TWFG · TWFG, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $21.2M | first quarter ended March 31, 2026 | — |
| Adjusted EBITDA Margin non-GAAP | 29.1% | first quarter ended March 31, 2026 | — |
| Adjusted Net Income non-GAAP | $16.2M | first quarter ended March 31, 2026 | — |
| Adjusted Net Income Margin non-GAAP | 22.2% | first quarter ended March 31, 2026 | — |
| Consolidated written premium retention | 87% | first quarter ended March 31, 2026 | — |
| MGA premium volume | 77.3% | first quarter ended March 31, 2026 | — |
| Organic Revenues non-GAAP | $54.3M | first quarter ended March 31, 2026 | — |
| Premium retention in Insurance Services | 90% | first quarter ended March 31, 2026 | — |
| Total Written Premium | $458.2M | first quarter ended March 31, 2026 | — |
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Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Insurance Brokers — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
TWFG
this stock
TWFG, Inc.
|
$1.54B | -4.1% | +11.8% | 50.8 | 0.8% |
|
MRSH
Marsh & Mclennan Companies, Inc.
|
$94.29B | +4.1% | +9.7% | 23.5 | 1.4% |
|
AON
Aon plc
|
$81.43B | +8.0% | -0.7% | 20.9 | 2.1% |
|
AJG
Arthur J. Gallagher & Co.
|
$68.16B | +2.8% | +16.6% | 42.9 | 3.1% |
|
WTW
Willis Towers Watson PLC
|
$29.86B | -3.5% | -2.2% | 18.6 | 3.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| TWFG | +2.8% | +14.5% | +9.2% | +14.8% | -4.1% |
| SPY | -1.0% | 0.0% | +7.4% | -0.8% | +8.6% |
| vs SPY | +3.8% | +14.5% | +1.7% | +15.6% | -12.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.