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TWFG, Inc. Class A Common Stock (TWFG)TWFG
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based on last close (see disclosures)
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Upturn Advisory Summary
11/20/2024: TWFG (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type: Stock | Upturn Star Rating | Today’s Advisory: PASS |
Historic Profit: 0% | Upturn Advisory Performance  1 | Avg. Invested days: 0 |
| Profits based on simulation | Stock Returns Performance  1 | Last Close 11/20/2024 |
Type: Stock | Today’s Advisory: PASS |
Historic Profit: 0% | Avg. Invested days: 0 |
Upturn Star Rating | Stock Returns Performance 1 |
| Profits based on simulation Last Close 11/20/2024 | Upturn Advisory Performance 1 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 409.25M USD |
Price to earnings Ratio 69.08 | 1Y Target Price 28.33 |
Dividends yield (FY) - | Basic EPS (TTM) 0.4 |
Volume (30-day avg) 86313 | Beta - |
52 Weeks Range 21.31 - 36.50 | Updated Date 10/11/2024 |
Company Size Small-Cap Stock | Market Capitalization 409.25M USD | Price to earnings Ratio 69.08 | 1Y Target Price 28.33 |
Dividends yield (FY) - | Basic EPS (TTM) 0.4 | Volume (30-day avg) 86313 | Beta - |
52 Weeks Range 21.31 - 36.50 | Updated Date 10/11/2024 |
Earnings Date
Report Date 2024-11-12 | When AfterMarket |
Estimate 0.16 | Actual 0.0779 |
Report Date 2024-11-12 | When AfterMarket | Estimate 0.16 | Actual 0.0779 |
Profitability
Profit Margin 14.08% | Operating Margin (TTM) 14.6% |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 69.08 | Forward PE 43.86 |
Enterprise Value 434167078 | Price to Sales(TTM) 2.19 |
Enterprise Value to Revenue 2.41 | Enterprise Value to EBITDA 13.23 |
Shares Outstanding 14811900 | Shares Floating 13254554 |
Percent Insiders 5.5 | Percent Institutions 16.13 |
Trailing PE 69.08 | Forward PE 43.86 | Enterprise Value 434167078 | Price to Sales(TTM) 2.19 |
Enterprise Value to Revenue 2.41 | Enterprise Value to EBITDA 13.23 | Shares Outstanding 14811900 | Shares Floating 13254554 |
Percent Insiders 5.5 | Percent Institutions 16.13 |
Analyst Ratings
Rating 3.86 | Target Price 28.33 | Buy 4 |
Strong Buy 1 | Hold 2 | Sell - |
Strong Sell - |
Rating 3.86 | Target Price 28.33 | Buy 4 | Strong Buy 1 |
Hold 2 | Sell - | Strong Sell - |
About TWFG, Inc. Class A Common Stock
| Exchange | NASDAQ | Headquaters | The Woodlands, TX, United States |
| IPO Launch date | 2024-07-18 | Chairman, CEO & President | Mr. Richard Finley Bunch III |
| Sector | Financial Services | Website | https://www.twfg.com |
| Industry | Insurance Brokers | Full time employees | - |
| Headquaters | The Woodlands, TX, United States | ||
| Chairman, CEO & President | Mr. Richard Finley Bunch III | ||
| Website | https://www.twfg.com | ||
| Website | https://www.twfg.com | ||
| Full time employees | - |
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.
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