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TWFG · TWFG, Inc. · Metrics

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$26.69 -0.25 (-0.93%) At close · Sep 11
Rebalance outlook locked
Market Cap
$1.44B
Shares
54.05M

TWFG metrics

81 of 115 screener metrics currently available.

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Market overview

2 metrics
Share price
$26.69
Market cap
$1.44B

Price action

20 metrics
Price change (1W)
-7.6%
Price change (30D)
-0.3%
Price change (3M)
+23.8%
Price change (6M)
+34.9%
Price change (YTD)
-7.2%
Price change (1Y)
+7.0%
Trailing year
Price change (5Y)
—
52-week high
$31.15
52-week low
$17.04
Change from 52-week high
-14.3%
Change from 52-week low
+56.6%
Annualized volatility
45.1%
Annualized volatility (3M)
47.9%
Beta
-0.4
RSI (14D)
42.3
Price vs SMA 50
-2.8%
Price vs SMA 200
+13.4%
Avg volume (3M)
155,633
Relative volume
1.3
Average dollar volume
$4.11M

Company

3 metrics
Sector
Financial Services
Industry
Insurance Brokers
Shares outstanding
54.05M

Valuation

12 metrics
P / E (TTM)
43.8
Trailing earnings · reciprocal yield 2.3%
PEG ratio
1.1
EV / revenue
4.7×
reciprocal yield 21.5%
EV / EBITDA
17.6×
reciprocal yield 5.7%
EV / EBIT
25.5×
reciprocal yield 3.9%
P / sales
4.9×
reciprocal yield 20.4%
P / book
31.3
reciprocal yield 3.2%
FCF yield
4.1%
TTM · current market cap
Buyback yield
—
P / FCF
24.2
reciprocal yield 4.1%
P / operating cash flow
23.7
reciprocal yield 4.2%
Earnings yield
2.9%

Historical valuation

8 metrics
P / E historical average (3Y)
86.2×
reciprocal yield 1.2%
P / E historical average (5Y)
86.2×
reciprocal yield 1.2%
EV / revenue historical average (3Y)
5.4×
reciprocal yield 18.5%
EV / revenue historical average (5Y)
5.4×
reciprocal yield 18.5%
EV / EBIT historical average (3Y)
39.6×
reciprocal yield 2.5%
EV / EBIT historical average (5Y)
39.6×
reciprocal yield 2.5%
EV / EBITDA historical average (3Y)
26.5×
reciprocal yield 3.8%
EV / EBITDA historical average (5Y)
26.5×
reciprocal yield 3.8%

Dividends & buybacks

7 metrics
Dividend yield
—
Trailing 12 months
Payout ratio
—
Shareholder yield
—
Dividend / share (TTM)
—
Dividend growth YoY
—
Dividend growth streak
—
Last ex-dividend
—

Earnings calendar

2 metrics
Next earnings
—
Last earnings
2026-08-06

Profitability

9 metrics
Gross margin
—
Operating margin
18.3%
Trailing 12 months
Net margin
14.2%
Gross profit (TTM)
—
Operating profit (TTM)
$53.83M
Net income (TTM)
$42.00M
Trailing 12 months
Diluted EPS (TTM)
$0.61
FCF margin
20.3%
Effective tax rate
7.0%

Per share

11 metrics
Revenue per diluted share (TTM)
—
Gross profit per diluted share (TTM)
—
Operating profit per diluted share (TTM)
—
EBITDA per diluted share (TTM)
—
Net income per diluted share (TTM)
—
Operating cash flow per diluted share (TTM)
—
Free cash flow per diluted share (TTM)
—
Capital expenditures per diluted share (TTM)
—
R&D per diluted share (TTM)
—
Stock compensation per diluted share (TTM)
—
Book value per share
—

Growth

11 metrics
Revenue growth YoY
+45.1%
Year over year
Net income growth YoY
+21.2%
Revenue (TTM)
$294.73M
Trailing 12 months
EPS growth YoY
+38.5%
Shares change YoY
-76.7%
Year over year · fewer shares
Revenue CAGR (3Y)
+17.3%
Revenue CAGR (5Y)
—
EPS CAGR (3Y)
—
EPS CAGR (5Y)
—
FCF CAGR (3Y)
+27.5%
FCF CAGR (5Y)
—

Quality

14 metrics
Return on equity
91.0%
Return on assets
11.7%
Debt / equity
0.1
Current ratio
2.6
EBITDA (TTM)
$78.16M
Free cash flow (TTM)
$59.68M
Quick ratio
2.6
Interest coverage
211.1
Net debt / EBITDA
-0.9
Return on invested capital
—
Trailing 12 months
Net cash
$70.72M
Latest balance sheet
Cash & equivalents
$73.75M
Total assets
$358.35M
Total debt
$3.03M

Cash flow & spend

7 metrics
Operating cash flow (TTM)
$60.78M
Capital expenditures (TTM)
$1.09M
R&D (TTM)
—
SG&A (TTM)
—
Stock compensation (TTM)
$3.88M
R&D / revenue
—
Stock compensation / revenue
1.3%

Ownership (13F)

3 metrics
13F filers
81
13F filer change QoQ
-5
Institutional ownership
16.9%

Short interest

3 metrics
Short interest
1.1%
Latest settlement · 3.6 days to cover
Days to cover
3.6d
Short-squeeze score
54 / 100

Insider activity

2 metrics
Net insider buying (90D)
—
Insider-sentiment score
—

Risk flags

1 metrics
Going concern
—
Key facts CIK 2007596 CUSIP 87318A101 13F (30d) 33 filings 33 filers Visit website Investor relations