Growth Metrics

Twfg (TWFG) Return on Capital Employed (2024 - 2026)

Twfg (TWFG) reported Return on Capital Employed of 13.94% for Q1 2026, up 466.0% year-over-year from 2.46% in Q1 2025, and up 19.33% on a QoQ basis from 11.68% in Q4 2025.

Twfg (TWFG) has 3 years of Return on Capital Employed data on file, last reported at 13.94% in Q1 2026.

  • Quarterly Return on Capital Employed rose 466.0% year-over-year to 13.94% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 13.94% (up 466.0% YoY) and the FY2025 annual result came in at 12.17%, down 336.0% from the prior year.
  • Return on Capital Employed climbed to 13.94% in Q1 2026 per TWFG's latest filing, from 11.68% in the prior quarter.
  • Across five years, Return on Capital Employed topped out at 13.94% in Q1 2026 and bottomed at 8.99% in Q2 2025.
  • The 3-year median for Return on Capital Employed is 10.02% (2024), against an average of 10.94%.
  • The widest annual swing landed in 2025, when Return on Capital Employed plunged 325 bps; it then jumped 466 bps in 2026.
  • Tracing TWFG's Return on Capital Employed over 3 years: stood at 10.02% in 2024, then grew by 17 bps to 11.68% in 2025, then grew by 19 bps to 13.94% in 2026.
  • Per Business Quant, the three latest TWFG Return on Capital Employed figures stand at 13.94% (Q1 2026), 11.68% (Q4 2025), and 9.73% (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROCE (Qtr)
1 Aon 69.60 Bn 68.21 Bn - 17.31%
2 Arthur J. Gallagher 52.64 Bn 51.26 Bn - 7.67%
3 Willis Towers Watson 24.45 Bn 22.68 Bn 1.98 Bn 14.03%
4 Brown & Brown 19.37 Bn 18.39 Bn 1.61 Bn 24.51%
5 XChange TEC.INC 6.95 Bn 6.95 Bn - -
6 Accelerant Holdings 3.83 Bn 2.32 Bn 48.00 Mn -
7 Corvel 3.22 Bn 2.87 Bn 54.92 Mn 36.19%
8 Baldwin Insurance 1.84 Bn 2.28 Bn - -2.43%
9 Goosehead Insurance 1.01 Bn 899.53 Mn - 23.79%
10 Twfg 279.02 Mn 351.22 Mn - 13.94%

Historic Data

Download Data 🔒
DateValue
Mar 31, 2026 13.94%
Dec 31, 2025 11.68%
Sep 30, 2025 9.73%
Jun 30, 2025 8.99%
Mar 31, 2025 9.28%
Dec 31, 2024 10.02%
Sep 30, 2024 12.98%