DDT vs TWFG

Comparison between Dillards Capital Trust I (DDT, Company) and TWFG Inc - Class A (TWFG, Company).

DDT vs TWFG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DDT(COMPANY)	TWFG(COMPANY)
Market Cap	$412M	$412M
Max Drawdown	84.58%	52.72%
Sharpe Ratio	1.03	0.10
5Y Beta	0.07	0.34
Industry	N/A	Insurance Brokers
P/E Ratio	0.67	61.19
Forward P/E	N/A	23.31
PEG Ratio	0.03	N/A
Dividend Yield	11.20%	N/A
5Y Dividends CAGR	4.56%	N/A
5Y EPS CAGR	40.22%	N/A
Debt to Equity	0.00%	5.09%
Free Cash Flow Yield	N/A	14.56%
P/S Ratio	N/A	1.35
P/B Ratio	N/A	5.03

Market Cap

DDT

$412M

Winner

TWFG

$412M

Max Drawdown

DDT

84.58%

Winner

TWFG

52.72%

Sharpe Ratio

Winner

DDT

1.03

TWFG

0.10

5Y Beta

Winner

DDT

0.07

TWFG

0.34

Industry

DDT

N/A

TWFG

Insurance Brokers

P/E Ratio

Winner

DDT

0.67

TWFG

61.19

Forward P/E

DDT

N/A

TWFG

23.31

PEG Ratio

DDT

0.03

TWFG

N/A

Dividend Yield

DDT

11.20%

TWFG

N/A

5Y Dividends CAGR

DDT

4.56%

TWFG

N/A

5Y EPS CAGR

DDT

40.22%

TWFG

N/A

Debt to Equity

Winner

DDT

0.00%

TWFG

5.09%

Free Cash Flow Yield

DDT

N/A

TWFG

14.56%

P/S Ratio

DDT

N/A

TWFG

1.35

P/B Ratio

DDT

N/A

TWFG

5.03

DDT vs TWFG - Historical Returns

Returns include dividend reinvestment.

Period	DDT	TWFG
1 month	+1.12%	+3.06%
3 months	+3.00%	+42.43%
6 months	+4.06%	+46.62%
1 year	+8.72%	-5.04%
5 years(CAGR)	+7.35%	N/A
10 years(CAGR)	+7.42%	N/A
Max(CAGR)	+9.83%	+10.22%

DDT

+1.12%

Winner

TWFG

+3.06%

DDT

+3.00%

Winner

TWFG

+42.43%

DDT

+4.06%

Winner

TWFG

+46.62%

Winner

DDT

+8.72%

TWFG

-5.04%

5Y(CAGR)

DDT

+7.35%

TWFG

N/A

10Y(CAGR)

DDT

+7.42%

TWFG

N/A

Max(CAGR)

DDT

+9.83%

Winner

TWFG

+10.22%

DDT vs TWFG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DDT	TWFG
2026	+5.93%	-3.86%
2025	+9.07%	-4.10%
2024	+6.39%	+39.94%
2023	+8.78%	N/A
2022	-2.14%	N/A
2021	+20.73%	N/A
2020	+2.12%	N/A
2019	+9.75%	N/A
2018	+6.57%	N/A
2017	+6.38%	N/A
2016	+3.69%	N/A
2015	+10.66%	N/A
2014	+10.56%	N/A
2013	+6.03%	N/A
2012	+10.41%	N/A
2011	+11.65%	N/A
2010	+34.13%	N/A
2009	+231.21%	N/A
2008	-62.94%	N/A
2007	-19.90%	N/A
2006	+11.80%	N/A
2005	+4.51%	N/A
2004	+15.96%	N/A
2003	+46.77%	N/A
2002	+0.60%	N/A
2001	+39.72%	N/A
2000	-19.62%	N/A
1999	-10.73%	N/A

DDT vs TWFG Drawdown Comparison

The maximum drawdown for DDT was -80.27%, occurring on Mar 9, 2009. Recovery took 596 trading sessions.

The maximum drawdown for TWFG was -52.72%, occurring on Feb 24, 2026. This drawdown has not yet recovered.

The current DDT drawdown is -0.08%. The current TWFG drawdown is -25.31%.

Rank	DDT	TWFG
#1	-80.27% Jul 13, 2007 - Nov 20, 2009	-52.72% Jun 23, 2025 - Feb 24, 2026
#2	-45.71% Feb 21, 2020 - Oct 16, 2020	-23.80% Nov 22, 2024 - Jun 12, 2025
#3	-39.68% Nov 9, 1999 - Feb 6, 2001	-13.81% Sep 5, 2024 - Oct 21, 2024
#4	-19.76% Nov 26, 2001 - Mar 6, 2002	-8.40% Nov 6, 2024 - Nov 22, 2024
#5	-17.43% Jun 11, 2002 - Apr 17, 2003	-4.55% Jul 31, 2024 - Aug 19, 2024
#6	-15.95% Jul 13, 2001 - Nov 19, 2001	-4.53% Jun 12, 2025 - Jun 23, 2025
#7	-13.26% Jul 11, 2003 - Nov 28, 2003	-4.11% Aug 19, 2024 - Aug 27, 2024
#8	-12.22% Apr 13, 2010 - Aug 19, 2010	-3.58% Jul 19, 2024 - Jul 25, 2024
#9	-10.96% Apr 11, 2001 - Jul 10, 2001	-3.49% Oct 29, 2024 - Nov 6, 2024
#10	-9.87% Jul 25, 2018 - May 8, 2019	-3.25% Oct 21, 2024 - Oct 28, 2024
#11	-8.78% Mar 6, 2002 - May 16, 2002	-1.45% Aug 27, 2024 - Aug 29, 2024
#12	-8.37% Jul 22, 2011 - Oct 13, 2011	-0.90% Jul 25, 2024 - Jul 29, 2024
#13	-8.01% Oct 16, 2020 - Nov 17, 2020	N/A
#14	-7.81% Jan 8, 2010 - Mar 1, 2010	N/A
#15	-6.97% Feb 23, 2001 - Mar 23, 2001	N/A

Correlation

Correlation between DDT and TWFG is -0.56 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.56

-101