BWIN The Baldwin Insurance Group, Inc. - Class A Common Stock
$31,11
Precio · Ago 19, 2026
Fundamentales a fecha de Jul 30, 2026
Rango 52S
$16–$35
80% of range
Calificación del Analista
BUY
17 analysts
Precio Objetivo
$32
+4% upside
P/E (TTM)
-48.1
ROE
-5.7%
Margen de Beneficio Neto
-2.2%
BWIN Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$31.11
Capitalización Bursátil
—
P/E (TTM)
-48.1
BPA (TTM)
$-0.50
Ingresos (TTM)
$1.50B
Rendimiento div.
—
ROE
-5.7%
Deuda/Capital
0.0
Rango 52S
$16 – $35
BWIN Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$1.50B
2021-12-31
→
2025-12-31
BPA
$-0.50
2020-12-31
→
2025-12-31
Flujo de caja libre
$-69M
2019-12-31
→
2025-12-31
Márgenes
-2.2%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
BWIN
Mediana de Pares
P/E (TTM)
-48.1
40.4
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
BWIN
Mediana de Pares
Operating Margin (Margen Operativo)
4.9%
—
Net Profit Margin (Margen de Beneficio Neto)
-2.2%
6.4%
ROA
-0.91%
3.2%
ROE
-5.7%
10.1%
ROIC
12.5%
—
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
BWIN
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
0.0
—
Current Ratio (Ratio corriente)
1.2
1.1
Quick Ratio (Ratio Rápido)
0.1
—
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
BWIN
Mediana de Pares
Revenue YoY (Ingresos interanuales)
8.3%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
15.3%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
BWIN
Mediana de Pares
BWIN Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
COMPRA
17 analistas
- Compra fuerte 5 29,4%
- Compra 7 41,2%
- Mantener 5 29,4%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
9 analistas · 2026-08-20
Mediana
$31.00
Media
$32.22
Ahora
$31.11
Mín
$26.00
Máx
$38.00
Objetivo mediano
$31.00
-0,4%
Objetivo medio
$32.22
+3,6%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-0.00%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.48 | $0.48 | -0.00% |
| 31 de marzo de 2026 | $0.63 | $0.65 | -0.02% |
| 31 de diciembre de 2025 | $0.31 | $0.29 | 0.02% |
| 30 de septiembre de 2025 | $0.31 | $0.31 | 0.00% |
| 30 de junio de 2025 | $0.42 | $0.43 | -0.01% |
| 31 de marzo de 2025 | $0.65 | $0.66 | -0.01% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| BWIN | — | -48.1 | 8.3% | -2.2% | -5.7% | — |
| MRSH | $89.98B | 22.0 | 10.3% | 15.4% | 28.1% | — |
| AJG | $66.51B | 45.1 | 20.7% | 10.7% | 6.9% | — |
| BRO | $26.78B | 25.2 | 22.8% | 17.9% | 8.7% | — |
| RYAN | — | — | 21.3% | 2.1% | 9.9% | — |
| HGTY | — | — | 17.3% | 10.2% | 80.3% | — |
| GSHD | — | 70.8 | 16.2% | 7.6% | -107.8% | — |
| LIFE | — | — | 52.0% | 18.4% | -108.4% | — |
| TWFG | — | 54.3 | 22.0% | — | — | — |
| ABX | $833M | 23.8 | 110.2% | 15.5% | 8.8% | 87.7% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 12
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue | $1.50B | $1.39B | $1.22B | $981M | $567M | |
| Operating Expenses | $183M | $139M | $140M | $127M | $599M | |
| Operating Income | $74M | $61M | $-43M | $-31M | $-32M | |
| Other Non-op | $635.0K | $-194.0K | $-718.0K | $26M | $424.0K | |
| Pretax Income | $-52M | $-39M | $-163M | $-76M | $-58M | |
| Income Tax | $2M | $2M | $1M | $715.0K | $19.0K | |
| Net Income | $-34M | $-25M | $-90M | $-42M | $-31M | |
| EPS (Basic) | $-0.50 | $-0.39 | $-1.50 | $-0.74 | $-0.64 | |
| EPS (Diluted) | $-0.50 | $-0.39 | $-1.50 | $-0.74 | $-0.64 | |
| Shares (Basic) | 67,938,680 | 63,455,148 | 60,134,776 | 56,825,348 | 47,587,866 | |
| Shares (Diluted) | 67,938,680 | 63,455,148 | 60,134,776 | 56,825,348 | 47,587,866 | |
| EBITDA | $202M | $170M | $56M | $55M | $20M |
Balance general 25
