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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 $220M
LTM EBITDA $47.7M
$336M
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 (LTM) of $220M and a last 12-month EBITDA of $47.7M.
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| LTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|---|
| Revenue | $220M | XXX | $194M | XXX | XXX | XXX |
| Gross Profit | $220M | XXX | $46.6M | XXX | XXX | XXX |
| Gross Margin | 100% | XXX | 24% | XXX | XXX | XXX |
| EBITDA | $47.7M | XXX | $44.3M | XXX | XXX | XXX |
| EBITDA Margin | 22% | XXX | 23% | XXX | XXX | XXX |
| EBIT | $29.6M | XXX | $19.2M | XXX | XXX | XXX |
| EBIT Margin | 13% | XXX | 10% | XXX | XXX | XXX |
| Net Profit | $27.3M | XXX | $2.7M | XXX | XXX | XXX |
| Net Margin | 12% | XXX | 1% | XXX | XXX | XXX |
| Net Debt | XXX | XXX | n/a | XXX | XXX | XXX |
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As of May 30, 2025, TWFG's stock price is $35.
TWFG has current market cap of $523M, and EV of $336M.
See TWFG trading valuation data| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $336M | $523M | XXX | XXX | XXX | XXX | $0.62 |
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Start Free TrialAs of May 30, 2025, TWFG has market cap of $523M and EV of $336M.
TWFG's trades at 1.7x EV/Revenue multiple, and 7.6x EV/EBITDA.
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 19.2x.
See valuation multiples for TWFG and 12K+ public comps| LTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $523M | XXX | $523M | XXX | XXX | XXX |
| EV (current) | $336M | XXX | $336M | XXX | XXX | XXX |
| EV/Revenue | 1.5x | XXX | 1.7x | XXX | XXX | XXX |
| EV/EBITDA | 7.0x | XXX | 7.6x | XXX | XXX | XXX |
| EV/EBIT | 11.4x | XXX | 17.5x | XXX | XXX | XXX |
| EV/Gross Profit | 1.5x | XXX | n/a | XXX | XXX | XXX |
| P/E | 19.2x | XXX | 190.6x | XXX | XXX | XXX |
| EV/FCF | n/a | XXX | 21.8x | 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.
Start Free TrialTWFG's last 12 month revenue growth is 20%
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 36% (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).
TWFG's rule of X is 72% (created by Bessemer, rule of X is another metric relevant for SaaS companies only, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).
See operational valuation multiples for TWFG and other 12K+ public comps| LTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 20% | XXX | 23% | XXX | XXX | XXX |
| EBITDA Margin | 22% | XXX | 23% | XXX | XXX | XXX |
| EBITDA Growth | 18% | XXX | 39% | XXX | XXX | XXX |
| Rule of 40 | 36% | XXX | 43% | XXX | XXX | XXX |
| Bessemer Rule of X | XXX | XXX | 72% | XXX | XXX | XXX |
| Revenue per Employee | XXX | XXX | $0.7M | XXX | XXX | XXX |
| Opex per Employee | XXX | XXX | $0.1M | XXX | XXX | XXX |
| S&M Expenses to Revenue | XXX | XXX | n/a | XXX | XXX | XXX |
| G&A Expenses to Revenue | XXX | XXX | n/a | XXX | XXX | XXX |
| R&D Expenses to Revenue | XXX | XXX | n/a | XXX | XXX | XXX |
| Opex to Revenue | XXX | XXX | 14% | 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 |
Valuation data powered by FactSet, Inc.
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 |
Sign up to see revenue and EBITDA valuation multiples for 60K+ M&A deals.
Start Free Trial| 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 $523M |
| What is the current revenue of TWFG? | TWFG's last 12 months revenue is $220M. |
| What is the current revenue growth of TWFG? | TWFG revenue growth (NTM/LTM) is 20%. |
| What is the current EV/Revenue multiple of TWFG? | Current revenue multiple of TWFG is 1.5x. |
| 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 $47.7M. |
| What is TWFG's EBITDA margin? | TWFG's last 12 months EBITDA margin is 22%. |
| What is the current EV/EBITDA multiple of TWFG? | Current EBITDA multiple of TWFG is 7.0x. |
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