Professional
Added to YB: 2024-11-13
Pitch date: 2024-09-30
TWFG [bullish]
TWFG, Inc.
+4.94%
current return
Author Info
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Company Info
TWFG, Inc. operates an independent distribution platform for personal and commercial insurance products in the United States.
Market Cap
$408.9M
Pitch Price
$27.12
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.74
P/E
90.57
EV/Sales
2.12
Sector
Insurance
Category
growth
Show full summary:
Baron FinTech Fund New Position: TWFG, Inc.
TWFG: 7th largest US personal lines insurance broker, 410 branches, 17 states. 19% 5-yr CAGR, 2x industry. Capital-light model: 80/20 split with agents. Expanding via captive-to-independent transitions & M&A. Large $956B market, 6% CAGR. Expect 20% growth, EBITDA doubling in 3 years. Founder-CEO owns majority.
Read full article (2 min)