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Cash & Equivalents | $124M | $90M | $116M | $118M | $138M | |
| Prepaid Expense | $14M | $12M | $13M | $10M | $8M | |
| Other Current Assets | · | · | · | $100.0K | · | |
| Current Assets | $1.20B | $1.03B | $926M | $772M | $578M | |
| PP&E (Net) | $23M | $22M | $23M | $25M | $17M | |
| PP&E (Gross) | $45M | $42M | $37M | $34M | $22M | |
| Accum. Depreciation | $22M | $20M | $14M | $9M | $4M | |
| Goodwill | $1.52B | $1.41B | $1.41B | $1.42B | $1.23B | |
| Intangibles | $978M | $953M | $1.02B | $1.10B | $944M | |
| Other Non-current Assets | $82M | $48M | $38M | $46M | $26M | |
| Total Assets | $3.86B | $3.53B | $3.50B | $3.46B | $2.88B | |
| Accounts Payable | $253M | $161M | $145M | $126M | $92M | |
| Accrued Liabilities | $57M | $12M | $23M | $13M | $10M | |
| Short-term Debt | $0 | $6M | $2M | $2M | · | |
| Current Liabilities | $1.03B | $1.06B | $1.03B | $699M | $541M | |
| Capital Leases | $58M | $69M | $79M | $88M | $71M | |
| Deferred Tax | $0 | · | · | · | · | |
| Other Non-current Liabilities | $0 | $61.0K | $123.0K | $164.0K | $4M | |
| Total Liabilities | $2.78B | $2.53B | $2.48B | $2.32B | $1.69B | |
| Total Debt | $13M | $14M | $12M | $9M | $9M | |
| Paid-in Capital | $844M | $794M | $747M | $704M | $663M | |
| Retained Earnings | $-245M | $-211M | $-187M | $-97M | $-55M | |
| AOCI | $492.0K | $0 | · | · | · | |
| Stockholders' Equity | $600M | $583M | $560M | $608M | $608M | |
| Liabilities + Equity | $3.86B | $3.53B | $3.50B | $3.46B | $2.88B |
Flujo de Efectivo 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| D&A | $128M | $109M | $98M | $86M | $52M | |
| Stock-based Comp | $71M | $66M | $60M | $47M | $19M | |
| Amort. of Intangibles | $121M | $103M | $93M | $82M | $49M | |
| Other Non-cash | $-195M | $-48M | $-24M | $-94M | $74.0K | |
| Operating Cash Flow | $-29M | $51M | $46.0K | $-2M | $40M | |
| CapEx | $40M | $41M | $21M | $22M | $5M | |
| Investing Cash Flow | $-140M | $13M | $-22M | $-414M | $-678M | |
| Financing Cash Flow | $204M | $21M | $18M | $420M | $724M | |
| Taxes Paid | $2M | · | · | · | · | |
| Free Cash Flow | $-69M | $61M | $23M | $-24M | $35M |
Rentabilidad 7
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Operating Margin | 4.9% | 4.4% | -3.5% | 43.8% | 117.6% | |
| Net Margin | -2.2% | -1.8% | -7.4% | 58.8% | 113.9% | |
| Pretax Margin | -3.5% | -2.8% | -13.4% | 107.0% | 216.0% | |
| EBITDA Margin | 13.4% | 12.2% | 4.6% | -77.8% | -73.9% | |
| ROA | -0.91% | -0.70% | -2.6% | -1.3% | -1.4% | |
| ROE | -5.7% | -4.3% | -15.4% | -6.9% | -6.3% | |
| ROIC | 12.5% | 10.6% | -7.5% | -5.1% | -5.1% |
Liquidez y Solvencia 3
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.0 | 0.9 | 1.1 | 1.1 | |
| Quick Ratio | 0.1 | 0.1 | 0.1 | 0.2 | 0.3 | |
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.3 | -0.0 | -0.0 |
Tasas de Crecimiento 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue YoY | 8.3% | 14.0% | 24.2% | 72.9% | · | |
| Revenue CAGR 3Y | 15.3% | 34.8% | · | · | · |
Valoración (TTM) 4
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue TTM | $1.50B | $1.39B | $1.22B | $981M | $567M | |
| Net Income TTM | $-34M | $-25M | $-90M | $-42M | $-31M | |
| P/E | -48.1 | -99.4 | -16.0 | -34.0 | -56.4 | |
| Earnings Yield | -2.1% | -1.0% | -6.2% | -2.9% | -1.8% |
Estado de resultados 12
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $493M | $532M | $347M | $365M | $379M | $413M | $330M | $339M | $340M | $380M | $285M | $306M | $297M | $330M | |
| Operating Expenses | $73M | $205M | $56M | $42M | $41M | $44M | $36M | $36M | $33M | $34M | $-806M | $306M | $314M | $327M | |
