Brown & Brown Inc (BRO)vsWillis Towers Watson PLC (WTW)
BRO
Brown & Brown Inc
$66.50
-0.33%
FINANCIAL SERVICES · Cap: $22.89B
WTW
Willis Towers Watson PLC
$293.36
-0.02%
FINANCIAL SERVICES · Cap: $27.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Willis Towers Watson PLC generates 68% more annual revenue ($9.71B vs $5.76B). BRO leads profitability with a 18.3% profit margin vs 16.5%. WTW appears more attractively valued with a PEG of 1.08. BRO earns a higher WallStSmart Score of 69/100 (B-).
BRO
Strong Buy69
out of 100
Grade: B-
WTW
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-210.0%
Fair Value
$21.62
Current Price
$66.50
$44.88 premium
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
Revenue surging 36.2% year-over-year
Reasonable price relative to book value
Strong operational efficiency at 23.2%
Strong operational efficiency at 35.4%
Every $100 of equity generates 20 in profit
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Earnings declined 16.2%
Revenue declined 3.3%
Earnings declined 38.2%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BRO
The strongest argument for BRO centers on Revenue Growth, Price/Book, Operating Margin. Profitability is solid with margins at 18.3% and operating margin at 23.2%. Revenue growth of 36.2% demonstrates continued momentum.
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 : BRO
The primary concerns for BRO are PEG Ratio, Piotroski F-Score, EPS Growth.
Bear Case : WTW
The primary concerns for WTW are Revenue Growth, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
BRO profiles as a growth stock while WTW is a declining play — different risk/reward profiles.
BRO carries more volatility with a beta of 0.80 — expect wider price swings.
BRO is growing revenue faster at 36.2% — sustainability is the question.
WTW generates stronger free cash flow (708M), providing more financial flexibility.
Bottom Line
BRO scores higher overall (69/100 vs 62/100), backed by strong 18.3% margins and 36.2% revenue growth. 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.
Brown & Brown Inc
FINANCIAL SERVICES · INSURANCE BROKERS · USA
Brown & Brown, Inc. markets and sells insurance products and services in the United States, Bermuda, Canada, the Cayman Islands, Ireland, and the United Kingdom. The company is headquartered in Daytona Beach, Florida.
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.
Compare with Other INSURANCE BROKERS Stocks
Want to dig deeper into these stocks?