Reviewing The Baldwin Insurance Group (BWIN) and The Competition

The Baldwin Insurance Group (NASDAQ:BWINGet Free Report) is one of 39 public companies in the “Insurance agents, brokers, & service” industry, but how does it contrast to its rivals? We will compare The Baldwin Insurance Group to related companies based on the strength of its institutional ownership, risk, analyst recommendations, dividends, valuation, profitability and earnings.

Volatility & Risk

The Baldwin Insurance Group has a beta of 1.59, indicating that its share price is 59% more volatile than the S&P 500. Comparatively, The Baldwin Insurance Group’s rivals have a beta of 1.56, indicating that their average share price is 56% more volatile than the S&P 500.

Profitability

This table compares The Baldwin Insurance Group and its rivals’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
The Baldwin Insurance Group -4.29% 9.21% 2.82%
The Baldwin Insurance Group Competitors 8.78% -15.96% 6.51%

Earnings & Valuation

This table compares The Baldwin Insurance Group and its rivals top-line revenue, earnings per share and valuation.

Gross Revenue Net Income Price/Earnings Ratio
The Baldwin Insurance Group $1.22 billion -$90.14 million -36.66
The Baldwin Insurance Group Competitors $9.16 billion $770.51 million 25.70

The Baldwin Insurance Group’s rivals have higher revenue and earnings than The Baldwin Insurance Group. The Baldwin Insurance Group is trading at a lower price-to-earnings ratio than its rivals, indicating that it is currently more affordable than other companies in its industry.

Analyst Ratings

This is a breakdown of recent recommendations for The Baldwin Insurance Group and its rivals, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
The Baldwin Insurance Group 0 0 0 1 4.00
The Baldwin Insurance Group Competitors 181 1199 1345 34 2.45

The Baldwin Insurance Group currently has a consensus target price of $45.00, indicating a potential upside of 33.89%. As a group, “Insurance agents, brokers, & service” companies have a potential upside of 6.58%. Given The Baldwin Insurance Group’s stronger consensus rating and higher probable upside, equities research analysts plainly believe The Baldwin Insurance Group is more favorable than its rivals.

Insider and Institutional Ownership

70.4% of The Baldwin Insurance Group shares are owned by institutional investors. Comparatively, 55.3% of shares of all “Insurance agents, brokers, & service” companies are owned by institutional investors. 20.1% of The Baldwin Insurance Group shares are owned by insiders. Comparatively, 19.8% of shares of all “Insurance agents, brokers, & service” companies are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Summary

The Baldwin Insurance Group beats its rivals on 7 of the 12 factors compared.

The Baldwin Insurance Group Company Profile

(Get Free Report)

The Baldwin Insurance Group, Inc. operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. It operates through three segments: Insurance Advisory Solutions; Underwriting, Capacity & Technology Solutions; and Mainstreet Insurance Solutions. The Insurance Advisory Solutions segment provides commercial risk management, employee benefits, and private risk management solutions for businesses and high-net-worth individuals, as well as their families. The Underwriting, Capacity & Technology Solutions segment offers Future platform, that manufactures technology-enabled insurance products suite comprises personal, commercial, and specialty lines; specialty wholesale broker business that delivers professionals, individuals, and niche industry businesses; and reinsurance brokerage services. The Mainstreet Insurance Solutions segment provides personal insurance, commercial insurance, and life and health solutions to individuals and businesses in communities. 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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