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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 7/10

vs
industry
vs
history
Cash to Debt 0.28
WSH's Cash to Debt is ranked lower than
55% of the 381 Companies
in the Global Insurance Brokers industry.

( Industry Median: 4.99 vs. WSH: 0.28 )
WSH' s 10-Year Cash to Debt Range
Min: 0.04   Max: No Debt
Current: 0.28

Equity to Asset 0.15
WSH's Equity to Asset is ranked higher than
50% of the 432 Companies
in the Global Insurance Brokers industry.

( Industry Median: 0.25 vs. WSH: 0.15 )
WSH' s 10-Year Equity to Asset Range
Min: 0.03   Max: 0.16
Current: 0.15

0.03
0.16
Interest Coverage 5.44
WSH's Interest Coverage is ranked higher than
57% of the 347 Companies
in the Global Insurance Brokers industry.

( Industry Median: 14.11 vs. WSH: 5.44 )
WSH' s 10-Year Interest Coverage Range
Min: 1.73   Max: 30.27
Current: 5.44

1.73
30.27
F-Score: 6
Z-Score: 0.95
M-Score: -2.43
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry
vs
history
Operating margin (%) 17.94
WSH's Operating margin (%) is ranked higher than
68% of the 441 Companies
in the Global Insurance Brokers industry.

( Industry Median: 19.89 vs. WSH: 17.94 )
WSH' s 10-Year Operating margin (%) Range
Min: -6.01   Max: 29.87
Current: 17.94

-6.01
29.87
Net-margin (%) 9.41
WSH's Net-margin (%) is ranked higher than
60% of the 441 Companies
in the Global Insurance Brokers industry.

( Industry Median: 16.23 vs. WSH: 9.41 )
WSH' s 10-Year Net-margin (%) Range
Min: -12.82   Max: 19.94
Current: 9.41

-12.82
19.94
ROE (%) 15.55
WSH's ROE (%) is ranked higher than
86% of the 440 Companies
in the Global Insurance Brokers industry.

( Industry Median: 7.70 vs. WSH: 15.55 )
WSH' s 10-Year ROE (%) Range
Min: -21.31   Max: 38.02
Current: 15.55

-21.31
38.02
ROA (%) 2.28
WSH's ROA (%) is ranked higher than
70% of the 442 Companies
in the Global Insurance Brokers industry.

( Industry Median: 1.85 vs. WSH: 2.28 )
WSH' s 10-Year ROA (%) Range
Min: -2.89   Max: 3.92
Current: 2.28

-2.89
3.92
ROC (Joel Greenblatt) (%) 93.39
WSH's ROC (Joel Greenblatt) (%) is ranked higher than
67% of the 436 Companies
in the Global Insurance Brokers industry.

( Industry Median: 132.00 vs. WSH: 93.39 )
WSH' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -25.14   Max: 291.29
Current: 93.39

-25.14
291.29
Revenue Growth (%) 1.50
WSH's Revenue Growth (%) is ranked higher than
70% of the 374 Companies
in the Global Insurance Brokers industry.

( Industry Median: 2.60 vs. WSH: 1.50 )
WSH' s 10-Year Revenue Growth (%) Range
Min: 0.8   Max: 12.5
Current: 1.5

0.8
12.5
EBITDA Growth (%) -6.30
WSH's EBITDA Growth (%) is ranked higher than
68% of the 304 Companies
in the Global Insurance Brokers industry.

( Industry Median: -1.00 vs. WSH: -6.30 )
WSH' s 10-Year EBITDA Growth (%) Range
Min: -8.7   Max: 39.3
Current: -6.3

-8.7
39.3
EPS Growth (%) -8.50
WSH's EPS Growth (%) is ranked higher than
68% of the 306 Companies
in the Global Insurance Brokers industry.

