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

Twfg's (TWFG) quarterly Return on Invested Capital came in at 0.05% in Q1 2026, up 2.0% year-on-year from 0.05% in Q1 2025, and up 17.11% on a QoQ basis from 0.04% in Q4 2025.

Twfg (TWFG) Return on Invested Capital (2024 - 2026) Analysis & Trends

Twfg (TWFG) has 3 years of Return on Invested Capital data on file, last reported at 0.05% in Q1 2026.

  • On a quarterly basis, Return on Invested Capital rose 2.0% year-over-year to 0.05% in Q1 2026; TTM through Mar 2026 was 0.05%, a 2.0% increase from a year earlier, with the FY2025 full-year figure at 0.18%, up 5.0% from the prior year.
  • Return on Invested Capital for Q1 2026 stood at 0.05%, up from 0.04% in the prior quarter.
  • Over the last five years, Return on Invested Capital for TWFG reached as high as 0.05% in Q1 2026 and fell as low as 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.
  • Across the five-year window, Return on Invested Capital fell 1 bps in 2025 and grew 2 bps in 2026, its largest moves.
  • Year by year, Return on Invested Capital stood at 0.04% in 2024, then increased by 1 bps to 0.04% in 2025, then rose by 17 bps to 0.05% in 2026.
  • Per Business Quant data, the three most recent Return on Invested Capital figures were 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 Marsh & Mclennan Companies 84.27 Bn 72.32 Bn 6.04 Bn 0.01%
2 Aon 75.99 Bn 74.60 Bn - 0.01%
3 Arthur J. Gallagher 62.23 Bn 60.85 Bn - 0.01%
4 Willis Towers Watson 27.24 Bn 25.46 Bn 1.98 Bn 0.01%
5 Brown & Brown 23.60 Bn 22.62 Bn 1.61 Bn 0.00%
6 Neptune Insurance Holdings 4.12 Bn 4.11 Bn 26.44 Mn 0.03%
7 Accelerant Holdings 3.06 Bn 1.55 Bn 48.00 Mn -
8 Corvel 3.03 Bn 2.68 Bn 54.92 Mn -
9 Baldwin Insurance 2.43 Bn 2.87 Bn - 0.00%
10 Twfg 382.73 Mn 454.93 Mn - 0.05%

Historic Data

Download Data
DateValue
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%