The Baldwin Insurance Group (BWIN) Metrics: History & Chart

The Baldwin Insurance Group, Inc.(BWIN)

Insurance - Brokers · Tampa, FL

$31.85-0.05 (-0.17%)

Delayed quote: Oct 6, 2026, 9:40 AM EDT

About The Baldwin Insurance Group, Inc.

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. Underwriting, Capacity & Technology Solutions: Through its "Future" platform, this segment develops technology-enabled insurance products spanning personal, commercial, and specialty lines. It also functions as a specialty wholesale broker for professionals, individuals, and specific niche industries, alongside delivering reinsurance brokerage services. 3. Mainstreet Insurance Solutions: This segment focuses on providing fundamental personal, commercial, and life and health insurance coverage to individuals and businesses within local communities. Originally founded in 2011 as BRP Group, Inc., the company adopted its current name, The Baldwin Insurance Group, Inc., in May 2024. Its corporate headquarters are located in Tampa, Florida.

Tampa, FL

5,000 employees

www.baldwin.com

Financial Services / Insurance - Brokers

Sector: Financial Services
Industry: Insurance - Brokers
CEO: Trevor Lowry Baldwin

View full financials

Third-Party DCF Estimate (FMP)	$24.37
Price Gap vs Third-Party Estimate	-23.61%

7D Total Return	+0.25%
30D Total Return	+3.30%
YTD Total Return	+32.75%
1Y Total Return	+10.76%
3Y Total Return	N/A
5Y Total Return	N/A
10Y Total Return	N/A
15Y Total Return	N/A
20Y Total Return	N/A

2026	+32.75%
2025	-38.00%
2024	N/A
2023	N/A
2022	N/A
2021	N/A

CAGR TTM	+10.71%
CAGR 3Y	N/A
CAGR 5Y	N/A
CAGR 10Y	N/A
CAGR 15Y	N/A
CAGR 20Y	N/A

PE Ratio	N/A
PE Ratio Avg TTM	N/A
PE Ratio Avg 3Y	N/A
Current VS TTM Avg	N/A
Current VS 3Y Avg	N/A
Current VS 5Y Avg	N/A

All Metrics

BWIN Valuation Metrics

BWIN Stock Price Metrics

BWIN Dividend Metrics

BWIN Growth Rate Metrics

BWIN Discounted Cash Flow Metrics

BWIN Returns By Period

BWIN Yearly Returns

BWIN Average Annual Returns By Period (CAGR)

BWIN Revenue Metrics

BWIN PE Ratio Metrics

BWIN PS Ratio Metrics

BWIN PB Ratio Metrics

BWIN Price to Free Cash Flow Ratio Metrics

BWIN Debt to Equity Ratio Metrics

BWIN PEG Ratio Metrics

BWIN FCF Yield

BWIN Earnings Yield

BWIN EBITDA Yield

BWIN OCF Yield

BWIN EV/EBIT Ratio Metrics

BWIN EV/EBITDA Ratio Metrics

BWIN EV/Assets Ratio Metrics

BWIN EV/Sales Ratio Metrics

BWIN Current Ratio Metrics

BWIN Quick Ratio Metrics

BWIN ROIC Metrics

BWIN Return on Assets Metrics

BWIN Return on Equity Metrics

BWIN Net Profit Margin Metrics

BWIN Gross Profit Margin Metrics

BWIN Tax Rate Metrics

PS Ratio	1.27
PS Ratio Avg TTM	1.09
PS Ratio Avg 3Y	1.60
Current VS TTM Avg	+16.77%
Current VS 3Y Avg	-20.53%
Current VS 5Y Avg	-20.53%

PB Ratio	2.49
PB Ratio Avg TTM	2.34
PB Ratio Avg 3Y	3.54
Current VS TTM Avg	+6.28%
Current VS 3Y Avg	-29.71%
Current VS 5Y Avg	-29.71%

PFCF Ratio	50.40
PFCF Ratio Avg TTM	48.62
PFCF Ratio Avg 3Y	156.62
Current VS TTM Avg	+3.66%
Current VS 3Y Avg	-67.82%
Current VS 5Y Avg	-67.82%

Debt/Equity Ratio	3.04
Debt/Equity Ratio Avg TTM	2.83
Debt/Equity Ratio Avg 3Y	2.78
Current VS TTM Avg	+7.23%
Current VS 3Y Avg	+9.46%
Current VS 5Y Avg	+13.40%

