Aon PLC (AON)vsWillis Towers Watson PLC (WTW)
AON
Aon PLC
$327.03
+0.33%
FINANCIAL SERVICES · Cap: $69.99B
WTW
Willis Towers Watson PLC
$293.36
-0.02%
FINANCIAL SERVICES · Cap: $27.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Aon PLC generates 77% more annual revenue ($17.18B vs $9.71B). AON leads profitability with a 21.5% profit margin vs 16.5%. WTW appears more attractively valued with a PEG of 1.08. AON earns a higher WallStSmart Score of 68/100 (B-).
AON
Strong Buy68
out of 100
Grade: B-
WTW
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+62.1%
Fair Value
$818.53
Current Price
$327.03
$491.50 discount
Margin of Safety
-153.5%
Fair Value
$110.50
Current Price
$293.36
$182.86 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 47 in profit
Strong operational efficiency at 31.4%
Earnings expanding 138.3% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Generating 1.3B in free cash flow
Strong operational efficiency at 35.4%
Every $100 of equity generates 20 in profit
Attractively priced relative to earnings
Areas to Watch
3.7% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
Revenue declined 3.3%
Earnings declined 38.2%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AON
The strongest argument for AON centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 21.5% and operating margin at 31.4%.
Bull Case : WTW
The strongest argument for WTW centers on Operating Margin, Return on Equity, P/E Ratio. Profitability is solid with margins at 16.5% and operating margin at 35.4%. PEG of 1.08 suggests the stock is reasonably priced for its growth.
Bear Case : AON
The primary concerns for AON are Revenue Growth, PEG Ratio, Altman Z-Score.
Bear Case : WTW
The primary concerns for WTW are Revenue Growth, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
AON profiles as a value stock while WTW is a declining play — different risk/reward profiles.
AON carries more volatility with a beta of 0.83 — expect wider price swings.
AON is growing revenue faster at 3.7% — sustainability is the question.
AON generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
AON scores higher overall (68/100 vs 62/100), backed by strong 21.5% margins. Both earn "Strong 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 that excels in risk management, insurance, and consulting services. With a presence in over 140 countries, WTW leverages cutting-edge data analytics and technology to deliver tailored solutions across key sectors such as health, retirement, and talent management. The company caters to a diverse clientele, ranging from multinational corporations to smaller enterprises, and is dedicated to fostering sustainable growth while enhancing client engagement. Its strategic initiatives position WTW as a trusted partner for organizations seeking to navigate the complexities of an evolving market landscape.
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