| P/E (FY) | — | Sales (TTM) | $1.62B |
| Earnings (TTM) | -$45.4M | ROE | −5.71% |
| Net Margin | −2.25% | ROIC | 6.15% |
| Debt / Equity | 0.02 | TD / EBITDA | 0.06 |
| EPS Growth 3Y | — | Sales Growth 3Y | 15.34% |
The Baldwin Insurance Group, Inc. is an independent insurance distribution firm delivering insurance and risk management solutions in the United States. It operates through Insurance Advisory Solutions, providing private, commercial, and employee benefits and Medicare solutions; Underwriting, Capacity & Technology Solutions, offering an MGA platform; and Mainstreet Insurance Solutions, providing personal, commercial, and life and health products.
| Market Cap | $1.95B | Trading Days | 545 |
| 52W High | 40.95 |
| 52W Low | 15.88 |
| % Off High | −30.09% |
| YTD | 19.14% | 1Y | −28.12% |
| Since incept. (ann.) | −7.52% |
Insurance Advisory Solutions 48% · Underwriting Capacity Technology Solutions 37% · Mainstreet Insurance Solutions 20%
| Ann. Volatility (1Y) | 64.68% | Ann. Volatility (3Y) | 53.16% |
| Sharpe (1Y) | −0.20 | Sharpe (3Y) | 0.11 |
| Max Drawdown (1Y) | −58.57% | Max Drawdown (3Y) | −70.16% |
| Beta (3Y, vs SPY) | −0.27 |
| Ticker | Name | Mkt cap | P/E |
|---|---|---|---|
| GSHD | Goosehead Insurance, Inc. | $2.62B | 66.2 |
| CRVL | CORVEL CORP | $3.12B | 28.8 |
| NP | Neptune Insurance Holdings Inc. | $3.33B | — |
| LIFE | Ethos Technologies Inc. | $1.10B | 15.4 |
| HGTY | Hagerty, Inc. | $1.00B | — |
| RYAN | RYAN SPECIALTY HOLDINGS, INC. | $5.06B | — |
| ACT | Enact Holdings, Inc. | $6.70B | 10.6 |
| TWFG | TWFG, Inc. | $416.8M | 10.1 |
| EQH | Equitable Holdings, Inc. | $13.90B | — |
| BRO | BROWN & BROWN, INC. | $24.64B | 23.3 |
| SLQT | SelectQuote, Inc. | $132.2M | 2.8 |
| WTW | WILLIS TOWERS WATSON PLC |
| $29.86B |
| 19.4 |
