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TWFG (TWFG) Competitors

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$24.26 -0.15 (-0.61%)
Closing price 10/13/2026 04:00 PM Eastern
Extended Trading
$24.26 0.00 (0.00%)
As of 10/13/2026 07:30 PM Eastern
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TWFG vs. HGTY, BWIN, BRP, NP, and LIFE

Should you buy TWFG stock or one of its competitors? TWFG's main competitors and comparable companies include Hagerty (HGTY), Baldwin Insurance Group (BWIN), The Baldwin Insurance Group (BRP), Neptune Insurance (NP), and Ethos Technologies Inc. Class A Common Stock (LIFE). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "insurance brokers" industry.

How does TWFG compare to Hagerty?

Hagerty (NYSE:HGTY) and TWFG (NASDAQ:TWFG) are both finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their analyst recommendations, valuation, profitability, dividends, institutional ownership, media sentiment, risk and earnings.

TWFG has a net margin of 2.90% compared to Hagerty's net margin of 1.81%. TWFG's return on equity of 19.49% beat Hagerty's return on equity.

Company Net Margins Return on Equity Return on Assets
Hagerty1.81% 5.15% 1.58%
TWFG 2.90%19.49%15.20%

20.5% of Hagerty shares are held by institutional investors. 3.7% of Hagerty shares are held by company insiders. Comparatively, 68.4% of TWFG shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Hagerty has a beta of 0.83, meaning that its stock price is 17% less volatile than the broader market. Comparatively, TWFG has a beta of 0.28, meaning that its stock price is 72% less volatile than the broader market.

Hagerty has higher revenue and earnings than TWFG. TWFG is trading at a lower price-to-earnings ratio than Hagerty, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Hagerty$1.46B3.54$49.02M$0.09166.52
TWFG$247.08M5.31$7.96M$0.5941.12

In the previous week, Hagerty had 1 more articles in the media than TWFG. MarketBeat recorded 4 mentions for Hagerty and 3 mentions for TWFG. TWFG's average media sentiment score of 0.52 beat Hagerty's score of 0.31 indicating that TWFG is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Hagerty
1 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
TWFG
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Hagerty presently has a consensus target price of $13.80, suggesting a potential downside of 7.92%. TWFG has a consensus target price of $29.29, suggesting a potential upside of 20.72%. Given TWFG's higher possible upside, analysts clearly believe TWFG is more favorable than Hagerty.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Hagerty
0 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.50
TWFG
0 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.50

Summary

TWFG beats Hagerty on 9 of the 16 factors compared between the two stocks.

How does TWFG compare to Baldwin Insurance Group?

Baldwin Insurance Group (NASDAQ:BWIN) and TWFG (NASDAQ:TWFG) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their media sentiment, institutional ownership, dividends, risk, analyst recommendations, profitability, valuation and earnings.

Baldwin Insurance Group has a beta of 1, suggesting that its stock price has a similar volatility profile to the broader market.Comparatively, TWFG has a beta of 0.28, suggesting that its stock price is 72% less volatile than the broader market.

TWFG has a net margin of 2.90% compared to Baldwin Insurance Group's net margin of -4.67%. TWFG's return on equity of 19.49% beat Baldwin Insurance Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Baldwin Insurance Group-4.67% 12.67% 3.32%
TWFG 2.90%19.49%15.20%

TWFG has lower revenue, but higher earnings than Baldwin Insurance Group. Baldwin Insurance Group is trading at a lower price-to-earnings ratio than TWFG, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Baldwin Insurance Group$1.50B2.95-$33.81M-$1.04N/A
TWFG$247.08M5.31$7.96M$0.5941.12

Baldwin Insurance Group presently has a consensus price target of $31.20, indicating a potential downside of 2.10%. TWFG has a consensus price target of $29.29, indicating a potential upside of 20.72%. Given TWFG's stronger consensus rating and higher probable upside, analysts plainly believe TWFG is more favorable than Baldwin Insurance Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Baldwin Insurance Group
2 Sell rating(s)
9 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
1.92
TWFG
0 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.50

77.5% of Baldwin Insurance Group shares are owned by institutional investors. 15.8% of Baldwin Insurance Group shares are owned by company insiders. Comparatively, 68.4% of TWFG shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

In the previous week, Baldwin Insurance Group had 12 more articles in the media than TWFG. MarketBeat recorded 15 mentions for Baldwin Insurance Group and 3 mentions for TWFG. TWFG's average media sentiment score of 0.52 beat Baldwin Insurance Group's score of -0.04 indicating that TWFG is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Baldwin Insurance Group
1 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Neutral
TWFG
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

TWFG beats Baldwin Insurance Group on 11 of the 16 factors compared between the two stocks.