( Industry Median: 0.20 vs. WSH: -8.50 )
WSH' s 10-Year EPS Growth (%) Range
Min: -17.4   Max: 523.2
Current: -8.5

-17.4
523.2
» WSH's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q4 2013

WSH Guru Trades in Q4 2013

Jim Simons 14,305 sh (New)
Steven Cohen 10,304 sh (New)
Diamond Hill Capital 2,524,386 sh (+53.1%)
Ray Dalio 20,800 sh (+27.61%)
HOTCHKIS & WILEY 2,938,225 sh (+5.31%)
Charles Brandes 199,653 sh (+3.94%)
David Herro 12,786,000 sh (+2.25%)
NWQ Managers 806,453 sh (+1.34%)
Jeff Ubben 18,214,700 sh (unchged)
Wallace Weitz 100,000 sh (unchged)
Chuck Royce 116,800 sh (unchged)
Jean-Marie Eveillard 6,268,616 sh (-0.91%)
PRIMECAP Management 4,172,951 sh (-1.25%)
Bestinfond 1,075,894 sh (-1.8%)
Richard Pzena 4,671,514 sh (-1.84%)
Westport Asset Management 1,247,520 sh (-7.42%)
RS Investment Management 937,941 sh (-12.1%)
James Barrow 2,684,770 sh (-19.27%)
Brian Rogers 2,000,000 sh (-20%)
Pioneer Investments 456,216 sh (-20.13%)
Private Capital 240,445 sh (-53.84%)
» More
Q1 2014

WSH Guru Trades in Q1 2014

Jim Simons 273,603 sh (+1812.64%)
Chuck Royce 153,800 sh (+31.68%)
Diamond Hill Capital 3,252,593 sh (+28.85%)
Bestinfond 1,361,618 sh (+26.56%)
Wallace Weitz 125,000 sh (+25%)
HOTCHKIS & WILEY 3,657,369 sh (+24.48%)
James Barrow 2,928,170 sh (+9.07%)
Richard Pzena 4,911,399 sh (+5.14%)
Pioneer Investments 468,406 sh (+2.67%)
Jeff Ubben 18,422,600 sh (+1.14%)
Jean-Marie Eveillard 6,310,079 sh (+0.66%)
Louis Moore Bacon 154,000 sh (unchged)
Brian Rogers 2,000,000 sh (unchged)
Steven Cohen Sold Out
NWQ Managers Sold Out
Ray Dalio Sold Out
Charles Brandes 198,723 sh (-0.47%)
David Herro 12,722,000 sh (-0.5%)
Private Capital 238,785 sh (-0.69%)
PRIMECAP Management 4,116,651 sh (-1.35%)
Westport Asset Management 1,157,520 sh (-7.21%)
RS Investment Management 662,452 sh (-29.37%)
» More
Q2 2014

WSH Guru Trades in Q2 2014

Charles Brandes 1,164,917 sh (+486.2%)
Jim Simons 475,505 sh (+73.79%)
Diamond Hill Capital 3,912,162 sh (+20.28%)
David Herro 15,241,000 sh (+19.8%)
Bestinfond 1,569,861 sh (+15.29%)
Richard Pzena 5,577,087 sh (+13.55%)
HOTCHKIS & WILEY 3,944,817 sh (+7.86%)
James Barrow 2,949,270 sh (+0.72%)
Jean-Marie Eveillard 6,343,622 sh (+0.53%)
Jeff Ubben 18,422,600 sh (unchged)
Louis Moore Bacon 150,000 sh (unchged)
Wallace Weitz 125,000 sh (unchged)
Brian Rogers 2,000,000 sh (unchged)
RS Investment Management Sold Out
Pioneer Investments Sold Out
Private Capital 235,910 sh (-1.2%)
PRIMECAP Management 4,039,351 sh (-1.88%)
Chuck Royce 139,400 sh (-9.36%)
Westport Asset Management 1,012,100 sh (-12.56%)
» More
Q3 2014

WSH Guru Trades in Q3 2014

Steven Cohen 21,100 sh (New)
Wallace Weitz 588,720 sh (+370.98%)
Charles Brandes 3,698,768 sh (+217.51%)
Diamond Hill Capital 4,541,356 sh (+16.08%)
HOTCHKIS & WILEY 4,160,688 sh (+5.47%)
Bestinfond 1,616,676 sh (+2.98%)
Jean-Marie Eveillard 6,479,570 sh (+2.14%)
James Barrow 2,986,470 sh (+1.26%)
Jeff Ubben 18,423,835 sh (+0.01%)
Chuck Royce 139,400 sh (unchged)
David Herro 15,241,000 sh (unchged)
Private Capital 232,342 sh (-1.51%)
Westport Asset Management 978,788 sh (-3.29%)
Brian Rogers 1,800,000 sh (-10%)
Richard Pzena 4,745,620 sh (-14.91%)
PRIMECAP Management 3,151,851 sh (-21.97%)
Jim Simons 40,100 sh (-91.57%)
» More
» Details

