(BWIN) The Baldwin Insurance Group - Ratings and Ratios

Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock •

BWIN: Insurance, Risk Management, Employee Benefits, Reinsurance, Brokerage Services

The Baldwin Insurance Group, Inc. is a leading independent insurance distribution firm, providing a comprehensive range of insurance and risk management solutions to individuals and businesses across the United States. With a diverse portfolio of services, the company operates through three distinct segments, each catering to specific client needs. The Insurance Advisory Solutions segment focuses on delivering tailored risk management solutions, including commercial risk management, employee benefits, and private risk management, to businesses, high-net-worth individuals, and their families. This segment leverages the company's expertise to help clients navigate complex risk landscapes and develop effective mitigation strategies.

The Underwriting, Capacity & Technology Solutions segment is a key driver of innovation for The Baldwin Insurance Group, Inc., offering a suite of technology-enabled insurance products through its Future platform. This platform comprises a broad range of personal, commercial, and specialty lines, designed to meet the evolving needs of clients. Additionally, this segment includes a specialty wholesale broker business, which provides specialized insurance solutions to professionals, individuals, and niche industry businesses. Reinsurance brokerage services are also offered, enabling the company to provide comprehensive risk management solutions to its clients. By combining cutting-edge technology with deep industry expertise, The Baldwin Insurance Group, Inc. is well-positioned to address the complex insurance needs of its clients.

The Mainstreet Insurance Solutions segment is focused on delivering personalized insurance solutions to individuals and businesses in local communities. This segment provides a range of products, including personal insurance, commercial insurance, and life and health solutions, all designed to help clients protect their assets and achieve their goals. With a strong commitment to community-based service, The Baldwin Insurance Group, Inc. has established itself as a trusted partner for individuals and businesses seeking insurance and risk management solutions. Founded in 2011 and headquartered in Tampa, Florida, the company has undergone significant evolution, including a name change from BRP Group, Inc. to The Baldwin Insurance Group, Inc. in May 2024. Today, the company is listed on the NASDAQ stock exchange under the ticker symbol BWIN, and its common stock is classified under the GICS Sub Industry: Insurance Brokers.

With a strong online presence, The Baldwin Insurance Group, Inc. can be accessed through its website at https://www.baldwin.com, providing clients and investors with easy access to information about the company's services, products, and financial performance. As a leading player in the insurance distribution market, The Baldwin Insurance Group, Inc. is committed to delivering innovative solutions, exceptional service, and long-term value to its clients and stakeholders. By leveraging its expertise, technology, and community-focused approach, the company is well-positioned for continued growth and success in the dynamic insurance industry.

Additional Sources for BWIN Stock

BWIN Stock Overview

Market Cap in USD 3,218m
Sector Financial Services
Industry Insurance Brokers
GiC Sub-Industry Insurance Brokers
IPO / Inception 2019-10-24

BWIN Stock Ratings

Growth 5y 62.6%
Fundamental 8.55%
Dividend -
Rel. Strength Industry 74
Analysts 4/5
Fair Price Momentum 40.42 USD
Fair Price DCF 27.69 USD

BWIN Dividends

No Dividends Paid

BWIN Growth Ratios

Growth Correlation 3m -83.5%
Growth Correlation 12m 82.2%
Growth Correlation 5y 40.2%
CAGR 5y 20.35%
CAGR/Mean DD 5y 0.82
Sharpe Ratio 12m 1.24
Alpha 27.80
Beta 1.35
Volatility 43.53%
Current Volume 566.2k
Average Volume 20d 536.9k
What is the price of BWIN stocks?
As of January 22, 2025, the stock is trading at USD 41.23 with a total of 566,200 shares traded.
Over the past week, the price has changed by +13.24%, over one month by +3.72%, over three months by -22.79% and over the past year by +58.94%.
Is The Baldwin Insurance Group a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, The Baldwin Insurance Group is currently (January 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 8.55 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 January 2025 is 40.42. This means that BWIN is currently overvalued and has a potential downside of -1.96%.
Is BWIN a buy, sell or hold?
The Baldwin Insurance Group 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
What are the forecast for BWIN stock price target?
According to ValueRays Forecast Model, BWIN The Baldwin Insurance Group will be worth about 44.2 in January 2026. The stock is currently trading at 41.23. This means that the stock has a potential upside of +7.18%.
Issuer Forecast Upside
Wallstreet Target Price 45.3 9.9%
Analysts Target Price 45.3 9.9%
ValueRay Target Price 44.2 7.2%