Financial Services
TWFG, Inc. Common Stock(TWFG)
Live Price
Offline$21.56
+1.75% today
1Y Change
-41.34%
Window
Jun 23, 2025 โ Jun 15, 2026
- Market Cap
- $280.00M
- Revenue Growth
- +28.2%
- EPS Growth
- +178.9%
- Dividend Yield
- 0.0%
Coverage: 246 bars ยท Jun 23, 2025 โ Jun 15, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
TWFG, Inc. Common Stock (TWFG) is a Financial Services stock with a market cap of $280.00M and listed on NASDAQ. The stock last traded around $21.56 and down 41.3% across the available one-year price window (Jun 23, 2025 โ Jun 15, 2026). Baseline metrics include revenue growth of +28.2%, EPS growth of +178.9%, a dividend yield of 0.0%. What stands out right now is revenue +28.2%, EPS +178.9%, free cash flow +42.6% with operating margin 15.9% and ROIC 9.3%. Valuation already assumes a fairly strong business story at P/E 35.4 and price/sales 1.2. Stock Foundry combines TWFG price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+28.2% vs +3.4% peer median
Operating Margin
Above sector median
+15.9% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 12, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +28.2% and EPS at +178.9%, with operating margin around 15.9%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +4.7% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 12, 2026 | โ | -1.8% | -2.1% | +13.5% |
2026 Feb 25, 2026 | +66.7% | +7.1% | +10.9% | -0.6% |
2025 Nov 12, 2025 | +21.1% | +2.6% | +5.3% | +8.1% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
TWFG
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
TWFG Max Drawdown
-52.72%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for TWFG and SPY.
Company Overview
TWFG, Inc. Common Stock
NASDAQ Global Select
TWFG, Inc. operates an independent distribution platform for personal and commercial insurance products in the United States. Its personal and commercial insurance products include 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, and professional liability insurance products, as well as commercial bonds and group benefits. The company was founded in 2001 and is based in The Woodlands, Texas. TWFG, Inc. operates as a subsidiary of Bunch Family Holdings, LLC.
- Leadership
- Richard Finley Bunch
- IPO Date
- Jul 18, 2024
- Employees
- 293
- Street Address
- 1201 Lake Woodlands Drive
- Mailing
- The Woodlands, TX, 77380
- Region
- The Woodlands, TX, US
- Reporting Currency
- USD
- Investor Line
- 281-367-3424
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 35.4
- EV/EBITDA
- 2.2
- Price/Sales
- 1.2
- Price/Book
- 3.4
Growth
- Revenue
- +28.2%
- EPS
- +178.9%
- Free Cash Flow
- +42.6%
Profitability
- Gross Margin
- 33.4%
- Operating Margin
- 15.9%
- Net Margin
- 3.4%
- ROE
- 10.1%
- ROIC
- 9.3%
Balance Sheet
- Debt/Equity
- 0.13
- Current Ratio
- 68.07
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.