Twfg (TWFG) Equity Ratio (2023 - 2026)
Twfg (TWFG) reported Equity Ratio of 0.77 for Q1 2026, down 9.37% year-over-year from 0.85 in Q1 2025, and down 4.3% quarter-over-quarter from 0.8 in Q4 2025.
Twfg (TWFG) Equity Ratio (2023 - 2026) Analysis & Trends
Twfg (TWFG) has 4 years of Equity Ratio data on file, last reported at 0.77 in Q1 2026.
- Equity Ratio for Q1 2026 came in at 0.77, down 9.37% year-over-year; the trailing twelve-month figure through Mar 2026 was 0.77 (down 9.37% YoY), and the FY2025 annual result was 0.8, up 251.24% from the prior year.
- Equity Ratio eased to 0.77 in Q1 2026 per TWFG's latest filing, from 0.8 in the prior quarter.
- Over five years, Equity Ratio peaked at 0.85 in Q1 2025 and troughed at 0.23 in Q3 2024.
- A 4-year average of 0.58 and a median of 0.77 in 2026 frame the typical range for Equity Ratio.
- The sharpest annual moves came in 2024 and 2025: Equity Ratio slipped 15.07% in 2024, then surged 258.64% in 2025.
- A 4-year view of Equity Ratio shows it stood at 0.27 in 2023, then fell by 15.07% to 0.23 in 2024, then soared by 251.24% to 0.8 in 2025, then decreased by 4.3% to 0.77 in 2026.
- Business Quant data shows TWFG's Equity Ratio at 0.77 in Q1 2026, 0.8 in Q4 2025, and 0.81 in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | Marsh & Mclennan Companies | 79.42 Bn | 67.92 Bn | 5.88 Bn | 0.25 |
| 2 | Aon | 69.98 Bn | 68.59 Bn | - | 0.19 |
| 3 | Arthur J. Gallagher | 55.55 Bn | 54.17 Bn | - | 0.30 |
| 4 | Willis Towers Watson | 24.71 Bn | 22.93 Bn | 1.98 Bn | 0.27 |
| 5 | Brown & Brown | 19.80 Bn | 18.82 Bn | 1.61 Bn | 0.42 |
| 6 | XChange TEC.INC | 6.75 Bn | 6.75 Bn | - | -12.69 |
| 7 | Neptune Insurance Holdings | 4.00 Bn | 3.99 Bn | - | -2.50 |
| 8 | Corvel | 2.98 Bn | 2.64 Bn | 54.92 Mn | 0.58 |
| 9 | Accelerant Holdings | 2.93 Bn | 1.42 Bn | 48.00 Mn | 0.08 |
| 10 | Twfg | 308.46 Mn | 380.66 Mn | - | 0.77 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 0.77 |
| Dec 31, 2025 | 0.80 |
| Sep 30, 2025 | 0.81 |
| Jun 30, 2025 | 0.81 |
| Mar 31, 2025 | 0.85 |
| Dec 31, 2024 | 0.23 |
| Sep 30, 2024 | 0.23 |
| Jun 30, 2024 | 0.43 |
| Dec 31, 2023 | 0.27 |