PEG Ratio	N/A
PEG Ratio Avg TTM	N/A
PEG Ratio Avg 3Y	N/A
Current VS TTM Avg	N/A
Current VS 3Y Avg	N/A
Current VS 5Y Avg	N/A

FCF Yield	1.98%
FCF Yield Avg TTM	2.06%
FCF Yield Avg 3Y	1.16%
Current VS TTM Avg	-3.84%
Current VS 3Y Avg	+70.07%
Current VS 5Y Avg	+70.07%

Earnings Yield	N/A
Earnings Yield Avg TTM	N/A
Earnings Yield Avg 3Y	N/A
Current VS TTM Avg	N/A
Current VS 3Y Avg	N/A
Current VS 5Y Avg	N/A

EBITDA Yield	N/A
EBITDA Yield Avg TTM	N/A
EBITDA Yield Avg 3Y	N/A
Current VS TTM Avg	N/A
Current VS 3Y Avg	N/A
Current VS 5Y Avg	N/A

OCF Yield	N/A
OCF Yield Avg TTM	N/A
OCF Yield Avg 3Y	N/A
Current VS TTM Avg	N/A
Current VS 3Y Avg	N/A
Current VS 5Y Avg	N/A

Ev/Ebit Ratio	35.57
Ev/Ebit Ratio Avg TTM	41.80
Ev/Ebit Ratio Avg 3Y	78.09
Current VS TTM Avg	-14.90%
Current VS 3Y Avg	-54.45%
Current VS 5Y Avg	-54.45%

Ev/Ebitda Ratio	49.05
Ev/Ebitda Ratio Avg TTM	27.51
Ev/Ebitda Ratio Avg 3Y	29.03
Current VS TTM Avg	+78.27%
Current VS 3Y Avg	+68.99%
Current VS 5Y Avg	+68.99%

Ev/Assets Ratio	0.76
Ev/Assets Ratio Avg TTM	0.79
Ev/Assets Ratio Avg 3Y	1.01
Current VS TTM Avg	-3.99%
Current VS 3Y Avg	-24.68%
Current VS 5Y Avg	-24.68%

Ev/Sales Ratio	2.71
Ev/Sales Ratio Avg TTM	2.35
Ev/Sales Ratio Avg 3Y	2.79
Current VS TTM Avg	+15.19%
Current VS 3Y Avg	-2.77%
Current VS 5Y Avg	-2.77%

Current Ratio	1.07
Current Ratio Avg TTM	1.14
Current Ratio Avg 3Y	1.06
Current VS TTM Avg	-5.87%
Current VS 3Y Avg	+1.67%
Current VS 5Y Avg	-1.10%

Quick Ratio	1.07
Quick Ratio Avg TTM	1.14
Quick Ratio Avg 3Y	1.06
Current VS TTM Avg	-5.87%
Current VS 3Y Avg	+1.67%
Current VS 5Y Avg	-1.10%

ROIC	(2.02%)
ROIC Avg 3Y	0.37%
ROIC Avg 5Y	0.07%
Current VS 3Y Avg	-649.61%
Current VS 5Y Avg	-2824.48%
Current VS 10Y Avg	-2824.48%

ROA	(1.32%)
ROA Avg TTM	(0.37%)
ROA Avg 3Y	(0.33%)
Current VS TTM Avg	-258.70%
Current VS 3Y Avg	-298.53%
Current VS 5Y Avg	-279.99%

ROE	(9.19%)
ROE Avg TTM	(5.38%)
ROE Avg 3Y	(6.00%)
Current VS TTM Avg	-70.92%
Current VS 3Y Avg	-53.06%
Current VS 5Y Avg	-18.77%

Net Profit Margin	(4.67%)
Net Profit Margin Avg TTM	(4.18%)
Net Profit Margin Avg 3Y	(3.97%)
Current VS TTM Avg	-11.79%
Current VS 3Y Avg	-17.59%
Current VS 5Y Avg	-3.23%

Gross Profit Margin	9.58%
Gross Pft Margin Avg TTM	13.73%
Gross Pft Margin Avg 3Y	20.93%
Current VS TTM Avg	-30.22%
Current VS 3Y Avg	-54.22%
Current VS 5Y Avg	-62.01%

Tax Rate	0.00%
Tax Rate Avg 3Y	0.42%
Tax Rate Avg 5Y	0.42%
Current VS 3Y Avg	-100.00%
Current VS 5Y Avg	-100.00%
Current VS 10Y Avg	-100.00%