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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 : 6/10

vs
industry
vs
history
Cash to Debt 0.28
WSH's Cash to Debt is ranked lower than
63% of the 608 Companies
in the Global Insurance Brokers industry.

( Industry Median: 8.20 vs. WSH: 0.28 )
WSH' s 10-Year Cash to Debt Range
Min: 0.07   Max: 1.15
Current: 0.28

0.07
1.15
Equity to Asset 0.13
WSH's Equity to Asset is ranked lower than
59% of the 596 Companies
in the Global Insurance Brokers industry.

( Industry Median: 0.34 vs. WSH: 0.13 )
WSH' s 10-Year Equity to Asset Range
Min: 0.03   Max: 0.16
Current: 0.13

0.03
0.16
Interest Coverage 4.79
WSH's Interest Coverage is ranked lower than
55% of the 479 Companies
in the Global Insurance Brokers industry.

( Industry Median: 85.83 vs. WSH: 4.79 )
WSH' s 10-Year Interest Coverage Range
Min: 1.73   Max: 30.27
Current: 4.79

1.73
30.27
F-Score: 7
Z-Score: 0.97
M-Score: -2.51
WACC vs ROIC
7.25%
23.07%
WACC
ROIC
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 : 7/10

vs
industry
vs
history
Operating margin (%) 17.02
WSH's Operating margin (%) is ranked higher than
67% of the 664 Companies
in the Global Insurance Brokers industry.

( Industry Median: 17.09 vs. WSH: 17.02 )
WSH' s 10-Year Operating margin (%) Range
Min: -6.01   Max: 29.87
Current: 17.02

-6.01
29.87
Net-margin (%) 9.52
WSH's Net-margin (%) is ranked higher than
61% of the 666 Companies
in the Global Insurance Brokers industry.

( Industry Median: 14.53 vs. WSH: 9.52 )
WSH' s 10-Year Net-margin (%) Range
Min: -12.82   Max: 19.94
Current: 9.52

-12.82
19.94
ROE (%) 15.96
WSH's ROE (%) is ranked higher than
86% of the 669 Companies
in the Global Insurance Brokers industry.

( Industry Median: 8.01 vs. WSH: 15.96 )
WSH' s 10-Year ROE (%) Range
Min: -21.31   Max: 38.02
Current: 15.96

-21.31
38.02
ROA (%) 2.33
WSH's ROA (%) is ranked higher than
67% of the 674 Companies
in the Global Insurance Brokers industry.

( Industry Median: 1.90 vs. WSH: 2.33 )
WSH' s 10-Year ROA (%) Range
Min: -2.89   Max: 3.92
Current: 2.33

-2.89
3.92
ROC (Joel Greenblatt) (%) 92.30
WSH's ROC (Joel Greenblatt) (%) is ranked higher than
74% of the 664 Companies
in the Global Insurance Brokers industry.

( Industry Median: 60.93 vs. WSH: 92.30 )
WSH' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -25.14   Max: 291.29
Current: 92.3

-25.14
291.29
Revenue Growth (3Y)(%) 2.40
WSH's Revenue Growth (3Y)(%) is ranked higher than
69% of the 547 Companies
in the Global Insurance Brokers industry.

( Industry Median: 2.40 vs. WSH: 2.40 )
WSH' s 10-Year Revenue Growth (3Y)(%) Range
Min: 0.8   Max: 12.5
Current: 2.4

0.8
12.5
EBITDA Growth (3Y)(%) 13.10
WSH's EBITDA Growth (3Y)(%) is ranked higher than
79% of the 420 Companies
in the Global Insurance Brokers industry.

( Industry Median: 0.80 vs. WSH: 13.10 )
WSH' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -8.7   Max: 36.9
Current: 13.1

-8.7
36.9
EPS Growth (3Y)(%) 20.30
WSH's EPS Growth (3Y)(%) is ranked higher than
82% of the 410 Companies
in the Global Insurance Brokers industry.

( Industry Median: 4.00 vs. WSH: 20.30 )
WSH' s 10-Year EPS Growth (3Y)(%) Range
Min: -17.4   Max: 523.2
Current: 20.3

-17.4
523.2
» WSH's 10-Y Financials

Financials


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

» Details

Guru Trades

Q2 2014

WSH Guru Trades in Q2 2014

Charles Brandes 1,164,917 sh (+486.20%)
Jim Simons 475,505 sh (+73.79%)
Diamond Hill Capital 3,912,162 sh (+20.28%)
David Herro 15,241,000 sh (+19.80%)
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%)
Wallace Weitz 125,000 sh (unchged)
Louis Moore Bacon 150,000 sh (unchged)
Brian Rogers 2,000,000 sh (unchged)
Jeff Ubben 18,422,600 sh (unchged)
RS Investment Management Sold Out
Pioneer Investments Sold Out
Private Capital 235,910 sh (-1.20%)
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 (-10.00%)
Richard Pzena 4,745,620 sh (-14.91%)
PRIMECAP Management 3,151,851 sh (-21.97%)
Jim Simons 40,100 sh (-91.57%)
» More
Q4 2014

