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TWFG NASDAQ US

TWFG, Inc. - Common Stock

Financials · Insurance Website · IPO Jul 2024
$18.09
▲ +$0.17 (+0.95%)
Vol 304K
8
Quality Score
fail
Mkt Cap
$1.6B
P/E
244.7
ROE
8.6%
Margin
2.9%
D/E
5.66
Beta
0.18
52W
$24–$37

Wall Street Consensus

14 analysts · Apr 2026
3
Strong Buy
7
Buy
4
Hold
0
Sell
0
Strong Sell
71.4%
Buy Rating

Price Chart

Earnings

Beat rate: 100.0%
Next Report May 09, 2026
EPS Estimate: $0.20
Quarter EPS Est EPS Act Surprise
Mar 2026 $0.20
Dec 2025 $0.19 $0.30 +$0.11
Sep 2025 $0.19 $0.23 +$0.04
Jun 2025 $0.18 $0.20 +$0.02

Fundamentals Trend

Metric 2025-06-30 2025-09-02 2025-10-02 2025-11-03 2025-12-03 2026-01-02
ROE (TTM) 8.1% 5.7% 8.1% 8.1% 8.6% 8.6%
P/E (TTM) 86.36 384.96 246.56 226.57 238.90 244.68
Net Margin 3.2% 1.9% 2.7% 2.7% 2.9% 2.9%
Gross Margin 43.4% 50.4% 42.0% 42.0% 42.7% 42.7%
D/E Ratio 6.32 7.24 6.32 6.32 5.66 5.66
Current Ratio 4.59 5.63 4.59 4.59 4.68 4.68

Key Ratios

ROA (TTM)
2.0%
P/S (TTM)
7.03
P/B
6.2
EPS (TTM)
$0.34
52W High
$36.85
52W Low
$23.52
$23.52 52-Week Range $36.85

How does TWFG compare to Insurance peers?

Peer group: Small-cap Insurance ($300M+) · 38 companies

TWFG valuation vs Insurance peers

P/E ratio
244.7
1886% above peers (12.3)
vs Peers
vs Industry
Overvalued
P/S ratio
7.0
354% above peers (1.6)
vs Peers
vs Industry
Overvalued
P/B ratio
6.2
270% above peers (1.7)
vs Peers
vs Industry
Overvalued
Div yield
0% below peers (2.1%)
vs Peers
vs Industry
In line

TWFG profitability vs Insurance peers

ROE
8.6%
48% below peers (16.5%)
vs Peers
vs Industry
Weak
Net margin
2.9%
76% below peers (11.8%)
vs Peers
vs Industry
Weak
Gross margin
42.7%
21% above peers (35.3%)
vs Peers
vs Industry
Weak
ROA
2.0%
39% below peers (3.2%)
vs Peers
vs Industry
Below avg

TWFG financial health vs Insurance peers

D/E ratio
5.7
61% below peers (14.4)
vs Peers
vs Industry
Above avg
Current ratio
4.7
550% above peers (0.7)
vs Peers
vs Industry
Below avg
Beta
0.2
63% below peers (0.5)
vs Peers
vs Industry
More volatile

TWFG fundamentals radar

TWFG Peer median Industry

TWFG profitability vs leverage

Bubble size = market cap · X = net margin · Y = D/E ratio

TWFG vs peers: key metrics

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