Financial Comparison: Baldwin Insurance Group (BWIN) & Its Peers

Baldwin Insurance Group (NASDAQ:BWIN) is one of 311 public companies in the “Insurance” industry, but how does it contrast to its rivals? We will compare Baldwin Insurance Group to related businesses based on the strength of its dividends, risk, analyst recommendations, institutional ownership, earnings, valuation and profitability.

Volatility and Risk

Baldwin Insurance Group has a beta of 0.98, meaning that its share price is 2% less volatile than the S&P 500. Comparatively, Baldwin Insurance Group’s rivals have a beta of -1.59, meaning that their average share price is 259% less volatile than the S&P 500.

Institutional & Insider Ownership

77.5% of Baldwin Insurance Group shares are owned by institutional investors. Comparatively, 55.9% of shares of all “Insurance” companies are owned by institutional investors. 15.8% of Baldwin Insurance Group shares are owned by company insiders. Comparatively, 13.4% of shares of all “Insurance” companies are owned by company 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.

Valuation and Earnings

This table compares Baldwin Insurance Group and its rivals top-line revenue, earnings per share and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Baldwin Insurance Group	$1.50 billion	-$33.81 million	-22.89
Baldwin Insurance Group Competitors	$15.27 billion	$1.70 billion	33.62

Baldwin Insurance Group’s rivals have higher revenue and earnings than Baldwin Insurance Group. 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.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
Baldwin Insurance Group	-6.51%	13.63%	3.36%
Baldwin Insurance Group Competitors	8.64%	-9.90%	4.10%

Analyst Ratings

This is a breakdown of recent ratings for Baldwin Insurance Group and its rivals, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Baldwin Insurance Group	2	9	1	0	1.92
Baldwin Insurance Group Competitors	3344	15711	16557	746	2.40

Baldwin Insurance Group currently has a consensus price target of $31.20, indicating a potential downside of 2.62%. As a group, “Insurance” companies have a potential upside of 4.45%. Given Baldwin Insurance Group’s rivals stronger consensus rating and higher possible upside, analysts clearly believe Baldwin Insurance Group has less favorable growth aspects than its rivals.

Summary

Baldwin Insurance Group rivals beat Baldwin Insurance Group on 9 of the 13 factors compared.

About Baldwin Insurance Group

The Baldwin Insurance Group, Inc. is an insurance brokerage and advisory firm that helps individuals and businesses assess and manage risk. Its services include placing personal and commercial insurance coverage, advising on employee benefits, and providing risk-management support. The company also serves specialty insurance markets through wholesale brokerage and underwriting-related services, connecting clients and insurance distributors with coverage providers. Its offerings span a range of industries and insurance needs.