WSH Guru Trades in Q4 2014

Joel Greenblatt 8,855 sh (New)
Steven Cohen 386,600 sh (+1732.23%)
Jim Simons 121,100 sh (+202.00%)
Jean-Marie Eveillard 8,386,374 sh (+29.43%)
Brian Rogers 2,000,000 sh (+11.11%)
Wallace Weitz 650,695 sh (+10.53%)
Diamond Hill Capital 4,664,716 sh (+2.72%)
Richard Pzena 4,757,456 sh (+0.25%)
Jeff Ubben 18,423,835 sh (unchged)
Chuck Royce 139,400 sh (unchged)
Charles Brandes 3,674,527 sh (-0.66%)
Private Capital 228,927 sh (-1.47%)
David Herro 14,917,000 sh (-2.13%)
James Barrow 2,859,006 sh (-4.27%)
HOTCHKIS & WILEY 3,880,069 sh (-6.74%)
Westport Asset Management 893,788 sh (-8.68%)
PRIMECAP Management 2,035,659 sh (-35.41%)
Bestinfond 800,195 sh (-50.50%)
» More
Q1 2015

WSH Guru Trades in Q1 2015

Brian Rogers 2,000,000 sh (unchged)
» More
» Details

Insider Trades

Latest Guru Trades with WSH

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Guru Investment Theses on Willis Group Holdings PLC

Diamond Hill Capital Comments on Willis Group Holdings PLC - Mar 17, 2015

Insurance brokerage firm Willis Group Holdings PLC (WSH) reported worse than anticipated third quarter earnings with organic revenue growth in the company’s Global segment hurt by a soft reinsurance market and tough comparisons in the prior year period. However, expenses stabilized and the company appears poised to show meaningful margin improvement over the next several quarters.

From Diamond Hill Capital (Trades, Portfolio)’s Select Fund Q4 2014 Commentary.

Check out Diamond Hill Capital latest stock trades

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

Diamond Hill Capital Comments on Willis Group Holdings PLC
Insurance brokerage firm Willis Group Holdings PLC (WSH) reported worse than anticipated third quarter earnings with organic revenue growth in the company’s Global segment hurt by a soft reinsurance market and tough comparisons in the prior year period. However, expenses stabilized and the company appears poised to show meaningful margin improvement over the next several quarters. Read more...
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...

Ratios

vs
industry
vs
history
P/E(ttm) 24.70
WSH's P/E(ttm) is ranked higher than
70% of the 779 Companies
in the Global Insurance Brokers industry.

( Industry Median: 32.70 vs. WSH: 24.70 )
WSH' s 10-Year P/E(ttm) Range
Min: 9.14   Max: 33.84
Current: 24.7

9.14
33.84
Forward P/E 16.34
WSH's Forward P/E is ranked higher than
86% of the 779 Companies
in the Global Insurance Brokers industry.

( Industry Median: 0.00 vs. WSH: 16.34 )
N/A
PE(NRI) 24.70
WSH's PE(NRI) is ranked higher than
73% of the 779 Companies
in the Global Insurance Brokers industry.

( Industry Median: 32.40 vs. WSH: 24.70 )
WSH' s 10-Year PE(NRI) Range
Min: 9.14   Max: 34.14
Current: 24.7

9.14
34.14
P/B 4.41
WSH's P/B is ranked lower than
55% of the 779 Companies
in the Global Insurance Brokers industry.

( Industry Median: 2.02 vs. WSH: 4.41 )
WSH' s 10-Year P/B Range
Min: 1.6   Max: 5.55
Current: 4.41

1.6
5.55
P/S 2.34
WSH's P/S is ranked higher than
71% of the 779 Companies
in the Global Insurance Brokers industry.

( Industry Median: 4.92 vs. WSH: 2.34 )
WSH' s 10-Year P/S Range
Min: 1.02   Max: 3.09
Current: 2.34

1.02
3.09
PFCF 24.57
WSH's PFCF is ranked higher than
77% of the 779 Companies
in the Global Insurance Brokers industry.

( Industry Median: 0.00 vs. WSH: 24.57 )
WSH' s 10-Year PFCF Range
Min: 11.77   Max: 288.63
Current: 24.57

11.77
288.63
POCF 18.57
WSH's POCF is ranked higher than
78% of the 779 Companies
in the Global Insurance Brokers industry.

( Industry Median: 154.26 vs. WSH: 18.57 )
WSH' s 10-Year POCF Range
Min: 10.15   Max: 213.89
Current: 18.57

10.15
213.89
EV-to-EBIT 16.32
WSH's EV-to-EBIT is ranked higher than
81% of the 779 Companies
in the Global Insurance Brokers industry.

( Industry Median: 38.52 vs. WSH: 16.32 )
WSH' s 10-Year EV-to-EBIT Range
Min: -39.4   Max: 16.2
Current: 16.32

-39.4
16.2
Shiller P/E 35.68
WSH's Shiller P/E is ranked higher than
80% of the 779 Companies
in the Global Insurance Brokers industry.

