Twfg (TWFG) Return on Invested Capital (2024 - 2026)
Twfg (TWFG) posted quarterly Return on Invested Capital of 0.05% for Q1 2026, up 2.0% year-over-year from 0.05% in Q1 2025, and up 17.11% quarter-over-quarter from 0.04% in Q4 2025.
Twfg (TWFG) Return on Invested Capital (2024 - 2026) Analysis & Trends
Twfg (TWFG) has reported Return on Invested Capital for 3 consecutive years, with 0.05% the latest figure, recorded in Q1 2026.
- In Q1 2026, Return on Invested Capital rose 2.0% year-over-year to 0.05%; the TTM figure through Mar 2026 stood at 0.05% (up 2.0% YoY), while the FY2025 annual figure was 0.18%, up 5.0% from the prior year.
- Return on Invested Capital rose to 0.05% in Q1 2026 per TWFG's latest filing, from 0.04% in the prior quarter.
- Across five years, Return on Invested Capital topped out at 0.05% in Q1 2026 and bottomed at 0.03% in Q2 2025.
- Historically, Return on Invested Capital has averaged 0.04% across 3 years, with a median of 0.04% in 2024.
- Annual changes were most pronounced in 2025 — Return on Invested Capital decreased 1 bps — and 2026, when it rose 2 bps.
- Twfg's Return on Invested Capital stood at 0.04% in 2024, then climbed by 1 bps to 0.04% in 2025, then grew by 17 bps to 0.05% in 2026.
- Business Quant data shows TWFG's Return on Invested Capital at 0.05% in Q1 2026, 0.04% in Q4 2025, and 0.03% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | XChange TEC.INC | 265.99 Bn | 265.99 Bn | - | - |
| 2 | Marsh & Mclennan Companies | 92.14 Bn | 79.94 Bn | 6.04 Bn | 0.01% |
| 3 | Aon | 75.64 Bn | 74.37 Bn | - | 0.01% |
| 4 | Arthur J. Gallagher | 67.55 Bn | 66.16 Bn | - | 0.01% |
| 5 | Willis Towers Watson | 32.13 Bn | 30.47 Bn | 2.09 Bn | 0.01% |
| 6 | Brown & Brown | 23.98 Bn | 23.06 Bn | 1.41 Bn | 0.00% |
| 7 | Erie Indemnity | 12.29 Bn | 11.94 Bn | - | - |
| 8 | Neptune Insurance Holdings | 4.61 Bn | 4.59 Bn | - | 0.02% |
| 9 | Accelerant Holdings | 4.28 Bn | 2.62 Bn | 285.20 Mn | - |
| 10 | Twfg | 378.68 Mn | 285.93 Mn | - | 0.06% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 0.06% |
| Mar 31, 2026 | 0.05% |
| Dec 31, 2025 | 0.04% |
| Sep 30, 2025 | 0.03% |
| Jun 30, 2025 | 0.03% |
| Mar 31, 2025 | 0.04% |
| Dec 31, 2024 | 0.04% |
| Sep 30, 2024 | 0.05% |