Bringing the fundamentals into focus…
Back to The Baldwin Insurance Group, Inc.
How The Baldwin Insurance Group, Inc. stacks up
BWIN · against 56 other Financial Services companies of similar size
Valuation
10/ 100
Near the bottom of its peers.
Ranked #51 of 57 · scores higher than 11% of peers
Bars: peers in each 10-point band of the valuation score6 peers with a valuation score of 10–19, including BWIN · Click a bar to see the companies
Why valuation scores 10?
Weighted metrics compared with all Financial Services companies.Mainly because of its earnings yield, EBITDA yield and free cash flow yield, which are weaker than most Financial Services peers.
- Negative (a loss or cash outflow), so it counts as zero whatever the share price. Earnings yield: -3.4% vs peer median 5.7%
- less operating profit (EBITDA) for the company's total value: weaker than 80% of peers. EBITDA yield: 1.9% vs peer median 6.9%
- less free cash flow for the price paid: weaker than 77% of peers. Free cash flow yield: 1.5% vs peer median 6.1%
Metric by metric
Position: dot = BWIN, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.| Metric | BWIN | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Earnings yieldHigher is better · 79 reported | -3.3% | 5.6% | 8% | 30% | |
| EBITDA yieldHigher is better · 46 reported | 1.9% | 6.0% | 20% | 50% | |
| Free cash flow yieldHigher is better · 38 reported | 1.0% | 6.6% | 24% | 20% | |
| Book yieldHigher is better · 79 reported | 28.7% | 52.0% | 26% | Context only |
Ranking by valuation score
Top 5 and the companies ranked around BWIN| Rank | Company | Market cap | Valuation | Overall |
|---|---|---|---|---|
| 1 | 21.2B BRL (≈$3.8B) | 96 | 66 | |
| 1 | 4.0B USD | 96 | 66 | |
| 3 | 22.8B SEK (≈$2.3B) | 95 | 51 | |
| 4 | 3.2B USD | 94 | 66 | |
| 4 | 6.5B USD | 94 | 48 | |
| 46 | 116.1B ZAR (≈$6.4B) | 18 | 36 | |
| 48 | 323.2B INR (≈$3.9B) | 16 | 58 | |
| 49 | 3.9B AUD (≈$2.6B) | 13 | 47 | |
| 50 | 4.3B USD | 12 | 62 | |
| 51 | 4.5B USD | 10 | 21 | |
| 52 | 3.9B USD | 7 | 40 | |
| 53 | 5.0B USD | 6 | 47 | |
| 53 | 5.7B USD | 6 | 3 | |
| 55 | 5.7B EUR (≈$6.3B) | 5 | 50 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score