Bringing the fundamentals into focus…
Back to TWFG, Inc.
How TWFG, Inc. stacks up
TWFG · against 105 other Financial Services companies of similar size
Profitability
80/ 100
Near the top of its peers.
Ranked #17 of 106 · scores higher than 85% of peers
Bars: peers in each 10-point band of the profitability score11 peers with a profitability score of 80–89, including TWFG · Click a bar to see the companies
Why profitability scores 80?
Weighted metrics compared with all Financial Services companies.Mainly thanks to its return on assets, which is stronger than most Financial Services peers.
- Operating margin is close to the peer norm. Operating margin: 18.3% vs peer median 23.5%
- Return on invested capital is not reported, so it is left out of the score.
- a higher return on assets: stronger than 91% of peers. Return on assets: 11.7% vs peer median 2.6%
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 |
|---|---|---|---|---|---|
| Return on invested capitalHigher is better · 101 reported | Not reported | 5.2% | — | — | 33% |
| Operating marginHigher is better · 54 reported | 18.3% | 20.1% | 47% | 33% | |
| Return on assetsHigher is better · 123 reported | 11.7% | 2.7% | 94% | 33% | |
| Return on equityHigher is better · 120 reported | 19.3% | 5.9% | 87% | Context only | |
| Gross marginHigher is better · 138 reported | 85.9% | 99.5% | 42% | Context only |
A metric that is not reported is left out of the score; the other weights are rescaled.
Ranking by profitability score
Top 5 and the companies ranked around TWFG| Rank | Company | Market cap | Profitability | Overall |
|---|---|---|---|---|
| 1 | 342M EUR (≈$376M) | 100 | 77 | |
| 2 | 566M AUD (≈$374M) | 99 | 84 | |
| 3 | 527M AUD (≈$348M) | 97 | 64 | |
| 4 | 76.5B JPY (≈$520M) | 96 | 67 | |
| 5 | 323M EUR (≈$355M) | 93 | 59 | |
| 12 | 8.4B THB (≈$234M) | 84 | 60 | |
| 14 | 12.9B ZAR (≈$710M) | 82 | 69 | |
| 15 | 45.4B JPY (≈$309M) | 81 | 79 | |
| 15 | 685M USD | 81 | 68 | |
| 17 | 370M USD | 80 | 85 | |
| 18 | 350M USD | 77 | ||
| 18 | 6.7B SEK (≈$667M) | 77 | 74 | |
| 20 | 500M NZD (≈$300M) | 75 | 52 | |
| 21 | 1.0B AUD (≈$687M) | 73 | 69 |
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