NASDAQ · Insurance - Brokers

The Baldwin Insurance Group, Inc. (BWIN) Stock

$31.85 +0.13% NASDAQ: BWIN Financial Services

Valuation

MetricValue
Price$31.85
Market Cap$2.58B
P/E Ratio-27.36
P/B Ratio2.49
P/S Ratio1.49
EPS (TTM)$0.00
52-Week High$32.71
52-Week Low$15.88
Dividend Yield0.00%

Financials & Margins

MetricValue
ROE-10.59%
ROA-1.32%
ROCE-2.08%
Gross Margin17.29%
Operating Margin-3.48%
Net Margin-4.67%
Debt/Equity3.04
Current Ratio1.08

Annual Financials (USD)

Metric20212022202320242025
Revenue$560.0M$969.0M$1.2B$1.4B$1.5B
Operating Profit$-32.0M$-31.0M$-43.0M$61.0M$109.0M
Net Profit$-31.0M$-42.0M$-90.0M$-25.0M$-34.0M
EPS$-0.64$-0.74$-1.50$-0.39$-0.50
Op Margin-5.7%-3.2%-3.5%4.4%7.3%

Balance Sheet (USD)

Metric20212022202320242025
Total Assets$2.9B$3.5B$3.5B$3.5B$3.9B
Total Liabilities$1.7B$2.3B$2.5B$2.5B$2.8B
Cash$138.0M$118.0M$116.0M$148.0M$124.0M
Borrowings$1.0B$1.5B$1.6B$1.6B$1.8B

Latest News

3 of Wall Street’s Favorite Stocks We Find Risky StockStory · Jul 17, 2026 1 Stock Under $50 with Promising Prospects and 2 We Turn Down StockStory · Jul 16, 2026 BofA Securities Adjusts Baldwin Insurance Group Price Target to $37 From $36 MT Newswires · Jul 15, 2026 3 Reasons to Sell BWIN and 1 Stock to Buy Instead StockStory · Jul 8, 2026 3 Value Stocks We Keep Off Our Radar StockStory · Jun 26, 2026

Cash Flow (USD)

Metric20212022202320242025
Operating Cash Flow$40.0M$-2.0M$45.0M$102.0M$-29.0M
Investing Cash Flow$-684.0M$-436.0M$-43.0M$-28.0M$-180.0M
Financing Cash Flow$-16.0M$-42.0M$-22.0M$-125.0M$-1.8B
Net Cash Flow$86.0M$3.0M$-4.0M$86.0M$34.0M
Free Cash Flow$35.0M$-24.0M$23.0M$61.0M$-69.0M

Valuation & Return Ratios

MetricValue
PEG Ratio0.29
EV / EBITDA82.40
FCF Yield1.69%
Quick Ratio1.07
Interest Coverage-0.64
Return 1Y-37.93%
Return 3Y-1.69%
Return 5Y-3.62%

Ownership

Insiders Held2.45%
Institutions Held94.00%
Institutions Float Held96.36%
Institutional HolderSharesReport Date
FMR, LLC13,954,0622026-03-31
William Blair Investment Management, LLC6,794,4922026-03-31
Blackrock Inc.6,651,3002026-03-31
Bank Of New York Mellon Corporation3,918,0872026-03-31
Vanguard Portfolio Management LLC3,475,1312026-03-31

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
BROBrown & Brown, Inc. $63.75 +3.29% 16.55 $21.33B 1.10%
CBZCBIZ, Inc. $54.80 +0.09% 24.97 $2.94B 0.00%
CRD-ACrawford & Company $11.08 +0.64% 30.78 $545.41M 2.71%
GSHDGoosehead Insurance, Inc. $45.39 +3.81% 30.57 $1.70B 0.00%
MRSHMarsh $176.67 +1.73% 20.76 $84.31B 2.32%

About The Baldwin Insurance Group, Inc.

The Baldwin Insurance Group, Inc. is led by CEO Trevor Lowry Baldwin, headquartered in US, publicly traded since 2019.

The Baldwin Insurance Group, Inc. (BWIN) stock trades at $31.85 with a market capitalization of $2.58B. The stock is valued at a price-to-earnings (P/E) ratio of -27.36, price-to-book of 2.49, price-to-sales of 1.49. Over the past 52 weeks the stock has ranged between $15.88 and $32.71, and currently trades 2.6% below its 52-week high.

On profitability, The Baldwin Insurance Group, Inc. generates a return on equity (ROE) of -10.59%, return on capital employed of -2.08%, an operating margin of -3.48%, a net profit margin of -4.67%.

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