Business Description
The Baldwin Insurance Group Inc
NAICS : 524210
SIC : 6411
ISIN : US05589G1022
Share Class Description:
BWIN: Class ATotal Employee Number:
5,020Description
The Baldwin Insurance Group Inc is an insurance distribution company operating in the United States. The company provides commercial risk management, employee benefits, private risk management, and personal insurance solutions. It operates through three segments: Insurance Advisory Solutions, which focuses on commercial risk management and employee benefits; Underwriting, Capacity & Technology Solutions, which includes managing general agency operations, reinsurance brokerage, captive management, and technology-enabled insurance products; and Mainstreet Insurance Solutions, which offers personal, commercial, and life and health insurance products through community-based distribution channels.
Financial Strength
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 0.06 | |||||
Equity-to-Asset | 0.16 | |||||
Debt-to-Equity | 2.67 | |||||
Debt-to-EBITDA | 34.96 | |||||
Piotroski F-Score | 4/9 | |||||
Altman Z-Score | 0.5 | |||||
Beneish M-Score | -2.4 | |||||
WACC vs ROIC | ||||||
Growth Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 8.7 | |||||
3-Year EBITDA Growth Rate | 25.6 | |||||
3-Year EPS without NRI Growth Rate | 17.5 | |||||
3-Year FCF Growth Rate | -33.1 | |||||
3-Year Book Growth Rate | -5.5 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 22.58 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 16.57 |
Momentum Rank
2/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 81.02 | |||||
9-Day RSI | 75.61 | |||||
14-Day RSI | 70.36 | |||||
3-1 Month Momentum % | -12.32 | |||||
6-1 Month Momentum % | -25.74 | |||||
12-1 Month Momentum % | -55.11 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Current Ratio | 1.08 | |||||
Quick Ratio | 1.08 | |||||
Cash Ratio | 0.1 | |||||
Days Sales Outstanding | 82.48 | |||||
Days Payable | 69.75 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Average Share Buyback Ratio | -5.3 | |||||
Shareholder Yield % | -9.76 |
Profitability Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Gross Margin % | 28.89 | |||||
Operating Margin % | -5.21 | |||||
Net Margin % | -2.82 | |||||
EBITDA Margin % | 4.58 | |||||
FCF Margin % | -0.92 | |||||
OCF Margin % | 1.77 | |||||
ROE % | -6.61 | |||||
ROA % | -1.09 | |||||
ROIC % | -0.8 | |||||
3-Year ROIIC % | 157.13 | |||||
ROC (Joel Greenblatt) % | -89.78 | |||||
ROCE % | -2.71 | |||||
Years of Profitability over Past 10-Year | 1 | |||||
Moat Score | 2 | |||||
Tariff Resilience Score | 9 |
GF Value Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Forward PE Ratio | 13.03 | |||||
PE Ratio without NRI | 38.17 | |||||
PEG Ratio | 1.21 | |||||
PS Ratio | 1.2 | |||||
PB Ratio | 2.63 | |||||
Price-to-Operating-Cash-Flow | 59.89 | |||||
EV-to-EBIT | -66.44 | |||||
EV-to-Forward-EBIT | 10.65 | |||||
EV-to-EBITDA | 75.68 | |||||
EV-to-Forward-EBITDA | 10.44 | |||||
EV-to-Revenue | 3.46 | |||||
EV-to-Forward-Revenue | 2.4 | |||||
EV-to-FCF | -377.24 | |||||
Price-to-GF-Value | 0.89 | |||||
Price-to-Projected-FCF | 3.99 | |||||
Price-to-Peter-Lynch-Fair-Value | 2.41 | |||||
Earnings Yield (Greenblatt) % | -1.51 | |||||
FCF Yield % | -0.58 | |||||
Forward Rate of Return (Yacktman) % | 14.99 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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The Baldwin Insurance Group Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 1,608.265 | ||
| EPS (TTM) ($) | -0.67 | ||
| Beta | 0.9029 | ||
| 3-Year Sharpe Ratio | 0.14 | ||
| 3-Year Sortino Ratio | 0.23 | ||
| Volatility % | 50.11 | ||
| 14-Day RSI | 70.36 | ||
| 14-Day ATR ($) | 1.613102 | ||
| 20-Day SMA ($) | 20.449 | ||
| 12-1 Month Momentum % | -55.11 | ||
| 52-Week Range ($) | 15.88 - 43.64 | ||
| Shares Outstanding (Mil) | 97.49 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 4 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
The Baldwin Insurance Group Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
The Baldwin Insurance Group Inc Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| Third quarter earnings conference call for 2026 | 2026-11-04 17:00 | In 131 days | ||
| Third quarter earnings results for 2026 | 2026-11-04 | In 130 days | ||
| Second quarter earnings conference call for 2026 | 2026-08-05 17:00 | In 40 days | ||
| Second quarter earnings results for 2026 | 2026-08-05 | In 39 days | ||
| General meeting for 2026 | 2026-06-04 10:00 | 18.77 (-2.75%) | ||
| William Blair Growth Stock Conference | 2026-06-03 15:40 | 19.48 (-1.52%) | ||
| First quarter earnings conference call for 2026 | 2026-05-04 17:00 | 22.03 (-3.67%) | ||
| First quarter earnings results for 2026 | 2026-05-04 | 22.03 (-3.67%) | ||
| Raymond James Institutional Investor Conference | 2026-03-02 08:40 | 23.23 (+15.17%) | ||
| Fourth quarter earnings conference call for 2025 | 2026-02-26 17:00 | 16.94 (-2.53%) |
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The Baldwin Insurance Group Inc Frequently Asked Questions
What is The Baldwin Insurance Group Inc(BWIN)'s stock price today?
The current price of BWIN is $26.22. The 52 week high of BWIN is $43.64 and 52 week low is $15.88.
When is next earnings date of The Baldwin Insurance Group Inc(BWIN)?
The next earnings date of The Baldwin Insurance Group Inc(BWIN) is 2026-08-05 Est..
Does The Baldwin Insurance Group Inc(BWIN) pay dividends? If so, how much?
The Baldwin Insurance Group Inc(BWIN) does not pay dividend.
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