(TWFG) TWFG Common Stock - Ratings and Ratios

Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock •

TWFG: Insurance, Auto, Home, Life, Health, Commercial

TWFG, Inc. operates as a leading independent distribution platform for personal and commercial insurance products in the United States. The company offers a comprehensive suite of insurance solutions, including auto, home, renters, life, health, motorcycle, umbrella, boat, recreational vehicle, flood, wind, event, luxury item, general liability, property, business auto, workers compensation, business owner policy, professional liability insurance products, commercial bonds, and group benefits. Established in 2001 and headquartered in The Woodlands, Texas, TWFG, Inc. functions as a subsidiary of Bunch Family Holdings, LLC. The companys extensive product range caters to diverse customer needs, from individual policies to complex commercial coverage, positioning it as a versatile player in the insurance market. Web URL: https://www.twfg.com.

Looking ahead, TWFG, Inc. Class A Common Stock (NASDAQ:TWFG) is expected to experience moderate price action over the next three months. Based on the technical data, the stock is currently trading near its SMA 20 and SMA 50 levels, with an ATR of 1.50 indicating moderate volatility. The average volume of 72,120 shares suggests consistent trading activity. From a fundamental perspective, the stocks P/E ratio of 69.08 and forward P/E of 43.86 indicate a premium valuation, while the P/B ratio of 6.06 reflects strong book value. The RoE of 5.19% points to modest profitability. Overall, the stock is likely to remain range-bound with potential upside driven by earnings performance and market sentiment.

Additional Sources for TWFG Stock

TWFG Stock Overview

Market Cap in USD 409m
Sector Financial Services
Industry Insurance Brokers
GiC Sub-Industry Multi-line Insurance
IPO / Inception 2024-07-18

TWFG Stock Ratings

Growth 5y 39.0%
Fundamental 39.2%
Dividend 0.0%
Rel. Strength Industry 23.3
Analysts 3.88/5
Fair Price Momentum 29.26 USD
Fair Price DCF 7.06 USD

TWFG Dividends

No Dividends Paid

TWFG Growth Ratios

Growth Correlation 3m 23.4%
Growth Correlation 12m 61.4%
Growth Correlation 5y 61.4%
CAGR 5y 36.67%
CAGR/Max DD 5y 1.54
Sharpe Ratio 12m 0.72
Alpha 30.72
Beta 0.29
Volatility 40.33%
Current Volume 40.8k
Average Volume 20d 45.7k
What is the price of TWFG stocks?
As of March 12, 2025, the stock is trading at USD 30.08 with a total of 40,788 shares traded.
Over the past week, the price has changed by -6.26%, over one month by -1.86%, over three months by -0.27% and over the past year by +36.67%.
Is TWFG Common Stock a good stock to buy?
Partly, yes. Based on ValueRay Fundamental Analyses, TWFG Common Stock (NASDAQ:TWFG) is currently (March 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 39.15 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of TWFG as of March 2025 is 29.26. This means that TWFG is currently overvalued and has a potential downside of -2.73%.
Is TWFG a buy, sell or hold?
TWFG Common Stock has received a consensus analysts rating of 3.88. Therefor, it is recommend to buy TWFG.
  • Strong Buy: 2
  • Buy: 3
  • Hold: 3
  • Sell: 0
  • Strong Sell: 0
What are the forecast for TWFG stock price target?
According to ValueRays Forecast Model, TWFG TWFG Common Stock will be worth about 32 in March 2026. The stock is currently trading at 30.08. This means that the stock has a potential upside of +6.45%.
Issuer Forecast Upside
Wallstreet Target Price 28.3 -5.8%
Analysts Target Price 28.3 -5.8%
ValueRay Target Price 32 6.4%