How does TWFG compare to The Baldwin Insurance Group?

TWFG (NASDAQ:TWFG) and The Baldwin Insurance Group (NASDAQ:BRP) are both finance companies, but which is the better stock? We will compare the two businesses based on the strength of their profitability, risk, media sentiment, earnings, dividends, analyst recommendations, institutional ownership and valuation.

In the previous week, TWFG had 3 more articles in the media than The Baldwin Insurance Group. MarketBeat recorded 3 mentions for TWFG and 0 mentions for The Baldwin Insurance Group. TWFG's average media sentiment score of 0.52 beat The Baldwin Insurance Group's score of 0.00 indicating that TWFG is being referred to more favorably in the media.

Company Overall Sentiment
TWFG Positive
The Baldwin Insurance Group Neutral

TWFG has higher earnings, but lower revenue than The Baldwin Insurance Group. The Baldwin Insurance Group is trading at a lower price-to-earnings ratio than TWFG, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
TWFG$247.08M5.31$7.96M$0.5941.12
The Baldwin Insurance Group$1.27B2.95-$90.14M-$0.92N/A

TWFG has a beta of 0.28, meaning that its share price is 72% less volatile than the broader market. Comparatively, The Baldwin Insurance Group has a beta of 1.54, meaning that its share price is 54% more volatile than the broader market.

70.4% of The Baldwin Insurance Group shares are held by institutional investors. 68.4% of TWFG shares are held by insiders. Comparatively, 22.7% of The Baldwin Insurance Group shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

TWFG currently has a consensus target price of $29.29, indicating a potential upside of 20.72%. Given TWFG's stronger consensus rating and higher probable upside, analysts clearly believe TWFG is more favorable than The Baldwin Insurance Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
TWFG
0 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.50
The Baldwin Insurance Group
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

TWFG has a net margin of 2.90% compared to The Baldwin Insurance Group's net margin of -4.29%. TWFG's return on equity of 19.49% beat The Baldwin Insurance Group's return on equity.

Company Net Margins Return on Equity Return on Assets
TWFG2.90% 19.49% 15.20%
The Baldwin Insurance Group -4.29%9.21%2.82%

Summary

TWFG beats The Baldwin Insurance Group on 13 of the 16 factors compared between the two stocks.

How does TWFG compare to Neptune Insurance?

Neptune Insurance (NYSE:NP) and TWFG (NASDAQ:TWFG) are both finance companies, but which is the superior business? We will compare the two companies based on the strength of their profitability, valuation, risk, dividends, earnings, analyst recommendations, institutional ownership and media sentiment.

In the previous week, Neptune Insurance had 13 more articles in the media than TWFG. MarketBeat recorded 16 mentions for Neptune Insurance and 3 mentions for TWFG. TWFG's average media sentiment score of 0.52 beat Neptune Insurance's score of 0.34 indicating that TWFG is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Neptune Insurance
4 Very Positive mention(s)
1 Positive mention(s)
8 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
TWFG
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Neptune Insurance presently has a consensus price target of $31.54, indicating a potential upside of 7.93%. TWFG has a consensus price target of $29.29, indicating a potential upside of 20.72%. Given TWFG's higher possible upside, analysts clearly believe TWFG is more favorable than Neptune Insurance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Neptune Insurance
0 Sell rating(s)
7 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.53
TWFG
0 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.50

Neptune Insurance has higher earnings, but lower revenue than TWFG. TWFG is trading at a lower price-to-earnings ratio than Neptune Insurance, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Neptune Insurance$159.55M25.13$37.41M$0.25116.88
TWFG$247.08M5.31$7.96M$0.5941.12

Neptune Insurance has a net margin of 21.45% compared to TWFG's net margin of 2.90%. TWFG's return on equity of 19.49% beat Neptune Insurance's return on equity.

