(TWFG) TWFG Common Stock - Ratings and Ratios

Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US87318A1016

TWFG EPS (Earnings per Share)

This chart shows the EPS (Earnings per Share) of TWFG over the last 5 years for every Quarter.

TWFG Revenue

This chart shows the Revenue of TWFG over the last 5 years for every Quarter.

TWFG: Personal Insurance, Commercial Insurance, Bonds, Group Benefits

TWFG, Inc. is a leading independent insurance distribution platform in the United States, providing a wide range of personal and commercial insurance products to individuals and businesses. With a diverse portfolio of insurance offerings, including auto, home, life, health, and commercial lines, the company has established itself as a significant player in the industry. Founded in 2001 and headquartered in The Woodlands, Texas, TWFG, Inc. operates under the umbrella of Bunch Family Holdings, LLC, leveraging its expertise and resources to drive growth and expansion.

The companys business model is centered around providing a broad spectrum of insurance products, allowing it to cater to the diverse needs of its customers. This approach has enabled TWFG, Inc. to build a strong presence in the US insurance market, with a growing customer base and increasing revenue streams. As a subsidiary of Bunch Family Holdings, LLC, the company benefits from the support and guidance of its parent company, while maintaining its independence and agility in the market.

Analyzing the and of TWFG, Inc.s Class A Common Stock, we can identify key trends and insights. The stocks recent price movement indicates a relatively stable trend, with the short-term SMA20 at 32.36 and the long-term SMA200 at 29.68, suggesting a positive outlook. Additionally, the companys strong financials, including a Market Cap of 409.25M USD and a RoE of 31.72, demonstrate its solid foundation and growth potential. Based on these indicators, our forecast suggests that TWFG, Inc.s stock is likely to continue its upward trend, potentially reaching a price target of 37.50 within the next 6-12 months, driven by the companys continued growth and expansion in the insurance market.

With a forward P/E ratio of 43.86, TWFG, Inc.s stock appears to be reasonably valued, considering its growth prospects and industry position. As the company continues to execute its business strategy, leveraging its independent distribution platform and diverse product offerings, we expect its financial performance to remain strong, driving the stock price higher. Our analysis indicates that TWFG, Inc.s Class A Common Stock is an attractive investment opportunity for those seeking exposure to the insurance industry, with a favorable risk-reward profile.

Additional Sources for TWFG Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle

TWFG Stock Overview

Market Cap in USD 529m
Sector Financial Services
Industry Insurance Brokers
GiC Sub-Industry Multi-line Insurance
IPO / Inception 2024-07-18

TWFG Stock Ratings

Growth Rating 43.2
Fundamental 89.2
Dividend Rating 0.0
Rel. Strength 35
Analysts 3.86 of 5
Fair Price Momentum 36.27 USD
Fair Price DCF 60.86 USD

TWFG Dividends

Currently no dividends paid

TWFG Growth Ratios

Growth Correlation 3m 88.2%
Growth Correlation 12m 70.6%
Growth Correlation 5y 70.6%
CAGR 5y 58.38%
CAGR/Max DD 5y 2.45
Sharpe Ratio 12m 0.35
Alpha 51.49
Beta 0.440
Volatility 36.98%
Current Volume 103.8k
Average Volume 20d 52.9k
What is the price of TWFG shares?
As of June 19, 2025, the stock is trading at USD 34.86 with a total of 103,799 shares traded.
Over the past week, the price has changed by +1.04%, over one month by +2.80%, over three months by +13.70% and over the past year by +58.38%.
Is TWFG Common Stock a good stock to buy?
Yes, based on ValueRay´s Fundamental Analyses, TWFG Common Stock (NASDAQ:TWFG) is currently (June 2025) a good stock to buy. It has a ValueRay Fundamental Rating of 89.24 and therefor a positive outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of TWFG is around 36.27 USD . This means that TWFG is currently overvalued and has a potential downside of 4.04%.
Is TWFG a buy, sell or hold?
TWFG Common Stock has received a consensus analysts rating of 3.86. Therefor, it is recommend to buy TWFG.
  • Strong Buy: 2
  • Buy: 2
  • Hold: 3
  • Sell: 0
  • Strong Sell: 0
What are the forecasts for TWFG share price target?
According to our own proprietary Forecast Model, TWFG TWFG Common Stock will be worth about 39.8 in June 2026. The stock is currently trading at 34.86. This means that the stock has a potential upside of +14.29%.
Issuer Target Up/Down from current
Wallstreet Target Price 35.3 1.3%
Analysts Target Price 35.3 1.3%
ValueRay Target Price 39.8 14.3%