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Equity
The Baldwin Insurance Group, Inc.(BWIN)
USD --+0.00%
Reward50Moderate
Risk73High
📊75%Data
Thin -2% profit margin
BWIN
+0.0 · +0.00%
USD · NASDAQ
The Baldwin Insurance Group, Inc. | Financial Services
Profitless Growth
Market Cap:2.28Bn
ℹ️
Reward Rating
50
Moderate
Bottom 50% (model universe)
75% data coverage
ℹ️
Risk Rating
73
High
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on BWIN to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

Analyst Target

Analyst consensus price target: $29.33.

What is The Baldwin Insurance Group, Inc.?

operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States.

BWIN · Verdict

Moderate reward · high risk

BWIN's standout is growth; balance sheet and cash flow weigh on the picture.

Based on 88% data coverage

BWIN · Verdict

What’s working & what to watch

Strengths 1

  • Growth67/100

    Rev +15.8% CAGR · earnings -6.8%

Watchouts 5

  • Balance sheet15/100

    Interest covered 0.6×

  • Cash flow21/100

    -5% free-cash-flow margin

  • Profitability25/100

    -2% net margin · -5% ROE

  • Volatility35/100

    Below average

  • Valuation38/100

    P/E 11.0× · PEG 0.44

Model-based scoring. For information only — not financial advice.

What is 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. The company is listed on the NASDAQ in USA, operating in the Financial Services sector, with a market capitalisation of 2.28B.

Financial Highlights

Investment Breakdown

📈 Growth
Moderate growth momentum — positive trajectory without breakout acceleration.
💰 Profitability
Thin or inconsistent margins weigh on earnings quality.
⚠️ Risk
Performance tied to macro conditions — sensitive to interest rate cycles.
💸 Valuation
Valuation is less clear with a negative earnings base.

OpenBook Logo Analysis

Reward: Moderate (50)

The scoring profile indicates limited reward potential at this time, with growth and momentum offering the most support. Risk indicators are high — this profile reflects meaningful downside exposure.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap2.28B
P/E RatioN/A
Dividend YieldN/A
52 Week High45.16
52 Week Low15.88
Last AnnualDecember
IPO Date10/24/2019
IncorporatedUSA
Shares Outstanding98M
No. of Employees4,955
IndustryInsurance Brokers
ExchangeNASDAQ
Beta1.301
CurrencyUSD
Websitewww.baldwin.com
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