Sifting through countless of stocks in the Insurance industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in The Baldwin Insurance Group, Inc., Goosehead Insurance or Inc. because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.

Read on to learn how The Baldwin Insurance Group, Inc., Goosehead Insurance and Inc. compare based on key financial metrics to determine which better meets your investment needs.

About The Baldwin Insurance Group, Inc., Goosehead Insurance and Inc.

The Baldwin Insurance Group, Inc. operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. The company operates through three segments: Insurance Advisory Solutions; Underwriting, Capacity & Technology Solutions; and Mainstreet Insurance Solutions. Its 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 product suite comprises personal, commercial, and professional lines. Its 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.

Goosehead Insurance, Inc. operates as a holding company for Goosehead Financial, LLC that engages in the provision of personal lines insurance agency services in the United States. The company offers insurance service for homeowner’s; automotive; dwelling property; flood, wind, and earthquake; excess liability or umbrella; general liability, and property and auto insurance for small businesses; life insurance; and motorcycle, recreational vehicle, and other insurance policies. It distributes its products and services through corporate and franchise locations. Goosehead Insurance, Inc. was founded in 2003 and is headquartered in Westlake, Texas.

Latest Insurance and The Baldwin Insurance Group, Inc., Goosehead Insurance, Inc. Stock News

As of July 31, 2026, The Baldwin Insurance Group, Inc. had a $2.7 billion market capitalization, compared to the Insurance median of $7.1 million. The Baldwin Insurance Group, Inc.’s stock is up 15.4% in 2026, up 4.8% in the previous five trading days and down 24.6% in the past year.

Currently, The Baldwin Insurance Group, Inc. does not have a price-earnings ratio. The Baldwin Insurance Group, Inc.’s trailing 12-month revenue is $1.6 billion with a -4.7% net profit margin. Year-over-year quarterly sales growth most recently was 28.7%. Analysts expect adjusted earnings to reach $2.009 per share for the current fiscal year. The Baldwin Insurance Group, Inc. does not currently pay a dividend.

As of July 31, 2026, Goosehead Insurance, Inc. had a $1.5 billion market cap, putting it in the 50th percentile of all stocks. Goosehead Insurance, Inc.’s stock is down 15.8% in 2026, up 5.5% in the previous five trading days and down 32.2% in the past year.

Currently, Goosehead Insurance, Inc.’s price-earnings ratio is 45.2. Goosehead Insurance, Inc.’s trailing 12-month revenue is $401.6 million with a 8.8% net profit margin. Year-over-year quarterly sales growth most recently was 20.8%. Analysts expect adjusted earnings to reach $2.149 per share for the current fiscal year. Goosehead Insurance, Inc. does not currently pay a dividend.

How We Compare The Baldwin Insurance Group, Inc., Goosehead Insurance and Inc. Stock Grades

Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at The Baldwin Insurance Group, Inc., Goosehead Insurance and Inc.’s stock grades to see how they measure up against one another.

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The Baldwin Insurance Group, Inc., Goosehead Insurance and Inc. Stock Value Grades

Company	Ticker	Value
The Baldwin Insurance Group, Inc.	BWIN	F
Goosehead Insurance, Inc.	GSHD	D

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection.

Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

AAII’s A+ Investor Value Grade derives from a stock’s value score. The Value Score is the percentile rank of the average of the percentile ranks of the price-to-sales ratio, price-earnings ratio, enterprise-value-to-EBITDA (EV/EBITDA) ratio, shareholder yield, price-to-book-value ratio and price-to-free-cash-flow ratio. The score is variable, meaning it can consider all six ratios or, should any of the six ratios not be valid, the remaining ratios that are valid. To be assigned a Value Score, stocks must have a valid (non-null) ratio and corresponding ranking for at least two of the six valuation ratios.

Stocks with a Value Score from 81 to 100 are considered deep value, those with a score between 61 and 80 are a good value and so on.

