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Added to YB: 2024-11-13

Pitch date: 2024-09-30

TWFG [bullish]

TWFG, Inc.

+4.94%

current return

Author Info

No bio for this author

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)