TWFG Competitors

Stocks . USA . 
Stock . TWFG Class A
TWFG Stock   18.36  2.02  9.91%   
TWFG Class A competes with Selectquote, Bank of Marin, Churchill Capital, Global Indemnity, and Regional Management; as well as few others. The company conducts business under Insurance sector and is part of Financials industry. Analyzing TWFG competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of TWFG to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out TWFG Correlation with its peers.

TWFG vs Community West Correlation

Good diversification

The correlation between TWFG Class A and CWBC is -0.06 (i.e., Good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding TWFG Class A and CWBC in the same portfolio, assuming nothing else is changed.
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
15.4818.2921.10
Details
Intrinsic
Valuation
LowRealHigh
16.5221.8524.66
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as TWFG. Your research has to be compared to or analyzed against TWFG's peers to derive any actionable benefits. When done correctly, TWFG's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in TWFG Class A.

TWFG Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between TWFG and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of TWFG and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of TWFG Class A does not affect the price movement of the other competitor.

High positive correlations

VBNK
+ 0.82
FRBA
CWBC
+ 0.68
FRBA
CWBC
+ 0.67
VBNK
VBNK
+ 0.65
GBLI
CWBC
+ 0.6
BMRC
FRBA
+ 0.56
BMRC
  

High negative correlations

RM
- 0.43
CCIX
CCIX
- 0.41
AMBC
GLRE
- 0.4
CCIX
GBLI
- 0.31
AMBC
BMRC
- 0.3
SLQT
GLRE
- 0.26
SLQT

Risk-Adjusted Indicators

There is a big difference between TWFG Stock performing well and TWFG Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze TWFG's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
SLQT  3.93 (0.80) 0.00 (0.20) 0.00 
 0.00 
 6.80 
(6.19)
 51.82 
AMBC  2.15  0.11  0.02  0.30  3.57 
(2.07)
 3.57 
(4.04)
 20.03 
BMRC  1.30  0.08  0.06  0.14  1.18 
(1.66)
 3.74 
(2.31)
 8.94 
CCIX  0.12 (0.01) 0.00  3.41  0.00 
 0.00 
 0.28 
(0.19)
 1.12 
GBLI  1.09 (0.08) 0.00 (0.19) 0.00 
 0.00 
 2.34 
(2.19)
 7.02 
RM  1.95 (0.22) 0.00 (0.06) 0.00 
 0.00 
 3.94 
(3.78)
 20.37 
GLRE  1.01  0.15  0.06  8.76  1.34 
(1.01)
 1.80 
(2.36)
 6.06 
FRBA  1.18  0.11  0.06  0.21  1.33 
(1.31)
 3.30 
(1.93)
 8.58 
VBNK  1.20  0.44  0.37  0.46  0.60 
(1.50)
 2.90 
(1.84)
 13.41 
CWBC  1.05  0.15  0.13  0.26  0.93 
(1.32)
 3.42 
(1.52)
 7.92 

