eHealth Inc (EHTH)vsWillis Towers Watson PLC (WTW)
EHTH
eHealth Inc
$1.38
-8.00%
FINANCIAL SERVICES · Cap: $45.99M
WTW
Willis Towers Watson PLC
$289.51
-1.31%
FINANCIAL SERVICES · Cap: $28.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Willis Towers Watson PLC generates 1652% more annual revenue ($9.71B vs $554.01M). WTW leads profitability with a 16.5% profit margin vs 7.2%. EHTH appears more attractively valued with a PEG of 0.72. WTW earns a higher WallStSmart Score of 62/100 (C+).
EHTH
Buy62
out of 100
Grade: C+
WTW
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for EHTH.
Margin of Safety
-153.5%
Fair Value
$110.50
Current Price
$289.51
$179.01 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 38.7%
Growing faster than its price suggests
Strong operational efficiency at 35.4%
Every $100 of equity generates 20 in profit
Areas to Watch
3.5% revenue growth
Smaller company, higher risk/reward
ROE of 4.2% — below average capital efficiency
7.2% margin — thin
Revenue declined 3.3%
Earnings declined 38.2%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : EHTH
The strongest argument for EHTH centers on Price/Book, Operating Margin, PEG Ratio. PEG of 0.72 suggests the stock is reasonably priced for its growth.
Bull Case : WTW
The strongest argument for WTW centers on Operating Margin, Return on Equity. 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 : EHTH
The primary concerns for EHTH are Revenue Growth, Market Cap, Return on Equity.
Bear Case : WTW
The primary concerns for WTW are Revenue Growth, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
EHTH profiles as a value stock while WTW is a declining play — different risk/reward profiles.
EHTH carries more volatility with a beta of 1.20 — expect wider price swings.
EHTH is growing revenue faster at 3.5% — sustainability is the question.
WTW generates stronger free cash flow (708M), providing more financial flexibility.
Bottom Line
EHTH scores higher overall (62/100 vs 62/100). 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.
eHealth Inc
FINANCIAL SERVICES · INSURANCE BROKERS · USA
eHealth, Inc. provides private health insurance exchange services to individuals, families, and small businesses in the United States and China. The company is headquartered in Santa Clara, California.
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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