The Baldwin Insurance Group, Inc. has a Value Score of 16, which is Ultra Expensive. Goosehead Insurance, Inc. has a Value Score of 31, which is Expensive.

The Value Stock Winner: No Clear Winner

Neither The Baldwin Insurance Group, Inc., Goosehead Insurance or Inc. has a high enough value grade to be considered a “winner.” Investors who are considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolio. It’s important to look at a wide range of financial metrics in order to determine if The Baldwin Insurance Group, Inc., Goosehead Insurance or Inc. is the better investment when it comes to value.

The Baldwin Insurance Group, Inc., Goosehead Insurance and Inc. Growth Grades

Company	Ticker	Growth
The Baldwin Insurance Group, Inc.	BWIN	D
Goosehead Insurance, Inc.	GSHD	B

The foundation of growth investing is seeking out stocks of companies exhibiting strong, consistent and prolonged growth that is expected to continue into the future.

In order to compute the growth score and assign it a letter grade, the percentile ranks for each of three components‐consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations‐must be determined. These three rank figures are added together, and the sum is ranked against the entire stock universe to arrive at a company’s Growth Score to create an equal distribution of grades.

The companies in the bottom 20% of the stock universe receive Growth Grades of F, considered to be very weak, while those in the top 20% receive A grades, which are considered very strong.

The Baldwin Insurance Group, Inc. has a Growth Score of 32, which is Weak. Goosehead Insurance, Inc. has a Growth Score of 69, which is Strong.

The Growth Grade Winner: Goosehead Insurance, Inc.

As you can clearly see from the Growth Grade breakdown above, Goosehead Insurance, Inc. has a more attractive growth grade than The Baldwin Insurance Group, Inc.. For investors who focus solely on how a company is growing relative to other companies in the same industry, Goosehead Insurance, Inc. could be a good stock to add to their portfolio. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

The Baldwin Insurance Group, Inc., Goosehead Insurance and Inc.’s Estimate Revisions Grades

Company	Ticker	Earnings Estimate
The Baldwin Insurance Group, Inc.	BWIN	D
Goosehead Insurance, Inc.	GSHD	C

Earnings estimate revisions scores consider the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, positive surprises beget further positive surprises‐or at least continued sales growth (the exact opposite is generally true, too).

Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. Estimate revisions are based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.

The Baldwin Insurance Group, Inc. has a Earnings Estimate Score of 33, which is Negative. Goosehead Insurance, Inc. has a Earnings Estimate Score of 51, which is Neutral.

The Earnings Estimate Revisions Stock Winner: No Clear Winner

Neither The Baldwin Insurance Group, Inc., Goosehead Insurance or Inc. has an Earnings Estimate Revisions Grade that could be considered a “winner.” Investors considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolios. It’s important to look at a wide range of financial metrics in order to determine if The Baldwin Insurance Group, Inc., Goosehead Insurance or Inc. is the better investment when it comes to estimate revisions.

Other The Baldwin Insurance Group, Inc., Goosehead Insurance and Inc. Grades

In addition to Estimate Revisions, Growth and Value, A+ Investor also provides grades for Momentum and Quality.

Momentum grades help uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming.

AAII’s A+ Investor Quality Grade comes from the ranking of key metrics. Specifically, the quality grade is the percentile rank of the composite of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and F-Score.

These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether The Baldwin Insurance Group, Inc., Goosehead Insurance and Inc. pass any of our 60+ stock screens that have outperformed the market since their creation.

So, Which Is the Better Investment, The Baldwin Insurance Group, Inc., Goosehead Insurance or Inc. Stock?

Overall, The Baldwin Insurance Group, Inc. stock has a Value Score of 16, Growth Score of 32 and Estimate Revisions Score of 33.

Goosehead Insurance, Inc. stock has a Value Score of 31, Growth Score of 69 and Estimate Revisions Score of 51.

Comparing The Baldwin Insurance Group, Inc., Goosehead Insurance and Inc.’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.

Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.

A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

AAII Disclaimer

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