Head to Head Survey: TWFG (TWFG) vs. Its Peers

TWFG (NASDAQ:TWFG) is one of 42 public companies in the “Insurance agents, brokers, & service” industry, but how does it weigh in compared to its rivals? We will compare TWFG to related companies based on the strength of its earnings, risk, valuation, analyst recommendations, institutional ownership, profitability and dividends.

Valuation & Earnings

This table compares TWFG and its rivals gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
TWFG	$193.72 million	$26.10 million	3.25
TWFG Competitors	$8.74 billion	$640.24 million	-3.07

TWFG’s rivals have higher revenue and earnings than TWFG. TWFG is trading at a higher price-to-earnings ratio than its rivals, indicating that it is currently more expensive than other companies in its industry.

Analyst Recommendations

This is a breakdown of current ratings and price targets for TWFG and its rivals, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
TWFG	0	4	5	0	2.56
TWFG Competitors	218	1382	1531	41	2.44

TWFG currently has a consensus target price of $33.71, suggesting a potential downside of 3.54%. As a group, “Insurance agents, brokers, & service” companies have a potential upside of 9.08%. Given TWFG’s rivals higher probable upside, analysts plainly believe TWFG has less favorable growth aspects than its rivals.

Institutional and Insider Ownership

54.5% of shares of all “Insurance agents, brokers, & service” companies are held by institutional investors. 66.5% of TWFG shares are held by insiders. Comparatively, 20.0% of shares of all “Insurance agents, brokers, & service” companies are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Profitability

This table compares TWFG and its rivals’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
TWFG	N/A	N/A	N/A
TWFG Competitors	7.86%	30.96%	4.76%

Summary

TWFG rivals beat TWFG on 8 of the 12 factors compared.

About TWFG

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.