Insider Trades

Latest Guru Trades with WSH

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Charles Brandes 2014-09-30 Add 217.51%1.37%$40.07 - $43.44 $ 42.832%3698768
Wallace Weitz 2014-09-30 Add 370.98%0.57%$40.07 - $43.44 $ 42.832%588720
Richard Pzena 2014-09-30 Reduce -14.91%0.19%$40.07 - $43.44 $ 42.832%4745620
PRIMECAP Management 2014-09-30 Reduce -21.97%0.04%$40.07 - $43.44 $ 42.832%3151851
Charles Brandes 2014-06-30 Add 486.2%0.51%$40.99 - $44.2 $ 42.831%1164917
Richard Pzena 2014-06-30 Add 13.55%0.16%$40.99 - $44.2 $ 42.831%5577087
NWQ Managers 2014-03-31 Sold Out 0.32%$40.9 - $45.32 $ 42.830%0
HOTCHKIS & WILEY 2014-03-31 Add 24.48%0.12%$40.9 - $45.32 $ 42.830%3657369
Wallace Weitz 2014-03-31 Add 25%0.04%$40.9 - $45.32 $ 42.830%125000
Ray Dalio 2014-03-31 Sold Out 0.01%$40.9 - $45.32 $ 42.830%0
Private Capital 2013-12-31 Reduce -53.84%1.13%$42.21 - $46.13 $ 42.83-4%240445
Ray Dalio 2013-12-31 Add 27.61%$42.21 - $46.13 $ 42.83-4%20800
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
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Guru Investment Theses on Willis Group Holdings PLC

Wallace Weitz Comments on Willis Group Holdings - Oct 16, 2014

We bought relatively small new positions in Willis Group Holdings and Avon Products in the third quarter. Willis (WSH) is a leading global insurance broker. We have followed this attractive industry for many years through investments in Aon, Brown & Brown and others (including Willis under prior management). Organic revenue growth has been solid, and Willis has a near-term opportunity to expand margins through expense initiatives and restructuring savings that are likely to kick in next year. We think the stock should be revalued higher once management follows through on its pledged cost discipline and drives operating leverage.

From Wallace Weitz (Trades, Portfolio)'s Partners Value Fund Q3 2014 Commentary.

Check out Wallace Weitz latest stock trades

Westport Asset Management Comments on Willis Group Holdings - Aug 08, 2013

The second largest contributor to first half performance was Willis Group Holdings plc (WSH), the international insurance broker. The shares rose over 21% and added 204 basis points to performance. The company's business turnaround continues and could be accelerated by actions expected to be announced this quarter by the new CEO.

From Westport Asset Management's second quarter 2013 letter.


Check out Westport Asset Management latest stock trades

Top Ranked Articles about Willis Group Holdings PLC

Wallace Weitz Comments on Willis Group Holdings
We bought relatively small new positions in Willis Group Holdings and Avon Products in the third quarter. Willis (WSH) is a leading global insurance broker. We have followed this attractive industry for many years through investments in Aon, Brown & Brown and others (including Willis under prior management). Organic revenue growth has been solid, and Willis has a near-term opportunity to expand margins through expense initiatives and restructuring savings that are likely to kick in next year. We think the stock should be revalued higher once management follows through on its pledged cost discipline and drives operating leverage. Read more...
British Giants Top Most-Held Guru UK and Ireland Stocks
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see which companies based in the UK and Ireland were held by the highest number of gurus. The following five companies come from a variety of industries, are based out of the UK and Ireland and are held by the largest number of gurus. Read more...
Stocks that International Gurus David Herro and Francisco Garcia Paramés Share
Two of my favorite international gurus are United States-based David Herro and Spain-based Francisco Garcia Paramés. I favor these two gurus because they specialize in value investing in international markets which are largely overlooked. David Herro is the manager of the Oakmark International Fund (OAKIX), the Oakmark International Small Cap Fund (OAKEX) and the Oakmark Global Select Fund (OAKWX). He is also the Chief Investment Officer for International Equities at Harris Associates. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 22.10
WSH's P/E(ttm) is ranked higher than
72% of the 482 Companies
in the Global Insurance Brokers industry.

