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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 4.32
WSH's Cash to Debt is ranked higher than
59% of the 343 Companies
in the Global Insurance Brokers industry.

( Industry Median: 16.28 vs. WSH: 4.32 )
WSH' s 10-Year Cash to Debt Range
Min: 0.04   Max: No Debt
Current: 4.32

Equity to Asset 0.15
WSH's Equity to Asset is ranked lower than
51% of the 398 Companies
in the Global Insurance Brokers industry.

( Industry Median: 0.30 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 294 Companies
in the Global Insurance Brokers industry.

( Industry Median: 12.44 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: 7
Z-Score: 0.90
M-Score: -2.29
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 (%) 18.74
WSH's Operating margin (%) is ranked higher than
69% of the 359 Companies
in the Global Insurance Brokers industry.

( Industry Median: 19.05 vs. WSH: 18.74 )
WSH' s 10-Year Operating margin (%) Range
Min: -6.01   Max: 29.87
Current: 18.74

-6.01
29.87
Net-margin (%) 9.99
WSH's Net-margin (%) is ranked higher than
63% of the 364 Companies
in the Global Insurance Brokers industry.

( Industry Median: 15.03 vs. WSH: 9.99 )
WSH' s 10-Year Net-margin (%) Range
Min: -12.82   Max: 19.94
Current: 9.99

-12.82
19.94
ROE (%) 16.48
WSH's ROE (%) is ranked higher than
88% of the 362 Companies
in the Global Insurance Brokers industry.

( Industry Median: 7.72 vs. WSH: 16.48 )
WSH' s 10-Year ROE (%) Range
Min: -26.25   Max: 31.27
Current: 16.48

-26.25
31.27
ROA (%) 2.47
WSH's ROA (%) is ranked higher than
73% of the 365 Companies
in the Global Insurance Brokers industry.

( Industry Median: 1.93 vs. WSH: 2.47 )
WSH' s 10-Year ROA (%) Range
Min: -2.95   Max: 3.78
Current: 2.47

-2.95
3.78
ROC (Joel Greenblatt) (%) 99.71
WSH's ROC (Joel Greenblatt) (%) is ranked higher than
66% of the 344 Companies
in the Global Insurance Brokers industry.

( Industry Median: 136.19 vs. WSH: 99.71 )
WSH' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -30.42   Max: 330.54
Current: 99.71

-30.42
330.54
Revenue Growth (%) 1.60
WSH's Revenue Growth (%) is ranked higher than
70% of the 329 Companies
in the Global Insurance Brokers industry.

( Industry Median: 1.00 vs. WSH: 1.60 )
WSH' s 10-Year Revenue Growth (%) Range
Min: 0.8   Max: 12.5
Current: 1.6

0.8
12.5
EBITDA Growth (%) -6.30
WSH's EBITDA Growth (%) is ranked higher than
66% of the 273 Companies
in the Global Insurance Brokers industry.

( Industry Median: 0.40 vs. WSH: -6.30 )
WSH' s 10-Year EBITDA Growth (%) Range
Min: -8.7   Max: 36.9
Current: -6.3

-8.7
36.9
EPS Growth (%) -8.50
WSH's EPS Growth (%) is ranked higher than
65% of the 281 Companies
in the Global Insurance Brokers industry.

