BWIN Clase A The Baldwin Insurance Group, Inc. - Class A Common Stock
NASDAQ · Insurance · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Jul 30, 2026
$31,77
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$16,13mínimo 52 semanas
$32,71máximo 52 semanas
P/E (TTM)
-30.3
BPA (TTM)
$-1.05
Ingresos (TTM)
$1.74B
tus insignias
Rango 52S
$16–$33
Calificación del Analista
BUY
Precio Objetivo
$33
P/E
-30.3
ROE
-10.7%
Margen de Beneficio Neto
-4.7%
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
BWIN Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$31.77
P/E (TTM)
-30.3
BPA (TTM)
$-1.05
Ingresos (TTM)
$1.74B
ROE (TTM)
-10.7%
Deuda/Capital (MRQ)
0.0
Rango 52S
$16–$33
BWIN Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos$1.50B2021-12-31 → 2025-12-31
BPA$-0.502020-12-31 → 2025-12-31
Flujo de caja libre$-69M2019-12-31 → 2025-12-31
Margen neto-4.7%2019-12-31 → 2025-12-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | BWIN | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | -30.3promedio 5A ≈-50.8 | ≈-50.8 | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | BWIN | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Operativo (TTM) | -6.9%promedio 5A ≈33.4% | ≈33.4% | 19.9% | Débil | |
| Margen EBITDA (TTM) | 4.0%promedio 5A ≈-24.3% | ≈-24.3% | 19.7% | Débil | |
| Margen antes de impuestos (TTM) | -15.8%promedio 5A ≈60.7% | ≈60.7% | 14.3% | Débil | |
| Margen de Beneficio Neto (TTM) | -4.7%promedio 5A ≈32.3% | ≈32.3% | 8.5% | Débil | |
| ROA (TTM) | -1.6%promedio 5A ≈-1.4% | ≈-1.4% | 4.3% | Débil | |
| ROE (TTM) | -10.7%promedio 5A ≈-7.7% | ≈-7.7% | 7.8% | Débil | |
| ROIC | 12.5%promedio 5A ≈1.1% | ≈1.1% | 13.6% | Débil |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | BWIN | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 0.0promedio 5A ≈0.0 | ≈0.0 | 0.6 | Baja deuda | |
| Ratio corriente (MRQ) | 1.1promedio 5A ≈1.0 | ≈1.0 | 1.1 | Baja liquidez | |
| Quick Ratio (Ratio Rápido) | 0.1promedio 5A ≈0.2 | ≈0.2 | 0.4 | Baja liquidez |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | BWIN | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 8.3%promedio 5A ≈29.9% | ≈29.9% | · | · | |
| 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 | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.4promedio 5A ≈0.2 | ≈0.2 | 0.4 | En línea | |
| Revenue / Employee (Ingresos / Empleado) | ≈$301.0K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.19%
Próximo informe
Nov 02, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Ago 3, 2026 | $0.48 | $0.48 | -0.02% |
| 31 de marzo de 2026 | May 12, 2026 | $0.63 | $0.65 | -2.9% |
| 31 de diciembre de 2025 | $0.31 | $0.29 | 5.2% | |
| 30 de septiembre de 2025 | $0.31 | $0.31 | 1.3% | |
| 30 de junio de 2025 | $0.42 | $0.43 | -1.3% | |
| 31 de marzo de 2025 | $0.65 | $0.66 | -1.1% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| 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
| 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
| 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
| 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
| 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
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.3 | -0.0 | -0.0 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue / Share | $22.15 | $21.89 | $20.26 | $-1.25 | · | |
| Cash Flow / Share | $-0.43 | $1.61 | $0.74 | $-0.04 | · | |
| EPS (TTM) | $-0.50 | $-0.39 | $-1.50 | $-0.74 | $-0.64 |
Tasas de Crecimiento
| 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)
| 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
| 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 | · | 68,604,951 | 68,010,000 | 66,067,000 | · | 64,011,515 | 63,124,601 | 61,856,147 | · | 60,549,080 | 60,093,228 | 58,711,798 | |
| Shares (Diluted) | 92,761,000 | 96,828,000 | · | 68,604,951 | 68,010,000 | 69,328,000 | · | 64,011,515 | 63,124,601 | 65,314,248 | · | 60,549,080 | 60,093,228 | 58,711,798 | |
| EBITDA | $50M | $-44M | · | $35M | $56M | $83M | · | $15M | $16M | $60M | · | $86.0K | $-17M | $28M |
Balance general
