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 | 2/6 |
| Future Growth | 5/6 |
| Past Performance | 0/6 |
| Financial Health | 3/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
No risks detected for BWIN from our risk checks.
My Notes
Capture your thoughts, links and company narrative
The Baldwin Insurance Group, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$39.75 |
| 52 Week High | US$55.82 |
| 52 Week Low | US$21.70 |
| Beta | 1.6 |
| 1 Month Change | -12.58% |
| 3 Month Change | -18.39% |
| 1 Year Change | 61.26% |
| 3 Year Change | 14.16% |
| 5 Year Change | 155.46% |
| Change since IPO | 142.82% |
Recent News & Updates
Recent updates
Why Investors Shouldn't Be Surprised By The Baldwin Insurance Group, Inc.'s (NASDAQ:BWIN) P/S
Oct 11
Revenues Tell The Story For The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) As Its Stock Soars 26%
May 26BRP Group, Inc.'s (NASDAQ:BRP) 33% Jump Shows Its Popularity With Investors
Mar 05Why Investors Shouldn't Be Surprised By BRP Group, Inc.'s (NASDAQ:BRP) P/S
Jul 15BRP Group acquires National Health Plans & Benefits Agency
Aug 01Shareholder Returns
| BWIN | US Insurance | US Market | |
|---|---|---|---|
| 7D | -3.0% | -2.8% | -3.5% |
| 1Y | 61.3% | 25.2% | 22.1% |
Return vs Industry: BWIN exceeded the US Insurance industry which returned 25.2% over the past year.
Return vs Market: BWIN exceeded the US Market which returned 22.1% over the past year.
Price Volatility
| BWIN volatility | |
|---|---|
| BWIN Average Weekly Movement | 7.1% |
| Insurance Industry Average Movement | 4.2% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in US Market | 17.0% |
| 10% least volatile stocks in US Market | 3.1% |
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 (7%) 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 commercial risk management, employee benefits, and private risk management 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$4.64b |
| Earnings (TTM) | -US$38.84m |
| Revenue (TTM) | US$1.34b |
2.0x
P/S Ratio-69.2x
P/E RatioIs BWIN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BWIN income statement (TTM) | |
|---|---|
| Revenue | US$1.34b |
| Cost of Revenue | US$961.28m |
| Gross Profit | US$382.52m |
| Other Expenses | US$421.36m |
| Earnings | -US$38.84m |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.57 |
| Gross Margin | 28.47% |
| Net Profit Margin | -2.89% |
| Debt/Equity Ratio | 136.3% |
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 | 2024/12/20 22:54 |
| End of Day Share Price | 2024/12/20 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
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 here.
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 .
Analyst Sources
The Baldwin Insurance Group, Inc. is covered by 10 analysts. 7 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 |
|---|---|
| Joshua Shanker | BofA Global Research |
| Luke Lemoine | Capital One Securities, Inc. |
| Yaron Kinar | Jefferies LLC |