Bringing the fundamentals into focus…
Back to TWFG, Inc.
How TWFG, Inc. stacks up
TWFG · against 268 other Financial Services companies
Valuation
89/ 100
Near the top of its peers.
Ranked #30 of 269 · scores higher than 89% of peers
Bars: peers in each 10-point band of the valuation score26 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 · 410 reported | 2.1% | 5.6% | 19% | 30% | |
| EBITDA yieldHigher is better · 206 reported | 14.2% | 6.8% | 83% | 50% | |
| Free cash flow yieldHigher is better · 183 reported | -2.2% | 6.1% | 13% | 20% | |
| Book yieldHigher is better · 401 reported | 12.6% | 83.1% | 9% | 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 | |
| 26 | 601M USD | 90 | 72 | |
| 26 | 157M USD | 90 | 79 | |
| 26 | 202M USD | 90 | 39 | |
| 30 | 3.1B AUD (≈$2.1B) | 89 | 62 | |
| 30 | 370M USD | 89 | 85 | |
| 32 | 113.3B JPY (≈$771M) | 88 | 69 | |
| 33 | 342M EUR (≈$376M) | 87 | 77 | |
| 33 | 3.1B USD | 87 | 36 | |
| 33 | 848M USD | 87 | 36 |
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