( Industry Median: 1.10 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

Q3 2013

WSH Guru Trades in Q3 2013

Ray Dalio 16,300 sh (New)
HOTCHKIS & WILEY 2,790,114 sh (+58.02%)
David Herro 12,505,000 sh (+22.79%)
Diamond Hill Capital 1,648,850 sh (+22.75%)
James Barrow 3,325,726 sh (+12.54%)
Charles Brandes 192,078 sh (+4.48%)
Jean-Marie Eveillard 6,326,416 sh (+1.37%)
Wallace Weitz 100,000 sh (unchged)
Jeff Ubben 18,214,700 sh (unchged)
Chuck Royce 116,800 sh (unchged)
Westport Asset Management 1,347,520 sh (unchged)
Steven Cohen Sold Out
PRIMECAP Management 4,225,585 sh (-2.3%)
Richard Pzena 4,758,913 sh (-2.51%)
Private Capital 520,937 sh (-3.93%)
NWQ Managers 795,808 sh (-6.9%)
Francisco Garcia Parames 1,095,565 sh (-9.98%)
Brian Rogers 2,500,000 sh (-16.67%)
RS Investment Management 1,067,112 sh (-28.68%)
Pioneer Investments 571,210 sh (-32.88%)
» More
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%)
Chuck Royce 116,800 sh (unchged)
Wallace Weitz 100,000 sh (unchged)
Jeff Ubben 18,214,700 sh (unchged)
Jean-Marie Eveillard 6,268,616 sh (-0.91%)
PRIMECAP Management 4,172,951 sh (-1.25%)
Francisco Garcia Parames 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%)
Francisco Garcia Parames 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%)
Brian Rogers 2,000,000 sh (unchged)
Louis Moore Bacon 154,000 sh (unchged)
Ray Dalio Sold Out
Steven Cohen Sold Out
NWQ Managers 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

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

Insider Trades

Latest Guru Trades with WSH

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Wallace Weitz 2014-03-31 Add 25%0.04%$40.9 - $45.32 $ 42.72-1%125000
Ray Dalio 2014-03-31 Sold Out 0.01%$40.9 - $45.32 $ 42.72-1%0
Ray Dalio 2013-12-31 Add 27.61%$42.21 - $46.13 $ 42.72-4%20800
Ray Dalio 2013-09-30 New Buy0.01%$40.66 - $44.93 $ 42.720%16300
Jeff Ubben 2013-06-30 Add 10.39%0.72%$38.27 - $42 $ 42.727%18214700
Jeff Ubben 2013-03-31 Add 46.2%2.34%$33.53 - $39.49 $ 42.7217%16500000
Mason Hawkins 2013-03-31 Sold Out 0.8%$33.53 - $39.49 $ 42.7217%0
Charles Brandes 2013-03-31 Reduce -33.43%0.03%$33.53 - $39.49 $ 42.7217%171593
Jean-Marie Eveillard 2012-12-31 Add 33.54%0.18%$33.22 - $37.32 $ 42.7223%6029983
Mason Hawkins 2012-09-30 Reduce -38.96%0.55%$34.33 - $37.88 $ 42.7217%5521200
Wallace Weitz 2012-09-30 Reduce -50%0.17%$34.33 - $37.88 $ 42.7217%100000
Meridian Funds 2012-06-30 Sold Out 1.7%$34.37 - $36.65 $ 42.7220%0
PRIMECAP Management 2012-06-30 New Buy0.28%$34.37 - $36.65 $ 42.7220%4619759
Ruane Cunniff 2012-06-30 Sold Out 0.17%$34.37 - $36.65 $ 42.7220%0
Steve Mandel 2012-03-31 Sold Out 0.98%$34.1 - $39.51 $ 42.7223%0
Mason Hawkins 2012-03-31 Reduce -26.34%0.58%$34.1 - $39.51 $ 42.7223%9333622
Steve Mandel 2011-12-31 New Buy0.98%$33.63 - $40.67 $ 42.7216%3529442
Wallace Weitz 2011-12-31 Reduce -63.75%0.59%$33.63 - $40.67 $ 42.7216%200000
Charles Brandes 2011-12-31 Reduce -38.53%0.06%$33.63 - $40.67 $ 42.7216%286392
George Soros 2011-06-30 Sold Out $39.52 - $42.21 $ 42.725%0
Premium More recent guru trades are included for Premium Members only!!
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Guru Investment Theses on Willis Group Holdings PLC

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

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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. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 19.80
WSH's P/E(ttm) is ranked higher than
75% of the 439 Companies
in the Global Insurance Brokers industry.

( Industry Median: 23.20 vs. WSH: 19.80 )
WSH' s 10-Year P/E(ttm) Range
Min: 9.14   Max: 33.84
Current: 19.8

9.14
33.84
P/B 3.10
WSH's P/B is ranked higher than
52% of the 439 Companies
in the Global Insurance Brokers industry.

