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% on a QoQ basis from 0.8 in Q4 2025.
Twfg (TWFG) has 4 years of Equity Ratio data on file, last reported at 0.77 in Q1 2026.
- Quarterly Equity Ratio fell 9.37% year-over-year to 0.77 in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 0.77 (down 9.37% YoY) and the FY2025 annual result came in at 0.8, up 251.24% from the prior year.
- Equity Ratio declined to 0.77 in Q1 2026 per TWFG's latest filing, from 0.8 in the prior quarter.
- Across five years, Equity Ratio topped out at 0.85 in Q1 2025 and bottomed at 0.23 in Q3 2024.
- The 4-year median for Equity Ratio is 0.77 (2026), against an average of 0.58.
- The widest annual swing landed in 2024, when Equity Ratio retreated 15.07%; it then soared 258.64% in 2025.
- Tracing TWFG's Equity Ratio over 4 years: stood at 0.27 in 2023, then dropped by 15.07% to 0.23 in 2024, then jumped by 251.24% to 0.8 in 2025, then fell by 4.3% to 0.77 in 2026.
- Per Business Quant, the three latest TWFG Equity Ratio figures stand at 0.77 (Q1 2026), 0.8 (Q4 2025), and 0.81 (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | Aon | 69.60 Bn | 68.21 Bn | - | 0.19 |
| 2 | Arthur J. Gallagher | 52.64 Bn | 51.26 Bn | - | 0.30 |
| 3 | Willis Towers Watson | 24.45 Bn | 22.68 Bn | 1.98 Bn | 0.27 |
| 4 | Brown & Brown | 19.37 Bn | 18.39 Bn | 1.61 Bn | 0.42 |
| 5 | XChange TEC.INC | 6.95 Bn | 6.95 Bn | - | -12.69 |
| 6 | Accelerant Holdings | 3.83 Bn | 2.32 Bn | 48.00 Mn | 0.08 |
| 7 | Corvel | 3.22 Bn | 2.87 Bn | 54.92 Mn | 0.58 |
| 8 | Baldwin Insurance | 1.84 Bn | 2.28 Bn | - | 0.16 |
| 9 | Goosehead Insurance | 1.01 Bn | 899.53 Mn | - | -0.31 |
| 10 | Twfg | 279.02 Mn | 351.22 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 |