TWFG Competitive Analysis

The better you understand TWFG competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, TWFG's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across TWFG's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
TWFG SLQT AMBC BMRC CCIX GBLI RM GLRE FRBA VBNK
 9.91 
 18.36 
TWFG
 5.95 
 0.89 
Selectquote
 2.39 
 8.98 
Ambac
 0.18 
 27.24 
Bank
 0.09 
 10.65 
Churchill
 2.21 
 28.22 
Global
 0.58 
 34.57 
Regional
 1.80 
 14.12 
Greenlight
 0.12 
 17.30 
First
 0.94 
 16.16 
VersaBank
Market Volatility
(90 Days Market Risk)
Not too volatile
Extremely Dangerous
Somewhat reliable
Very steady
Very steady
Very steady
Very steady
Not too volatile
Very steady
Not too volatile
Market Performance
(90 Days Performance)
Weakest
Weakest
Weakest
Mild
Weakest
Weak
Weakest
Fair
Good
Solid
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Average
Hazard
Low
Low
Tiny
Tiny
Low
Low
Tiny
Current Valuation
(Equity Enterprise Value)
Under Valued
Under Valued
Over Valued
Under Valued
Fairly Valued
Under Valued
Under Valued
Over Valued
Under Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Strong Sell
Buy
Not Available
Strong Buy
Buy
Trade Advice
(90 Days Macroaxis Advice)
Cautious Hold
Strong Sell
Not Rated
Strong Hold
Buy
Strong Hold
Strong Hold
Strong Hold
Strong Buy
Strong Buy
Current Ratio
N/A
2.6
0.76
N/A
3.06
1.17
42.53
1.8
N/A
N/A
Net Asset
323.43 M
1.25 B
8.06 B
3.9 B
307.78 M
1.73 B
2.1 B
2.02 B
3.96 B
5.81 B
Profit Margin
0.0287
0.048
N/A
-1.08
N/A
0.0632
0.0711
-0.0028
0.32
0.24
EBITDA
44.33 M
148.36 M
(30.52 M)
53.75 M
8.56 M
60.72 M
92.08 M
52.75 M
57.3 M
44.59 M
Operating Margin
0.14
0.14
-0.25
1.57
N/A
0.14
0.24
-0.0024
0.45
0.29
Current Valuation
164.32 M
833.66 M
346.05 M
278.53 M
390.45 M
341.78 M
2.01 B
439.25 M
397.91 M
41.13 M
Price To Book
3.86
0.44
0.47
0.99
1.31
0.58
0.89
0.72
0.99
1.32
Retained Earnings
15.29 M
(222.19 M)
742.18 M
198.16 M
(10.07 M)
268.67 M
410.72 M
150.84 M
214.46 M
203.73 M
Five Year Return
N/A
N/A
N/A
2.21
N/A
N/A
N/A
N/A
1.11
N/A
Current Asset
N/A
N/A
N/A
N/A
257.55 M
N/A
598.65 M
N/A
N/A
N/A
Beta
N/A
1.16
0.87
0.87
2.22
0.4
1.04
0.54
0.69
0.95
Number Of Employees
293
4.27 K
380
312
N/A
266
2.13 K
75
334
131
Shares Outstanding
15.03 M
176.29 M
43.81 M
16.1 M
29.48 M
10.53 M
9.55 M
34.1 M
24.8 M
31.95 M
Cash Flow From Operations
40.48 M
(11.67 M)
762 K
28.36 M
(3.41 M)
38.84 M
268.93 M
111.5 M
27.63 M
44.45 M
Annual Yield
N/A
N/A
N/A
0.0367
N/A
0.0496
0.0347
N/A
0.0156
0.0045
Total Debt
10.3 M
415.91 M
150 M
44.57 M
10.24 M
10.37 M
1.73 B
60.75 M
271.06 M
103.52 M
Return On Equity
0.12
0.16
-0.0576
-0.086
N/A
0.0401
0.12
-0.0028
0.1
0.0611
Return On Asset
0.0552
0.023
-0.0057
-0.0094
-0.0081
0.0129
0.0444
0.0016
0.0113
0.0054
Number Of Shares Shorted
484.18 K
2.48 M
1.88 M
554.89 K
14.71 K
7.43 K
271.85 K
463.68 K
120.23 K
177.95 K
Book Value Per Share
5.29
2.04
18.06
24.74
-0.28
48.88
39.05
19.32
17.88
12.25
Current Liabilities
N/A
N/A
N/A
N/A
99.52 M
N/A
12.66 M
N/A
N/A
N/A
Total Asset
323.43 M
1.25 B
8.06 B
3.9 B
307.78 M
1.73 B
2.1 B
2.02 B
3.96 B
5.81 B
Short Ratio
6.24
2.12
2.62
5.41
0.03
2.1
5.94
3.63
2.13
3.88
Target Price
33.0
3.06
16.33
30.63
N/A
55.0
50.0
1.0
19.75
14.0
Debt To Equity
N/A
2.05
8.17
0.0252
4.03
0.027
4.07
0.21
N/A
N/A
Last Dividend Paid
N/A
N/A
N/A
1.0
N/A
1.4
1.2
N/A