| Operating Income | $-8M | $-101M | $-13M | $3M | $28M | $56M | $-5M | $15M | $16M | $34M | $-30M | $86.0K | $-17M | $4M | |
| Other Non-op | $-2M | $647.0K | $-110.0K | $860.0K | $35.0K | $-150.0K | $-299.0K | $28.0K | $-461.0K | $538.0K | $-525.0K | $-1M | $3M | $-2M | |
| Pretax Income | $-56M | $-146M | $-43M | $-30M | $-4M | $25M | $-35M | $-14M | $-29M | $40M | $-62M | $-32M | $-43M | $-26M | |
| Income Tax | $84.0K | $-145M | $1M | $0 | $685.0K | $0 | $-420.0K | $0 | $1M | $667.0K | $381.0K | $161.0K | $665.0K | $78.0K | |
| Net Income | $-39M | $2M | $-26M | $-19M | $-3M | $14M | $-20M | $-8M | $-18M | $22M | $-34M | $-18M | $-24M | $-14M | |
| EPS (Basic) | $-0.42 | $0.02 | $-0.39 | $-0.27 | $-0.05 | $0.21 | $-0.33 | $-0.13 | $-0.28 | $0.35 | $-0.57 | $-0.29 | $-0.40 | $-0.24 | |
| EPS (Diluted) | $-0.42 | $0.02 | $-0.38 | $-0.27 | $-0.05 | $0.20 | $-0.31 | $-0.13 | $-0.28 | $0.33 | $-0.57 | $-0.29 | $-0.40 | $-0.24 | |
| Shares (Basic) | 92,761,000 | 93,798,000 | -134,743,410 | 68,604,951 | 68,010,000 | 66,067,000 | -125,537,115 | 64,011,515 | 63,124,601 | 61,856,147 | -119,219,330 | 60,549,080 | 60,093,228 | 58,711,798 | |
| Shares (Diluted) | 92,761,000 | 96,828,000 | -138,003,961 | 68,604,951 | 68,010,000 | 69,328,000 | -128,995,216 | 64,011,515 | 63,124,601 | 65,314,248 | -119,219,330 | 60,549,080 | 60,093,228 | 58,711,798 | |
| EBITDA | $50M | $-44M | · | $35M | $56M | $83M | · | $15M | $16M | $60M | · | $86.0K | $-17M | $28M |
Balance general 24
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $184M | $146M | $124M | $90M | $106M | $82M | $90M | $182M | $208M | $112M | · | $79M | $106M | $81M | |
| Prepaid Expense | $20M | $21M | $14M | $18M | $15M | $17M | $12M | $13M | $14M | $15M | · | $12M | $12M | $13M | |
| Current Assets | $1.85B | $1.59B | $1.20B | $1.11B | $1.24B | $1.06B | $1.03B | $1.01B | $1.14B | $951M | · | $802M | $818M | $780M | |
| PP&E (Net) | $33M | $31M | $23M | $21M | $21M | $22M | $22M | $21M | $22M | $23M | · | $24M | $24M | $25M | |
| PP&E (Gross) | · | · | $45M | · | · | · | $42M | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $22M | · | · | · | $20M | · | · | · | · | · | · | · | |
| Goodwill | $2.65B | $2.65B | $1.52B | $1.52B | $1.42B | $1.41B | $1.41B | $1.41B | $1.41B | $1.41B | · | $1.42B | $1.42B | $1.42B | |
| Intangibles | $1.45B | $1.48B | $978M | $1.02B | $926M | $938M | $953M | $969M | $985M | $1.00B | · | $1.04B | $1.06B | $1.08B | |
| Other Non-current Assets | $111M | $96M | $82M | $69M | $65M | $49M | $48M | $47M | $44M | $40M | · | $42M | $45M | $44M | |
| Total Assets | $6.17B | $5.94B | $3.86B | $3.79B | $3.74B | $3.55B | $3.53B | $3.54B | $3.68B | $3.51B | · | $3.42B | $3.47B | $3.45B | |
| Accounts Payable | $294M | $286M | $253M | $222M | $158M | $157M | $161M | $164M | $132M | $132M | · | $131M | $110M | $109M | |
| Accrued Liabilities | $51M | $59M | $57M | $29M | $25M | $21M | $12M | $10M | $14M | $13M | · | $13M | $11M | $11M | |
| Short-term Debt | · | · | $0 | $0 | $0 | $0 | $6M | $6M | $6M | $6M | · | $2M | $2M | · | |
| Current Liabilities | $1.72B | $1.47B | $1.03B | $960M | $1.01B | $933M | $1.06B | $1.03B | $1.16B | $1.05B | · | $798M | $827M | $773M | |
| Capital Leases | $75M | $75M | $58M | $61M | $64M | $68M | $69M | $69M | $74M | $78M | · | $82M | $85M | $87M | |
| Deferred Tax | $5M | $5M | · | · | · | · | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $129M | $128M | $0 | $61.0K | $61.0K | $61.0K | $61.0K | $123.0K | $123.0K | $123.0K | · | $241.0K | $241.0K | $250.0K | |
