WTW · NMS · Financial Services
Willis Towers Watson Public Limited Company
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 294.76
Market price
USD 309.98
Implied upside
-4.9%
5-year forecast · Perpetuity growth terminal value · Mid-year discounting · Base case
Value Per Share
Same forecast, different terminal treatment. Percentages vs price.
Forecast Cashflows
Reporting currency (USD). Outflows negative.
| Line | FY26 | FY27 | FY28 | FY29 | FY30 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | USD 10.0bn | USD 10.3bn | USD 10.6bn | USD 11.0bn | USD 11.3bn | +3.1% |
| EBIT | USD 2.0bn | USD 2.1bn | USD 2.2bn | USD 2.2bn | USD 2.3bn | +3.1% |
| NOPAT | USD 1.7bn | USD 1.7bn | USD 1.8bn | USD 1.9bn | USD 1.9bn | +3.1% |
| Add depreciation & amortisation | USD 515.8m | USD 531.6m | USD 547.9m | USD 564.8m | USD 582.1m | +3.1% |
| Less capital expenditure | USD -242.1m | USD -249.6m | USD -257.2m | USD -265.1m | USD -273.3m | +3.1% |
| Less increase in working capital | USD -179.2m | USD -184.7m | USD -190.4m | USD -196.3m | USD -202.3m | +3.1% |
| Free cashflow to firm | USD 1.8bn | USD 1.8bn | USD 1.9bn | USD 2.0bn | USD 2.0bn | +3.1% |
| Discount factor | 0.9643 | 0.8967 | 0.8338 | 0.7753 | 0.7210 | - |
| Present value | USD 1.7bn | USD 1.7bn | USD 1.6bn | USD 1.5bn | USD 1.5bn | -4.2% |
| Present Value Of The Forecast | USD 8.0bn | |||||
Discount Rate
Source shown per component. All overridable above.
| Risk-free rate | 5.00% | US 10-year Treasury (^TNX) |
| Equity risk premium | 5.50% | Market assumption |
| Beta | 0.609 | Reported 0.417, pulled toward 1.0 (Blume) |
| Cost of equity | 8.35% | Risk-free + beta x equity risk premium |
| Cost of debt | 5.00% | Floored at the risk-free rate (implied cost of debt was lower) |
| Market capitalisation | USD 28.8bn | 80.7% of capital |
| Total debt | USD 6.9bn | 19.3% of capital, book value as a proxy |
| Tax rate | 16.6% | Effective, capped at statutory |
| WACC | 7.54% | E/V x Re + D/V x Rd x (1 - t) |
Terminal Value
Perpetuity growth is intrinsic. The exit multiple defaults to the company's current EV/EBITDA, so it answers a different question - what the shares are worth if today's rating holds and EBITDA grows as forecast.
Perpetuity growth at 2.50%
76% of EV
- Forecast FCFF, final year
- USD 2.0bn
- Capex at depreciation, working capital in reinvestment
- USD 2.2bn
- Less reinvestment at g/ROIC (21.3% of NOPAT)
- USD -460.8m
- Capitalised
- USD 1.7bn
- ROIC (reported)
- 11.7%
- Terminal value, undiscounted
- USD 34.6bn
- Terminal value, discounted
- USD 25.0bn
- Enterprise value
- USD 32.9bn
- Less net debt
- USD 3.7bn
- Equity value
- USD 29.2bn
Exit at 12.2x EBITDA
76% of EV
- Terminal value, undiscounted
- USD 35.0bn
- Terminal value, discounted
- USD 25.2bn
- Enterprise value
- USD 33.2bn
- Less net debt
- USD 3.7bn
- Equity value
- USD 29.4bn
Spread between methods: 1%.
Sensitivity
Value per share (USD) by discount rate and long-run growth.
| Long-run growth | |||||
|---|---|---|---|---|---|
| Discount rate | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
| 5.54% | 422.00 | 456.12 | 501.22 | 563.78 | 656.64 |
| 6.54% | 333.05 | 350.69 | 372.52 | 400.31 | 437.02 |
| 7.54% | 273.51 | 283.24 | 294.76 | 308.67 | 325.86 |
| 8.54% | 230.86 | 236.35 | 242.66 | 249.98 | 258.63 |
| 9.54% | 198.79 | 201.86 | 205.28 | 209.13 | 213.52 |
Outlined: this model. Green text: above today's price of 309.98. Shading: distance from this model's own value.
Priced In
What each input would have to be to justify the current price, one at a time.
| Input | Model | Implied | Gap |
|---|---|---|---|
| Revenue growth, every year | 3.1% | 4.3% | +1.2pp |
| EBIT margin | 20.3% | 21.4% | +1.0pp |
| Discount rate | 7.5% | 7.3% | -0.2pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.