BWIN$23.23
$23.41
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Performance
Key Stats
AI BWIN Summary
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Powered by LiveAIOverall Analysis
HoldThe Baldwin Insurance Group, Inc. presents moderate fundamentals with ongoing profitability challenges but a solid thematic positioning in insurance solutions. Technical indicators show mixed signals, suggesting caution for short-term trading but potential for long-term investors.
Thematic
The Baldwin Insurance Group operates as an independent insurance distribution firm with diversified segments covering advisory, underwriting, and insurance solutions, serving both businesses and individuals. Its recent rebranding and strategic positioning in complex insurance markets provide steady thematic tailwinds.
Fundamental
The company is currently in a loss-making position with negative net income and a negative EPS, but maintains a strong asset base and improving revenue. Valuation metrics indicate challenges, and cash flow trends show volatility, requiring investor caution.
Technical
Technical analysis reveals mostly bullish moving averages and positive momentum on longer timeframes, but several oscillators indicate overbought conditions in the near-term suggesting potential for a pullback or consolidation.
| Factor | Score |
|---|---|
| Market Positioning & Segment Diversity | 70 |
| Industry Exposure | 60 |
| Growth Potential | 65 |
| Brand Evolution & Recognition | 60 |
| Sustainability & ESG | 60 |
| Factor | Score |
|---|---|
| Valuation | 40 |
| Profitability | 40 |
| Growth | 70 |
| Balance Sheet Health | 50 |
| Cash Flow | 45 |
| Factor | Score |
|---|---|
| Trend Analysis | 80 |
| Momentum | 55 |
| Volume Confirmation | 60 |
| Support & Resistance | 65 |
AI Investing Checklist
Powered by LiveAIBullish Points (5)
Consistent Positive EPS Surprises
The company has reported positive earnings surprises in 4 of the last 5 quarters, indicating strong earnings management and potential for continued profitability improvement.
Strong Year-to-Date Performance
The stock has gained 15.8% year-to-date and 9.65% over the last month, reflecting positive investor sentiment and momentum.
Bearish Points (7)
Negative Earnings and EPS Trailing
The company has a negative net income (-$14.6M TTM) and a trailing twelve months EPS of -0.53, suggesting sustained unprofitability.
Negative and Volatile P/E Ratios
Trailing P/E ratios are negative and quarterly P/E ratios have shown extreme volatility including very high and negative values, indicating uncertainty in earnings quality and valuation.
Calendar
August 2025
6
Next Earnings Date
H: $0.43
A: $0.42
L: $0.40
H: 377.06M
A: 375.38M
L: 373.49M
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 private risk management, commercial risk management, employee benefits, and Medicare insurance solutions for businesses and high-net-worth individuals, as well as their families. The Underwriting, Capacity & Technology Solutions segment offers MGA platform, that manufactures technology-enabled insurance products suite comprises personal, commercial, and professional lines. The Mainstreet Insurance Solutions segment provides personal insurance, commercial insurance, and life and health solutions to individuals and businesses in communities, as well as offers reinsurance brokerage; and consultation for government assistance programs and solutions, including traditional Medicare and Medicare advantage and affordable care act to seniors and eligible individuals through a network of primarily independent contractor agents. 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.
Seasonals
Price Target
46.50 USD
The 39 analysts offering 1 year price forecasts for BWIN have a max estimate of 55.00 and a min estimate of 34.00.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
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