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StockMarketAgent
Financials / Insurance BrokersUpdated 2026-05-10 22:07 UTC

BWIN stock hub

The Baldwin Insurance Group, Inc. has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint
n/a
Fair value pending
Upside to midpoint
n/a
Based on latest report
Confidence
n/a
Data quality and model convergence
Market cap
2.9B
NASDAQ
Market data

Live price

Current market quote for this ticker.

Current price
BWIN
In the news

Latest news · BWIN

Recent company headlines from major financial publishers.

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Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming
DateLoading
Window—
EPS estimate—
Revenue estimate—
Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E9.2
P25 8.8P50 10.4P75 13.1
Trailing P/En/a
P25 10.9P50 14.7P75 36.2
ROE-6.2
P25 4.9P50 10.4P75 15
ROIC-1.4
P25 -1.3P50 6.6P75 12.7
Benchmarks - 1M
S&P 500n/a
Nasdaq Compositen/a
Dow Jones Industrial Averagen/a
Russell 2000n/a
Indicator catalog

All BWIN market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields
223
Groups with data
11
Currency
USD
Showing 223 of 223 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

24
MetricValue
Cik
0001781755
Company name
The Baldwin Insurance Group, Inc.
Country
United States
Country code
US
Employees
5,000
Employees Change
-20%
Employees Change Percent
-0.4
Enterprise value
$5.2B
Exchange
NASDAQ
Financial currency
USD
First seen
2026-05-09
Industry
Insurance Brokers
IPO Date
2019-10-24
Isin
US05589G1022
Last refreshed
2026-05-10
Market cap
$2.9B
Market cap category
Mid-Cap
Price
$20.18
Price currency
USD
Rev Per Employee
324,742.8x
Sector
Financials
Sic
6411
Symbol
BWIN
Website
https://www.baldwin.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

10
MetricValue
Earnings Yield
-1.58%
EV Sales Forward
2.46x
EV/EBITDA
60.67x
EV/Sales
3.2x
FCF yield
-0.55%
Forward P/E
9.19x
P/B ratio
2.02x
P/S ratio
1.77x
PEG ratio
0.45x
PS Forward
1.37x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

20
MetricValue
EBIT Margin
-4.43%
EBITDA Margin
5.27%
Gross margin
30.3%
Gross Profit
$491.9M
Gross Profit Growth
25%
Gross Profit Growth Q
24.87%
Gross Profit Growth3 Y
21.7%
Gross Profit Growth5 Y
34.77%
Net Income
$-45.4M
Net Income Growth Q
-83.21%
Net Income Growth Years
0%
Pretax Margin
-13.78%
Profit Margin
-2.8%
Profit Per Employee
$-9,082
ROA
-0.95
Roa5y
0.73
ROCE
-1.61
ROE
-6.23
Roe5y
-7.39
ROIC
-1.35

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

12
MetricValue
Cagr1y
-48.53%
Cagr3y
-5.99%
Cagr5y
-5.17%
EPS Growth Q
-90
EPS Growth Years
0
OCF Growth5 Y
-4.1%
Revenue Growth
14.18x
Revenue Growth Q
28.74x
Revenue Growth Quarters
27x
Revenue Growth Years
8x
Revenue Growth3 Y
14.97x
Revenue Growth5 Y
36.75x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

20
MetricValue
Asset Turnover
$0.34
Assets
$5.9B
Cash
$146.4M
Current Assets
$1.6B
Current Liabilities
$1.5B
Debt
$2.5B
Debt EBITDA
$22.68
Debt Equity
$1.58
Equity
$1.6B
Interest Coverage
-0.55
Liabilities
$4.4B
Long Term Assets
$4.3B
Long Term Liabilities
$2.9B
Net Cash
$-2.3B
Net Cash By Market Cap
$-80.32
Net Debt EBITDA
$27.03
Net Debt Equity
$1.49
Tangible Book Value
$-3.2B
Tangible Book Value Per Share
$-32.83
WACC
7.86

Liquidity

Current-asset coverage and working-capital efficiency metrics.

5
MetricValue
Current ratio
1.08
Net Working Capital
$11.9M
Quick ratio
0.86
Working Capital
$120M
Working Capital Turnover
$13.4

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

2
MetricValue
Buyback Yield
-16.07%
Dividend Yield
0%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

40
MetricValue
1Y total return
-48.51%
200-day SMA
25.67
3Y total return
-16.92%
50-day SMA
22.31
50-day SMA vs 200-day SMA
50under200
5Y total return
-23.3%
All Time High
55.82
All Time High Change
-63.85%
All Time High Date
2024-10-17
All Time Low
8.35
All Time Low Change
141.68%
All Time Low Date
2020-04-03
ATR
1.28
Beta
1.23
Beta1y
0.61
Beta2y
0.69
Ch YTD
-16.02
High
21.12
High52
45.16
High52 Date
2025-06-24
High52ch
-55.31%
Low
20.13
Low52
15.88
Low52 Date
2026-02-12
Low52ch
27.08%
Ma50ch
-9.53%
Premarket Change Percent
0.43
Premarket Price
$21.07
Premarket Volume
8,692
Price vs 200-day SMA
-21.38%
RSI
35.15
RSI Monthly
38.91
RSI Weekly
41.53
Sharpe ratio
-0.94x
Sortino ratio
-1.24
Total Return
-16.07%
Tr YTD
-16.02
Tr1m
-6.18%
Tr1w
-8.4%
Tr3m
3.12%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