( Industry Median: 23.20 vs. WSH: 22.10 )
WSH' s 10-Year P/E(ttm) Range
Min: 9.14   Max: 33.84
Current: 22.1

9.14
33.84
P/B 3.40
WSH's P/B is ranked higher than
56% of the 482 Companies
in the Global Insurance Brokers industry.

( Industry Median: 1.70 vs. WSH: 3.40 )
WSH' s 10-Year P/B Range
Min: 1.6   Max: 5.55
Current: 3.4

1.6
5.55
P/S 2.10
WSH's P/S is ranked higher than
80% of the 482 Companies
in the Global Insurance Brokers industry.

( Industry Median: 3.60 vs. WSH: 2.10 )
WSH' s 10-Year P/S Range
Min: 1.01   Max: 3.1
Current: 2.1

1.01
3.1
PFCF 22.10
WSH's PFCF is ranked higher than
80% of the 482 Companies
in the Global Insurance Brokers industry.

( Industry Median: 9999.00 vs. WSH: 22.10 )
WSH' s 10-Year PFCF Range
Min: 11.69   Max: 288.63
Current: 22.1

11.69
288.63
EV-to-EBIT 13.78
WSH's EV-to-EBIT is ranked higher than
81% of the 482 Companies
in the Global Insurance Brokers industry.

( Industry Median: 22.03 vs. WSH: 13.78 )
WSH' s 10-Year EV-to-EBIT Range
Min: -39.6   Max: 15.9
Current: 13.78

-39.6
15.9
Shiller P/E 30.60
WSH's Shiller P/E is ranked higher than
78% of the 482 Companies
in the Global Insurance Brokers industry.

( Industry Median: 48.97 vs. WSH: 30.60 )
WSH' s 10-Year Shiller P/E Range
Min: 7.4   Max: 31.66
Current: 30.6

7.4
31.66
Current Ratio 1.08
WSH's Current Ratio is ranked higher than
51% of the 284 Companies
in the Global Insurance Brokers industry.

( Industry Median: 1.29 vs. WSH: 1.08 )
WSH' s 10-Year Current Ratio Range
Min: 0.79   Max: 1.11
Current: 1.08

0.79
1.11
Quick Ratio 1.08
WSH's Quick Ratio is ranked higher than
52% of the 284 Companies
in the Global Insurance Brokers industry.

( Industry Median: 1.29 vs. WSH: 1.08 )
WSH' s 10-Year Quick Ratio Range
Min: 0.79   Max: 1.11
Current: 1.08

0.79
1.11

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.70
WSH's Dividend Yield is ranked higher than
53% of the 354 Companies
in the Global Insurance Brokers industry.

( Industry Median: 2.67 vs. WSH: 2.70 )
WSH' s 10-Year Dividend Yield Range
Min: 1.5   Max: 5.36
Current: 2.7

1.5
5.36
Dividend Payout 0.61
WSH's Dividend Payout is ranked higher than
70% of the 482 Companies
in the Global Insurance Brokers industry.

( Industry Median: 0.88 vs. WSH: 0.61 )
WSH' s 10-Year Dividend Payout Range
Min: 0.18   Max: 1.86
Current: 0.61

0.18
1.86
Dividend growth (3y) 2.50
WSH's Dividend growth (3y) is ranked higher than
75% of the 226 Companies
in the Global Insurance Brokers industry.

( Industry Median: 1.30 vs. WSH: 2.50 )
WSH' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 17.8
Current: 2.5

0
17.8
Yield on cost (5-Year) 2.97
WSH's Yield on cost (5-Year) is ranked higher than
55% of the 356 Companies
in the Global Insurance Brokers industry.

( Industry Median: 2.76 vs. WSH: 2.97 )
WSH' s 10-Year Yield on cost (5-Year) Range
Min: 1.65   Max: 5.89
Current: 2.97

1.65
5.89
Share Buyback Rate -1.50
WSH's Share Buyback Rate is ranked higher than
68% of the 327 Companies
in the Global Insurance Brokers industry.