0.24
0.1
Shares Owned By Institutions
87.03
53.05
89.67
66.38
93.53
53.3
83.92
50.18
56.9
36.38
Market Capitalization
306.28 M
157.74 M
419.01 M
438.64 M
390.46 M
404.22 M
335.77 M
482.88 M
429.22 M
516.24 M
Price To Earning
N/A
1.38
183.25
14.81
23.3
41.07
5.56
73.18
11.77
12.09
Price To Earnings To Growth
N/A
0.13
0.9
1.93
1.59
-12.44
0.42
2.38
N/A
N/A
Price To Sales
1.33
0.0974
1.65
13.28
N/A
0.92
0.54
0.73
3.17
4.29
Net Income
28.59 M
25.03 M
(58.92 M)
(8.41 M)
8.56 M
43.24 M
41.23 M
42.82 M
42.24 M
28.46 M
Earnings Per Share
0.44
-0.03
-0.98
0.62
0.23
1.94
4.45
-0.04
1.65
0.66
Shares Owned By Insiders
12.33
11.92
10.09
9.54
2.4
35.37
8.93
24.67
7.0
31.42
Revenue
193.72 M
1.53 B
235.81 M
176.73 M
N/A
441.19 M
645.57 M
647.97 M
246.78 M
120.23 M
Working Capital
202.23 M
128.13 M
N/A
N/A
(11.27 K)
N/A
585.99 M
N/A
N/A
N/A
Cash And Equivalents
N/A
71.08 M
525 M
185.55 M
9.56 M
60.41 M
13.01 M
34 M
99.49 M
84.21 M
Cash Per Share
N/A
0.43
11.68
11.62
0.53
4.14
1.36
0.98
5.12
3.07
Gross Profit
194.72 M
566.2 M
147.31 M
33.02 M
N/A
68.02 M
379.09 M
23.07 M
135.31 M
120.23 M
Day Typical Price
18.94
0.88
8.84
27.24
10.65
28.27
34.73
14.01
17.33
16.15
Accumulation Distribution
0.12
0.12
0.0608
0.0211
9.0E-4
0.0203
0.0162
0.0338
0.0177
0.0233
Market Facilitation Index
2.41
0.11
0.55
0.58
0.01
0.58
0.57
0.48
0.31
0.38
Daily Balance Of Power
(0.84)
0.4545
0.3818
(0.09)
(1.00)
1.051724
0.3509
0.5208
0.0645
0.3947
Period Momentum Indicator
(2.02)
0.05
0.21
(0.05)
(0.01)
0.61
0.2
0.25
0.02
0.15
Rate Of Daily Change
0.9
1.06
1.02
1.0
1.0
1.02
1.01
1.02
1.0
1.01
Day Median Price
19.23
0.88
8.78
27.24
10.66
28.29
34.81
13.96
17.35
16.14
Price Action Indicator
(1.87)
0.04
0.31
(0.03)
(0.01)
0.23
(0.14)
0.28
(0.04)
0.095
Coefficient Of Variation
(470.56)
(1,029)
2418.29
1179.73
(14,467)
(2,929)
(2,701)
829.71
997.73
355.81
Mean Deviation
1.99
3.93
2.15
1.3
0.1186
1.09
1.95
1.01
1.18
1.2
Jensen Alpha
(0.64)
(0.80)
0.111
0.08
(0.01)
(0.08)
(0.22)
0.147
0.111
0.4392
Total Risk Alpha
(0.81)
(1.08)
(0.13)
0.0083
(0.02)
(0.16)
(0.32)
0.0506
0.0328
0.3694
Sortino Ratio
N/A
N/A
0.0193
0.0567
N/A
N/A
N/A
0.0591
0.0635
0.3676
Downside Variance
N/A
N/A
16.68
1.88
N/A
N/A
N/A
2.22
2.26
1.47
Standard Deviation
2.81
6.23
3.59
1.74
0.1821
1.42
2.83
1.31
1.65
1.83
Kurtosis
2.69
9.13
8.69
0.7766
5.58
0.06
9.52
0.2569
1.16
13.7
Potential Upside
3.38
6.8
3.57
3.74
0.2812
2.34
3.94
1.8
3.3
2.9
Treynor Ratio
(1.01)
(0.20)
0.3011
0.1431
3.41
(0.19)
(0.06)
8.76
0.2101
0.4559
Maximum Drawdown
13.93
51.82
20.03
8.94
1.12
7.02
20.37
6.06
8.58
13.41
Variance
7.87
38.84
12.92
3.04
0.0331
2.02
7.99
1.72
2.72
3.37
Market Risk Adjusted Performance
(1.00)
(0.19)
0.3111
0.1531
3.42
(0.18)
(0.05)
8.77
0.2201
0.4659
Risk Adjusted Performance
(0.16)
(0.07)
0.0411
0.0738
(0.04)
(0.02)
(0.02)
0.1011
0.086
0.2324
Skewness
(1.32)
(0.71)
0.2431
0.6109
(1.48)
0.2337
(1.84)
(0.33)
0.3926
2.62
Semi Deviation
N/A
N/A
3.57
1.18
N/A
N/A
N/A
1.34
1.33
0.5985
Information Ratio
(0.24)
(0.11)
0.0219
0.0446
(0.39)
(0.08)
(0.06)
0.0672
0.0578
0.2429
Value At Risk
(6.97)
(6.19)
(4.04)
(2.31)
(0.19)
(2.19)
(3.78)
(2.36)
(1.93)
(1.84)
Expected Short fall
N/A
N/A
(2.07)
(1.66)
N/A
N/A
N/A
(1.01)
(1.31)
(1.50)
Downside Deviation
N/A
N/A
4.08
1.37
N/A
N/A
N/A
1.49
1.5
1.21
Semi Variance
N/A
N/A
12.76
1.4
N/A
N/A
N/A
1.79
1.76
0.3583

