TWFG Inc - Class A common stock

NEW
NAS:TWFG (USA)   Class A common stock
$ 27.5 +0.56 (+2.08%) 10:08 PM EST
46.54
P/B:
31.93
Market Cap:
$ 354.21M
Enterprise V:
$ 528.47M
Volume:
176.83K
Avg Vol (2M):
144.96K
Trade In:
Volume:
176.83K
Avg Vol (2M):
144.96K

Business Description

TWFG Inc
NAICS : 524210 SIC : 6411
ISIN : US87318A1016

Share Class Description:

TWFG: Class A common stock

Total Employee Number:

400
Description
TWFG Inc is an independent distribution platform for personal and commercial insurance in the United States. It offers all lines of insurance, multiple distribution contract options, M&A services, proprietary virtual assistants, proprietary technology, proprietary premium financing, unlimited continuing education, recognition programs, co-op funding, marketing support and overall lower costs to operate.
Name Current Vs Industry Vs History
Cash-To-Debt
9.65
Equity-to-Asset
0.13
Debt-to-Equity
0.17
Debt-to-EBITDA
0.09
Interest Coverage
158.09
Piotroski F-Score
6/9
0
1
2
3
4
5
6
7
8
9
Altman Z-Score
4.7
Distress
Grey
Safe
Beneish M-Score
-2.89
Manipulator
Not Manipulator
WACC vs ROIC
WACC
ROIC

Momentum Rank

Name Current Vs Industry Vs History
5-Day RSI
58.52
9-Day RSI
55.03
14-Day RSI
55.93
3-1 Month Momentum %
39.86
6-1 Month Momentum %
51.79
12-1 Month Momentum %
-9.26

Liquidity Ratio

Name Current Vs Industry Vs History
Current Ratio
2.56
Quick Ratio
2.56
Cash Ratio
1.11
Days Sales Outstanding
57.64
Days Payable
38.11

Dividend & Buy Back

Name Current Vs Industry Vs History
3-Year Average Share Buyback Ratio
-4.5
Shareholder Yield %
12.79
Name Current Vs Industry Vs History
Gross Margin %
32.48
Operating Margin %
14.42
Net Margin %
3.15
EBITDA Margin %
30.2
FCF Margin %
-2.95
OCF Margin %
21.75
ROE %
12.33
ROA %
2.45
ROIC %
18.94
3-Year ROIIC %
2.7
ROC (Joel Greenblatt) %
204.16
ROCE %
19.58
Years of Profitability over Past 10-Year
2
Moat Score
4
Tariff Resilience Score
5

Financials (Next Earnings Date:2026-11-12 Est.)

TWFG's 30-Y Financials
Income Statement Breakdown FY
Not Enough Data
Balance Sheet Breakdown
Not Enough Data
Cashflow Statement Breakdown
Not Enough Data

Operating Revenue by Business Segment

Operating Revenue by Geographic Region

Historical Operating Revenue by Business Segment

Historical Operating Revenue by Geographic Region

5-Step DuPont Analysis as of
Not Enough Data

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Peter Lynch Chart

Y-axis scale:
Interactive Chart
To

Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017

TWFG Inc Executives

Details

GF Valueâ„¢

Valuation Chart

Year:

Analyst Estimate

Key Statistics

Name Value
Revenue (TTM) (Mil $) 279.48
EPS (TTM) ($) 0.59
Beta -
3-Year Sharpe Ratio -
3-Year Sortino Ratio -
Volatility % 48.51
14-Day RSI 55.93
14-Day ATR ($) 1.155354
20-Day SMA ($) 27.23
12-1 Month Momentum % -9.26
52-Week Range ($) 16.56 - 29.99
Shares Outstanding (Mil) 54.05

Piotroski F-Score Details

Year:
Component Result
Piotroski F-Score 6
Positive ROA
Positive CFROA
Higher ROA yoy
CFROA > ROA
Lower Leverage yoy
Higher Current Ratio yoy
Less Shares Outstanding yoy
Higher Gross Margin yoy
Higher Asset Turnover yoy

TWFG Inc Filings

Filing Date Document Date Form
No Filing Data

TWFG Inc Stock Events

Financials Calendars
Event Date Price ($)
Third quarter earnings conference call for 2026 2026-11-13 10:00 In 86 days
Third quarter earnings results for 2026 2026-11-12 In 84 days
Second quarter earnings conference call for 2026 2026-08-06 12:00 27.82 (+1.16%)
Second quarter earnings results for 2026 2026-08-05 27.38 (+1.18%)
William Blair 46th Annual Growth Stock Conference 2026-06-03 10:40 19.10 (-0.16%)
General meeting for 2026 2026-05-27 09:00 18.92 (-5.40%)
First quarter earnings conference call for 2026 2026-05-07 17:00 18.92 (-1.36%)
First quarter earnings results for 2026 2026-05-07 18.92 (-1.36%)
Annual report for 2025 2026-03-10 20.00 (-3.52%)
Fourth quarter earnings conference call for 2025 2026-02-26 10:00 17.93 (+4.12%)
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TWFG Inc Frequently Asked Questions

What is TWFG Inc(TWFG)'s stock price today?
The current price of TWFG is $27.50. The 52 week high of TWFG is $29.99 and 52 week low is $16.56.
When is next earnings date of TWFG Inc(TWFG)?
The next earnings date of TWFG Inc(TWFG) is 2026-11-12 Est..
Does TWFG Inc(TWFG) pay dividends? If so, how much?
TWFG Inc(TWFG) does not pay dividend.

Guru Commentaries on NAS:TWFG

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