TWFG Inc Class A common stock TWFG

Morningstar Rating
$25.37 +0.36 (1.42%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

TWFG is trading at a LOCK|xG<>H premium.
Price
$25.38
Fair Value
LOCK|.X%X#^M
Uncertainty
LOCK|#nS
1-Star Price
LOCK|.qNlTlHM
5-Star Price
LOCK|.crcGB!
Economic Moat
LOCK|%yW
Capital Allocation
—

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Trading Information

Previous Close Price
$25.02
Day Range
$25.00–25.79
52-Week Range
$16.56–31.30
Bid/Ask
$25.00 / $40.31
Shares Outstanding
12.88M
Market Cap
$326.77M
Volume/Avg
105,394 / 157,167

Key Statistics

Price/Earnings (Normalized)
35.34
Price/Sales
1.32
Dividend Yield (Trailing)
0.00%
Dividend Yield (Forward)
0.00%
Dividend Payment Schedule
—
Total Yield
—

Company Profile

TWFG Inc is an independent distribution platform for personal and commercial insurance in the United States. It offers all lines of insurance, multiple distribution contract options, 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.
Sector
Financial Services
Industry
Insurance Brokers
Stock Style Box
Small Core
Total Number of Employees
400

Valuation

Metric
TWFG
Price/Earnings (Normalized)
35.34
Price/Book Value
7.03
Price/Sales
1.32
Price/Cash Flow
4.39
Price/Earnings
TWFG

Financial Strength

Metric
TWFG
Quick Ratio
2.03
Current Ratio
2.56
Interest Coverage
216.07
Quick Ratio
TWFG

Profitability

Metric
TWFG
Return on Assets (Normalized)
18.43%
Return on Equity (Normalized)
92.66%
Return on Invested Capital (Normalized)
20.09%
Return on Assets
TWFG

Insurance Brokers Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
Marsh
MRSH
LOCK|l#WkvB@@LOCK|x@WZ<$90B
Arthur J. Gallagher & Co
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LOCK|>KsY#KLOCK|f$fP$65B
Aon PLC Class A
AON
LOCK|$^NX&@&LOCK|G@%?>$62B
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WTW
LOCK|yZ!zW^LOCK|&mJQ$29B
Brown & Brown Inc
BRO
—LOCK|zxY%$23B
Erie Indemnity Co Class A
ERIE
—LOCK|FTCp<$13B
Ryan Specialty Holdings Inc Class A
RYAN
—LOCK|&@nt^$5B
The Baldwin Insurance Group Inc Class A
BWIN
—LOCK|x?g$4B
Steadfast Group Ltd
SFGLF
—LOCK|rctt$4B
Accelerant Holdings Ordinary Shares - Class A
ARX
—LOCK|&k!$4B

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