Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- About
TWFG 
TWFG, Inc. Class A Common Stock (TWFG)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
12/12/2025: TWFG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
7 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $33
1 Year Target Price $33
| 2 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -5.92% | Avg. Invested days 28 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/12/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 435.68M USD | Price to earnings Ratio 65.89 | 1Y Target Price 33 |
Price to earnings Ratio 65.89 | 1Y Target Price 33 | ||
Volume (30-day avg) 7 | Beta - | 52 Weeks Range 23.52 - 36.85 | Updated Date 12/15/2025 |
52 Weeks Range 23.52 - 36.85 | Updated Date 12/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.44 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 2.87% | Operating Margin (TTM) 14.09% |
Management Effectiveness
Return on Assets (TTM) 5.52% | Return on Equity (TTM) 11.93% |
Valuation
Trailing PE 65.89 | Forward PE 33.44 | Enterprise Value 293714462 | Price to Sales(TTM) 1.89 |
Enterprise Value 293714462 | Price to Sales(TTM) 1.89 | ||
Enterprise Value to Revenue 1.35 | Enterprise Value to EBITDA 5.55 | Shares Outstanding 15028681 | Shares Floating 13537535 |
Shares Outstanding 15028681 | Shares Floating 13537535 | ||
Percent Insiders 12.33 | Percent Institutions 83.29 |
About TWFG, Inc. Class A Common Stock
Exchange NASDAQ | Headquaters The Woodlands, TX, United States | ||
IPO Launch date 2024-07-18 | Chairman & CEO Mr. Richard Finley Bunch III | ||
Sector Financial Services | Industry Insurance Brokers | Full time employees 293 | Website https://www.twfg.com |
Full time employees 293 | Website https://www.twfg.com | ||
TWFG, Inc. 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 was founded in 2001 and is based in The Woodlands, Texas.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.