(TWFG) TWFG Common Stock - Ratings and Ratios

Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US87318A1016

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 Rating 38.1
Fundamental 77.6
Dividend Rating 0.0
Rel. Strength 39.7
Analysts 3.88/5
Fair Price Momentum 33.71 USD
Fair Price DCF 23.46 USD

TWFG Dividends

No Dividends Paid

TWFG Growth Ratios

Growth Correlation 3m 24.1%
Growth Correlation 12m 56.6%
Growth Correlation 5y 56.6%
CAGR 5y 52.25%
CAGR/Max DD 5y 2.20
Sharpe Ratio 12m 0.56
Alpha 46.94
Beta 0.440
Volatility 42.26%
Current Volume 56.9k
Average Volume 20d 95.6k
What is the price of TWFG stocks?
As of April 19, 2025, the stock is trading at USD 33.51 with a total of 56,900 shares traded.
Over the past week, the price has changed by +7.23%, over one month by +9.30%, over three months by +10.30% and over the past year by +52.25%.
Is TWFG Common Stock a good stock to buy?
Yes, based on ValueRay Fundamental Analyses, TWFG Common Stock (NASDAQ:TWFG) is currently (April 2025) a good stock to buy. It has a ValueRay Fundamental Rating of 77.59 and therefor a positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of TWFG as of April 2025 is 33.71. This means that TWFG is currently overvalued and has a potential downside of 0.6%.
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 36.7 in April 2026. The stock is currently trading at 33.51. This means that the stock has a potential upside of +9.46%.
Issuer Forecast Upside
Wallstreet Target Price 28.3 -15.5%
Analysts Target Price 28.3 -15.5%
ValueRay Target Price 36.7 9.5%