(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
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
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 PaidTWFG 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 |
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%.
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%.
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
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% |