Company Net Margins Return on Equity Return on Assets
Neptune Insurance21.45% -18.77% 64.26%
TWFG 2.90%19.49%15.20%

Summary

Neptune Insurance beats TWFG on 8 of the 13 factors compared between the two stocks.

How does TWFG compare to Ethos Technologies Inc. Class A Common Stock?

TWFG (NASDAQ:TWFG) and Ethos Technologies Inc. Class A Common Stock (NASDAQ:LIFE) are both finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their media sentiment, profitability, institutional ownership, earnings, risk, valuation, analyst recommendations and dividends.

In the previous week, Ethos Technologies Inc. Class A Common Stock had 5 more articles in the media than TWFG. MarketBeat recorded 8 mentions for Ethos Technologies Inc. Class A Common Stock and 3 mentions for TWFG. Ethos Technologies Inc. Class A Common Stock's average media sentiment score of 0.88 beat TWFG's score of 0.52 indicating that Ethos Technologies Inc. Class A Common Stock is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
TWFG
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Ethos Technologies Inc. Class A Common Stock
3 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Ethos Technologies Inc. Class A Common Stock has higher revenue and earnings than TWFG. Ethos Technologies Inc. Class A Common Stock is trading at a lower price-to-earnings ratio than TWFG, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
TWFG$247.08M5.31$7.96M$0.5941.12
Ethos Technologies Inc. Class A Common Stock$387.61M6.52$71.15M-$2.85N/A

TWFG has a net margin of 2.90% compared to Ethos Technologies Inc. Class A Common Stock's net margin of 0.00%. TWFG's return on equity of 19.49% beat Ethos Technologies Inc. Class A Common Stock's return on equity.

Company Net Margins Return on Equity Return on Assets
TWFG2.90% 19.49% 15.20%
Ethos Technologies Inc. Class A Common Stock N/A N/A N/A

TWFG presently has a consensus target price of $29.29, suggesting a potential upside of 20.72%. Ethos Technologies Inc. Class A Common Stock has a consensus target price of $35.63, suggesting a potential downside of 10.06%. Given TWFG's higher probable upside, analysts clearly believe TWFG is more favorable than Ethos Technologies Inc. Class A Common Stock.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
TWFG
0 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.50
Ethos Technologies Inc. Class A Common Stock
1 Sell rating(s)
1 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.63

61.7% of Ethos Technologies Inc. Class A Common Stock shares are held by institutional investors. 68.4% of TWFG shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Summary

Ethos Technologies Inc. Class A Common Stock beats TWFG on 8 of the 14 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding TWFG and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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TWFG vs. The Competition

MetricTWFGInsurance IndustryFinance SectorNASDAQ Exchange
Market Cap$1.32B$18.63B$13.51B$13.21B
Dividend YieldN/A3.28%6.08%22.89%
P/E Ratio23.9313.3022.5619.34
Price / Sales5.3130.18491.0381.55
Price / Cash21.2611.9744.1953.04
Price / Book4.562.032.706.03
Net Income$7.96M$1.80B$1.32B$380.34M
7 Day Performance-3.08%0.74%-0.16%-2.32%
1 Month Performance-13.76%-3.79%-2.57%-5.29%
1 Year Performance-10.35%5.67%10.19%-2.94%

TWFG Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
TWFG
TWFG
2.9867 of 5 stars
$24.26
-0.6%
$29.29
+20.7%
-7.4%$1.32B$247.08M23.93400
HGTY
Hagerty
1.9908 of 5 stars
$13.86
+0.8%
$13.80
-0.4%
+27.1%$4.72B$1.46B153.961,891
BWIN
Baldwin Insurance Group
2.2464 of 5 stars
$31.83
-0.2%
$30.89
-3.0%
+17.7%$4.45B$1.72BN/A5,020
BRP
The Baldwin Insurance Group
N/A$31.90
+0.4%
N/A+10.9%$3.75B$1.27BN/A9,200
NP
Neptune Insurance
2.6071 of 5 stars
$27.18
+0.2%
$31.82
+17.1%
+2.9%$3.72B$159.55M108.7261

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This page (NASDAQ:TWFG) was last updated on 10/14/2026 by MarketBeat.com Staff.
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