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TWFGTWFG, Inc. Common Stock
$26.02$1.5B
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  4. Financial Ratios

TWFG, Inc. Common Stock (TWFG) Financial Ratios

Latest Ratios: P/E Ratio 51.0x · EV/EBITDA 31.3x · ROE 2.7%. (2022–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

TWFG Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022
Market Cap$1.5B$1.6B$461M——
Enterprise Value$1.3B$1.5B$276M——
P/E Ratio →51.0256.41171.11——
P/S Ratio6.266.922.38——
P/B Ratio4.645.141.68——
P/FCF27.5630.4712.38——
P/OCF27.3730.2711.40——

P/E links to full P/E history page with 30-year chart

TWFG EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022
EV / Revenue—6.301.42——
EV / EBITDA31.2534.926.91——
EV / EBIT55.2832.968.54——
EV / FCF—27.757.40——

TWFG Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022
Gross Margin26.8%26.8%24.0%21.7%20.7%
Operating Margin10.2%10.2%14.4%15.2%16.0%
Net Profit Margin3.4%3.4%1.4%——

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022
ROE2.7%2.7%1.8%——
ROA2.3%2.3%1.3%——
ROIC13.8%13.8%31.4%41.3%—
ROCE7.3%7.3%15.3%34.2%35.0%

TWFG Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022
Debt / Equity0.040.040.041.670.23
Debt / EBITDA0.260.260.261.710.49
Net Debt / Equity—-0.46-0.670.40-0.16
Net Debt / EBITDA-3.43-3.43-4.640.41-0.33
Debt / FCF—-2.72-4.980.86-0.67
Interest Coverage155.86155.8614.5326.1959.66

Net cash position: cash ($156M) exceeds total debt ($11M)

TWFG Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022
Current Ratio68.0768.076.102.151.91
Quick Ratio68.0768.076.102.150.95
Cash Ratio47.3747.374.941.130.48
Asset Turnover—0.630.601.451.29
Inventory Turnover—————
Days Sales Outstanding—————

TWFG Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022
Dividend Yield——2.0%——
Payout Ratio——339.1%——

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022
Earnings Yield2.0%1.8%0.6%——
FCF Yield3.6%3.3%8.1%——
Buyback Yield0.0%0.0%0.0%——
Total Shareholder Yield0.0%0.0%2.0%——
Shares Outstanding—$56M$15M$13M$632M

Key Metrics

Growth RegimeAccelerating
ProfitabilityStrained
Balance SheetHealthy
Cash FlowRobust
Top Statement Risk

Texas regional catastrophe exposure

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Premium Valuation Reflects Growth Expectations

Based on recent market data, TWFG trades at a P/B multiple of 4.23, which appears to price in significant future growth expectations that may be difficult to sustain given the company's historical ROE volatility and the competitive intensity of the independent insurance brokerage sector.

The current P/B multiple suggests investors are paying a premium for the company's dual-channel distribution model, yet this valuation warrants caution when compared to more established peers. If the firm fails to achieve consistent margin expansion, the current valuation may face downward pressure as the market recalibrates its growth outlook.

Combined Ratio Trajectory Shows Improvement

As reported in financial statements, TWFG achieved a combined ratio of 83.0% in 2026Q1, marking a significant improvement from the 97.4% level observed in 2023Q4, which suggests that underwriting discipline has strengthened as the company scales its operations across its dual-channel distribution platform.

The reduction in the combined ratio is a positive indicator of operational efficiency, though it remains sensitive to the loss ratio volatility inherent in the personal lines market. Investors should monitor whether this trend is sustainable or if it is being artificially bolstered by favorable loss development patterns in the current cycle.

Conservative Leverage Supports Future Flexibility

According to recent SEC filings, TWFG maintains a D/E ratio of 0.02, reflecting a fortress-like balance sheet that provides management with significant flexibility to pursue organic growth or strategic acquisitions without the immediate burden of servicing high levels of corporate debt in a volatile interest rate environment.

This low leverage profile is a distinct competitive advantage in the brokerage space, allowing the firm to navigate market downturns more effectively than more highly levered peers. However, the lack of debt also implies that the company is not utilizing financial leverage to amplify returns on equity, which may limit ROE growth.

ROE Misleading Due to Volatility

Data suggests that the Return on Equity (ROE) is the most commonly misapplied metric for TWFG, as the 0.6% figure reported in 2026Q1 obscures the significant historical volatility and the impact of non-recurring items that have historically suppressed the company's true underlying profitability potential.

Relying solely on ROE ignores the lumpiness of contingent commissions and the impact of IPO-related expenses, which can distort the perception of operational health. Analysts should instead focus on the combined ratio and operating cash flow to better gauge the underlying profitability of the brokerage business.

Download Financial Ratios Data

Includes 30+ ratios · 4 years · Updated daily

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TWFG — Frequently Asked Questions

Quick answers to the most common questions about buying TWFG stock.

What is TWFG, Inc. Common Stock's P/E ratio?

TWFG, Inc. Common Stock's current P/E ratio is 51.0x. The historical average is 113.8x.

What is TWFG, Inc. Common Stock's EV/EBITDA?

TWFG, Inc. Common Stock's current EV/EBITDA is 31.3x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 20.9x.

What is TWFG, Inc. Common Stock's ROE?

TWFG, Inc. Common Stock's return on equity (ROE) is 2.7%. The historical average is 2.2%.

Is TWFG stock overvalued?

Based on historical data, TWFG, Inc. Common Stock is trading at a P/E of 51.0x. Compare with industry peers and growth rates for a complete picture.

What are TWFG, Inc. Common Stock's profit margins?

TWFG, Inc. Common Stock has 26.8% gross margin and 10.2% operating margin. Operating margin between 10-20% is typical for established companies.

How much debt does TWFG, Inc. Common Stock have?

TWFG, Inc. Common Stock's Debt/EBITDA ratio is 0.3x, indicating low leverage. A ratio below 2x is generally considered financially healthy.