialty enhances underwriting efficiencies and optimizes client outcomes. With a commitment to growth and operational excellence, the firm is well-positioned to generate sustainable shareholder value within a dynamic and competitive insurance landscape.

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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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