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BWIN NASDAQ US

The Baldwin Insurance Group, Inc. - Class A Common Stock

Financials · Insurance Website · IPO Oct 2019
$22.35
▲ +$0.82 (+3.81%)
Vol 1.3M
3
Quality Score
fail
Mkt Cap
$2.9B
ROE
-4.6%
Margin
-1.9%
D/E
265.23
Beta
1.32
52W
$21–$47

Wall Street Consensus

16 analysts · Apr 2026
5
Strong Buy
6
Buy
5
Hold
0
Sell
0
Strong Sell
68.8%
Buy Rating

Price Chart

Earnings

Beat rate: 50.0%
Quarter EPS Est EPS Act Surprise
Dec 2025 $0.29 $0.31 +$0.02
Sep 2025 $0.31 $0.31 +$0.00
Jun 2025 $0.43 $0.42 $-0.01
Mar 2025 $0.66 $0.65 $-0.01

Quarterly Revenue & Earnings

Quarter 2024-0… 2024-1… 2025-0… 2025-0… 2025-0… 2025-1…
Revenue $323.4M $408.5M $374.3M $362.6M $342.9M
Net Income -$20.2M $13.9M -$3.2M -$18.7M -$25.9M

Fundamentals Trend

Metric 2025-06-30 2025-09-02 2025-10-02 2025-11-03 2025-12-03 2026-01-02
ROE (TTM) -2.9% -2.9% -2.9% -2.9% -4.6% -4.6%
P/E (TTM)
Net Margin -0.8% -1.2% -1.2% -1.2% -1.9% -1.9%
Gross Margin 29.0% 27.6% 27.6% 27.6% 27.2% 27.2%
D/E Ratio 256.19 256.19 256.19 256.19 265.23 265.23
Current Ratio 1.23 1.23 1.23 1.23 1.15 1.15

Key Ratios

ROA (TTM)
-0.8%
P/S (TTM)
1.92
P/B
7.8
EPS (TTM)
$-0.44
Rev Growth 3Y
+34.8%
52W High
$47.15
52W Low
$21.26
$21.26 52-Week Range $47.15

Financial Health

Free Cash Flow
-$84K
Net Debt
$1.6B
Cash
$123.7M
Total Debt
$1.8B
As of Dec 31, 2025

How does BWIN compare to Insurance peers?

Peer group: Small-cap Insurance ($300M+) · 38 companies

BWIN valuation vs Insurance peers

P/E ratio
0% below peers (12.3)
vs Peers
vs Industry
Overvalued
P/S ratio
1.9
24% above peers (1.6)
vs Peers
vs Industry
Overvalued
P/B ratio
7.8
368% above peers (1.7)
vs Peers
vs Industry
Overvalued
Div yield
0% below peers (2.1%)
vs Peers
vs Industry
In line

BWIN profitability vs Insurance peers

ROE
-4.6%
128% below peers (16.5%)
vs Peers
vs Industry
Weak
Net margin
-1.9%
116% below peers (11.8%)
vs Peers
vs Industry
Weak
Gross margin
27.2%
23% below peers (35.3%)
vs Peers
vs Industry
Weak
ROA
-0.8%
124% below peers (3.2%)
vs Peers
vs Industry
Weak

BWIN financial health vs Insurance peers

D/E ratio
265.2
1744% above peers (14.4)
vs Peers
vs Industry
High debt
Current ratio
1.2
60% above peers (0.7)
vs Peers
vs Industry
Below avg
Beta
1.3
176% above peers (0.5)
vs Peers
vs Industry
More volatile

BWIN fundamentals radar

BWIN Peer median Industry

BWIN profitability vs leverage

Bubble size = market cap · X = net margin · Y = D/E ratio

BWIN vs peers: key metrics

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