| Total Liabilities | $4.75B | $4.39B | $2.78B | $2.67B | $2.69B | $2.50B | $2.53B | $2.50B | $2.64B | $2.44B | · | $2.35B | $2.37B | $2.32B | |
| Total Debt | $16M | $16M | · | $10M | $9M | $9M | · | $14M | $14M | $16M | · | $12M | $10M | $9M | |
| Paid-in Capital | $1.25B | $1.24B | $844M | $837M | $831M | $816M | $794M | $786M | $773M | $763M | · | $743M | $733M | $717M | |
| Retained Earnings | $-368M | $-275M | $-245M | $-219M | $-201M | $-197M | $-211M | $-191M | $-183M | $-165M | · | $-152M | $-135M | $-111M | |
| AOCI | $5M | $3M | $492.0K | $1M | · | · | $0 | · | · | · | · | · | · | · | |
| Stockholders' Equity | $884M | $964M | $600M | $620M | $631M | $620M | $583M | $595M | $591M | $598M | · | $591M | $599M | $606M | |
| Liabilities + Equity | $6.17B | $5.94B | $3.86B | $3.79B | $3.74B | $3.55B | $3.53B | $3.54B | $3.68B | $3.51B | · | $3.42B | $3.47B | $3.45B |
Flujo de Efectivo 12
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $59M | $57M | $41M | $32M | $28M | $27M | $28M | $28M | $27M | $26M | $25M | $25M | $25M | $25M | |
| Stock-based Comp | $21M | $13M | $19M | $22M | $17M | $13M | $19M | $18M | $15M | $14M | $13M | $15M | $19M | $13M | |
| Amort. of Intangibles | $56M | $55M | $39M | $30M | $26M | $26M | $26M | $27M | $25M | $24M | $23M | $23M | $23M | $23M | |
| Other Non-cash | · | $-78M | · | · | · | $-118M | · | · | · | $-58M | · | · | · | $-38M | |
| Operating Cash Flow | $46M | $-6M | $10M | $41M | $-17M | $-64M | $-2M | $-30M | $18M | $3M | $-23M | $-13M | $49M | $-14M | |
| CapEx | $15M | $13M | $10M | $9M | $11M | $9M | $12M | $10M | $11M | $8M | $7M | $6M | $5M | $3M | |
| Investing Cash Flow | $-30M | $-491M | $-11M | $-83M | $-38M | $-9M | $-12M | $-10M | $-9M | $45M | $-5M | $-6M | $-5M | $-5M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | $-2M | |
| Stock Repurchased | $80M | $47M | · | · | $0 | $0 | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-47M | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $139M | $607M | $21M | $-15M | $139M | $59M | $-17M | $24M | $116M | $-40M | $60M | $481.0K | $-18M | $-25M | |
| Free Cash Flow | · | $-19M | · | · | · | $-73M | · | · | · | $-5M | · | · | · | $-18M |
Rentabilidad 7
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | -1.7% | -19.0% | · | 0.88% | 7.4% | 13.6% | · | 4.5% | 4.8% | 9.0% | · | -0.28% | 56.7% | -13.0% | |
| Net Margin | -7.9% | 0.44% | · | -5.1% | -0.84% | 3.4% | · | -2.5% | -5.2% | 5.7% | · | 57.6% | 82.0% | 50.7% | |
| Pretax Margin | -11.3% | -27.5% | · | -8.3% | -1.2% | 6.0% | · | -4.3% | -8.6% | 10.4% | · | 104.1% | 147.6% | 92.4% | |
| EBITDA Margin | 10.2% | -8.3% | · | 9.7% | 14.7% | 20.2% | · | 4.5% | 4.8% | 15.7% | · | -0.28% | 56.7% | -100.9% | |
| ROA | -0.79% | 0.05% | · | -0.51% | -0.09% | 0.39% | · | -0.24% | -0.49% | 0.62% | · | -0.52% | -0.70% | -0.44% | |
| ROE | -5.1% | 0.30% | · | -3.1% | -0.52% | 2.3% | · | -1.4% | -2.9% | 3.6% | · | -2.8% | -3.8% | -2.3% | |
| ROIC | -0.93% | -0.13% | · | 0.51% | 5.0% | 8.9% | · | 2.5% | 2.9% | 5.5% | · | 0.01% | -2.8% | 0.59% |
Liquidez y Solvencia 3
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.1 | 1.1 | · | 1.2 | 1.2 | 1.1 | · | 1.0 | 1.0 | 0.9 | · | 1.0 | 1.0 | 1.0 | |
| Quick Ratio | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.2 | 0.2 | 0.1 | · | 0.1 | 0.1 | 0.1 | |
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | -0.0 | -0.0 | -0.0 |
Valoración (TTM) 4
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.77B | $1.69B | · | $1.50B | $1.47B | $1.47B | · | $1.37B | $1.32B | $1.31B | · | · | · | · | |
