Openbookopenbook
Equity
TWFG, Inc. Class A Common Stock(TWFG)
USD --+0.00%
Reward67High
Risk21Low
📊75%Data
Thin 3% profit margin · Revenue growing 21% YoY
TWFG
+0.0 · +0.00%
USD · NASDAQ
TWFG, Inc. Class A Common Stock | Financial Services
Quality Compounder
Market Cap:305.83M
ℹ️
Reward Rating
67
High
Top 25% (model universe)
75% data coverage
ℹ️
Risk Rating
21
Low
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on TWFG to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

Analyst Target

Analyst consensus price target: $31.00.

What is TWFG, Inc. Class A Common Stock?

operates an independent distribution platform for personal and commercial insurance products in the United States.

TWFG · Verdict

Solid reward · low risk

TWFG scores well on balance sheet and volatility with no major weaknesses flagged in the model.

Based on 88% data coverage

TWFG · Verdict

What’s working & what to watch

Strengths 5

  • Balance sheet99/100

    Interest covered 279.4×

  • Volatility95/100

    Top decile vs peers

  • Valuation79/100

    P/E 23.6× · PEG 1.70

  • Growth71/100

    Rev +19.4% CAGR · earnings -28.1%

  • Profitability70/100

    3% net margin · 12% ROE

No major weaknesses flagged.

Model-based scoring. For information only — not financial advice.

What is TWFG, Inc. Class A Common Stock?

operates an independent distribution platform for personal and commercial insurance products in the United States. It offers 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 is listed on the NASDAQ in USA, operating in the Financial Services sector, with a market capitalisation of 305.83M, and a P/E ratio of 46.3x.

Financial Highlights

Investment Breakdown

📈 Growth
Revenue and earnings growing steadily, indicating improving operating performance.
💰 Profitability
Adequate profitability with some margin variability in recent periods.
⚠️ Risk
Below-average volatility supports a steadier risk profile.
💸 Valuation
Premium valuation reflects strong growth expectations already priced in.

OpenBook Logo Analysis

Reward: High (67)

The scoring profile indicates moderate reward potential, with valuation and growth as the leading contributors. Risk indicators are low, suggesting a relatively contained downside profile.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap305.83M
P/E Ratio46.25
Dividend YieldN/A
52 Week High36.85
52 Week Low16.56
Last AnnualDecember
IPO Date7/18/2024
IncorporatedUSA
Shares Outstanding15M
No. of Employees293
IndustryInsurance Brokers
ExchangeNASDAQ
BetaN/A
CurrencyUSD
Websitewww.twfg.com
openbook

Stock research for everyday UK investors. Make smarter decisions, faster.

Questions? Email us at contact@openbookanalytics.com

© 2026 Openbook Analytics Ltd · Company No. SC843579 · Registered in Scotland

256-bit encryption GDPR compliant UK data centres

Openbook Analytics Ltd (Company No. SC843579) is registered in Scotland. Registered office: Strathclyde Inspire Hub, University of Strathclyde, Graham Hills Building (Level 6), 50 Richmond Street, Glasgow, G1 1XP. Openbook Analytics is not authorised or regulated by the Financial Conduct Authority (FCA). The content on this platform is provided for general informational and educational purposes only and does not constitute financial advice, investment advice, trading advice, or any other form of advice. You should not treat any content on this platform as a recommendation to buy, sell, or hold any financial instrument. Past performance is not a reliable indicator of future results. The value of investments and the income from them can go down as well as up, and you may get back less than you invest. User-generated content, including community posts and commentary, reflects the personal opinions of individual users, is not verified for accuracy, and does not represent the views of Openbook Analytics Ltd. You should always conduct your own research or consult a qualified, FCA-regulated financial adviser before making investment decisions. Data displayed on this platform may be delayed or inaccurate and is provided "as is" without warranty. Openbook Analytics Ltd accepts no liability for any loss arising from reliance on the information provided.