PCAP vs TWFG

Comparison between Patriot Capital Funding Inc (PCAP, Company) and TWFG Inc - Class A (TWFG, Company).

Both PCAP and TWFG are from the Financial Services sector.

PCAP vs TWFG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PCAP(COMPANY)	TWFG(COMPANY)
Market Cap	$324M	$323M
Max Drawdown	93.61%	52.72%
Sharpe Ratio	0.96	-0.95
5Y Beta	0.02	0.37
Industry	Shell Companies	Insurance Brokers
P/E Ratio	45.35	48.06
Forward P/E	N/A	21.19
Debt to Equity	0.01%	5.09%
Free Cash Flow Yield	-0.15%	18.54%
P/S Ratio	N/A	1.06
P/B Ratio	1.32	4.10

Market Cap

Winner

PCAP

$324M

TWFG

$323M

Max Drawdown

PCAP

93.61%

Winner

TWFG

52.72%

Sharpe Ratio

Winner

PCAP

0.96

TWFG

-0.95

5Y Beta

Winner

PCAP

0.02

TWFG

0.37

Industry

PCAP

Shell Companies

TWFG

Insurance Brokers

P/E Ratio

Winner

PCAP

45.35

TWFG

48.06

Forward P/E

PCAP

N/A

TWFG

21.19

Debt to Equity

Winner

PCAP

0.01%

TWFG

5.09%

Free Cash Flow Yield

PCAP

-0.15%

Winner

TWFG

18.54%

P/S Ratio

PCAP

N/A

TWFG

1.06

P/B Ratio

Winner

PCAP

1.32

TWFG

4.10

PCAP vs TWFG - Historical Returns

Returns include dividend reinvestment.

Period	PCAP	TWFG
1 month	+0.29%	+12.00%
3 months	+0.79%	+10.17%
6 months	+0.79%	-25.63%
1 year	-1.63%	-39.74%
10 years(CAGR)	+6.00%	N/A
Max(CAGR)	-1.49%	-1.08%

PCAP

+0.29%

Winner

TWFG

+12.00%

PCAP

+0.79%

Winner

TWFG

+10.17%

Winner

PCAP

+0.79%

TWFG

-25.63%

Winner

PCAP

-1.63%

TWFG

-39.74%

10Y(CAGR)

PCAP

+6.00%

TWFG

N/A

Max(CAGR)

PCAP

-1.49%

Winner

TWFG

-1.08%

PCAP vs TWFG - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	PCAP	TWFG
2026	+1.28%	-23.00%
2025	-2.97%	-4.10%
2024	N/A	+39.94%
2009	+4.52%	N/A
2008	-63.89%	N/A
2007	-30.70%	N/A
2006	+19.46%	N/A
2005	-13.17%	N/A

PCAP vs TWFG Drawdown Comparison

The maximum drawdown for PCAP was -93.61%, occurring on Mar 9, 2009. This drawdown has not yet recovered.

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

The current PCAP drawdown is -34.38%. The current TWFG drawdown is -40.18%.

Rank	PCAP	TWFG
#1	-93.61% Jun 6, 2007 - Mar 9, 2009	-52.72% Jun 23, 2025 - Feb 24, 2026
#2	-26.45% Aug 5, 2005 - Nov 30, 2006	-23.80% Nov 22, 2024 - Jun 12, 2025
#3	-11.74% Dec 7, 2006 - May 30, 2007	-13.81% Sep 5, 2024 - Oct 21, 2024
#4	-1.53% Nov 30, 2006 - Dec 4, 2006	-8.40% Nov 6, 2024 - Nov 22, 2024
#5	-1.05% Aug 1, 2005 - Aug 5, 2005	-4.55% Jul 31, 2024 - Aug 19, 2024
#6	-0.61% Dec 5, 2006 - Dec 7, 2006	-4.53% Jun 12, 2025 - Jun 23, 2025
#7	-0.13% May 31, 2007 - Jun 4, 2007	-4.11% Aug 19, 2024 - Aug 27, 2024
#8	N/A	-3.58% Jul 19, 2024 - Jul 25, 2024
#9	N/A	-3.49% Oct 29, 2024 - Nov 6, 2024
#10	N/A	-3.25% Oct 21, 2024 - Oct 28, 2024
#11	N/A	-1.45% Aug 27, 2024 - Aug 29, 2024
#12	N/A	-0.90% Jul 25, 2024 - Jul 29, 2024