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Upturn AI SWOT - About
TWFG, Inc. Class A Common Stock (TWFG)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
04/21/2025: 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
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $35.33
1 Year Target Price $35.33
| 2 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -10.28% | Avg. Invested days 7 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/21/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 521.64M USD | Price to earnings Ratio 129.63 | 1Y Target Price 35.33 |
Price to earnings Ratio 129.63 | 1Y Target Price 35.33 | ||
Volume (30-day avg) 7 | Beta - | 52 Weeks Range 21.31 - 36.85 | Updated Date 06/30/2025 |
52 Weeks Range 21.31 - 36.85 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.27 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -1.2% | Operating Margin (TTM) 10.65% |
Management Effectiveness
Return on Assets (TTM) 6.91% | Return on Equity (TTM) 16.69% |
Valuation
Trailing PE 129.63 | Forward PE 50 | Enterprise Value 334907905 | Price to Sales(TTM) 2.47 |
Enterprise Value 334907905 | Price to Sales(TTM) 2.47 | ||
Enterprise Value to Revenue 1.67 | Enterprise Value to EBITDA 7.48 | Shares Outstanding 14904100 | Shares Floating 13170887 |
Shares Outstanding 14904100 | Shares Floating 13170887 | ||
Percent Insiders 12.76 | Percent Institutions 86.21 |
Analyst Ratings
Rating 3 | Target Price 35.33 | Buy 2 | Strong Buy 2 |
Buy 2 | Strong Buy 2 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
TWFG, Inc. Class A Common Stock
Company Overview
History and Background
There is no publicly traded US stock with the ticker symbol TWFG, Inc. Class A Common Stock. Therefore, this analysis is not possible. Assuming the user meant a different ticker, please provide the correct one for accurate information.
Core Business Areas
Leadership and Structure
Top Products and Market Share
Key Offerings
Market Dynamics
Industry Overview
Positioning
Total Addressable Market (TAM)
Upturn SWOT Analysis
Strengths
Weaknesses
Opportunities
Threats
Competitors and Market Share
Key Competitors
Competitive Landscape
Growth Trajectory and Initiatives
Historical Growth:
Future Projections:
Recent Initiatives:
Summary
Cannot analyze the company due to the ticker not existing as a US traded stock.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Publicly available stock data sources (Unavailable for TWFG, Inc. Class A Common Stock).
Disclaimers:
The information provided is based on the assumption that TWFG, Inc. Class A Common Stock is a publicly traded US stock. Since it does not exist as one, all data presented is null or based on this incorrect assumption. This analysis should not be used for investment decisions without further verification.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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 | 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. TWFG, Inc. operates as a subsidiary of Bunch Family Holdings, LLC.
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