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
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