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The Baldwin Insurance Group, Inc. (BWIN)

NEUTRAL
Financial ServicesInsurance BrokersUnited States

Fondamental

35

Prix

$31.18

Capitalisation boursière

$3.11B

Partie 1 · Ce que vaut l'entreprise

Vue d'ensemble

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.

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Direct competitors

Who this company fights with for the same customers

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No competitor list for this company yet.

Bilan & Liquidités

Chiffre d'affaires

$1.72B

12 derniers mois (au 30/06/2026)

Résultat net

$-81M

12 derniers mois (au 30/06/2026)

Flux de trésorerie libre

$-69M

Capitaux propres totaux

$600M

Passif total

$2.78B

Ratio de liquidité général

1.07

Couverture des intérêts

0.83

Dette/EBITDA

12.72

Bénéfice par action

Chiffre d'affaires & Résultat net

Flux de trésorerie libre

Décomposition du résultat

État historique

Marges dans le temps

La dette dans le temps

Le poids de la dette

Grille de la croissance

Croissance — Chiffre d'affaires

Estimation de la juste valeur

InsuranceJustement valorisé

Juste valeur

$32.22

Prix actuel

$31.18

Marge de sécurité

+3.2%

Fourchette de juste valeur

$30.61 - $33.83

Méthodes d'estimation

Analyst price target:$32.22
Discounted cash flow (DCF):Not applicable to this type of company
Earnings multiple (P/E):Not enough data to compute it
Graham growth formula:Not applicable to this type of company
Earnings power value (EPV):Not applicable to this type of company
Justified P/B:Not enough data to compute it
Dividend discount (Gordon):Not enough data to compute it
P/FFO, funds from operations:Not applicable to this type of company
Mid-cycle earnings:Not applicable to this type of company
Revenue multiple:Not applicable to this type of company
Consensus des analystes:Achat fort (12B / 5H / 0S)
Dernière surprise sur les résultats:-0.02%

Indicateurs de valorisation

Ratio P/E

-

ROE

-5.6%

Ratio P/B

1.20

P/FCF

24.34

Marge brute

-

ROIC

-2.1%

Radar de rentabilité

Value Creation (Economic Moat)

ROIC

-2.1%

WACC

7.7%

ROIC − WACC

-9.8 pp

ROIC is below the cost of capital — the company is destroying value for every dollar invested.

Critères d'analyse fondamentale

Réussi (7)

  • EPS shows upward trend
  • Price CAGR 10.31%
  • P/FCF 24.34
  • P/B Ratio 1.20
  • Positive Free Cash Flow
  • Current Ratio
  • Analyst Consensus 71% Buy

Échoué (14)

  • ROIC -2.1%
  • Debt/Equity ratio
  • Operating Margin -6.9%
  • CapEx intensity
  • Interest Coverage
  • Debt/EBITDA
  • Return on Tangible Assets
  • Low reliance on intangibles
  • DCF valuation (Overvalued)
  • ROE -10.6%
  • Earnings Surprise avg 0.9%
  • Share Dilution 7.6%
  • Net Margin Trend -4.7% vs -1.2%
  • Piotroski F-Score 2/9

Indisponible (6)

  • Gross Margin NaN%
  • Dividend Payout NaN%
  • Price below Graham Number
  • Revenue Growth 5Y (Finnhub)
  • PEG Ratio (need PE > 0 and growth > 0)
  • Earnings Quality (OCF/Net Income)

Score F de Piotroski

2/9

Préoccupations financières sérieuses

score
criteria

Qualité des bénéfices

-

Qualité faible : examiner la comptabilité

Dilution du capital

7.6%

Émission de nouvelles actions, diluant la participation

Gouvernance

Équipe dirigeante

NomTitreÂge
Mr. L. Lowry BaldwinCo-Founder & Chairman66
Mr. Trevor Lowry BaldwinCo-Founder, CEO & Non-Independent Director38
Mr. Daniel GalbraithPresident & CEO of Retail Brokerage Operations44
Mr. James Morgan RochePresident, CEO of Underwriting, Capacity & Technology Operations47
Mr. Bradford Lenzie Hale CPAChief Financial Officer44
Mr. Seth CohenGeneral Counsel & Corporate Secretary47
Ms. Elizabeth H. KrystynCo-Founder-
Ms. Laura Rice ShermanCo-Founder-
Ms. Corbyn N. LichonChief Accounting Officer32
Ms. Bonnie BishopExecutive Director of Investor Relations-

Risque d'audit

3

Risque du conseil

8

Risque de rémunération

4

Risque droits des actionnaires

8

Partie 2 · Le prix et le moment d'entrer

Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.

Latest News

Recent headlines for BWIN, sourced from Markets Gazette.

  • 2/27/2026NEUTRAL
    Baldwin (BWIN) Q4 2025 Earnings Call Transcript

    Baldwin (BWIN) held its Q4 2025 earnings call. While specific details from the transcript are not yet available, this event is a critical juncture for investors. Quarterly earnings calls are essential for understanding a company's financial performance, future outlook, and management strategies. Analysts and shareholders eagerly await this information to assess operational health, revenue growth, profitability, and any updates on future guidance. The current lack of content prevents an immediate assessment, but market attention remains high on Baldwin, awaiting the release of data to form informed judgments on its stock.

via Markets Gazette