Baldwin Insurance Group (BWIN) vs. Its Peers Head-To-Head Analysis

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

Institutional and Insider Ownership

77.5% of Baldwin Insurance Group shares are held by institutional investors. Comparatively, 55.8% of shares of all “Insurance” companies are held by institutional investors. 15.8% of Baldwin Insurance Group shares are held by insiders. Comparatively, 13.5% of shares of all “Insurance” companies are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Risk & Volatility

Baldwin Insurance Group has a beta of 0.98, suggesting that its stock price is 2% less volatile than the S&P 500. Comparatively, Baldwin Insurance Group’s competitors have a beta of -1.62, suggesting that their average stock price is 262% less volatile than the S&P 500.

Analyst Recommendations

This is a summary of recent ratings for Baldwin Insurance Group and its competitors, as reported 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	3336	15674	16522	741	2.40

Baldwin Insurance Group currently has a consensus price target of $31.20, indicating a potential downside of 2.44%. As a group, “Insurance” companies have a potential upside of 5.99%. Given Baldwin Insurance Group’s competitors stronger consensus rating and higher possible upside, analysts plainly believe Baldwin Insurance Group has less favorable growth aspects than its competitors.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
Baldwin Insurance Group	-4.67%	12.67%	3.32%
Baldwin Insurance Group Competitors	8.74%	-9.81%	4.11%

Valuation and Earnings

This table compares Baldwin Insurance Group and its competitors gross revenue, earnings per share and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Baldwin Insurance Group	$1.50 billion	-$33.81 million	-30.75
Baldwin Insurance Group Competitors	$15.30 billion	$1.70 billion	34.37

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

Summary

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

About Baldwin Insurance Group

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.