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Equity
BWIN
+0.0 · +0.00%
USD · NASDAQ

The Baldwin Insurance Group, Inc.(BWIN) Stock Analysis | Financial Services

USD --+0.00%
Reward47Moderate
Risk63Medium-High
75%Data
Thin -5% profit margin · Revenue growing 30% YoY
Profitless Growth
Market Cap:3.09Bn
ⓘ
Reward Rating
47
Moderate
Reward Assessment
75% data coverage
Bottom 25% of stocksView factors
ⓘ
Risk Rating
63
Medium-High
Risk Assessment
6 metrics flaggedView details

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.

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.
New listing — limited trading history
Fundamental and analyst data are available for BWIN, but momentum and volatility metrics will develop as more trading history accumulates (0 trading sessions so far).
Not available yet for this stock
The overview tab requires data we don't have for this stock yet. The price chart is the most reliable view we have — try the Chart tab.
Earnings Ex-dividend

Market Performance

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

Analyst Target

Analyst consensus price target: $32.22.

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 · elevated risk

BWIN has limited near-term tailwinds — balance sheet and cash flow weigh on the model output.

Based on 88% data coverage

BWIN · Verdict

What’s working & what to watch

Watchouts 4

  • Balance sheet15/100

    Interest covered 0.6×

  • Cash flow21/100

    -5% free-cash-flow margin

  • Profitability23/100

    -2% net margin · -11% ROE

  • Valuation30/100

    P/E 15.6× · PEG 0.66

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 3.09B.

Financial Highlights

Investment Breakdown

Growth
Revenue and earnings growing steadily, indicating improving operating performance.
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 (47)

The scoring profile indicates limited reward potential at this time, with growth and momentum offering the most support. Risk indicators are elevated — volatility and macro sensitivity warrant consideration.

For informational purposes only. Not financial advice.

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Company Information
SectorFinancial Services
IndustryInsurance Brokers
Market Cap3.09B
P/E RatioN/A
Dividend YieldN/A
Beta1.023
Insider Activity
12M windowBearish
Shares soldShares bought
0-3months
0
0
3-6months
1119,987 shares
$2.5M
244,200 shares
$1.0M
6-9months
4255,000 shares
$6.1M
0
9-12months
0
0
2 disclosures without share count
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