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12-1 Month Momentum % is the total return of the stock from 12-month ago to 1-month ago. As of today (2026-09-01), The Baldwin Insurance Group's 12-1 Month Momentum % is -12.41%.
The industry rank for The Baldwin Insurance Group's 12-1 Month Momentum % or its related term are showing as below:
BWIN's 12-1 Month Momentum % is ranked worse than 74.61% of 583
companies
in the Insurance industry
Industry Median: 4.62
vs BWIN: -12.41
The Baldwin Insurance Group (NAS:BWIN) 12-1 Month Momentum % Explanation
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 12-1 Month Momentum % measures the total return to a stock over the past twelve months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
The Baldwin Insurance Group 12-1 Month Momentum % Related Terms
BWIN vs ARX, NP, CRVL: 12-1 Month Momentum % Comparison
For the Insurance Brokers subindustry, The Baldwin Insurance Group's 12-1 Month Momentum %, along with its competitors' market caps and 12-1 Month Momentum % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
The Baldwin Insurance Group 12-1 Month Momentum % vs Insurance Industry
For the Insurance industry and Financial Services sector, The Baldwin Insurance Group's 12-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where The Baldwin Insurance Group's 12-1 Month Momentum % falls into.
The Baldwin Insurance Group (NAS:BWIN) 12-1 Month Momentum % Calculation
12-1 Month Momentum % is calculated as following:
12-1 Month Momentum %
=
( Price 1-month ago
/
Price 12-month ago
- 1 )
*
100 %
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
What does a 12-1 Month Momentum % of -12.41% mean?
The Baldwin Insurance Group (BWIN) has a 12-1 Month Momentum % of -12.41% as of Sep. 01, 2026. 12-1 Month Momentum measures the total return of the stock from 12-month ago to 1-month ago. View historical data on The Baldwin Insurance Group and its competitors. According to the industry distribution chart, The Baldwin Insurance Group ranks #435 out of 583 companies in the Insurance industry, placing it in the top 74.6%.
Is The Baldwin Insurance Group's 12-1 Month Momentum % too high?
The Baldwin Insurance Group's current 12-1 Month Momentum % is -12.41%. Based on the distribution chart, The Baldwin Insurance Group ranks #435 out of 583 companies in the Insurance industry, which is below the industry midpoint. Overall, The Baldwin Insurance Group has a GF Score™ of 81/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does The Baldwin Insurance Group's 12-1 Month Momentum % compare to ARX and NP?
According to the Insurance industry distribution chart, The Baldwin Insurance Group ranks #435 out of 583 companies for 12-1 Month Momentum %. This places The Baldwin Insurance Group in the lower half of its industry. The industry median 12-1 Month Momentum % is 4.62. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 12-1 Month Momentum % for an Insurance company?
The median 12-1 Month Momentum % among Insurance companies is 4.62, based on 583 companies in the industry. Companies in the top quartile (top 25%) have a 12-1 Month Momentum % significantly above this median, while those in the bottom quartile fall well below. However, 12-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 12-1 Month Momentum % mean?
A high 12-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 12-1 Month Momentum measures the total return of the stock from 12-month ago to 1-month ago. View historical data on The Baldwin Insurance Group and its competitors. For the Insurance industry, the median 12-1 Month Momentum % is 4.62 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. The Baldwin Insurance Group's current 12-1 Month Momentum % is -12.41%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is The Baldwin Insurance Group stock overvalued right now?
Based on GuruFocus' analysis, The Baldwin Insurance Group (BWIN) is currently considered Fairly Valued. The stock's GF Value™ is $29.54, compared to a current price of $30.85 — trading 4.4% above its estimated fair value. The current 12-1 Month Momentum % is -12.41%. The Baldwin Insurance Group's overall GF Score™ is 81/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 12-1 Month Momentum % calculated?
12-1 Month Momentum % is calculated from a company's financial statements. For The Baldwin Insurance Group (BWIN), the current 12-1 Month Momentum % is -12.41% as of Sep. 01, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is The Baldwin Insurance Group (BWIN) Overvalued in 2026?
Based on GuruFocus' analysis, The Baldwin Insurance Group stock appears to be overvalued.
The current stock price of $30.85 is trading 4.4% above its estimated GF Value™ of $29.54.
GuruFocus considers The Baldwin Insurance Group to be Fairly Valued.
Key valuation signals for BWIN:
12-1 Month Momentum %: -12.41%
GF Value™: $29.54 vs. price of $30.85 (4.4% above fair value)
No single metric tells the full story. See the BWIN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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.
81GF Score
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