Accelerant Holdings (ARX) vs TWFG, Inc. (TWFG)
Accelerant Holdings and TWFG, Inc. are both Insurance Brokers companies. Accelerant Holdings is the larger, with a market value of $4.3B against $1.3B — 3.3× the size. Accelerant Holdings has negative trailing earnings, so its P/E is not meaningful; TWFG, Inc. trades at 40.9×. Accelerant Holdings grew revenue faster over the last twelve months: 54.6% against 34.7%. TWFG, Inc. has the higher net margin (2.98% vs −119.3%) and the higher return on invested capital (19.3% vs 0.00%). Across the 18 metrics below, TWFG, Inc. leads on 12 and Accelerant Holdings on 6.
Valuation
Profitability
| Metric | ARX | TWFG | Insurance Brokers median |
|---|---|---|---|
| Gross margin | 100.00% | 50.10% | 42.95% |
| Operating margin | 21.15% | 18.26% | 15.37% |
| Net margin | (119.27%) | 2.98% | 8.77% |
| Free cash flow margin | 0.16% | (2.78%) | 3.89% |
| Return on equity | (369.41%) | 3.24% | 0.00% |
| Return on assets | (16.63%) | 2.51% | 2.23% |
| Return on invested capital | 0.00% | 19.32% | 5.27% |
Growth
Health
Dividend
Size
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