( Industry Median: 0.00 vs. WSH: 35.68 )
WSH' s 10-Year Shiller P/E Range
Min: 7.43   Max: 35.53
Current: 35.68

7.43
35.53
Current Ratio 1.06
WSH's Current Ratio is ranked lower than
58% of the 435 Companies
in the Global Insurance Brokers industry.

( Industry Median: 1.57 vs. WSH: 1.06 )
WSH' s 10-Year Current Ratio Range
Min: 0.96   Max: 1.1
Current: 1.06

0.96
1.1
Quick Ratio 1.06
WSH's Quick Ratio is ranked lower than
55% of the 435 Companies
in the Global Insurance Brokers industry.

( Industry Median: 1.47 vs. WSH: 1.06 )
WSH' s 10-Year Quick Ratio Range
Min: 0.96   Max: 1.1
Current: 1.06

0.96
1.1
Days Sales Outstanding 100.23
WSH's Days Sales Outstanding is ranked higher than
70% of the 779 Companies
in the Global Insurance Brokers industry.

( Industry Median: 184.72 vs. WSH: 100.23 )
WSH' s 10-Year Days Sales Outstanding Range
Min: 91.28   Max: 1461.79
Current: 100.23

91.28
1461.79

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.45
WSH's Dividend Yield is ranked higher than
51% of the 443 Companies
in the Global Insurance Brokers industry.

( Industry Median: 2.43 vs. WSH: 2.45 )
WSH' s 10-Year Dividend Yield Range
Min: 1.77   Max: 5.36
Current: 2.45

1.77
5.36
Dividend Payout 0.60
WSH's Dividend Payout is ranked higher than
77% of the 779 Companies
in the Global Insurance Brokers industry.

( Industry Median: 0.00 vs. WSH: 0.60 )
WSH' s 10-Year Dividend Payout Range
Min: 0.27   Max: 0.9
Current: 0.6

0.27
0.9
Dividend growth (3y) 4.90
WSH's Dividend growth (3y) is ranked higher than
75% of the 300 Companies
in the Global Insurance Brokers industry.

( Industry Median: 2.90 vs. WSH: 4.90 )
WSH' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 17.8
Current: 4.9

0
17.8
Yield on cost (5-Year) 2.87
WSH's Yield on cost (5-Year) is ranked higher than
55% of the 443 Companies
in the Global Insurance Brokers industry.

( Industry Median: 2.60 vs. WSH: 2.87 )
WSH' s 10-Year Yield on cost (5-Year) Range
Min: 2.03   Max: 6.15
Current: 2.87

2.03
6.15
Share Buyback Rate -0.90
WSH's Share Buyback Rate is ranked higher than
72% of the 418 Companies
in the Global Insurance Brokers industry.

( Industry Median: -1.30 vs. WSH: -0.90 )
WSH' s 10-Year Share Buyback Rate Range
Min: 4   Max: -11.5
Current: -0.9

Valuation & Return

vs
industry
vs
history
Price/DCF (Projected) 1.71
WSH's Price/DCF (Projected) is ranked higher than
84% of the 779 Companies
in the Global Insurance Brokers industry.

( Industry Median: 0.00 vs. WSH: 1.71 )
WSH' s 10-Year Price/DCF (Projected) Range
Min: 1.19   Max: 1.7
Current: 1.71

1.19
1.7
Price/Median PS Value 1.16
WSH's Price/Median PS Value is ranked higher than
75% of the 779 Companies
in the Global Insurance Brokers industry.

( Industry Median: 1.32 vs. WSH: 1.16 )
WSH' s 10-Year Price/Median PS Value Range
Min: 0.64   Max: 1.48
Current: 1.16

0.64
1.48
Earnings Yield (Greenblatt) 6.10
WSH's Earnings Yield (Greenblatt) is ranked higher than
76% of the 654 Companies
in the Global Insurance Brokers industry.

( Industry Median: 3.90 vs. WSH: 6.10 )
WSH' s 10-Year Earnings Yield (Greenblatt) Range
Min: 6.2   Max: 47200
Current: 6.1

6.2
47200
Forward Rate of Return (Yacktman) 1.02
WSH's Forward Rate of Return (Yacktman) is ranked higher than
68% of the 256 Companies
in the Global Insurance Brokers industry.

( Industry Median: 4.11 vs. WSH: 1.02 )
WSH' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 1.6   Max: 29.6
Current: 1.02

1.6
29.6

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 clients. It provides both specialized risk management advisory and consulting services to clients in specific industrial and commercial activities, and services to corporates through its retail operations. The Company organizes its business into three segments: North America and International, which together comprise its retail operations, and Global. Global business provides specialist brokerage and consulting services to clients arising from specific industries and activities including Willis Re, Facultative, UK Insurance, Willis Capital Markets and Advisory and risk & Analytics. The Company competes with Marsh & McLennan and Aon, the two other providers of 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
Diamond Hill Capital Comments on Willis Group Holdings PLC Mar 17 2015 
Diamond Hill Select Fund Q4 2014 Commentary Mar 17 2015 
Insurance Brokerage Industry Set For Further Commoditization Mar 05 2015 
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 


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