| Net Income TTM | $-59M | $-6M | · | $-16M | $-15M | $10M | · | $-22M | $-38M | $-34M | · | $-80M | $-54M | $-7M | |
| P/E | -36.9 | -219.4 | · | -112.8 | -164.7 | 372.4 | · | -134.6 | -55.4 | -48.2 | · | -17.1 | -26.6 | -181.9 | |
| Earnings Yield | -2.7% | -0.46% | · | -0.89% | -0.61% | 0.27% | · | -0.74% | -1.8% | -2.1% | · | -5.9% | -3.8% | -0.55% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $1.50B | $1.39B | $1.22B | $981M | $567M |
| Margen Operativo % | 4.9% | 4.4% | -3.5% | 43.8% | 117.6% |
| Beneficio neto | $-34M | $-25M | $-90M | $-42M | $-31M |
| EPS Diluido | $-0.50 | $-0.39 | $-1.50 | $-0.74 | $-0.64 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Ratio corriente | 1.2 | 1.0 | 0.9 | 1.1 | 1.1 |
| Ratio Rápido | 0.1 | 0.1 | 0.1 | 0.2 | 0.3 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $-69M | $61M | $23M | $-24M | $35M |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 252 declarantes · $1.7B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 51 (0 vs trimestre anterior) | 25 (-3 vs trimestre anterior) | 68 (-14 vs trimestre anterior) | 68 (+20 vs trimestre anterior) | -1.6M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| FMR LLC | $251 331 788 | 9 455 673 | 14,92% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $178 962 210 | 6 732 965 | 10,63% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $86 728 201 | 3 262 912 | 5,15% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $84 162 407 | 3 166 381 | 5,00% | Acciones |
| BAMCO INC /NY/ | $72 095 220 | 2 712 386 | 4,28% | Acciones |
| STATE STREET CORP | $70 829 267 | 2 665 874 | 4,21% | Acciones |
| Woodline Partners LP | $60 180 708 | 2 264 135 | 3,57% | Acciones |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $55 755 750 | 2 097 658 | 3,31% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $53 581 521 | 2 015 437 | 3,18% | Acciones |
| WESTWOOD HOLDINGS GROUP INC | $51 521 873 | 1 938 370 | 3,06% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $50 840 000 | 1 912 711 | 3,02% | Acciones |
| Capital International Investors | $44 938 726 | 1 690 697 | 2,67% | Acciones |
| Annis Gardner Whiting Capital Advisors, LLC | $42 065 163 | 1 582 587 | 2,50% | Acciones |
| Capital Research Global Investors | $34 772 036 | 1 308 203 | 2,06% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $34 265 049 | 1 289 129 | 2,03% | Acciones |
| Boston Partners | $28 284 734 | 1 064 392 | 1,68% | Acciones |
| Point72 Asset Management, L.P. | $27 595 090 | 1 038 190 | 1,64% | Acciones |
| Champlain Investment Partners, LLC | $22 939 550 | 863 038 | 1,36% | Acciones |
| Bridgewater Advisors Inc. | $21 482 223 | 728 743 | 1,28% | Acciones |
| Fenimore Asset Management Inc | $21 142 636 | 795 434 | 1,26% | Acciones |
| Venator Management LLC | $20 555 510 | 773 345 | 1,22% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $19 228 318 | 723 413 | 1,14% | Acciones |
| BANK OF AMERICA CORP /DE/ | $18 800 619 | 707 322 | 1,12% | Acciones |
| MetLife Investment Management, LLC | $18 414 544 | 692 797 | 1,09% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $16 270 548 | 612 135 | 0,97% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $15 455 792 | 581 482 | 0,92% | Acciones |
| Aristotle Capital Boston, LLC | $15 108 787 | 568 427 | 0,90% | Acciones |
| 1776 Wealth LLC | $14 284 358 | 537 410 | 0,85% | Acciones |
| Corient Private Wealth LP | $13 775 830 | 518 278 | 0,82% | Acciones |
| GOLDMAN SACHS GROUP INC | $13 250 210 | 498 503 | 0,79% | Acciones |
| BECK MACK & OLIVER LLC | $11 642 572 | 438 020 | 0,69% | Acciones |
