Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.061
Sell
RSI(14)
36.228
Neutral
STOCH(KDJ)(9,3,3)
9.942
Oversold
ATR(14)
0.985
High Vlolatility
CCI(14)
-121.605
Sell
Williams %R
99.157
Oversold
TRIX(12,20)
-0.460
Sell
StochRSI(14)
0.798
Sell
TWFG Inc
TWFG18.569USD
+0.249+1.36%
Market hours （ET）Quotes delayed by 15 min
244.40MMarket Cap
34.78P/E TTM
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: 2026-03-27Key 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 34 out of 117 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 29.67.In the medium term, the stock price is expected to trend down.Despite a very weak 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
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 32.83, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 12.68M shares, decreasing 6.94% quarter-over-quarter.
Held by Chuck Royce
Star Investor Chuck Royce holds 57.02K shares of this stock.
Analyst Rating
Based on
8
analysts
Buy
Current Rating
29.667
Target Price
+61.94%
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: 2026-03-27The current financial score of TWFG Inc is 7.37, ranking 37 out of 117 in the Insurance industry. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 70.26M, representing a year-over-year increase of 41.82%, while its net profit experienced a year-over-year increase of 85.17%.
Score
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
Operational Efficiency
7.24
Growth Potential
6.78
Shareholder Returns
6.01
TWFG Inc's Company Valuation
Currency: USD Updated: 2026-03-27The current valuation score of TWFG Inc is 7.98, ranking 34 out of 117 in the Insurance industry. Its current P/E ratio is 32.83, which is 428.11% below the recent high of 173.39 and 31.85% above the recent low of 22.38.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 34/117
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2026-03-27The current earnings forecast score of TWFG Inc is 7.50, ranking 36 out of 117 in the Insurance industry. The average price target is 32.00, with a high of 39.00 and a low of 31.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
8
analysts
Buy
Current Rating
29.667
Target Price
+61.94%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
27
Total
8
Median
11
Average
Company name
Ratings
Analysts
TWFG Inc
TWFG
8
Chubb Ltd
CB
26
Hartford Insurance Group Inc
HIG
24
Marsh & McLennan Ord Shs
MRSH
24
Aon PLC
AON
24
Arthur J. Gallagher & Co.
AJG
23
1
2
3
...
6
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: 2026-03-27The current price momentum score of TWFG Inc is 6.07, ranking 107 out of 117 in the Insurance industry. Currently, the stock price is trading between the resistance level at 20.05 and the support level at 16.25, making it suitable for range-bound swing trading.
Score
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.
Moving Average
Indicators
Value
Direction
MA5
18.234
Buy
MA10
18.720
Sell
MA20
19.369
Sell
MA50
21.294
Sell
MA100
24.476
Sell
MA200
26.788
Sell
Institutional Confidence
Currency: USD Updated: 2026-03-27The current institutional shareholding score of TWFG Inc is 7.00, ranking 40 out of 117 in the Insurance industry. The latest institutional shareholding proportion is 84.34%, representing a quarter-over-quarter decrease of 3.00%. The largest institutional shareholder is Ron Baron, holding a total of 954.46K shares, representing 6.35% of shares outstanding, with 9.07% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
T. Rowe Price Investment Management, Inc.
AllianceBernstein L.P.
Capital International Investors
Riverbridge Partners, LLC
Griffin Highline Capital LLC
Nuveen LLC
Central Securities Corporation
1
2
Risk Assessment
Currency: USD Updated: 2026-03-27The 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 50 out of 117 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.
Score
Beta vs S&P 500 index
--
VaR
--
240-Day Maximum Drawdown
+52.72%
240-Day Volatility
+55.53%
Return
Best Daily Return
60 days
+7.08%
120 days
+7.08%
5 years
--
Worst Daily Return
60 days
-9.91%
120 days
-9.91%
5 years
--
Sharpe Ratio
60 days
-3.60
120 days
-1.82
5 years
--
Risk Assessment
Maximum Drawdown
240 days
+52.72%
3 years
--
5 years
--
Return-to-Drawdown Ratio
240 days
-0.83
3 years
--
5 years
--
Skewness
240 days
-0.26
3 years
--
5 years
--
Volatility
Realised Volatility
240 days
+55.53%
5 years
--
Standardised True Range
240 days
+7.38%
5 years
--
Downside Risk-Adjusted Return
120 days
-241.77%
240 days
-241.77%
Maximum Daily Upside Volatility
60 days
+40.56%
Maximum Daily Downside Volatility
60 days
+43.70%
Liquidity
Average Turnover Rate
60 days
+0.85%
120 days
+0.74%
5 years
--
Turnover Deviation
20 days
--
60 days
--
120 days
--
Peer Comparison
Insurance
TWFG Inc
TWFG
7.14 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Essent Group Ltd
ESNT
8.40 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Arch Capital Group Ltd
ACGL
8.27 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
F&G Annuities & Life Inc
FG
8.24 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Unum Group
UNM
8.22 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
AXIS Capital Holdings Ltd
AXS
8.01 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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