NMS·Financial Services·$280M·#28 / 447 in Financial Services

TWFG TWFG, Inc.

70SOLID

CATEGORY BREAKDOWN

GROWTH33
QUALITY48
STABILITY97
VALUATION99
GOVERNANCE82

METRIC BREAKDOWN

Revenue Growth (YoY)

Year-over-year revenue growth rate

+20.8%
33

> 50% strong

Gross Margin

Revenue retained after direct costs

26.8%
36

> 50% strong

Cash Runway

Months of cash at current burn rate

999 months
100

> 24 months ideal

Debt / Equity

Total debt relative to shareholder equity

9.9%
92

< 25% strong

Price / Sales

Market cap relative to trailing revenue

1.1x
99

< 3x strong

Rule of 40

Growth rate plus operating margin

31
66

> 40 excellent

Insider Ownership

Percentage of shares held by insiders

13.7%
72

> 20% strong

Share Dilution (12M)

Share count increase over last 12 months

-4.7%
100

< 5% ideal

SCORE HISTORY

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DATA INFO

Last updated: May 4, 2026

Sources: SEC EDGAR, Financial Modeling Prep, Yahoo Finance. Not financial advice.