| 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
| 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
| 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
| 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
| 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 |
Por Acción
| 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 / Share | $5.31 | $5.50 | · | $5.33 | $5.57 | $5.96 | · | $5.29 | $5.38 | $5.82 | · | $-0.51 | $-0.48 | $-0.47 | |
| Cash Flow / Share | · | $-0.06 | · | · | · | $-0.92 | · | · | · | $0.04 | · | · | · | $-0.24 | |
| EPS (TTM) | $-1.05 | $-0.68 | · | $-0.43 | $-0.29 | $-0.52 | · | $-0.65 | $-0.81 | $-0.93 | · | $-1.77 | $-1.91 | $-1.37 |
Valoración (TTM)
| 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 | $1.74B | $1.62B | · | $1.49B | $1.46B | $1.42B | · | $1.34B | $1.31B | $1.27B | · | · | · | · | |
| Net Income TTM | $-81M | $-45M | · | $-28M | $-18M | $-32M | · | $-39M | $-48M | $-54M | · | $-104M | $-111M | $-79M | |
| P/E | -25.3 | -32.3 | · | -65.6 | -147.6 | -85.9 | · | -76.6 | -43.8 | -31.1 | · | -13.1 | -13.0 | -18.6 | |
| Earnings Yield | -4.0% | -3.1% | · | -1.5% | -0.68% | -1.2% | · | -1.3% | -2.3% | -3.2% | · | -7.6% | -7.7% | -5.4% |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 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 |
| Métrica | 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 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $-69M | $61M | $23M | $-24M | $35M |
Propietarios institucionales (13F) 246 declarantes · $2.5B total · A fecha de 30 de septiembre 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.
Tenedores
246
Valor en tenencia
$2.5B
Nuevas posiciones
43
Posiciones cerradas
25
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 43 (-8 vs trimestre anterior) | 25 (-3 vs trimestre anterior) | 67 (-21 vs trimestre anterior) | 78 (+31 vs trimestre anterior) | -619K |
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 | $392 113 901 | 14 752 216 | 15,72% | Acciones |
| BlackRock, Inc. | $192 756 821 | 7 251 950 | 7,73% | Acciones |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $178 962 210 | 6 732 965 | 7,18% | Acciones |
| VANGUARD GROUP INC | $164 650 533 | 6 851 874 | 6,60% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $86 728 201 | 3 262 912 | 3,48% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $84 162 407 | 3 166 381 | 3,38% | Acciones |
| Bank of New York Mellon Corp | $81 795 997 | 3 077 351 | 3,28% | Acciones |
| BAMCO INC /NY/ | $72 095 220 | 2 712 386 | 2,89% | Acciones |
| STATE STREET CORP | $70 829 267 | 2 665 874 | 2,84% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $62 193 866 | 2 339 453 | 2,49% | Acciones |
| MORGAN STANLEY | $60 523 570 | 2 277 033 | 2,43% | Acciones |
| Woodline Partners LP | $60 180 708 | 2 264 135 | 2,41% | Acciones |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $55 755 750 | 2 097 658 | 2,24% | Acciones |
| WESTWOOD HOLDINGS GROUP INC | $51 521 873 | 1 938 370 | 2,07% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $50 840 000 | 1 912 711 | 2,04% | Acciones |
| Capital International Investors | $44 938 726 | 1 690 697 | 1,80% | Acciones |
| UBS Group AG | $43 627 056 | 1 641 349 | 1,75% | Acciones |
| Annis Gardner Whiting Capital Advisors, LLC | $42 065 163 | 1 582 587 | 1,69% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $35 779 984 | 1 346 168 | 1,43% | Acciones |
| Capital Research Global Investors | $34 772 036 | 1 308 203 | 1,39% | Acciones |
| Boston Partners | $31 698 386 | 1 192 820 | 1,27% | Acciones |
| BANK OF AMERICA CORP /DE/ | $31 472 980 | 1 184 085 | 1,26% | Acciones |
| Point72 Asset Management, L.P. | $27 595 090 | 1 038 190 | 1,11% | Acciones |
| Champlain Investment Partners, LLC | $22 939 550 | 863 038 | 0,92% | Acciones |
| NORTHERN TRUST CORP | $21 536 818 | 810 264 | 0,86% | Acciones |
| Bridgewater Advisors Inc. | $21 482 223 | 728 743 | 0,86% | Acciones |
| Fenimore Asset Management Inc | $21 142 636 | 795 434 | 0,85% | Acciones |
| Venator Management LLC | $20 555 510 | 773 345 | 0,82% | Acciones |