TWFG Competition Performance Charts

Five steps to successful analysis of TWFG Competition

TWFG's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by TWFG Class A in relation to its competition. TWFG's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of TWFG in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact TWFG's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to TWFG Class A, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your TWFG position

In addition to having TWFG in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Rentals Thematic Idea Now

Rentals
Rentals Theme
Companies providing rental and leasing services to public and business. The Rentals theme has 36 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Rentals Theme or any other thematic opportunities.
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When determining whether TWFG Class A is a strong investment it is important to analyze TWFG's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact TWFG's future performance. For an informed investment choice regarding TWFG Stock, refer to the following important reports:
How To Invest In TWFG
Details
Is TWFG Stock a good investment?
Details
What is TWFG's Net Worth?
Details
Largest Multi-line Insurance Companies
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Largest Insurance Brokers Companies
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Check out TWFG Correlation with its peers.
You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
Can Multi-line Insurance industry sustain growth momentum? Does TWFG have expansion opportunities? 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. Determining accurate worth demands scrutiny of both present operating results and projected expansion capacity. Evaluating TWFG demands reviewing these metrics collectively while recognizing certain factors exert disproportionate influence.
Investors evaluate TWFG Class A using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating TWFG's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. External factors like market trends, sector rotation, and investor psychology can cause TWFG's market price to deviate significantly from intrinsic value.
Altman
Z Score
Details
Piotroski
F Score
Details
Beneish
M Score
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
Please note, there is a significant difference between TWFG's value and its price as these two are different measures arrived at by different 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. Conversely, TWFG's market price signifies the transaction level at which participants voluntarily complete trades.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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