The Baldwin Insurance Group, Inc. (BWIN) Valuation — DCF, Graham & Comparables

The Baldwin Insurance Group, Inc. (BWIN) — Price $32.04 Financial ServicesInsurance - Brokers — NASDAQ

Latest reported results:

Valuation dashboard for The Baldwin Insurance Group, Inc. (BWIN) with P/E N/A, P/B 2.74, EV/EBITDA 83.18 and dividend yield 0.00%. DCF, Graham Number and Earnings Power Value models plus sector comparison against other Financial Services companies.

Operating across the United States, The Baldwin Insurance Group, Inc. is an independent firm dedicated to providing insurance and comprehensive risk management services. The company's activities are organized into three primary segments: 1. Insurance Advisory Solutions: This division offers tailored commercial risk management, employee benefits programs, and private risk management solutions, catering to businesses, affluent individuals, and their families. 2.

Analysis Summary

The Baldwin Insurance Group, Inc. reported revenue of $1.50B in the most recent fiscal year, growing at a 5-year CAGR of 45.4%.

Trailing-twelve-month margins: gross margin 9.6%, operating margin -5.3%, net margin -4.7%.

At the current price of $32.04, BWIN has negative trailing earnings (P/E not meaningful) and an ROE of -10.59%. Market capitalisation stands at $2.6B.

Balance sheet quality for BWIN: current ratio of 1.2. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.

Valuation Ratios

Price / Book2.74
EV / EBITDA83.18
Dividend Yield0.00%

Valuation Models

DCF Fair Value$25.31
vs Current Price-21.0%

Peer Comparison

SymbolCompanyMarket CapP/EP/BROE
BWINThe Baldwin Insurance Group, Inc.$2.6B2.74-10.6%
FRMEFirst Merchants Corporation$2.6B13.350.97
CLBKColumbia Financial, Inc.$2.6B44.272.155.0%
FCFFirst Commonwealth Financial Corporation$2.2B13.151.4010.8%
MRSHMarsh & McLennan Companies, Inc.$84.4B21.645.6426.5%
AONAon plc$63.8B16.616.7042.6%
0ITL.LArthur J. Gallagher & Co.$62.7B39.072.586.7%
AJGArthur J. Gallagher & Co.$62.6B40.262.666.7%

Price

Price$32.04
Market Cap$2.6B
ExchangeNASDAQ
CountryUS

Profitability

Return on Equity-10.59%
Return on Invested Capital-0.96%
Return on Assets-1.32%
Gross Margin9.58%
Operating Margin-5.33%
Net Margin-4.67%

Related companies: BLX · CCB · CLBK · FCF · FINV · FRME · GABC

Explore sector: Financial Services · Insurance - Brokers

More sections of BWIN: Overview · Financials · Statistics · Estimates · Technical · Ownership · News · Events

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