| JANUS HENDERSON GROUP PLC | $19 348 404 | 881 885 | 0,78% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $19 228 318 | 723 413 | 0,77% | Acciones |
| MetLife Investment Management, LLC | $18 414 544 | 692 797 | 0,74% | Acciones |
| GOLDMAN SACHS GROUP INC | $17 888 473 | 673 005 | 0,72% | Acciones |
| ROYAL BANK OF CANADA | $17 317 000 | 651 487 | 0,69% | Acciones |
| KENNEDY CAPITAL MANAGEMENT LLC | $16 270 548 | 612 135 | 0,65% | Acciones |
| Fiera Capital Corp | $15 851 621 | 596 374 | 0,64% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $15 455 792 | 581 482 | 0,62% | Acciones |
| Aristotle Capital Boston, LLC | $15 108 787 | 568 427 | 0,61% | Acciones |
| 1776 Wealth LLC | $14 284 358 | 537 410 | 0,57% | Acciones |
| SEI INVESTMENTS CO | $11 872 729 | 446 679 | 0,48% | Acciones |
| BECK MACK & OLIVER LLC | $11 642 572 | 438 020 | 0,47% | Acciones |
| JPMORGAN CHASE & CO | $10 884 509 | 410 190 | 0,44% | Acciones |
| CIBC Bancorp USA Inc. | $10 776 223 | 405 426 | 0,43% | Acciones |
| Nuveen, LLC | $10 434 272 | 392 561 | 0,42% | Acciones |
| NEW YORK STATE COMMON RETIREMENT FUND | $9 684 503 | 364 353 | 0,39% | Acciones |
| Tributary Capital Management, LLC | $9 508 570 | 357 734 | 0,38% | Acciones |
| Freestone Grove Partners LP | $8 709 708 | 327 679 | 0,35% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $8 641 982 | 325 131 | 0,35% | Acciones |
| EQUITABLE TRUST CO | $7 522 087 | 282 998 | 0,30% | Acciones |
| PEREGRINE CAPITAL MANAGEMENT LLC | $6 525 443 | 245 502 | 0,26% | Acciones |
| MAI Capital Management | $5 885 743 | 221 435 | 0,24% | Acciones |
Informantes de la empresa 36 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 | 15 de marzo de 2026 F | 322 437 | 0 | 5 | $-6 119 336 |
| Trevor Baldwin | Chief Executive Officer | 15 de marzo de 2026 F | 104 549 | 0 | 0 | $0 |
| Daniel Galbraith | President, The Baldwin Group and CEO, Retail Brokerage Operations; Member of 10% owner group | 15 de marzo de 2026 F | 43 486 | 0 | 0 | $0 |
| Bradford Hale | Chief Financial Officer | 1 de abril de 2026 F | 174 501 | 0 | 0 | $0 |
| Seth Bala Cohen | General Counsel | 14 de mayo de 2026 S | 14 024 | 0 | 1 | $-300 150 |
| Corbyn N. Galloway | Chief Accounting Officer | 1 de abril de 2026 A | 57 291 | 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 octubre de 2026 F | 2 862 | 2 | 0 | $1 001 760 |
| Sathish Muthukrishnan | Consejero | 1 de octubre de 2026 A | 11 078 | 0 | 0 | $0 |
| Sunita Parasuraman | Consejero | 1 de octubre de 2026 A | 15 269 | 0 | 0 | $0 |
| Myron K Williams | Consejero | 1 de octubre de 2026 A | 15 269 | 0 | 0 | $0 |
| Jay A Cohen | Consejero | 1 de octubre de 2026 A | 19 447 | 0 | 0 | $0 |
| Barbara Ruth Matas | Consejero | 1 de octubre de 2026 A | 20 424 | 0 | 0 | $0 |
| Ellyn Shook | Consejero | 1 de octubre de 2026 A | 15 269 | 0 | 0 | $0 |
| KADOW JOSEPH JOHN | Consejero | 1 de octubre de 2026 A | 20 424 | 0 | 0 | $0 |
| Chris Thomas Sullivan | Consejero | 1 de octubre de 2026 A | 86 506 | 0 | 0 | $0 |
| Lowry Baldwin | Consejero | 2 de marzo de 2026 J | 12 537 590 | 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% | 2 de marzo de 2026 J | 12 537 590 | 0 | 0 | $0 |
| Loper Enterprises, LLC | Propietario del 10% | 26 de junio de 2020 S | 0 | 0 | 0 | $0 |
| Jennifer L. Parr | Propietario del 10% | 28 de octubre de 2019 S | 2 477 559 | 0 | 0 | $0 |
| Mark G. Morse Family Trust u/a/d 9/8/2005 | Propietario del 10% | 28 de octubre de 2019 S | 2 477 559 | 0 | 0 | $0 |
| Mark G. Morse | Propietario del 10% | 28 de octubre de 2019 S | 2 477 559 | 0 | 0 | $0 |
| Tracy Morse Dadeo | Propietario del 10% | 28 de octubre de 2019 S | 2 477 559 | 0 | 0 | $0 |
| Jennifer L. Parr Family Trust u/a/d 10/6/2005 | Propietario del 10% | 28 de octubre de 2019 S | 2 477 559 | 0 | 0 | $0 |
| Tracy Morse Family Trust u/a/d 10/1/2019 | Propietario del 10% | 28 de octubre de 2019 S | 2 477 559 | 0 | 0 | $0 |
| Villages Invesco, LLC | Propietario del 10% | 28 de octubre de 2019 S | 2 477 559 | 0 | 0 | $0 |
| Elizabeth Krystyn | · | 6 de mayo de 2026 C | 0 | 0 | 6 | $-6 830 952 |
