Baldwin Insurance Group (BWIN) Stock Overview
Operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 5/6 |
| Past Performance | 0/6 |
| Financial Health | 2/6 |
| Dividends | 0/6 |
BWIN Community Fair Values
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The Baldwin Insurance Group, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$42.66 |
| 52 Week High | US$55.82 |
| 52 Week Low | US$34.22 |
| Beta | 1.64 |
| 1 Month Change | 10.20% |
| 3 Month Change | 1.26% |
| 1 Year Change | 4.28% |
| 3 Year Change | 67.69% |
| 5 Year Change | 143.22% |
| Change since IPO | 160.60% |
Recent News & Updates
With The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) It Looks Like You'll Get What You Pay For
Jun 26
US Business Formation And Tech Investment Will Redefine Insurance
Rapid growth in commercial insurance demand and robust client retention drive strong recurring revenue, margin expansion, and increased capital flexibility.Recent updates
With The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) It Looks Like You'll Get What You Pay For
Jun 26US Business Formation And Tech Investment Will Redefine Insurance
Rapid growth in commercial insurance demand and robust client retention drive strong recurring revenue, margin expansion, and increased capital flexibility.The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) Not Flying Under The Radar
Feb 20Why Investors Shouldn't Be Surprised By The Baldwin Insurance Group, Inc.'s (NASDAQ:BWIN) P/S
Oct 11BRP Group acquires National Health Plans & Benefits Agency
Aug 01Shareholder Returns
| BWIN | US Insurance | US Market | |
|---|---|---|---|
| 7D | 6.2% | -1.1% | -0.09% |
| 1Y | 4.3% | 6.8% | 12.4% |
Return vs Industry: BWIN underperformed the US Insurance industry which returned 7.4% over the past year.
Return vs Market: BWIN underperformed the US Market which returned 10% over the past year.
Price Volatility
| BWIN volatility | |
|---|---|
| BWIN Average Weekly Movement | 5.5% |
| Insurance Industry Average Movement | 4.2% |
| Market Average Movement | 6.4% |
| 10% most volatile stocks in US Market | 17.0% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: BWIN has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: BWIN's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2011 | 4,000 | Trevor Baldwin | www.baldwin.com |
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 Baldwin Insurance Group, Inc. Fundamentals Summary
| BWIN fundamental statistics | |
|---|---|
| Market cap | US$4.88b |
| Earnings (TTM) | -US$32.16m |
| Revenue (TTM) | US$1.42b |
Is BWIN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BWIN income statement (TTM) | |
|---|---|
| Revenue | US$1.42b |
| Cost of Revenue | US$1.03b |
| Gross Profit | US$393.55m |
| Other Expenses | US$425.71m |
| Earnings | -US$32.16m |
Last Reported Earnings
Mar 31, 2025
Next Earnings Date
Aug 05, 2025
| Earnings per share (EPS) | -0.46 |
| Gross Margin | 27.67% |
| Net Profit Margin | -2.26% |
| Debt/Equity Ratio | 143.6% |
How did BWIN perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/07/16 19:19 |
| End of Day Share Price | 2025/07/16 00:00 |
| Earnings | 2025/03/31 |
| Annual Earnings | 2024/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
The Baldwin Insurance Group, Inc. is covered by 14 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Charles Lederer | BMO Capital Markets Equity Research |
| Joshua Shanker | BofA Global Research |
| Luke Lemoine | Capital One Securities, Inc. |