Reviewing TWFG (TWFG) and The Competition

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

Analyst Ratings

This is a summary of recent ratings and target prices for TWFG and its rivals, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
TWFG	0	4	5	0	2.56
TWFG Competitors	218	1383	1532	41	2.44

TWFG presently has a consensus price target of $33.71, suggesting a potential downside of 3.92%. As a group, “Insurance agents, brokers, & service” companies have a potential upside of 7.96%. Given TWFG’s rivals higher probable upside, analysts plainly believe TWFG has less favorable growth aspects than its rivals.

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%

Valuation & Earnings

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

	Gross Revenue	Net Income	Price/Earnings Ratio
TWFG	$200.74 million	$26.10 million	3.26
TWFG Competitors	$8.74 billion	$640.24 million	-3.39

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.

Institutional and Insider Ownership

54.5% of shares of all “Insurance agents, brokers, & service” companies are owned by institutional investors. 66.5% of TWFG shares are owned by insiders. Comparatively, 21.6% of shares of all “Insurance agents, brokers, & service” companies are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Summary

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

TWFG Company Profile

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.