TWFG, Inc. TWFG
NASDAQ TWFG
$27.38 +0.36 (+1.33%)
As of: Nov 12, 2026 · 9:30 AM EST

Twfg (TWFG) Return on Invested Capital [ROIC] (2024 - 2026)

Updated

Twfg (TWFG) posted Return on Invested Capital [ROIC] of 18.03% for Q2 2026, up 9.63 percentage points from 8.40% a year earlier and up 4.37 percentage points from the prior quarter.

Analysis

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

For FY2025, Twfg's Return on Invested Capital [ROIC] came in at 11.69%, down 2.87 percentage points from FY2024.

  • In prior years, Twfg's Return on Invested Capital [ROIC] was 14.56% in FY2024.
  • The Q2 2026 figure stands as the highest quarterly Return on Invested Capital [ROIC] in data going back to Q3 2024.
  • On a year-over-year basis, Return on Invested Capital [ROIC] has increased in each of the last three quarters, with an average year-over-year change of +3.30 percentage points over the last four quarters.
  • According to Business Quant data, Return on Invested Capital [ROIC] for the three prior quarters was 13.67% (Q1 2026), 11.56% (Q4 2025) and 9.25% (Q3 2025).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROIC (Qtr)
1 Berkshire Hathaway 1,248.67 Bn -185.49 Bn 56.71 Bn -11.13%
2 Chubb 141.22 Bn 92.15 Bn 8.67 Bn 11.97%
3 Progressive 134.26 Bn 109.78 Bn 8.29 Bn 28.24%
4 Marsh & Mclennan Companies 98.32 Bn 90.72 Bn - 13.08%
5 Travelers Companies 82.09 Bn 59.57 Bn 5.93 Bn 21.49%
6 Manulife Financial 75.36 Bn -19.02 Bn - -
7 Arthur J. Gallagher 72.54 Bn 67.17 Bn 3.33 Bn 6.01%
8 Aon 71.33 Bn 50.56 Bn - 11.58%
9 Allstate 65.04 Bn 22.10 Bn -9.85 Bn 9.71%
10 Twfg 1.47 Bn 1.25 Bn 6.54 Mn 18.76%
Historic Data

Historic Data

Download Data
DateValue
Sep 30, 2026 18.76%
Jun 30, 2026 18.03%
Mar 31, 2026 13.67%
Dec 31, 2025 11.56%
Sep 30, 2025 9.25%
Jun 30, 2025 8.40%
Mar 31, 2025 8.63%
Dec 31, 2024 9.53%
Sep 30, 2024 12.83%
API Access

Twfg Return on Invested Capital [ROIC] API

Pull this series into your own models, spreadsheets and apps with the Business Quant Historical Metrics API. The request below matches the chart above — change the frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.

https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=TWFG&period=max&api_key=YOUR_API_KEY