14
MetricValue
Analyst Count
7
Analyst Count Top
2
Analyst Price Target Top
$28
Analyst Ratings
Buy
Analyst Ratings Top
Strong Buy
Earnings EPS Estimate
$0.59
Earnings EPS Estimate Growth
-9.23
Earnings Revenue Estimate
523,999,248x
Earnings Revenue Estimate Growth
26.75x
Operating Income
$-71.9M
Operating margin
-4.43
Price target
$30.57
Price Target Change
$51.49
Price Target Change Top
$38.75

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

11
MetricValue
Float
78,276,735%
Float Percent
54.9%
Net Borrowing
1,785,729,000
Shares Insiders
6.85%
Shares Institutions
86.23%
Shares Out
142,567,625
Shares Qo Q
40.23%
Shares Yo Y
16.07%
Short Float
16.59%
Short Ratio
7.12
Short Shares
9.11

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

65
MetricValue
Adjusted FCF
$-87M
Average Volume
1,408,572.75x
Bv Per Share
9.97
CAPEX
$-44.3M
Ch1m
-6.18
Ch1w
-8.4
Ch1y
-48.51
Ch3m
3.12
Ch3y
-16.92
Ch5y
-23.3
Ch6m
-24.9
Change
-3.81%
Change From Open
-4.09
Close
20.98
Days Gap
0.29
Depreciation Amortization
157,443,000
Dollar Volume
22,168,900.4
Earnings Date
2026-05-04
Earnings Time
amc
EBIT
$-71.9M
EBITDA
$85.5M
EPS
$-0.61
F Score
3
FCF
$-15.8M
FCF EV Yield
-0.31x
FCF Per Share
$-0.11
Financing CF
751,436,000
Fiscal Year End
December
Founded
2,011
Goodwill
2,652,131,000
Income Tax
$-142.8M
Investing CF
-622,868,000
Iprfo
16.11
Is Primary Listing
1
Is Spac
No
Last Earnings Date
2026-05-04
Last Report Date
2026-03-31
Last Split Type
Never
Last10k Filing Date
2026-02-26
Ma150
23.42
Ma150ch
-13.85%
Ma20
23.29
Ma20ch
-13.35%
Net CF
157,060,000
Next Earnings Date
2026-08-04
Open
21.04
Optionable
Yes
P OCF Ratio
101
Position In Range
5.05
Post Close
20.18
Postmarket Change Percent
-1.98
Postmarket Price
$19.78
Ppne
114,907,000
Pre Close
20.98
Price Date
2026-05-08
Price EBITDA
$33.65
Relative Volume
0.78x
Revenue
1,623,714,000x
SBC By Revenue
4.38x
Share Based Comp
71,128,000
Tax By Revenue
-8.79x
Tr6m
-24.9%
Us State
Florida
Volume
1,098,558
Z Score
0.51
Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate
n/a
Named kill scenarios are reviewed before any bullish rating can stand.
Moat score
n/a
Business quality stays separate from stock attractiveness.
Forward P/E
n/a
Valuation uses the full report model stack, not a single multiple.
Next action
Research pending
Final action steps are kept in the recommendation tab.
Income

Does BWIN pay a dividend?

Capital-return profile for this ticker.

Performance

BWIN stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

1Y total return
-48.5%
S&P 500 1Y: n/a
3Y total return
-16.9%
S&P 500 3Y: n/a
5Y total return
-23.3%
S&P 500 5Y: n/a
10Y total return
n/a
S&P 500 10Y: n/a
Ownership

Who owns BWIN?

Insider, institutional, and short-interest positioning.

Institutional ownership
+86.2%
Float: +54.9% of shares outstanding
Insider ownership
+6.8%
Stake held by company insiders. Higher generally signals alignment.
Short interest
+16.6%
7.1 days to cover
Y/Y dilution
+16.1%
Negative means the company is buying back shares.
Technical

BWIN momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)
35.2
Neutral momentum band
Price vs 200-day MA
-21.4%
50/200-day relationship not available
Beta (5Y)
1.23
More volatile than the market
Sharpe ratio
-0.94
Risk-adjusted return — higher is better; >1.0 is solid.
Peers

BWIN vs. sector cohort

Currency-neutral comparison: P/E, P/S, ROIC, 5Y revenue CAGR, and 1Y total return. Market-cap column appears only when every peer reports in the same currency.

TickerNameMarket capP/EP/SROIC5Y rev CAGR1Y total returnRating
AXPAmerican Express Company215.6B19.7x3.1x11.5%+15.5%+15.6%縮小
BACBank of America Corporation364.1B12.7x3.3x—+6.3%+28.2%縮小
BKThe Bank of New York Mellon Corporation89.6B16.2x4.3x—+6.0%+58.4%縮小
Questions

About BWIN

Hub-level FAQ points readers to the deeper analysis pages.

What is the current BWIN stock rating?

The Baldwin Insurance Group, Inc. is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full BWIN analysis?

The full report lives at /stocks/BWIN/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for BWIN?

The latest report frames BWIN around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the BWIN page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.