Growth Metrics

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 🔒
DateValue
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