TWFG vs FRST

Comparison between TWFG Inc - Class A (TWFG, Company) and Primis Financial Corp (FRST, Company).

Both TWFG and FRST are from the Financial Services sector.

TWFG vs FRST - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TWFG(COMPANY)	FRST(COMPANY)
Market Cap	$412M	$411M
Max Drawdown	52.72%	80.92%
Sharpe Ratio	0.10	1.48
5Y Beta	0.34	0.89
Industry	Insurance Brokers	Banks - Regional
P/E Ratio	61.19	7.72
Forward P/E	23.31	7.23
PEG Ratio	N/A	0.00
Dividend Yield	N/A	2.48%
5Y Dividends CAGR	N/A	4.56%
5Y EPS CAGR	N/A	18.72%
Debt to Equity	5.09%	0.00%
Free Cash Flow Yield	14.56%	-10.93%
P/S Ratio	1.35	N/A
P/B Ratio	5.03	N/A

Market Cap

Winner

TWFG

$412M

FRST

$411M

Max Drawdown

Winner

TWFG

52.72%

FRST

80.92%

Sharpe Ratio

TWFG

0.10

Winner

FRST

1.48

5Y Beta

Winner

TWFG

0.34

FRST

0.89

Industry

TWFG

Insurance Brokers

FRST

Banks - Regional

P/E Ratio

TWFG

61.19

Winner

FRST

7.72

Forward P/E

TWFG

23.31

Winner

FRST

7.23

PEG Ratio

TWFG

N/A

FRST

0.00

Dividend Yield

TWFG

N/A

FRST

2.48%

5Y Dividends CAGR

TWFG

N/A

FRST

4.56%

5Y EPS CAGR

TWFG

N/A

FRST

18.72%

Debt to Equity

TWFG

5.09%

Winner

FRST

0.00%

Free Cash Flow Yield

Winner

TWFG

14.56%

FRST

-10.93%

P/S Ratio

TWFG

1.35

FRST

N/A

P/B Ratio

TWFG

5.03

FRST

N/A

TWFG vs FRST - Historical Returns

Returns include dividend reinvestment.

Period	TWFG	FRST
1 month	+3.06%	+6.43%
3 months	+42.43%	+20.06%
6 months	+46.62%	+21.15%
1 year	-5.04%	+48.76%
5 years(CAGR)	N/A	+4.80%
10 years(CAGR)	N/A	+5.91%
Max(CAGR)	+10.22%	+2.84%

TWFG

+3.06%

Winner

FRST

+6.43%

Winner

TWFG

+42.43%

FRST

+20.06%

Winner

TWFG

+46.62%

FRST

+21.15%

TWFG

-5.04%

Winner

FRST

+48.76%

5Y(CAGR)

TWFG

N/A

FRST

+4.80%

10Y(CAGR)

TWFG

N/A

FRST

+5.91%

Max(CAGR)

Winner

TWFG

+10.22%

FRST

+2.84%

TWFG vs FRST - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	TWFG	FRST
2026	-3.86%	+30.34%
2025	-4.10%	+26.38%
2024	+39.94%	-4.83%
2023	N/A	+12.21%
2022	N/A	-21.27%
2021	N/A	+29.12%
2020	N/A	-22.60%
2019	N/A	+24.18%
2018	N/A	-16.01%
2017	N/A	+0.14%
2016	N/A	+26.85%
2015	N/A	+20.45%
2014	N/A	+19.74%
2013	N/A	+29.98%
2012	N/A	+37.58%
2011	N/A	-19.74%
2010	N/A	+5.26%
2009	N/A	+21.33%
2008	N/A	-34.00%
2007	N/A	-45.45%
2006	N/A	+8.14%

TWFG vs FRST Drawdown Comparison

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

The maximum drawdown for FRST was -80.92%, occurring on Mar 5, 2009. Recovery took 2526 trading sessions.

The current TWFG drawdown is -25.31%.

Rank	TWFG	FRST
#1	-52.72% Jun 23, 2025 - Feb 24, 2026	-80.92% Nov 7, 2006 - Nov 18, 2016
#2	-23.80% Nov 22, 2024 - Jun 12, 2025	-54.84% Jun 26, 2018 - Feb 4, 2026
#3	-13.81% Sep 5, 2024 - Oct 21, 2024	-15.77% Apr 27, 2017 - Jun 26, 2018
#4	-8.40% Nov 6, 2024 - Nov 22, 2024	-11.18% Feb 4, 2026 - Apr 24, 2026
#5	-4.55% Jul 31, 2024 - Aug 19, 2024	-8.59% Mar 1, 2017 - Apr 20, 2017
#6	-4.53% Jun 12, 2025 - Jun 23, 2025	-7.87% Jun 26, 2026 - Aug 12, 2026
#7	-4.11% Aug 19, 2024 - Aug 27, 2024	-6.23% Apr 28, 2026 - Jun 2, 2026
#8	-3.58% Jul 19, 2024 - Jul 25, 2024	-4.91% Dec 20, 2016 - Feb 3, 2017
#9	-3.49% Oct 29, 2024 - Nov 6, 2024	-3.43% Jun 2, 2026 - Jun 4, 2026
#10	-3.25% Oct 21, 2024 - Oct 28, 2024	-3.24% Jun 12, 2026 - Jun 25, 2026
#11	-1.45% Aug 27, 2024 - Aug 29, 2024	-2.11% Feb 6, 2017 - Feb 10, 2017
#12	-0.90% Jul 25, 2024 - Jul 29, 2024	-1.73% Nov 25, 2016 - Dec 1, 2016
#13	N/A	-1.08% Dec 9, 2016 - Dec 14, 2016
#14	N/A	-0.90% Feb 14, 2017 - Feb 16, 2017
#15	N/A	-0.58% Feb 27, 2017 - Mar 1, 2017

Correlation

Correlation between TWFG and FRST is -0.59 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.59

-101