Aon PLC (AON)vsWillis Towers Watson PLC (WTW)
AON
Aon PLC
$312.79
-0.26%
FINANCIAL SERVICES · Cap: $66.80B
WTW
Willis Towers Watson PLC
$256.36
-0.66%
FINANCIAL SERVICES · Cap: $23.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Aon PLC generates 77% more annual revenue ($17.49B vs $9.90B). AON leads profitability with a 22.5% profit margin vs 16.8%. WTW appears more attractively valued with a PEG of 1.08. WTW earns a higher WallStSmart Score of 74/100 (B).
AON
Strong Buy70
out of 100
Grade: B
WTW
Strong Buy74
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 47 in profit
Strong operational efficiency at 35.8%
Large-cap with strong market position
Keeps 23 of every $100 in revenue as profit
Attractively priced relative to earnings
Earnings expanding 27.1% YoY
Every $100 of equity generates 21 in profit
Attractively priced relative to earnings
Strong operational efficiency at 20.5%
Earnings expanding 33.0% YoY
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
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, Operating Margin, Market Cap. Profitability is solid with margins at 22.5% and operating margin at 35.8%.
Bull Case : WTW
The strongest argument for WTW centers on Return on Equity, P/E Ratio, Operating Margin. Profitability is solid with margins at 16.8% and operating margin at 20.5%. PEG of 1.08 suggests the stock is reasonably priced for its growth.
Bear Case : AON
The primary concerns for AON are PEG Ratio, Altman Z-Score.
Bear Case : WTW
The primary concerns for WTW are Free Cash Flow, Altman Z-Score.
Key Dynamics to Monitor
AON carries more volatility with a beta of 0.71 — expect wider price swings.
WTW is growing revenue faster at 8.5% — sustainability is the question.
AON generates stronger free cash flow (363M), providing more financial flexibility.
Monitor INSURANCE BROKERS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WTW scores higher overall (74/100 vs 70/100), backed by strong 16.8% margins. Both earn "Strong Buy" and "Strong 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 premier global advisory, broking, and solutions firm specializing in risk management, insurance, and consulting services. Operating in over 140 countries, WTW combines advanced data analytics and innovative technology to provide customized solutions in critical areas such as health, retirement, and talent management. Serving a wide array of clients from multinational corporations to smaller businesses, WTW is committed to driving sustainable growth and enhancing client engagement, positioning itself as a trusted advisor in a complex and rapidly changing market environment. Its strategic initiatives aim to address the evolving needs of clients, solidifying its role as a leader in the industry.
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