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TWFG Valuation Multiples
Discover revenue and EBITDA valuation multiples for TWFG and similar public comparables like Wiz Co., AIX Inc., SelectQuote, Qualicorp and more.
TWFG Overview
About TWFG
TWFG Inc is a independent distribution platform for personal and commercial insurance in the United States. It offers all lines of insurance, multiple distribution contract options, M&A services, proprietary virtual assistants, proprietary technology, proprietary premium financing, unlimited continuing education, recognition programs, co-op funding, marketing support and overall lower costs to operate.
Founded
2024
HQ
Employees
361
Website
Sectors
Financials (LTM)
EV
$118M
TWFG Financials
TWFG reported last 12-month revenue of $262M and EBITDA of $67M.
In the same LTM period, TWFG generated $67M in EBITDA and $39M in net income.
Revenue (LTM)
TWFG P&L
In the most recent fiscal year, TWFG reported revenue of $247M and EBITDA of $65M.
TWFG expects next 12-month revenue of XXX and NTM EBITDA of XXX
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue | $262M | XXX | $247M | XXX | XXX | XXX |
| Gross Profit | — | XXX | $63M | XXX | XXX | XXX |
| Gross Margin | — | XXX | 25% | XXX | XXX | XXX |
| EBITDA | $67M | XXX | $65M | XXX | XXX | XXX |
| EBITDA Margin | 26% | XXX | 26% | XXX | XXX | XXX |
| EBIT Margin | 15% | XXX | 17% | XXX | XXX | XXX |
| Net Profit | $39M | XXX | $40M | XXX | XXX | XXX |
| Net Margin | 15% | XXX | 16% | XXX | XXX | XXX |
Financial data powered by Morningstar, Inc.
TWFG Stock Performance
TWFG has current market cap of $266M, and enterprise value of $118M.
Market Cap Evolution
TWFG's stock price is $18.70.
| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $118M | $266M | 0.0% | XXX | XXX | XXX | $2.80 |
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Start Free TrialTWFG Valuation Multiples
TWFG trades at 0.5x EV/Revenue multiple, and 1.7x EV/EBITDA.
EV / Revenue (LTM)
TWFG Financial Valuation Multiples
As of April 20, 2026, TWFG has market cap of $266M and EV of $118M.
Equity research analysts estimate TWFG's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
TWFG has a P/E ratio of 6.9x.
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $266M | XXX | $266M | XXX | XXX | XXX |
| EV (current) | $118M | XXX | $118M | XXX | XXX | XXX |
| EV/Revenue | 0.5x | XXX | 0.5x | XXX | XXX | XXX |
| EV/EBITDA | 1.7x | XXX | 1.8x | XXX | XXX | XXX |
| EV/EBIT | 2.9x | XXX | 2.9x | XXX | XXX | XXX |
| EV/Gross Profit | — | XXX | 1.9x | XXX | XXX | XXX |
| P/E | 6.9x | XXX | 6.7x | XXX | XXX | XXX |
| EV/FCF | 2.7x | XXX | 2.8x | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Verified TWFG Valuation Multiples
Access all public comps and forward-looking valuation multiples like EV/Revenue in 2027, based on consensus analyst estimates. Powered by FactSet and Morningstar.
TWFG Margins & Growth Rates
TWFG's revenue in the last 12 month grew by 19%.
TWFG's revenue per employee in the last FY averaged $0.7M, while opex per employee averaged $0.1M for the same period.
TWFG's rule of 40 is 51% (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).
TWFG's rule of X is 90% (created by Bessemer, rule of X is another metric to measure SaaS companies, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).
TWFG Operational Valuation Multiples
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 19% | XXX | 20% | XXX | XXX | XXX |
| EBITDA Margin | 26% | XXX | 26% | XXX | XXX | XXX |
| EBITDA Growth | 13% | XXX | 10% | XXX | XXX | XXX |
| Rule of 40 | — | XXX | 51% | XXX | XXX | XXX |
| Bessemer Rule of X | — | XXX | 90% | XXX | XXX | XXX |
| Revenue per Employee | — | XXX | $0.7M | XXX | XXX | XXX |
| Opex per Employee | — | XXX | $0.1M | XXX | XXX | XXX |
| G&A Expenses to Revenue | 9% | XXX | 9% | XXX | XXX | XXX |
| Opex to Revenue | — | XXX | 16% | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
TWFG Public Comps
See public comps and valuation multiples for other Insurance Brokers comps.
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| LTM | 2026E | 2027E | LTM | 2026E | 2027E | |
| TWFG | XXX | XXX | XXX | XXX | XXX | XXX |
| Wiz Co. | XXX | XXX | XXX | XXX | XXX | XXX |
| AIX Inc. | XXX | XXX | XXX | XXX | XXX | XXX |
| SelectQuote | XXX | XXX | XXX | XXX | XXX | XXX |
| Qualicorp | XXX | XXX | XXX | XXX | XXX | XXX |
| eHealth | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc.
TWFG M&A Activity
TWFG acquired XXX companies to date.
Last acquisition by TWFG was on XXXXXXXX, XXXXX. TWFG acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Acquisitions by TWFG
| Acquired Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialTWFG Investment Activity
TWFG invested in XXX companies to date.
TWFG made its latest investment on XXXXXXXX, XXXXX. TWFG invested in XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Investments by TWFG
| Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialAbout TWFG
| When was TWFG founded? | TWFG was founded in 2024. |
| Where is TWFG headquartered? | TWFG is headquartered in United States. |
| How many employees does TWFG have? | As of today, TWFG has over 361 employees. |
| Who is the CEO of TWFG? | TWFG's CEO is Richard F. Bunch III. |
| Is TWFG publicly listed? | Yes, TWFG is a public company listed on Nasdaq. |
| What is the stock symbol of TWFG? | TWFG trades under TWFG ticker. |
| When did TWFG go public? | TWFG went public in 2024. |
| Who are competitors of TWFG? | TWFG main competitors are Wiz Co., AIX Inc., SelectQuote, Qualicorp. |
| What is the current market cap of TWFG? | TWFG's current market cap is $266M. |
| What is the current revenue of TWFG? | TWFG's last 12 months revenue is $262M. |
| What is the current revenue growth of TWFG? | TWFG revenue growth (NTM/LTM) is 19%. |
| What is the current EV/Revenue multiple of TWFG? | Current revenue multiple of TWFG is 0.5x. |
| Is TWFG profitable? | Yes, TWFG is EBITDA-positive (as of the last 12 months). |
| What is the current EBITDA of TWFG? | TWFG's last 12 months EBITDA is $67M. |
| What is TWFG's EBITDA margin? | TWFG's last 12 months EBITDA margin is 26%. |
| What is the current EV/EBITDA multiple of TWFG? | Current EBITDA multiple of TWFG is 1.7x. |
| What is the current FCF of TWFG? | TWFG's last 12 months FCF is $43M. |
| What is TWFG's FCF margin? | TWFG's last 12 months FCF margin is 16%. |
| What is the current EV/FCF multiple of TWFG? | Current FCF multiple of TWFG is 2.7x. |
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