Is TWFG, Stock a Good Investment?
TWFG, Investment Advice | TWFG |
- Examine TWFG,'s financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research TWFG,'s leadership team and their track record. Good management can help TWFG, navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Multi-line Insurance space and any emerging trends that could impact TWFG,'s business and its evolving consumer preferences.
- Compare TWFG,'s performance and market position to its competitors. Analyze how TWFG, is positioned in terms of product offerings, innovation, and market share.
- Check if TWFG, pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about TWFG,'s stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in TWFG, Class A stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if TWFG, Class A is a good investment.
Sell | Buy |
Cautious Hold
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine TWFG, Stock
Researching TWFG,'s stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 16.0% of the company shares are owned by institutional investors. The company had not issued any dividends in recent years.
To determine if TWFG, is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding TWFG,'s research are outlined below:
| Latest headline from gurufocus.com: TWFG Announces Fourth Quarter 2024 and Full Year Results |
TWFG, Quarterly Cost Of Revenue |
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Earnings surprises can significantly impact TWFG,'s stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises TWFG,'s investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2024-11-12 | 2024-09-30 | 0.16 | 0.0779 | -0.0821 | 51 | ||
2024-08-27 | 2024-06-30 | 0.14 | 14.89 | 14.75 | 10535 |
TWFG,'s market capitalization trends
The company currently falls under 'Small-Cap' category with a current market capitalization of 409.25 M.Market Cap |
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TWFG,'s profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.06 | 0.06 | |
| Return On Capital Employed | 0.31 | 0.34 | |
| Return On Assets | 0.04 | 0.04 | |
| Return On Equity | 0.15 | 0.26 |
Determining TWFG,'s profitability involves analyzing its financial statements and using various financial metrics to determine if TWFG, is a good buy. For example, gross profit margin measures TWFG,'s profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of TWFG,'s profitability and make more informed investment decisions.
Basic technical analysis of TWFG, Stock
As of the 22nd of March, TWFG, has the coefficient of variation of 2108.26, and Risk Adjusted Performance of 0.0486. Compared to fundamental indicators, the technical analysis model makes it possible for you to check available technical drivers of TWFG, Class A, as well as the relationship between them. Please validate TWFG, Class A information ratio, as well as the relationship between the value at risk and expected short fall to decide if TWFG, is priced fairly, providing market reflects its prevalent price of 30.11 per share. Given that TWFG, Class A has jensen alpha of 0.1031, we advise you to double-check TWFG, Class A's current market performance to make sure the company can sustain itself next year.TWFG,'s insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific TWFG, insiders, such as employees or executives, is commonly permitted as long as it does not rely on TWFG,'s material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases TWFG, insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Janice Zwinggi over two weeks ago Disposition of 7592 shares by Janice Zwinggi of TWFG, at 30.7 subject to Rule 16b-3 | ||
Padgett Gene over two months ago Insider Trading | ||
Julie Benes over two months ago Disposition of 6447 shares by Julie Benes of TWFG, at 30.7 subject to Rule 16b-3 |
Understand TWFG,'s technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing TWFG,'s various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0486 | |||
| Market Risk Adjusted Performance | (0.88) | |||
| Mean Deviation | 2.08 | |||
| Semi Deviation | 2.21 | |||
| Downside Deviation | 2.27 | |||
| Coefficient Of Variation | 2108.26 | |||
| Standard Deviation | 2.58 | |||
| Variance | 6.63 | |||
| Information Ratio | 0.0716 | |||
| Jensen Alpha | 0.1031 | |||
| Total Risk Alpha | 0.3222 | |||
| Sortino Ratio | 0.0813 | |||
| Treynor Ratio | (0.89) | |||
| Maximum Drawdown | 10.23 | |||
| Value At Risk | (3.73) | |||
| Potential Upside | 4.97 | |||
| Downside Variance | 5.15 | |||
| Semi Variance | 4.87 | |||
| Expected Short fall | (2.34) | |||
| Skewness | 0.4673 | |||
| Kurtosis | (0.10) |
| Risk Adjusted Performance | 0.0486 | |||
| Market Risk Adjusted Performance | (0.88) | |||
| Mean Deviation | 2.08 | |||
| Semi Deviation | 2.21 | |||
| Downside Deviation | 2.27 | |||
| Coefficient Of Variation | 2108.26 | |||
| Standard Deviation | 2.58 | |||
| Variance | 6.63 | |||
| Information Ratio | 0.0716 | |||
| Jensen Alpha | 0.1031 | |||
| Total Risk Alpha | 0.3222 | |||
| Sortino Ratio | 0.0813 | |||
| Treynor Ratio | (0.89) | |||
| Maximum Drawdown | 10.23 | |||
| Value At Risk | (3.73) | |||
| Potential Upside | 4.97 | |||
| Downside Variance | 5.15 | |||
| Semi Variance | 4.87 | |||
| Expected Short fall | (2.34) | |||
| Skewness | 0.4673 | |||
| Kurtosis | (0.10) |
Consider TWFG,'s intraday indicators
TWFG, intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of TWFG, stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 4087.35 | |||
| Daily Balance Of Power | (0.03) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 30.32 | |||
| Day Typical Price | 30.25 | |||
| Price Action Indicator | (0.23) | |||
| Period Momentum Indicator | (0.04) | |||
| Relative Strength Index | 50.49 |
TWFG, Corporate Filings
8K | 19th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 14th of February 2025 Other Reports | ViewVerify | |
| 13th of February 2025 Other Reports | ViewVerify | |
F3 | 29th of January 2025 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
TWFG, Stock media impact
Far too much social signal, news, headlines, and media speculation about TWFG, that are available to investors today. That information is available publicly through TWFG, media outlets and privately through word of mouth or via TWFG, internal channels. However, regardless of the origin, that massive amount of TWFG, data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of TWFG, news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of TWFG, relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to TWFG,'s headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive TWFG, alpha.
TWFG, Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards TWFG, can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
TWFG, Corporate Management
| CPA CPA | Senior Markets | Profile | |
| Mark Alberto | Senior Technology | Profile | |
| Janice Zwinggi | Chief Officer | Profile | |
| Katherine Nolan | Chief Officer | Profile | |
| Charles Bunch | Chief Officer | Profile | |
| Eugene Padgett | Chief Officer | Profile |
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Is Multi-line Insurance space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of TWFG,. If investors know TWFG, will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about TWFG, listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.06) | Earnings Share 0.4 | Revenue Per Share | Quarterly Revenue Growth 0.174 |
The market value of TWFG, Class A is measured differently than its book value, which is the value of TWFG, that is recorded on the company's balance sheet. Investors also form their own opinion of TWFG,'s value that differs from its market value or its book value, called intrinsic value, which is TWFG,'s true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because TWFG,'s market value can be influenced by many factors that don't directly affect TWFG,'s underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between TWFG,'s value and its price, as these two are different measures arrived at by various means. Investors typically determine if TWFG, is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, TWFG,'s price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.