Twfg, Class A Stock Performance
| TWFG Stock | 35.59 2.18 6.52% |
On a scale of 0 to 100, TWFG, holds a performance score of 13. The entity has a beta of 0.52, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, TWFG,'s returns are expected to increase less than the market. However, during the bear market, the loss of holding TWFG, is expected to be smaller as well. Please check TWFG,'s total risk alpha, expected short fall, market facilitation index, as well as the relationship between the value at risk and daily balance of power , to make a quick decision on whether TWFG,'s existing price patterns will revert.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in TWFG, Class A are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. Despite nearly weak technical and fundamental indicators, TWFG, reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (1.35) | Five Day Return 8.3 | Year To Date Return 59.52 | Ten Year Return 59.52 | All Time Return 59.52 |
1 | TWFG Inc Reports Q3 2024 Earnings Revenue Surges to 54.6 Million, Net Income at 6.9 Million | 11/12/2024 |
2 | TWFG, Inc. Receives Average Rating of Moderate Buy from Analysts - MarketBeat | 11/20/2024 |
| Begin Period Cash Flow | 40.7 M |
TWFG, |
TWFG, Relative Risk vs. Return Landscape
If you would invest 2,687 in TWFG, Class A on August 27, 2024 and sell it today you would earn a total of 872.00 from holding TWFG, Class A or generate 32.45% return on investment over 90 days. TWFG, Class A is currently generating 0.4755% in daily expected returns and assumes 2.68% risk (volatility on return distribution) over the 90 days horizon. In different words, 23% of stocks are less volatile than TWFG,, and 91% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
TWFG, Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for TWFG,'s investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as TWFG, Class A, and traders can use it to determine the average amount a TWFG,'s price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1774
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | TWFG | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.68 actual daily | 23 77% of assets are more volatile |
Expected Return
| 0.48 actual daily | 9 91% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 13 87% of assets perform better |
Based on monthly moving average TWFG, is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of TWFG, by adding it to a well-diversified portfolio.
TWFG, Fundamentals Growth
TWFG, Stock prices reflect investors' perceptions of the future prospects and financial health of TWFG,, and TWFG, fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on TWFG, Stock performance.
| Profit Margin | 0.14 % | ||||
| Operating Margin | 0.15 % | ||||
| Current Valuation | 434.17 M | ||||
| Shares Outstanding | 14.81 M | ||||
| Price To Book | 6.06 X | ||||
| Price To Sales | 2.19 X | ||||
| Revenue | 166.99 M | ||||
| EBITDA | 26.46 M | ||||
| Net Income | 25.26 M | ||||
| Total Debt | 51.76 M | ||||
| Book Value Per Share | 102.38 X | ||||
| Cash Flow From Operations | 30.15 M | ||||
| Earnings Per Share | 0.40 X | ||||
| Market Capitalization | 409.25 M | ||||
| Total Asset | 115.44 M | ||||
| Retained Earnings | 4.8 M | ||||
| Working Capital | 40.2 M | ||||
About TWFG, Performance
By analyzing TWFG,'s fundamental ratios, stakeholders can gain valuable insights into TWFG,'s financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if TWFG, has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if TWFG, has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 25.46 | 24.19 | |
| Return On Tangible Assets | 0.05 | 0.05 | |
| Return On Capital Employed | 0.27 | 0.34 | |
| Return On Assets | 0.04 | 0.03 | |
| Return On Equity | 0.13 | 0.26 |
Things to note about TWFG, Class A performance evaluation
Checking the ongoing alerts about TWFG, for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for TWFG, Class A help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: TWFG, Inc. Receives Average Rating of Moderate Buy from Analysts - MarketBeat |
- Analyzing TWFG,'s financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether TWFG,'s stock is overvalued or undervalued compared to its peers.
- Examining TWFG,'s industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating TWFG,'s management team can have a significant impact on its success or failure. Reviewing the track record and experience of TWFG,'s management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of TWFG,'s stock. These opinions can provide insight into TWFG,'s potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for TWFG, Stock analysis
When running TWFG,'s price analysis, check to measure TWFG,'s market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy TWFG, is operating at the current time. Most of TWFG,'s value examination focuses on studying past and present price action to predict the probability of TWFG,'s future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move TWFG,'s price. Additionally, you may evaluate how the addition of TWFG, to your portfolios can decrease your overall portfolio volatility.
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |