BWIN (The Baldwin Insurance Group) ROE % Adjusted to Book Value: 0.55% (As of Mar. 2026)


BWIN The Baldwin Insurance Group Inc BWIN
74 GF Score
Price $26.22
GF Value $29.32
Valuation Modestly Undervalued
! 6 Warning Signs
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What is The Baldwin Insurance Group ROE % Adjusted to Book Value?

The Baldwin Insurance Group BWIN +9.43% 74 ROE % Adjusted to Book Value is 0.55% as of Mar. 2026. GuruFocus rates BWIN with a GF Score™ of 74/100 and a GF Value™ of $29.32 (Modestly Undervalued). The stock has 6 warning signs investors should review.

The Baldwin Insurance Group's ROE % for the quarter that ended in Mar. 2026 was 1.20%. The Baldwin Insurance Group's PB Ratio for the quarter that ended in Mar. 2026 was 2.20. The Baldwin Insurance Group's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 was 0.55%.


The Baldwin Insurance Group ROE % Adjusted to Book Value Related Terms


The Baldwin Insurance Group ROE % Adjusted to Book Value Historical Data

* Premium members only.

The historical data trend for The Baldwin Insurance Group's ROE % Adjusted to Book Value can be seen below:

* 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.

The Baldwin Insurance Group ROE % Adjusted to Book Value Chart

The Baldwin Insurance Group Annual Data
Trend Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only -1.80 -2.70 -5.61 -0.95 -1.99

The Baldwin Insurance Group Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROE % Adjusted to Book Value Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 1.84 -0.42 -3.69 -5.91 0.55

BWIN vs LIFE, GSHD, CRVL: ROE % Adjusted to Book Value Comparison

For the Insurance Brokers subindustry, The Baldwin Insurance Group's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value vs Insurance Industry

For the Insurance industry and Financial Services sector, The Baldwin Insurance Group's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where The Baldwin Insurance Group's ROE % Adjusted to Book Value falls into.


BWIN
74GF Score
The Baldwin Insurance Group Inc BWIN
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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The Baldwin Insurance Group ROE % Adjusted to Book Value Calculation

The Baldwin Insurance Group's ROE % Adjusted to Book Value for the fiscal year that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=-5.71% / 2.87
=-1.99%

The Baldwin Insurance Group's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=1.20% / 2.20
=0.55%

* 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 ROE % Adjusted to Book Value of 0.55% mean?
The Baldwin Insurance Group (BWIN) has a ROE % Adjusted to Book Value of 0.55% as of Mar. 2026. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on The Baldwin Insurance Group and its competitors.
Is The Baldwin Insurance Group's ROE % Adjusted to Book Value too high?
The Baldwin Insurance Group's current ROE % Adjusted to Book Value is 0.55%. Overall, The Baldwin Insurance Group has a GF Score™ of 74/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does The Baldwin Insurance Group's ROE % Adjusted to Book Value compare to LIFE and GSHD?
The Baldwin Insurance Group's ROE % Adjusted to Book Value of 0.55% can be compared against companies in the Insurance industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for an Insurance company?
A good ROE % Adjusted to Book Value depends on the Insurance industry context. However, ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on The Baldwin Insurance Group and its competitors. The Baldwin Insurance Group's current ROE % Adjusted to Book Value is 0.55%. 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 Modestly Undervalued. The stock's GF Value™ is $29.32, compared to a current price of $26.22 — trading 10.6% below its estimated fair value. The current ROE % Adjusted to Book Value is 0.55%. The Baldwin Insurance Group's overall GF Score™ is 74/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For The Baldwin Insurance Group (BWIN), the current ROE % Adjusted to Book Value is 0.55% as of Mar. 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 undervalued. The current stock price of $26.22 is trading 10.6% below its estimated GF Value™ of $29.32. GuruFocus considers The Baldwin Insurance Group to be Modestly Undervalued.

Key valuation signals for BWIN:

  • ROE % Adjusted to Book Value: 0.55%
  • GF Value™: $29.32 vs. price of $26.22 (10.6% below fair value)
  • GF Score™: 74/100 with 6 warning signs

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 Business Description

Address 4211 West Boy Scout Boulevard, Suite 800, Tampa, FL, USA, 33607
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.
74GF Score

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ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$26.22
Price
$29.32
GF Value