| CIBC Bancorp USA Inc. | $10 775 931 | 405 415 | 0,64% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $9 684 503 | 364 353 | 0,58% | Acciones |
| Tributary Capital Management, LLC | $9 508 570 | 357 734 | 0,56% | Acciones |
| Freestone Grove Partners LP | $8 709 708 | 327 679 | 0,52% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $8 641 982 | 325 131 | 0,51% | Acciones |
| EQUITABLE TRUST CO | $7 522 087 | 282 998 | 0,45% | Acciones |
| PEREGRINE CAPITAL MANAGEMENT LLC | $6 525 443 | 245 502 | 0,39% | Acciones |
| Bank of New York Mellon Corp | $6 248 799 | 235 094 | 0,37% | Acciones |
| MAI Capital Management | $5 885 743 | 221 435 | 0,35% | Acciones |
| FIFTH THIRD BANCORP | $4 931 999 | 185 553 | 0,29% | Acciones |
| NICHOLAS COMPANY, INC. | $4 895 504 | 184 180 | 0,29% | Acciones |
| PALISADE CAPITAL MANAGEMENT, LP | $4 598 792 | 173 017 | 0,27% | Acciones |
| Lighthouse Investment Partners, LLC | $4 569 687 | 171 922 | 0,27% | Acciones |
| UBS Group AG | $4 467 885 | 168 092 | 0,27% | Acciones |
| Man Group plc | $4 413 024 | 166 028 | 0,26% | Acciones |
| Swiss National Bank | $4 133 190 | 155 500 | 0,25% | Acciones |
| Balyasny Asset Management L.P. | $4 071 312 | 153 172 | 0,24% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $3 840 447 | 144 486 | 0,23% | Acciones |
| SMITH CHAS P & ASSOCIATES PA CPAS | $3 295 021 | 150 183 | 0,20% | Acciones |
| RHUMBLINE ADVISERS | $3 190 440 | 120 032 | 0,19% | Acciones |
| Madison Investment Advisors, LLC | $3 160 529 | 81 541 | 0,19% | Acciones |
| Madison Asset Management, LLC | $2 750 233 | 103 470 | 0,16% | Acciones |
| HB Wealth Management, LLC | $2 743 747 | 103 226 | 0,16% | Acciones |
| CWM, LLC | $2 521 959 | 114 948 | 0,15% | Acciones |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2 492 272 | 94 048 | 0,15% | Acciones |
| WELLS FARGO & COMPANY/MN | $2 438 582 | 91 745 | 0,14% | Acciones |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $2 372 212 | 89 248 | 0,14% | Acciones |
| MORGAN STANLEY | $2 353 593 | 88 547 | 0,14% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $2 330 028 | 106 200 | 0,14% | Acciones |
| Pathway Financial Advisors LLC | $2 170 354 | 76 394 | 0,13% | Acciones |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2 157 313 | 81 163 | 0,13% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2 147 092 | 97 862 | 0,13% | Acciones |
| BROWN BROTHERS HARRIMAN & CO | $2 144 076 | 80 665 | 0,13% | Acciones |
| ZB,N.A. | $2 053 621 | 52 983 | 0,12% | Acciones |
| Laird Norton Wetherby Trust Company, LLC | $1 993 447 | 74 998 | 0,12% | Acciones |
| BlackRock, Inc. | $1 930 479 | 72 629 | 0,11% | Acciones |
| FIRST TRUST ADVISORS LP | $1 672 652 | 62 929 | 0,10% | Acciones |
| NOMURA HOLDINGS INC | $1 619 254 | 60 920 | 0,10% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $1 488 533 | 56 002 | 0,09% | Acciones |
| CITADEL ADVISORS LLC | $1 458 950 | 54 889 | 0,09% | Acciones |
| HighTower Advisors, LLC | $1 358 291 | 51 102 | 0,08% | Acciones |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1 330 223 | 50 046 | 0,08% | Acciones |
| Caption Management, LLC | $1 329 000 | 50 000 | 0,08% | Opción de compra |
| SAPIENT CAPITAL LLC | $1 329 000 | 50 000 | 0,08% | Acciones |
| CAPTRUST FINANCIAL ADVISORS | $1 318 846 | 49 618 | 0,08% | Acciones |
| CITIGROUP INC | $1 296 174 | 48 765 | 0,08% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1 200 645 | 45 171 | 0,07% | Acciones |
| Quantinno Capital Management LP | $1 126 779 | 42 392 | 0,07% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 044 408 | 39 293 | 0,06% | Acciones |
| Invesco Ltd. | $1 038 560 | 39 073 | 0,06% | Acciones |