| Laura Sherman | · | 1 de abril de 2025 J | 1 326 | 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 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 36 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 |
|---|---|---|---|---|
| HAPS · Harbor ETF Trust | 0,44% | 27 340 NS | 31 de julio de 2026 | N-PORT |
| IWO · iShares Trust | 0,19% | 920 718 SH | 11 de septiembre de 2026 | Diario |
| NUSC · Nushares ETF Trust | 0,16% | 74 913 NS | 31 de julio de 2026 | N-PORT |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,15% | 105 159 SH | 19 de agosto de 2026 | Diario |
| FYC · First Trust Exchange-Traded AlphaDE… | 0,14% | 64 787 NS | 31 de julio de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,10% | 26 068 NS | 31 de julio de 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 0,10% | 55 587 NS | 31 de julio de 2026 | N-PORT |
| IWM · iShares Trust | 0,09% | 2 509 088 SH | 11 de septiembre de 2026 | Diario |
| BKSE · BNY Mellon ETF Trust | 0,09% | 2 963 NS | 31 de julio de 2026 | N-PORT |
| RSSL · Global X Funds | 0,09% | 46 958 NS | 31 de julio de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,08% | 564 415 SH | 19 de agosto de 2026 | Diario |
| ESML · iShares Trust | 0,06% | 61 782 SH | 11 de septiembre de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,05% | 897 745 SH | 19 de agosto de 2026 | Diario |
| ISCG · iShares Trust | 0,05% | 15 720 SH | 11 de septiembre de 2026 | Diario |
| DFAS · Dimensional ETF Trust | 0,04% | 220 457 NS | 31 de julio de 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,03% | 2 526 SH | 2 de octubre de 2026 | Diario |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,03% | 24 818 SH | 2 de octubre de 2026 | Diario |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,03% | 5 868 NS | 31 de julio de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,02% | 20 349 NS | 31 de julio de 2026 | N-PORT |
| WSML · iShares Trust | 0,02% | 4 726 SH | 11 de septiembre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 917 201 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,02% | 1 561 216 SH | 19 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,02% | 126 424 SH | 19 de agosto de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,00% | 73 033 NS | 31 de julio de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 26 109 SH | 11 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,00% | 110 404 SH | 11 de septiembre de 2026 | Diario |
| DFAU · Dimensional ETF Trust | 0,00% | 8 752 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,00% | 11 765 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 1 311 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,00% | 1 368 NS | 31 de julio de 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,00% | 173 NS | 31 de julio de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 158 NS | 31 de julio de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 2 173 804 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 7 953 SH | 19 de agosto de 2026 | Diario |
| ISCB · iShares Trust | · | 4 339 SH | 11 de septiembre de 2026 | Diario |
| ISCV · iShares Trust | · | 10 390 SH | 11 de septiembre de 2026 | Diario |
BWIN Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 17 analistas
COMPRA
Objetivo mediano
$32.50
+2,3%
5 29,4%
Compra fuerte
7 41,2%
Compra
5 29,4%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
6 analistas · 2026-10-01Objetivo medio $33.33 +4,9%
Ahora
Precio Actual $31.77
Mín$30.00
Media$33.33
Máx$37.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| 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% | · |
| LIFE | · | · | 52.0% | 18.4% | -108.4% | · |
| GSHD | · | 70.8 | 16.2% | 7.6% | -107.8% | · |
| TWFG | · | 54.3 | 22.0% | · | · | · |
| ABX | $833M | 23.8 | 110.2% | 15.5% | 8.8% | 87.7% |
Últimas noticias Noticias recientes que mencionan a esta empresa
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
Tu selección se guarda y te sigue en todos los tickers.
Fuente: SEC 10-Q presentada el Jul 30, 2026