Baldwin Insurance Group

Digital Challengers And Climate Risks Will Erode Broker Models

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

04 Sep 25

Updated

15 May 26

Views

19

15 May

US$19.66

AnalystLowTarget's Fair Value

US$23.00

14.5% undervalued

1Y

-48.3%

7D

-1.8%

Loading

1Y

-48.3%

7D

-1.8%

You can edit this narrative until May 16 9:15 PM. Then, changes will post as Updates.

Author's Valuation

US$2314.5% undervalued

AnalystLowTarget Fair Value

Shared on 15 May 26

Fair value Increased 9.52%

BWIN: 2026 Margin Execution And Buybacks Will Drive Earnings Quality

Baldwin Insurance Group rolls out a new risk‑sharing program for construction firms and partners with a mortgage lender to sell home insurance right when people buy a house. It also greenlights share buybacks, while analysts debate whether the company can follow through on stronger profitability despite worries about slower growth and tech disruption.

2 views

Shared on 04 Mar 26

Fair value Decreased 19%

BWIN: 2026 Pricing And Margin Trends Will Shape Earnings Quality

Narrative Update: Baldwin Insurance Group The analyst price target for Baldwin Insurance Group has been revised to $21 from $26, reflecting updated views on revenue growth, margins, and long term P/E assumptions as analysts weigh recent rating changes and commentary around valuation and the company’s 2026 growth profile. Analyst Commentary Recent research on Baldwin Insurance Group presents a mixed picture, with some firms highlighting upside tied to the company’s 2026 growth profile and others trimming expectations as they reassess revenue and margin trajectories.

1 view

Shared on 21 Jan 26

Fair value Decreased 16%

BWIN: Future Earnings Quality Will Hinge On Pricing And Margin Stability

Analysts have lifted their price target on Baldwin Insurance Group to about $27 from roughly $25, citing a refreshed view on revenue growth potential, profit margin expectations, and future P/E assumptions in light of the sector’s current focus on pricing, loss trends, reserves, and broker margins. Analyst Commentary Recent research has centered on how Baldwin Insurance Group is positioned across key insurance themes, including pricing, loss trends, reserves, and broker margins.

1 view

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$23

14.5% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

14.74%

Historical revenue growth rate

23.26%

Insurance revenue growth rate

0.23%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.56%

Calculation

US$22.30m

Earnings '29

x

152.68x

PE Ratio '29

=

US$3.40b

Market Cap '29

US$3.40b

Market Cap '29

/

119.43m

No. shares '29

=

US$28.50

Share Price '29

US$28.50 Share Price '29

Discounted to 2026 @ 7.54% p.a.

=

US$22.92

Fair Value '26