( Industry Median: 1.44 vs. WSH: 3.10 )
WSH' s 10-Year P/B Range
Min: 1.6   Max: 5.55
Current: 3.1

1.6
5.55
P/S 2.10
WSH's P/S is ranked higher than
79% of the 439 Companies
in the Global Insurance Brokers industry.

( Industry Median: 3.71 vs. WSH: 2.10 )
WSH' s 10-Year P/S Range
Min: 1.02   Max: 3.1
Current: 2.1

1.02
3.1
PFCF 18.80
WSH's PFCF is ranked higher than
80% of the 439 Companies
in the Global Insurance Brokers industry.

( Industry Median: 143.14 vs. WSH: 18.80 )
WSH' s 10-Year PFCF Range
Min: 11.69   Max: 288.63
Current: 18.8

11.69
288.63
EV-to-EBIT -0.10
WSH's EV-to-EBIT is ranked higher than
50% of the 439 Companies
in the Global Insurance Brokers industry.

( Industry Median: 25.72 vs. WSH: -0.10 )
WSH' s 10-Year EV-to-EBIT Range
Min: 0.1   Max: 15.9
Current: -0.1

0.1
15.9
Shiller P/E 29.40
WSH's Shiller P/E is ranked higher than
79% of the 439 Companies
in the Global Insurance Brokers industry.

( Industry Median: 9999.00 vs. WSH: 29.40 )
WSH' s 10-Year Shiller P/E Range
Min: 7.43   Max: 31.66
Current: 29.4

7.43
31.66
Current Ratio 1.11
WSH's Current Ratio is ranked lower than
53% of the 237 Companies
in the Global Insurance Brokers industry.

( Industry Median: 1.40 vs. WSH: 1.11 )
WSH' s 10-Year Current Ratio Range
Min: 0.96   Max: 1.11
Current: 1.11

0.96
1.11
Quick Ratio 1.11
WSH's Quick Ratio is ranked lower than
53% of the 237 Companies
in the Global Insurance Brokers industry.

( Industry Median: 1.40 vs. WSH: 1.11 )
WSH' s 10-Year Quick Ratio Range
Min: 0.96   Max: 1.11
Current: 1.11

0.96
1.11

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.70
WSH's Dividend Yield is ranked higher than
56% of the 315 Companies
in the Global Insurance Brokers industry.

( Industry Median: 2.54 vs. WSH: 2.70 )
WSH' s 10-Year Dividend Yield Range
Min: 1.21   Max: 5.36
Current: 2.7

1.21
5.36
Dividend Payout 0.52
WSH's Dividend Payout is ranked higher than
96% of the 439 Companies
in the Global Insurance Brokers industry.

( Industry Median: 9999.00 vs. WSH: 0.52 )
WSH' s 10-Year Dividend Payout Range
Min: 0.18   Max: 1.86
Current: 0.52

0.18
1.86
Dividend growth (3y) 2.50
WSH's Dividend growth (3y) is ranked higher than
75% of the 210 Companies
in the Global Insurance Brokers industry.

( Industry Median: 0.20 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
58% of the 303 Companies
in the Global Insurance Brokers industry.

( Industry Median: 2.62 vs. WSH: 2.97 )
WSH' s 10-Year Yield on cost (5-Year) Range
Min: 1.33   Max: 5.89
Current: 2.97

1.33
5.89
Share Buyback Rate -1.50
WSH's Share Buyback Rate is ranked higher than
69% of the 296 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
81% of the 439 Companies
in the Global Insurance Brokers industry.

( Industry Median: 22.50 vs. WSH: 1.50 )
WSH' s 10-Year Price/DCF (Projected) Range
Min: 0.97   Max: 1.82
Current: 1.5

0.97
1.82
Price/Median PS Value 1.00
WSH's Price/Median PS Value is ranked higher than
79% of the 439 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: 0.56   Max: 1.63
Current: 1

0.56
1.63
Earnings Yield (Greenblatt) 924.70
WSH's Earnings Yield (Greenblatt) is ranked higher than
100% of the 354 Companies
in the Global Insurance Brokers industry.