( Industry Median: -0.90 vs. WSH: -1.50 )
WSH' s 10-Year Share Buyback Rate Range
Min: 4   Max: -11.5
Current: -1.5

Valuation & Return

vs
industry
vs
history
Price/DCF (Projected) 1.50
WSH's Price/DCF (Projected) is ranked higher than
79% of the 482 Companies
in the Global Insurance Brokers industry.

( Industry Median: 2.51 vs. WSH: 1.50 )
WSH' s 10-Year Price/DCF (Projected) Range
Min: 0.9   Max: 1.72
Current: 1.5

0.9
1.72
Price/Median PS Value 1.00
WSH's Price/Median PS Value is ranked higher than
80% of the 482 Companies
in the Global Insurance Brokers industry.

( Industry Median: 1.17 vs. WSH: 1.00 )
WSH' s 10-Year Price/Median PS Value Range
Min: 0.57   Max: 1.65
Current: 1

0.57
1.65
Earnings Yield (Greenblatt) 7.30
WSH's Earnings Yield (Greenblatt) is ranked higher than
80% of the 430 Companies
in the Global Insurance Brokers industry.

( Industry Median: 5.10 vs. WSH: 7.30 )
WSH' s 10-Year Earnings Yield (Greenblatt) Range
Min: 6.3   Max: 48666.7
Current: 7.3

6.3
48666.7
Forward Rate of Return (Yacktman) 4.19
WSH's Forward Rate of Return (Yacktman) is ranked higher than
76% of the 321 Companies
in the Global Insurance Brokers industry.

( Industry Median: 1.70 vs. WSH: 4.19 )
WSH' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 0.9   Max: 31.5
Current: 4.19

0.9
31.5

Business Description

Industry: Brokers & Exchanges » Insurance Brokers
Compare:BRO, AON, MMC, ERIE, NFP » details
Traded in other countries:WGK.Germany
Willis Group Holdings PLC was incorporated in Ireland on September 24, 2009. On March 17, 2011, the Company issued senior notes in a registered public offering. The Company provides insurance brokerage, reinsurance and risk management consulting services to its worldwide clients. It provides both specialized risk management advisory and consulting services to clients worldwide in specific industrial and commercial activities, and services to small, medium and major corporates through its retail operations. The Company organizes its business into three segments: North America and International, which together comprise its main retail operations, and Global. Global business provides specialist brokerage and consulting services to clients worldwide arising from specific industries and activities including Aerospace; Energy; Marine; Construction, Property and Casualty; Financial and Executive Risks; Financial Solutions; Faber Global; Fine Art, Jewelry and Specie; Special Contingency Risks; Hughes-Gibbs; Willis Capital Markets & Advisory; Placement and Reinsurance. North America and International comprise of retail operations and provide services to small, medium and large corporations; and the Human Capital practice, the largest product-based practice group, provides health, welfare and human resources consulting and brokerage services. The Company competes with Marsh & McLennan and Aon, the two other major providers of global risk management services, as well as with numerous specialist, regional and local firms. The Company's business activities are subject to legal requirements and governmental and quasi-governmental regulatory supervision in virtually all countries in which it operates.
» More Articles for WSH

Headlines

Articles On GuruFocus.com
Wallace Weitz Comments on Willis Group Holdings Oct 16 2014 
Wallace Weitz's Partners Value Fund Q3 2014 Commentary Oct 16 2014 
Ten Stocks Picked By Super Investors And You Can Buy At A Lower Price Than The Gurus Paid Sep 11 2014 
Top Five Guru-Owned Mid Cap Stocks Jun 18 2014 
Westport Funds - Westport Select Cap Fund Fourth Quarter Commentary Mar 28 2014 
Gabriel Parames' Bestinver Asset Management Quarterly Newsletter July 2013 Mar 20 2014 
British Giants Top Most-Held Guru UK and Ireland Stocks Mar 12 2014 
Top Five Guru-Held UK and Ireland Stocks Dec 11 2013 
Stocks that International Gurus David Herro and Francisco Garcia Paramés Share Dec 10 2013 
Westport Funds Third Quarter Letter Nov 05 2013 


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