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

The Baldwin Insurance Group, Inc. BWIN

$31.15 0.95 3.15%

August 19, 2026 4:00:00 PM EST Volume: 991,025

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:

VALUE:
GROWTH:
MOMENTUM:
EPS REVISIONS:
QUALITY:

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

Comparison

Which Is a Better Investment, The Baldwin Insurance Group, Inc. or F&G Annuities & Life, Inc. Stock?

Learn more about whether The Baldwin Insurance Group, Inc. or F&G Annuities & Life, Inc. is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.

Tudor Pop

Overvalued

Is The Baldwin Insurance Group, Inc. (BWIN) Overvalued?

We dive into why The Baldwin Insurance Group, Inc. (BWIN) could be considered overvalued on 2026-08-03, based on AAII’s Value Score and Grade.

Rosalio Madrigal

Price

Why The Baldwin Insurance Group, Inc.’s (BWIN) Stock Is Down 5.45%

As of Thursday, July 30, The Baldwin Insurance Group, Inc.’s BWIN share price has dipped by 5.45%, which has investors questioning if this is right time to buy.

Cynthia McLaughlin

Earnings

What You Need to Know About The Baldwin Insurance Group, Inc.'s Q3 Earnings

The Baldwin Insurance Group, Inc.'s fiscal Q3 earnings report was released on Thursday, July 30. Let's dive in to see if (BWIN) missed or beat analyst's expectations.

Michael Rose

Price

Why The Baldwin Insurance Group, Inc.’s (BWIN) Stock Is Up 6.33%

As of Tuesday, July 28, The Baldwin Insurance Group, Inc.’s BWIN share price has surged by 6.33%, which has investors questioning if this is right time to sell.

Rosalio Madrigal

Financial Summary

Share Statistics	BWIN	Industry Median	Percentile (All Stocks)
Market Cap (Mil)	$3,045.6	$6,436.5	59%
Shares Out (Mil)	92.8	70.1	60%
Institutional Ownership	90.7%	79.8%	59%
Float (Mil)	75.2	66.5	56%
Beta	1.02	0.52	62%
Avg Daily Volume (000s)	1,064	207	71%
Price Change (52-week)	(5.6%)	89.3%	40%

Growth	BWIN	Industry Median	Percentile (All Stocks)
Sales (5yr)	44.3%	5.8%	94%
Net Income (5yr)	(16.6%)	14.3%	24%
EPS (5yr)	2.9%	15.6%	35
Dividends (5yr)	0.0%	3.1%	0%
Cash Flow (5yr)	(28.1%)	(12.2%)	21%

Estimates	Qtrly	Current Fiscal Year	Next Fiscal Year
# of Estimates	9	9	10
Current EPS	$0.432	$2.008	$2.484
Month Ago EPS	$0.445	$2.017	$2.502
# Rev Up	0	0	2
# Rev Down	1	2	0
Three Months Ago EPS	$0.442	$2.009	$2.510
Year/Year Chg	(202.9%)	(503.2%)	(684.3%)

Financials	BWIN	Industry Median	Percentile (All Stocks)
Sales (TTM) (Mil)	$1,738	$5,268	58%
Net Income (TTM) (Mil)	($81)	$562	13%
EPS (TTM)	($1.002)	$2.500	21%
Operating Cash Flow (TTM) (Mil)	$91	$566	51%
Net Cash Flow (TTM) (Mil)	$227	$5	85%
Long-Term Debt (Q1) (Mil)	$2,528	$917	77%
Enterprise Value (Q1) (Mil)	$5,605	$7,858	64%

Valuation	BWIN	Industry Median	Percentile (All Stocks)
P/B	3.43	1.68	68%
P/E	na	12.1	na
Dividend Yield	0.0%	1.1%	0%
PEG (5yr hist)	na	0.5	na

Ratios	BWIN	Industry Median	Percentile (All Stocks)
Gross Margin	31.3%	34.7%	37%
Net Margin	(4.7%)	10.1%	25%
ROA	(1.6%)	2.4%	35%
ROE	(10.7%)	14.5%	27%
Liabilities to Assets	77.0%	77.1%	72%
F-Score	3	6	18%

Passing Stock Screens

As of 8/20/2026, from a list of 60 stock screening strategies, BWIN meetings the criteria of 1 screen:

Stock Screen

GURU STRATEGY

Kirkpatrick Bargain Screen

Factors: Value, Momentum

Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.

Performance Since Inception:	6.8%
+/- S&P 500:	-0.7

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

The Baldwin Insurance Group, Inc. (BWIN )