Stocks/TWFG

Create a free account to see ACCE Scores

Sign up for free to unlock scores, score breakdowns, and stock analysis.

TWFG

↓ PDF (Pro)
TWFG Inc. Class A Common Stock
Financial ServicesInsurance BrokersUnited StatesNASDAQ
$19.34
+3.76%today
MKT CAP
$285M
+6.6% · 1Y
Earnings History
+16.2%
+24.2%
+58.3%
+43.9%
Q2 '25
Q3 '25
Q4 '25
Q1 '26
Analyst Targets
Current price
$19.34
Low
$22.00
Analyst Mean
$25.43
High
$31.00
7 analystsBuy
Full Financials
Trailing P/E36.5x
Forward P/E18.1x
EV/EBITDA6.3x
Price/Sales-
Dividend Yield-
Revenue Growth YoY+35.3%
Earnings Growth YoY+32.3%
Revenue Growth QoQ+5.8%
5y Revenue CAGR-
5y Earnings CAGR-45.8%
Gross Margin85.3%
Operating Margin17.0%
Net Margin3.1%
ROE16.2%
Debt / Equity2.47x
Free Cash Flow-
Insider Ownership13.7%
Institutional Ownership94.5%
Short % of Float6.51%
Days to Cover2.0d
1 Week-2.8%
1 Month-
3 Months-
6 Months-
YTD-
1 Year-
3 Years-
5 Years-
vs 50-day SMA-
vs 200-day SMA-
vs 52w High-
vs 52w Low-
Insider Transactions
FilerRoleTypeSharesPriceValueDate
NOLAN KATHERINE CChief Operating OfficerStock12,500$0.00$0.00M2026-03-31
FERRACONE ROBIN ADirectorStock4,000$0.00$0.00M2026-03-31
DOAK J MICHAELDirectorStock4,000$0.00$0.00M2026-03-31
WONG JANET SDirectorStock4,000$0.00$0.00M2026-03-31
PADGETT EUGENEOfficerStock3,250$0.00$0.00M2026-03-31
Top Holders
HolderType% HeldValueΔ SharesAs of
T. Rowe Price Investment Management, Inc.institution20.05%$0.05B+0.95%2025-12-31
Alliancebernstein L.P.institution7.61%$0.02B-4.97%2025-12-31
FMR, LLCinstitution7.50%$0.02B-2.34%2025-12-31
Capital International Investorsinstitution6.75%$0.02B+114.42%2025-12-31
BAMCO Inc.institution6.72%$0.02B+0.04%2025-12-31
SmallCap World Fund Incfund6.69%$0.02B+112.76%2025-12-31
T. Rowe Price Small-Cap Stock Fund, Inc.fund6.26%$0.02B+1.44%2025-12-31
BARON INVESTMENT Fd.S TRT -BARON DISCOVERY Fd.fund5.53%$0.02B+0.00%2025-12-31
Vanguard Group Incinstitution4.61%$0.01B+2.33%2025-12-31
Riverbridge Partners LLCinstitution3.87%$0.01B-7.43%2026-03-31
T. Rowe Price Small-Cap Value Fund, Inc.fund3.60%$0.01B-4.20%2025-12-31
Nuveen, LLCinstitution3.49%$0.01B+0.00%2026-03-31
College Retirement Equities Fd.-College Retirement Equities Fd. - Totafund3.49%$0.01B+0.00%2025-12-31
CENTRAL SECURITIES CORPinstitution3.34%$0.01B+5.56%2025-12-31
Central Securities Corporationfund3.34%$0.01B+5.56%2025-12-31
T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.fund3.23%$0.01B+5.08%2025-12-31
-Price (T.Rowe) U.S. Small-Cap Core Equity Trustfund3.06%$0.01B+0.21%2025-12-31
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fundfund2.77%$0.01B-0.31%2025-12-31
Giverny Capital Inc.institution2.33%$0.01B+10.39%2025-12-31
-Price (T.Rowe) U.S. Small-Cap Value Equity Trustfund2.27%$0.01B+0.14%2025-12-31
TickerCapScoreP/EFwd P/EEV/EBITDAROEGrossD/EDiv
SLQT
SelectQuote Inc. Common Stock
$204M100-5.8----0.00%
AIFU
AIFU Inc. Class A Ordinary Share
$188M100-2.8----0.00%
EHTH
eHealth Inc. Common Stock
$62M100-1.9----0.00%
LIFE
Ethos Technologies Inc. Class A Common Stock
$1.4B7118.210.7----0.00%
XHG
XChange TEC.INC American Depositary Shares
$55M-------0.00%
GSHD
Goosehead Insurance Inc. Class A Common Stock
$1.5B4237.315.5----0.00%
Peers selected by sector + industry + nearest market cap. Best in column highlighted green, worst red.
Unlock Full Financials
Growth metrics, valuation multiples, and profitability ratios on Starter+.
Upgrade from $15/mo →
Growth73Value58Quality82Momentum61Total42
Score breakdown on Starter+
Upgrade →
Score History (90d)
Pro onlyUpgrade →
Updated 5/8/2026
Recent Alerts
No alerts yet for TWFG.
Want deep analysis?
This stock isn't in the ACCE researched universe. Browse 300+ stocks with full thesis, scores, and financial models.
Browse ACCE Indices →
Get the ACCE weekly digest
Index returns, picks recap, score movers - every Sunday. No fluff.