Stock Evaluator: The Baldwin Insurance Group, Inc. (BWIN)

The Baldwin Insurance Group, Inc. BWIN

$27.74 1.05 3.93%
July 31, 2026 4:00:00 PM EST November 10, 2021 Volume: 1,253,547
After Hours: $120.37   0.15  |  0.12% November 10, 2021 7:59 PM EST Volume: 72,713
USD NASD | DELAYED PRICE
SECTOR INDUSTRY
Financials Insurance

A+ Stock Grade Summary:

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COMPANY SUMMARY
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.

Commentary & Analysis


Financial Summary

Share Statistics BWIN Industry
Median
Percentile
(All Stocks)
Market Cap (Mil) $2,686.3 $7,055.8 58%
Shares Out (Mil) 96.8 66.0 62%
Institutional Ownership 90.9% 81.8% 59%
Float (Mil) 74.7 67.4 56%
Beta 1.08 0.52 64%
Avg Daily Volume (000s) 1,296 186 75%
Price Change
(52-week)
(24.6%) 90.4% 28%
Growth BWIN Industry
Median
Percentile
(All Stocks)
Sales (5yr) 44.3% 5.6% 94%
Net Income (5yr) (16.6%) 14.5% 23%
EPS (5yr) 2.9% 15.6% 35
Dividends (5yr) 0.0% 3.8% 0%
Cash Flow (5yr) (28.1%) (14.5%) 21%
Estimates Qtrly Current
Fiscal
Year
Next
Fiscal
Year
# of Estimates 7 7 10
Current EPS $0.432 $2.009 $2.510
Month Ago EPS $0.442 $2.014 $2.501
# Rev Up 0 0 2
# Rev Down 1 2 0
Three Months Ago EPS $0.435 $2.004 $2.509
Year/Year Chg 2,060% (503.4%) (697.2%)
Financials BWIN Industry
Median
Percentile
(All Stocks)
Sales (TTM) (Mil) $1,624 $5,065 57%
Net Income (TTM) (Mil) ($45) $534 17%
EPS (TTM) ($0.607) $2.500 26%
Operating Cash Flow (TTM) (Mil) $29 $499 43%
Net Cash Flow (TTM) (Mil) $157 $3 82%
Long-Term Debt (Q1) (Mil) $2,419 $844 77%
Enterprise Value (Q1) (Mil) $5,501 $7,585 64%
Valuation BWIN Industry
Median
Percentile
(All Stocks)
P/B 2.78 1.77 63%
P/E na 12.9 na
Dividend Yield 0.0% 0.9% 0%
PEG (5yr hist) na 0.5 na
Ratios BWIN Industry
Median
Percentile
(All Stocks)
Gross Margin 30.7% 33.4% 36%
Net Margin (4.7%) 9.9% 25%
ROA (1.0%) 2.7% 36%
ROE (5.7%) 14.8% 31%
Liabilities to Assets 73.9% 76.7% 69%
F-Score 3 6 19%

Passing Stock Screens

As of 7/31/2026, from a list of 60 stock screening strategies, BWIN meetings the criteria of 1 screen:

Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.

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