Twfg TWFG
NASDAQ TWFG
$28.96 +0.52 (+1.83%)
At close: Aug 21, 2026 · 4:00 PM EDT

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
DateValue
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%