( Industry Median: 6.80 vs. WSH: 924.70 )
WSH' s 10-Year Earnings Yield (Greenblatt) Range
Min: 6.3   Max: 48266.7
Current: 924.7

6.3
48266.7
Forward Rate of Return (Yacktman) 3.85
WSH's Forward Rate of Return (Yacktman) is ranked higher than
72% of the 305 Companies
in the Global Insurance Brokers industry.

( Industry Median: 4.20 vs. WSH: 3.85 )
WSH' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 0.9   Max: 29.1
Current: 3.85

0.9
29.1

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 Bermuda. The Company provides insurance brokerage, reinsurance and risk management consulting services to its worldwide clients. It has significant market positions in the United States, in the United Kingdom and, directly and through its associates, in many other countries. 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. Its Global business provides specialist brokerage and consulting services to clients worldwide for the risks arising from specific industrial and commercial activities. In these operations, it has specialized experience handling diverse lines of coverage, including complex insurance programs, and acting as an intermediary between retail brokers and insurers. It provides consulting services on risk management with the objective of assisting clients to reduce the overall cost of risk. Its Global business serves clients in around 150 countries, mainly from offices in the United Kingdom, although it also serves clients from offices in the United States, Continental Europe and Asia. The Global business is divided into Global Specialties; Willis Re; and Faber & Dumas. Global Specialties has strong global positions in Aerospace, Energy, Marine, Construction, Financial and Executive Risks and several niche businesses. The Company's North America and International retail operations provide services to small, medium and major corporate clients, accessing Global's specialist expertise when required. Its North America business provides risk management, insurance brokerage, related risk services, and employee benefits brokerage and consulting to an array of industry and client segments in the United States and Canada. The Company's International unit consists of its retail operations in Eastern and Western Europe, the United Kingdom and Ireland, Asia/Pacific, Russia, the Middle East, South Africa and Latin America. It competes with Marsh & McLennan and Aon as well as with numerous 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 NYSE:WSH

Headlines

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Westport Funds Third Quarter Letter Nov 05 2013 
The Latest 7 Investment Decisions from Bill Gates Aug 26 2013 
Bill & Melinda Gates Foundation Trust – Reduced BRK.B, Sold Out Five Companies Aug 22 2013 
Westport Asset Management Comments on Willis Group Holdings Aug 08 2013 

More From Other Websites
Maximo Saravi Joins Willis to Head Human Capital and Benefits in Latin America Jul 22 2014
Maximo Saravi Joins Willis to Head Human Capital and Benefits in Latin America Jul 22 2014
After Malaysia Airlines Crashes, the Payments Are Piling Up for Air Insurers Jul 21 2014
Atrium Says It Provided Lead War Insurance for Malaysian Jet Jul 19 2014
Allianz lead insurer and Willis broker for jet shot down in Ukraine -Bloomberg Jul 17 2014
Allianz Is Lead Reinsurer of $97.3 Million Jet in Crash Jul 17 2014
Willis says lead insurance broker on Malaysia flight, Bloomberg reports Jul 17 2014
Overcapacity Leads to Premium Rate Reductions of Up to 30% in the Construction, Property & Casualty... Jul 15 2014
Willis North America's Patricia Ennis Named President of the American Society of Safety Engineers Jul 14 2014
Willis North America's Patricia Ennis Named President of the American Society of Safety Engineers Jul 14 2014
MOVES-Morgan Stanley, Och-Ziff, Willis, Caixabank Jul 11 2014
MOVES-Willis names Kansas operations head Jul 11 2014
Willis North America to Host 18th Annual Health Care Forum Jul 10 2014
Willis North America to Host 18th Annual Health Care Forum Jul 10 2014
Willis Appoints Regional Construction Industry Leader for Middle East Jul 10 2014
Willis Appoints Regional Construction Industry Leader for Middle East Jul 10 2014
Willis Group Appoints David Martin as Global Leader of Placement Jul 08 2014
Willis Group Appoints David Martin as Global Leader of Placement Jul 08 2014
National Business Group on Health Awards Willis North America Platinum Medal for Promoting Healthy... Jul 07 2014
National Business Group on Health Awards Willis North America Platinum Medal for Promoting Healthy... Jul 07 2014

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