BWIN Share Price Performance
US$27.49
-21.85 (-44.28%)
11.3% undervalued intrinsic discount
US$31.00
Fair Value
Price US$27.49
AnalystLowTarget US$31.00
AnalystConsensusTarget US$33.63
AnalystHighTarget US$52.00
Fair ValueUS$31.00
Share Pricen/a
The Baldwin Insurance Group, Inc. Stock Price
- 3 Narratives written by author
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- 2 Fair Values set on narratives written by author
BWIN Community Narratives
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Fair Value US$31 11.3% undervalued intrinsic discount
Digital Challengers And Climate Risks Will Erode Broker Models
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Fair Value US$33.63 18.2% undervalued intrinsic discount
Analyst Commentary Reflects Mixed Outlook and Modest Price Target Cut for Baldwin Insurance Group
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Fair Value US$52 47.1% undervalued intrinsic discount
Digital Adoption And Specialized Solutions Will Expand US Insurance Markets
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Analyst Commentary Reflects Mixed Outlook and Modest Price Target Cut for Baldwin Insurance Group
Key Takeaways Expansion in mortgage partnerships and proprietary technology investments are driving strong growth opportunities, efficiency gains, and improved earnings potential. Tailwinds from demographic shifts, government funding, and rising risk awareness are boosting demand for core offerings and widening the addressable market.Read more
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AN
US$33.63
18.2% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
11.24% p.a.
Profit Margin
0.74%
Future PE
223.02x
Share price in 2028
US$40.9
Digital Adoption And Specialized Solutions Will Expand US Insurance Markets
Key Takeaways Tech-driven distribution partnerships and digital product adoption are expanding market reach and accelerating revenue growth well above consensus expectations. Expanding advisory services, improved efficiencies, and unlocking free cash flow position the company for margin gains, market share growth, and flexible capital deployment.Read more
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AN
US$52
47.1% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
16.31% p.a.
Profit Margin
6.47%
Future PE
59.69x
Share price in 2028
US$105.91
Digital Challengers And Climate Risks Will Erode Broker Models
Key Takeaways Heavy reliance on acquisitions and lagging digital innovation increases integration risks and threatens both margin stability and market share growth against digital-first competitors. Heightened exposure to catastrophic climate events and shifting regulatory landscapes amplifies operational risk and erodes the sustainability of its traditional broker-driven revenue model.Read more
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AN
US$31
11.3% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
9.83% p.a.
Profit Margin
1.07%
Future PE
256.02x
Share price in 2028
US$63.11
Recently Updated Narratives
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Analyst Commentary Reflects Mixed Outlook and Modest Price Target Cut for Baldwin Insurance Group
Fair Value: US$33.63 18.2% undervalued intrinsic discount
2 followersusers have followed this narrative
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AN
Digital Challengers And Climate Risks Will Erode Broker Models
Fair Value: US$31 11.3% undervalued intrinsic discount
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AN
Digital Adoption And Specialized Solutions Will Expand US Insurance Markets
Fair Value: US$52 47.1% undervalued intrinsic discount
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Snowflake Analysis
The Baldwin Insurance Group, Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- -0.39
- 27.55%
- -1.89%
- 145.7%
About BWIN
- Founded
- 2011
- Employees
- 4000
- CEO
- WebsiteView website
The Baldwin Insurance Group, Inc. operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. It operates through three segments: Insurance Advisory Solutions; Underwriting, Capacity & Technology Solutions; and Mainstreet Insurance Solutions. The Insurance Advisory Solutions segment provides private risk management, commercial risk management, employee benefits, and Medicare insurance solutions for businesses and high-net-worth individuals, as well as their families. The Underwriting, Capacity & Technology Solutions segment offers MGA platform, that manufactures technology-enabled insurance products suite comprises personal, commercial, and professional lines. The Mainstreet Insurance Solutions segment provides personal insurance, commercial insurance, and life and health solutions to individuals and businesses in communities, as well as offers reinsurance brokerage; and consultation for government assistance programs and solutions, including traditional Medicare and Medicare advantage and affordable care act to seniors and eligible individuals through a network of primarily independent contractor agents. The company was formerly known as BRP Group, Inc. and changed its name to The Baldwin Insurance Group, Inc. in May 2024. The Baldwin Insurance Group, Inc. was founded in 2011 and is headquartered in Tampa, Florida.
