Bringing the fundamentals into focus…
Back to TWFG, Inc.
How TWFG, Inc. stacks up
TWFG · against 131 other Financial Services companies listed in US-listed
Valuation
89/ 100
Near the top of its peers.
Ranked #16 of 132 · scores higher than 89% of peers
Bars: peers in each 10-point band of the valuation score14 peers with a valuation score of 80–89, including TWFG · Click a bar to see the companies
Why valuation scores 89?
Weighted metrics compared with all Financial Services companies.Mainly thanks to its EBITDA yield, which is stronger than most Financial Services peers.
- less free cash flow for the price paid: weaker than 87% of peers. Free cash flow yield: 15.9% vs peer median 6.1%
- lower earnings for the price paid: weaker than 81% of peers. Earnings yield: 11.2% vs peer median 5.7%
- more operating profit (EBITDA) for the company's total value: stronger than 83% of peers. EBITDA yield: 27.5% vs peer median 6.9%
Metric by metric
Position: dot = TWFG, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.| Metric | TWFG | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Earnings yieldHigher is better · 191 reported | 2.1% | 4.8% | 17% | 30% | |
| EBITDA yieldHigher is better · 80 reported | 14.2% | 6.9% | 89% | 50% | |
| Free cash flow yieldHigher is better · 133 reported | -2.2% | 5.6% | 14% | 20% | |
| Book yieldHigher is better · 187 reported | 12.6% | 63.8% | 14% | Context only |
Ranking by valuation score
Top 5 and the companies ranked around TWFG| Rank | Company | Market cap | Valuation | Overall |
|---|---|---|---|---|
| 1 | 498M USD | 100 | 90 | |
| 1 | 641M USD | 100 | 74 | |
| 3 | 82M USD | 99 | 78 | |
| 3 | 827M USD | 99 | 62 | |
| 3 | 659M USD | 99 | 72 | |
| 12 | 405M USD | 91 | 57 | |
| 13 | 601M USD | 90 | 72 | |
| 13 | 157M USD | 90 | 79 | |
| 13 | 202M USD | 90 | 39 | |
| 16 | 370M USD | 89 | 85 | |
| 17 | 3.1B USD | 87 | 36 | |
| 17 | 848M USD | 87 | 36 | |
| 17 | 662M USD | 87 | 37 | |
| 17 | 352M USD | 87 | 62 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score