| Orion Porfolio Solutions, LLC | $1 025 005 | 38 563 | 0,06% | Acciones |
| Bleakley Financial Group, LLC | $969 373 | 36 470 | 0,06% | Acciones |
| Washington Trust Bank | $962 648 | 36 217 | 0,06% | Acciones |
| CIBC WORLD MARKET INC. | $956 880 | 36 000 | 0,06% | Acciones |
| Nuveen, LLC | $943 830 | 35 509 | 0,06% | Acciones |
| Quadrant Private Wealth Management, LLC | $921 965 | 34 686 | 0,05% | Acciones |
| NATIXIS | $903 720 | 34 000 | 0,05% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $870 203 | 32 739 | 0,05% | Acciones |
| Jain Global LLC | $860 421 | 32 371 | 0,05% | Acciones |
| JANE STREET GROUP, LLC | $808 032 | 30 400 | 0,05% | Opción de compra |
| Vanguard Global Advisers, LLC | $797 772 | 30 014 | 0,05% | Acciones |
| Aptus Capital Advisors, LLC | $787 619 | 29 632 | 0,05% | Acciones |
| Sunburst Financial Group, LLC | $778 289 | 29 281 | 0,05% | Acciones |
| Police & Firemen's Retirement System of New Jersey | $768 959 | 28 930 | 0,05% | Acciones |
| Weiss Asset Management LP | $735 734 | 27 680 | 0,04% | Acciones |
| Red Door Wealth Management, LLC | $717 660 | 27 000 | 0,04% | Acciones |
| ENTREWEALTH, LLC | $711 225 | 24 868 | 0,04% | Acciones |
| DIVERSIFIED TRUST CO | $710 589 | 26 734 | 0,04% | Acciones |
| VANGUARD GROUP INC | $659 816 | 27 458 | 0,04% | Acciones |
Informantes de la empresa 29 insiders · 9 directivos · 14 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| James Morgan Roche | President, The Baldwin Group and CEO, Underwriting, Capacity and Technology Operations | 4 de junio de 2025 S | 79 686 | 0 | 0 | $0 |
| Trevor Baldwin | Chief Executive Officer | 19 de febrero de 2025 F | 116 476 | 0 | 0 | $0 |
| Daniel Galbraith | President, The Baldwin Group and CEO, Retail Brokerage Operations; Member of 10% owner group | 19 de febrero de 2025 F | 27 329 | 0 | 0 | $0 |
| Bradford Hale | Chief Financial Officer | 7 de agosto de 2025 P | 144 659 | 0 | 0 | $0 |
| Seth Bala Cohen | General Counsel | 3 de junio de 2025 S | 13 240 | 0 | 0 | $0 |
| Corbyn N. Galloway | Chief Accounting Officer | 19 de febrero de 2025 F | 41 671 | 0 | 0 | $0 |
| John A. Valentine | Chief Partnership Officer | 9 de noviembre de 2023 P | 93 222 | 0 | 0 | $0 |
| Kristopher Aaron Wiebeck | Chief Strategy Officer | 17 de agosto de 2023 S | 20 035 | 0 | 0 | $0 |
| Christopher John Stephens | General Counsel | 3 de mayo de 2021 A | 12 360 | 0 | 0 | $0 |
| Paul Eugene Sparks | Consejero | 1 de julio de 2026 F | 2 282 | 0 | 0 | $0 |
| Sathish Muthukrishnan | Consejero | 1 de julio de 2026 A | 10 254 | 0 | 0 | $0 |
| Sunita Parasuraman | Consejero | 1 de julio de 2026 A | 14 445 | 0 | 0 | $0 |
| Myron K Williams | Consejero | 1 de julio de 2026 A | 14 445 | 0 | 0 | $0 |
| Jay A Cohen | Consejero | 1 de julio de 2026 A | 18 623 | 0 | 0 | $0 |
| Barbara Ruth Matas | Consejero | 1 de julio de 2026 A | 19 600 | 0 | 0 | $0 |
| Ellyn Shook | Consejero | 1 de julio de 2026 A | 14 445 | 0 | 0 | $0 |
| KADOW JOSEPH JOHN | Consejero | 1 de julio de 2026 A | 19 600 | 0 | 0 | $0 |
| Chris Thomas Sullivan | Consejero | 1 de julio de 2026 A | 85 682 | 0 | 0 | $0 |
| Lowry Baldwin | Consejero | 21 de mayo de 2024 C | 0 | 0 | 0 | $0 |
| Phillip E Casey | Consejero | 1 de abril de 2023 A | 11 030 | 0 | 0 | $0 |
| Robert D. Eddy | Consejero | 1 de abril de 2021 A | 7 571 | 0 | 0 | $0 |
| Baldwin Insurance Group Holdings, LLC | Propietario del 10% | 21 de mayo de 2024 J | 13 149 090 | 0 | 0 | $0 |
| Loper Enterprises, LLC | Propietario del 10% | 26 de junio de 2020 S | 0 | 0 | 0 | $0 |
