(BWIN) The Baldwin Insurance - Ratings and Ratios
Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US05589G1022
BWIN: Insurance, Risk, Management, Solutions, Commercial, Personal
The Baldwin Insurance Group, Inc. (NASDAQ:BWIN) is a U.S.-based independent insurance distribution firm offering a broad spectrum of insurance and risk management solutions. Operating through three distinct segments—Insurance Advisory Solutions, Underwriting, Capacity & Technology Solutions, and Mainstreet Insurance Solutions—the company caters to a diverse clientele, from high-net-worth individuals to niche industry businesses.
The Insurance Advisory Solutions segment excels in providing tailored commercial risk management, employee benefits, and private risk management services, addressing the unique needs of businesses and affluent individuals. This segments focus on personalized solutions underscores Baldwins commitment to client-centric strategies, which is crucial for investor confidence.
The Underwriting, Capacity & Technology Solutions segment is a cornerstone of Baldwins operations, featuring the Future platform—a suite of technology-enabled insurance products. This segment also includes a specialty wholesale broker business and reinsurance brokerage services, diversifying revenue streams and enhancing scalability. Such diversification is appealing to investors seeking stability and growth potential.
With a market cap of $2.8 billion, Baldwins financial metrics, including a forward P/E of 22.03 and P/S of 2.09, highlight its growth prospects. The companys strategic rebranding from BRP Group in 2024 may signal a new phase in its strategy, potentially indicating a refined focus or market approach, which investors should monitor for future performance indicators.
Additional Sources for BWIN Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
BWIN Stock Overview
Market Cap in USD | 2,805m |
Sector | Financial Services |
Industry | Insurance Brokers |
GiC Sub-Industry | Insurance Brokers |
IPO / Inception | 2019-10-24 |
BWIN Stock Ratings
Growth 5y | 61.3% |
Fundamental | -3.58% |
Dividend | 0.0% |
Rel. Strength Industry | 12.5 |
Analysts | 4/5 |
Fair Price Momentum | 41.14 USD |
Fair Price DCF | 20.90 USD |
BWIN Dividends
No Dividends PaidBWIN Growth Ratios
Growth Correlation 3m | 7.6% |
Growth Correlation 12m | 55% |
Growth Correlation 5y | 40.2% |
CAGR 5y | 29.11% |
CAGR/Max DD 5y | 0.50 |
Sharpe Ratio 12m | 1.16 |
Alpha | 23.92 |
Beta | 1.18 |
Volatility | 48.60% |
Current Volume | 326.7k |
Average Volume 20d | 578.3k |
As of March 15, 2025, the stock is trading at USD 39.97 with a total of 326,689 shares traded.
Over the past week, the price has changed by +1.96%, over one month by -4.13%, over three months by -3.38% and over the past year by +35.77%.
Neither. Based on ValueRay Fundamental Analyses, The Baldwin Insurance is currently (March 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of -3.58 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of BWIN as of March 2025 is 41.14. This means that BWIN is currently overvalued and has a potential downside of 2.93%.
The Baldwin Insurance has received a consensus analysts rating of 4.00. Therefor, it is recommend to buy BWIN.
- Strong Buy: 4
- Buy: 2
- Hold: 1
- Sell: 0
- Strong Sell: 1
According to ValueRays Forecast Model, BWIN The Baldwin Insurance will be worth about 44.9 in March 2026. The stock is currently trading at 39.97. This means that the stock has a potential upside of +12.28%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 49.1 | 22.9% |
Analysts Target Price | 45.3 | 13.4% |
ValueRay Target Price | 44.9 | 12.3% |