Search





Search





Markets
/
Stocks
/
nasdaq-twfg
/

TWFG Inc

TWFG

Add to Watchlist

18.160USD

+0.470+2.66%

Close 05/15, 16:00（ET）Quotes delayed by 15 min

236.03MMarket Cap

32.27P/E TTM



TWFG Inc

18.160

+0.470+2.66%

Overview Financials Discussions Analysis Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Financials

Discussions

Analysis

Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of TWFG Inc

Currency: USD Updated: 2026-05-15

Key Insights

TWFG Inc's fundamentals are relatively very healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 24 out of 116 in the Insurance industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 27.17.In the medium term, the stock price is expected to remain stable.Despite a weak stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

TWFG Inc's Score

Industry at a Glance

Industry Ranking

24 / 116

Overall Ranking

122 / 4482

Industry

Insurance

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

Very Low

Very High

Negative

TWFG Inc Highlights

StrengthsRisks

TWFG, Inc. provides an independent distribution platform for personal and commercial insurance in the United States. Its offerings are fulsome and flexible in that it offers all lines of insurance, multiple distribution contract options, mergers and acquisitions (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. Its business model, developed by agents for agents, serves over 2,500 TWFG Agencies and offers a distinctive level of autonomy and entrepreneurial opportunity. It provides TWFG Agencies with resources, technology, training, and insurance carrier access to succeed in an increasingly complex market. Its independent distribution platform offers its branches and managing general agency (MGA) agencies a choice of contracts to execute with it, including branch contracts, MGA contracts and producer contracts.

High Growth

The company's revenue has grown steadily over the past 3 years, averaging 43.70% year-on-year.

Undervalued

The company’s latest PE is 32.27, at a low 3-year percentile range.

Institutional Selling

The latest institutional holdings are 14.11M shares, decreasing 2.86% quarter-over-quarter.

Held by Ron Baron

Star Investor Ron Baron holds 954.46K shares of this stock.

Analyst Rating

Based on 9 analysts

Buy

Current Rating

27.167

Target Price

+53.57%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Financial Health

Currency: USD Updated: 2026-05-15

The current financial score of TWFG Inc is 7.37, ranking 36 out of 116 in the Insurance industry. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 72.84M, representing a year-over-year increase of 35.33%, while its net profit experienced a year-over-year increase of 31.32%.

Score

Industry at a Glance

Previous score

7.37

Change



Financials

10.00

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.



Quality of Earnings

6.81

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.



Operational Efficiency

7.24

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.



Growth Potential

6.78

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.



Shareholder Returns

6.01

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

TWFG Inc's Company Valuation

Currency: USD Updated: 2026-05-15

The current valuation score of TWFG Inc is 7.98, ranking 33 out of 116 in the Insurance industry. Its current P/E ratio is 32.27, which is 437.39% below the recent high of 173.39 and 30.65% above the recent low of 22.38.

Score

Industry at a Glance

Previous score

7.98

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 24/116

Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-05-15

The current earnings forecast score of TWFG Inc is 7.50, ranking 38 out of 116 in the Insurance industry. The average price target is 32.00, with a high of 39.00 and a low of 31.00.

Score

Industry at a Glance

Previous score

7.33

Change

0.17

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 9 analysts

Buy

Current Rating

27.167

Target Price

+53.57%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

Total

Median

Average

Company name

Ratings

Analysts

TWFG Inc

TWFG

Chubb Ltd

Arthur J. Gallagher & Co.

AJG

Hartford Insurance Group Inc

HIG

Willis Towers Watson PLC

WTW

Aon PLC

AON

...

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

Relevant data have not been disclosed by the company yet.

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2026-05-15

The current price momentum score of TWFG Inc is 6.35, ranking 102 out of 116 in the Insurance industry. Currently, the stock price is trading between the resistance level at 20.29 and the support level at 16.74, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.10

Change

0.25

Support & Resistance

Relevant data have not been disclosed by the company yet.

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(4)

Neutral(2)

Buy(1)

Indicators

Value

Direction

MACD(12,26,9)

-0.232

Sell

RSI(14)

42.155

Neutral

STOCH(KDJ)(9,3,3)

20.491

Neutral

ATR(14)

1.159

High Vlolatility

CCI(14)

-140.974

Sell

Williams %R

79.887

Sell

TRIX(12,20)

-0.030

Sell

StochRSI(14)

37.343

Buy

Moving Average

Sell(6)

Neutral(0)

Buy(0)

Indicators

Value

Direction

MA5

18.650

Sell

MA10

18.841

Sell

MA20

19.197

Sell

MA50

18.994

Sell

MA100

21.590

Sell

MA200

24.280

Sell

Institutional Confidence

Currency: USD Updated: 2026-05-15

The current institutional shareholding score of TWFG Inc is 10.00, ranking 1 out of 116 in the Insurance industry. The latest institutional shareholding proportion is 99.54%, representing a quarter-over-quarter increase of 18.02%. The largest institutional shareholder is Ron Baron, holding a total of 954.46K shares, representing 7.34% of shares outstanding, with 26.12% increase in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

T. Rowe Price Investment Management, Inc.

2.85M

+0.95%

AllianceBernstein L.P.

1.08M

-4.97%

Capital International Investors

958.49K

+114.42%

Baron Capital Management, Inc.

Star Investors

954.46K

+0.04%

Fidelity Institutional Asset Management Trust Company

642.11K

-1.88%

Griffin Highline Capital LLC

588.24K

Riverbridge Partners, LLC

593.74K

+9.41%

Central Securities Corporation

475.00K

+5.56%

Nuveen LLC

495.09K

Risk Assessment

Currency: USD Updated: 2026-05-15

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Insurance domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of TWFG Inc is 6.85, ranking 49 out of 116 in the Insurance industry. The company's beta value is 0.00. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. with an industry-leading ESG disclosure.