| Laura Sherman | — | 1 de abril de 2024 F | 1 512 | 0 | 0 | $0 |
| Joseph D. Finney | — | 5 de agosto de 2022 G | 337 852 | 0 | 0 | $0 |
| Millennial Specialty Holdco LLC | — | 10 de septiembre de 2021 J | 0 | 0 | 0 | $0 |
| Kristopher A. Wiebeck 2019 Grantor Retained Annuity Trust Dated September 30, 2019 | — | 18 de diciembre de 2020 S | 431 427 | 0 | 0 | $0 |
| Elizabeth Krystyn | — | 18 de diciembre de 2020 S | 1 731 998 | 0 | 0 | $0 |
| Elizabeth H. Krystyn 2019 Grantor Retained Annuity Trust I Dated September 30, 2019 | — | 30 de septiembre de 2020 G | 73 501 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 44 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| FDFF · Fidelity Covington Trust | 1,60% | 34 452 NS | 31 de mayo de 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,43% | 29 632 NS | 30 de abril de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,13% | 74 483 NS | 30 de abril de 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,11% | 52 221 NS | 30 de abril de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 36 329 NS | 30 de abril de 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0,09% | 49 084 NS | 30 de abril de 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0,08% | 2 818 NS | 30 de abril de 2026 | N-PORT |
| RSSL · Global X Funds | 0,07% | 41 452 NS | 30 de abril de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,05% | 4 504 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,05% | 284 754 NS | 30 de abril de 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,03% | 377 255 NS | 31 de mayo de 2026 | N-PORT |
| UWM · ProShares Trust | 0,03% | 3 523 NS | 31 de mayo de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,02% | 4 868 NS | 30 de abril de 2026 | N-PORT |
| URTY · ProShares Trust | 0,02% | 3 564 NS | 31 de mayo de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,02% | 19 023 NS | 30 de abril de 2026 | N-PORT |
| HDG · ProShares Trust | 0,01% | 89 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,01% | 2 713 NS | 31 de mayo de 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0,01% | 27 949 NS | 31 de mayo de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 3 696 NS | 30 de abril de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,00% | 73 033 NS | 30 de abril de 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 43 249 NS | 31 de mayo de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 8 752 NS | 30 de abril de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1 311 NS | 30 de abril de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 11 765 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 1 368 NS | 30 de abril de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTWG · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | 15 de julio de 2026 | Diario |
| ITOT · iShares Trust | — | — | 5 de agosto de 2026 | Diario |
| IWV · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWO · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| IWM · iShares Trust | — | — | 18 de agosto de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | — | — | 13 de julio de 2026 | Diario |
| OMFS · Invesco Exchange-Traded Self-Indexe… | — | — | 13 de julio de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | — | — | 20 de julio de 2026 | Diario |
| ISCB · iShares Trust | — | — | 5 de agosto de 2026 | Diario |
| ISCG · iShares Trust | — | — | 5 de agosto de 2026 | Diario |
| ISCV · iShares Trust | — | — | 5 de agosto de 2026 | Diario |
| ESML · iShares Trust | — | — | 14 de agosto de 2026 | Diario |
| WSML · iShares Trust | — | — | 5 de agosto de 2026 | Diario |