TWFG, Shares Owned By Institutions vs. EBITDA

TWFG Stock   30.35  1.06  3.37%   
Based on the key profitability measurements obtained from TWFG,'s financial statements, TWFG, Class A is yielding more profit at the present time then in previous quarter. It has a moderate chance of reporting better profitability numbers in January. Profitability indicators assess TWFG,'s ability to earn profits and add value for shareholders. The current Price To Sales Ratio is estimated to decrease to 1.65. The current Days Sales Outstanding is estimated to decrease to 42.30. At this time, TWFG,'s Net Income is most likely to increase significantly in the upcoming years. The TWFG,'s current Income Tax Expense is estimated to increase to about 1.4 M, while Operating Income is projected to decrease to roughly 18.2 M.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.220.1887
Fairly Up
Very volatile
Net Profit Margin0.02350.0247
Notably Down
Slightly volatile
Operating Profit Margin0.170.1294
Significantly Up
Pretty Stable
Pretax Profit Margin0.150.1233
Fairly Up
Slightly volatile
Return On Assets0.0340.0358
Notably Down
Slightly volatile
Return On Equity0.260.1331
Way Up
Slightly volatile
For TWFG, profitability analysis, we use financial ratios and fundamental drivers that measure the ability of TWFG, to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well TWFG, Class A utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between TWFG,'s most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of TWFG, Class A over time as well as its relative position and ranking within its peers.
  
Check out World Market Map.
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
290.091
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.
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. 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.

TWFG, Class A EBITDA vs. Shares Owned By Institutions Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining TWFG,'s current stock value. Our valuation model uses many indicators to compare TWFG, value to that of its competitors to determine the firm's financial worth.
TWFG, Class A is currently regarded as top stock in shares owned by institutions category among its peers. It also is currently regarded as top stock in ebitda category among its peers totaling about  1,640,218  of EBITDA per Shares Owned By Institutions. At this time, TWFG,'s EBITDA is most likely to decrease significantly in the upcoming years. Comparative valuation analysis is a catch-all technique that is used if you cannot value TWFG, by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.

TWFG, EBITDA vs. Shares Owned By Institutions

Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.

TWFG,

Shares Held by Institutions

 = 

Funds and Banks

+

Firms

 = 
16.13 %
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
EBITDA stands for earnings before interest, taxes, depreciation, and amortization. It is a measure of a company operating cash flow based on data from the company income statement and is a very good way to compare companies within industries or across different sectors. However, unlike Operating Cash Flow, EBITDA does not include the effects of changes in working capital.

TWFG,

EBITDA

 = 

Revenue

-

Basic Expenses

 = 
26.46 M
In a nutshell, EBITDA is calculated by adding back each of the excluded items to the post-tax profit, and can be used to compare companies with very different capital structures.

TWFG, EBITDA Comparison

TWFG, is currently under evaluation in ebitda category among its peers.

TWFG, Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in TWFG,, profitability is also one of the essential criteria for including it into their portfolios because, without profit, TWFG, will eventually generate negative long term returns. The profitability progress is the general direction of TWFG,'s change in net profit over the period of time. It can combine multiple indicators of TWFG,, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Last ReportedProjected for Next Year
Accumulated Other Comprehensive Income500 K525 K
Net Interest Income-1 M-1.1 M
Operating Income21.6 M18.2 M
Net Income From Continuing Ops25.3 M26.7 M
Income Before Tax20.6 M17.6 M
Total Other Income Expense Net-1 M-1.1 M
Net Income25.3 M26.7 M
Income Tax Expense878 K1.4 M
Net Income Per Share 0.31  0.33 
Income Quality 1.19  0.92 
Net Income Per E B T 0.20  0.19 

TWFG, Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on TWFG,. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of TWFG, position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the TWFG,'s important profitability drivers and their relationship over time.

Use TWFG, in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if TWFG, position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in TWFG, will appreciate offsetting losses from the drop in the long position's value.

TWFG, Pair Trading

TWFG, Class A Pair Trading Analysis

The ability to find closely correlated positions to TWFG, could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace TWFG, when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back TWFG, - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling TWFG, Class A to buy it.
The correlation of TWFG, is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as TWFG, moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if TWFG, Class A moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for TWFG, can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to 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.

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Companies specializing in advertising, marketing and advertising services. The Advertising theme has 42 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 Advertising 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:
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You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
To fully project TWFG,'s future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of TWFG, Class A at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include TWFG,'s income statement, its balance sheet, and the statement of cash flows.
Potential TWFG, investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although TWFG, investors may work on each financial statement separately, they are all related. The changes in TWFG,'s assets and liabilities, for example, are also reflected in the revenues and expenses that we see on TWFG,'s income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.