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$28.41 +0.81 (+2.93%)
Market Cap
$1.54B
Shares
54.17M

Income-statement, balance-sheet and cash-flow figures extracted from the company's SEC filings — 10-K annual and 10-Q quarterly reports — and standardised for comparison across periods.

Revenue
$248.51M +22%
FY2025 Revenue FY2024–FY2025
Net Income
$41.17M +1399.7%
FY2025 Net Income FY2024–FY2025
Operating Margin
14.88% +1.2pp
FY2025 Operating Margin FY2024–FY2025
Diluted EPS
$0.53 +178.9%
FY2025 Diluted EPS FY2024–FY2025
Operating Cash Flow
$53.5M +32.2%
FY2025 Operating Cash Flow FY2024–FY2025

Chart any reported metric, KPI or segment over time — the full statement history lives here

Line Item FY2026 (G) TTM FY2025 FY2024
$285M – $300M $267.53M $248.51MG $203.76M
$20.63M $17.81M $11.72M
$21.16M $18.35M $12.02M
$223.92M $211.53M $175.84M
$43.61M $36.99M $27.93M
14.88% 13.7%
$64.77M $55.34M $39.95M
$266K $287K $2.22M
$1.85M $1.14M $9000
$51.15M $44.45M $30.09M
$3.76M $3.28M $1.5M
$41.59M $41.17M $2.75M
16.56% 1.35%
$39.01M $33.2M $25.85M
$8.38M $7.96M $2.75M
$8.34M $7.91M $2.8M
USD/shares $0.53 $0.19
USD/shares $0.53 $0.19
shares 14.91M 14.77M
shares 15.1M 14.98M
Italic rows are computed from reported lines — open a row's info icon for its formula. Values reflect the latest filing (restatements included); per-share figures on today's split basis. Click a value for its source filing. TTM: trailing twelve months through the latest reported quarter — flows sum the last four quarters, balances take the latest. (G): the company's own guidance — a (G) column is a guided period not yet reported; a G marker shows how the reported figure landed against the guided range. Non-GAAP-basis guidance (*) is shown as stated and never judged against GAAP actuals.

Price & Valuation

Multiples computed on the strict TTM/EV methodology — today's snapshot against peers, and each ratio recomputed as of past filing dates.

Valuation

EV/Revenue
5.31×
EV/EBIT
32.57×
P/E (TTM)
50.82×
Peer median 58.50×

Peer medians compare against the 8 similar-size Insurance Brokers companies (of 18 listed).

Valuation over time computed as of each quarter's filing date

Revenue Breakdown

Annual revenue as the company disaggregates it in its own XBRL filings. Years a component wasn't reported show a dash.

Share mode is each component's slice of the reported components that year — issuers rarely tag every revenue dollar, so slices need not sum to total revenue.

By Segment (USD)

Component FY2025 FY2024 FY2023 FY2022
Reportable Segment $248,512,000 $203,760,000 $172,043,000 $153,875,000

By Product & Service (USD)

Component FY2025 FY2024 FY2023 FY2022
Commission Income $220,968,000 $183,158,000 $158,679,000 $139,488,000
Agency $152,831,000 $135,166,000 $132,350,000 $118,754,000
TWFGMGA $50,763,000 $33,719,000 $31,184,000 $30,298,000
Corporate Branches $43,230,000 $33,367,000 $6,873,000 $3,155,000
Contingent Income $13,111,000 $8,722,000 $4,085,000 $4,620,000
Branch Fees $5,276,000 $4,736,000 $2,982,000 $1,661,000
Policy Fees $4,392,000 $3,538,000 $2,100,000 $2,600,000
License $2,719,000 $1,895,000 $2,695,000 $3,486,000
Service Other $1,688,000 $1,508,000 $1,636,000 $1,668,000
Product And Service Other $1,441,000 $1,318,000 $968,000 $1,471,000
TPA Fees $605,000 $393,000 $534,000 $549,000
Key facts CIK 2007596 CUSIP 87318A101 13F (30d) 7 filings 7 filers Visit website Investor relations