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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.
2024
293
LTM Revenue $215M
LTM EBITDA $46.3M
$298M
Benchmark forward-looking revenue and EBITDA valuation multiples across generative AI, climate tech, semiconductors, online marketplaces, vertical SaaS and 220 more verticals.
TWFG has a last 12-month revenue of $215M and a last 12-month EBITDA of $46.3M.
In the most recent fiscal year, TWFG achieved revenue of $194M and an EBITDA of $44.3M.
TWFG expects next 12-month revenue of XXX and NTM EBITDA of XXX
See TWFG valuation multiples based on analyst estimates| FY 2023 | FY 2024 | FY 2025 | LTM | NTM | |
|---|---|---|---|---|---|
| Revenue | $167M | $194M | XXX | XXX | XXX |
| Gross Profit | $30.6M | $31.5M | XXX | XXX | XXX |
| Gross Margin | 18% | 16% | XXX | XXX | XXX |
| EBITDA | $26.5M | $44.3M | XXX | XXX | XXX |
| EBITDA Margin | 16% | 23% | XXX | XXX | XXX |
| Net Profit | n/a | $4.1M | XXX | XXX | XXX |
| Net Margin | 0% | 2% | XXX | XXX | XXX |
| Net Debt | n/a | $10.1M | XXX | XXX | XXX |
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As of April 15, 2025, TWFG's stock price is $32.
TWFG has current market cap of $483M, and EV of $298M.
See TWFG trading valuation data| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $298M | $483M | XXX | XXX | XXX | XXX | $0.61 |
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Sign UpAs of April 15, 2025, TWFG has market cap of $483M and EV of $298M.
TWFG's trades at 1.4x LTM EV/Revenue multiple, and 6.4x LTM EBITDA.
Analysts estimate TWFG's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
See valuation multiples for TWFG and 10K+ public comps| FY 2024 | FY 2025E | FY 2026E | FY 2027E | |
|---|---|---|---|---|
| EV | $298M | XXX | XXX | XXX |
| EV/Revenue | 1.5x | XXX | XXX | XXX |
| EV/EBITDA | 6.7x | XXX | XXX | XXX |
| P/E | 176.0x | XXX | XXX | XXX |
| P/E/Growth | 0.7x | XXX | XXX | XXX |
| EV/FCF | 19.3x | XXX | XXX | XXX |
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Access all public comps and forward-looking valuation multiples like EV/Revenue in 2025, based on equity research analyst estimates.
Sign UpTWFG's NTM/LTM revenue growth is 19%
TWFG's revenue per employee for the last fiscal year averaged $0.7M, while opex per employee averaged $0.1M for the same period.
Over next 12 months, TWFG's ratio of sales and marketing spend to revenue is estimated to be XXX , while its R&D spend to revenue to be XXX .
Analysts estimate TWFG's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
See operational valuation multiples for TWFG and other 10K+ public comps| FY 2024 | NTM | FY 2025E | FY 2026E | FY 2027E | |
|---|---|---|---|---|---|
| Revenue Growth | 16% | XXX | XXX | XXX | XXX |
| EBITDA Margin | 23% | XXX | XXX | XXX | XXX |
| EBITDA Growth | 68% | XXX | XXX | XXX | XXX |
| Rule of 40 (SaaS-only) | 42% | XXX | XXX | XXX | XXX |
| Revenue per Employee | $0.7M | XXX | XXX | XXX | XXX |
| Opex per Employee | $0.1M | XXX | XXX | XXX | XXX |
| S&M Expenses to Revenue | n/a | XXX | XXX | XXX | XXX |
| G&A Expenses to Revenue | 9% | XXX | XXX | XXX | XXX |
| R&D Expenses to Revenue | n/a | XXX | XXX | XXX | XXX |
| Opex to Revenue | 14% | XXX | XXX | XXX | XXX |
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Benchmark public comps and private revenue and EBITDA valuation multiples across GRC software, cloud infrastructure, DevOps, online marketplaces and so much more!
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| 2025E | 2026E | 2027E | 2025E | 2026E | 2027E | |
| AUB Group | XXX | XXX | XXX | XXX | XXX | XXX |
| Steadfast Group | XXX | XXX | XXX | XXX | XXX | XXX |
| PB Fintech | XXX | XXX | XXX | XXX | XXX | XXX |
| BB Seguros | XXX | XXX | XXX | XXX | XXX | XXX |
| Caixa Seguridade | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
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TWFG acquired XXX companies to date.
Last acquisition by TWFG was XXXXXXXX, XXXXX XXXXX XXXXXX . TWFG acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX ).
See M&A valuation multiples| Acquired Company | EV | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
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Sign Up| When was TWFG founded? | TWFG was founded in 2024. |
| Where is TWFG headquartered? | TWFG is headquartered in United States of America. |
| How many employees does TWFG have? | As of today, TWFG has 293 employees. |
| Who is the CEO of TWFG? | TWFG's CEO is Mr. Richard F. Bunch III. |
| Is TWFG publicy listed? | Yes, TWFG is a public company listed on NAS. |
| 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? | Similar companies to TWFG include e.g. AUB Group, Steadfast Group, PB Fintech, BB Seguros. |
| What is the current market cap of TWFG? | TWFG's current market cap is $483M |
| What is the current revenue of TWFG? | TWFG's last 12-month revenue is $215M. |
| What is the current EBITDA of TWFG? | TWFG's last 12-month EBITDA is $46.3M. |
| What is the current EV/Revenue multiple of TWFG? | Current revenue multiple of TWFG is 1.4x. |
| What is the current EV/EBITDA multiple of TWFG? | Current EBITDA multiple of TWFG is 6.4x. |
| What is the current revenue growth of TWFG? | TWFG revenue growth between 2023 and 2024 was 16%. |
| Is TWFG profitable? | Yes, TWFG is EBITDA-positive (as of the last 12 months). |
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