Head to Head Review: The Baldwin Insurance Group (BWIN) versus Its Peers

The Baldwin Insurance Group (NASDAQ:BWIN) is one of 39 publicly-traded companies in the “Insurance agents, brokers, & service” industry, but how does it compare to its rivals? We will compare The Baldwin Insurance Group to related businesses based on the strength of its earnings, risk, analyst recommendations, valuation, institutional ownership, dividends and profitability.

Profitability

This table compares The Baldwin Insurance Group and its rivals’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
The Baldwin Insurance Group	-4.29%	9.21%	2.82%
The Baldwin Insurance Group Competitors	8.78%	-15.96%	6.51%

Analyst Ratings

This is a summary of current ratings and target prices for The Baldwin Insurance Group and its rivals, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
The Baldwin Insurance Group	0	0	1	1	3.50
The Baldwin Insurance Group Competitors	183	1204	1352	34	2.45

The Baldwin Insurance Group currently has a consensus price target of $42.50, indicating a potential upside of 18.72%. As a group, “Insurance agents, brokers, & service” companies have a potential upside of 6.29%. Given The Baldwin Insurance Group’s stronger consensus rating and higher probable upside, research analysts plainly believe The Baldwin Insurance Group is more favorable than its rivals.

Institutional and Insider Ownership

70.4% of The Baldwin Insurance Group shares are held by institutional investors. Comparatively, 55.3% of shares of all “Insurance agents, brokers, & service” companies are held by institutional investors. 20.1% of The Baldwin Insurance Group shares are held by insiders. Comparatively, 19.7% of shares of all “Insurance agents, brokers, & service” companies are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Risk and Volatility

The Baldwin Insurance Group has a beta of 1.58, meaning that its stock price is 58% more volatile than the S&P 500. Comparatively, The Baldwin Insurance Group’s rivals have a beta of 1.56, meaning that their average stock price is 56% more volatile than the S&P 500.

Valuation & Earnings

This table compares The Baldwin Insurance Group and its rivals revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
The Baldwin Insurance Group	$1.22 billion	-$90.14 million	-38.91
The Baldwin Insurance Group Competitors	$9.15 billion	$770.51 million	25.90

The Baldwin Insurance Group’s rivals have higher revenue and earnings than The Baldwin Insurance Group. The Baldwin Insurance Group is trading at a lower price-to-earnings ratio than its rivals, indicating that it is currently more affordable than other companies in its industry.

Summary

The Baldwin Insurance Group beats its rivals on 8 of the 13 factors compared.

The Baldwin Insurance Group Company Profile

The Baldwin Insurance Group, Inc. operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. It operates through three segments: Insurance Advisory Solutions; Underwriting, Capacity & Technology Solutions; and Mainstreet Insurance Solutions. The Insurance Advisory Solutions segment provides commercial risk management, employee benefits, and private risk management solutions for businesses and high-net-worth individuals, as well as their families. The Underwriting, Capacity & Technology Solutions segment offers Future platform, that manufactures technology-enabled insurance products suite comprises personal, commercial, and specialty lines; specialty wholesale broker business that delivers professionals, individuals, and niche industry businesses; and reinsurance brokerage services. The Mainstreet Insurance Solutions segment provides personal insurance, commercial insurance, and life and health solutions to individuals and businesses in communities. The company was formerly known as BRP Group, Inc. and changed its name to The Baldwin Insurance Group, Inc. in May 2024. The Baldwin Insurance Group, Inc. was founded in 2011 and is headquartered in Tampa, Florida.