Baldwin Financial Statements From 2010 to 2025

BWIN Stock   40.56  0.59  1.48%   
Baldwin Insurance financial statements provide useful quarterly and yearly information to potential The Baldwin Insurance investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Baldwin Insurance financial statements helps investors assess Baldwin Insurance's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Baldwin Insurance's valuation are summarized below:
Gross Profit
382.5 M
Profit Margin
(0.03)
Market Capitalization
2.8 B
Enterprise Value Revenue
3.2406
Revenue
1.3 B
We have found one hundred twenty available fundamental signals for The Baldwin Insurance, which can be analyzed and compared to other ratios and to its rivals. Self-guided Investors are advised to validate Baldwin Insurance's prevailing fundamentals against the trend between 2010 and 2025 to make sure the company can sustain itself down the road. As of the 18th of March 2025, Market Cap is likely to grow to about 2.6 B. Also, Enterprise Value is likely to grow to about 4.2 B

Baldwin Insurance Total Revenue

1.45 Billion

Check Baldwin Insurance financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Baldwin Insurance's main balance sheet or income statement drivers, such as Depreciation And Amortization of 103.5 M, Total Revenue of 1.4 B or Gross Profit of 361.4 M, as well as many indicators such as Price To Sales Ratio of 2.7, Dividend Yield of 1.0E-4 or PTB Ratio of 4.52. Baldwin financial statements analysis is a perfect complement when working with Baldwin Insurance Valuation or Volatility modules.
  
Check out the analysis of Baldwin Insurance Correlation against competitors.

Baldwin Insurance Balance Sheet

Current ValueLast YearHistorical Average 10 Year Trend
Total Assets3.7 B3.5 B681.5 M
Slightly volatile
Short and Long Term Debt Total1.7 B1.6 B315.1 M
Slightly volatile
Total Current Liabilities550.1 M1.1 B311.9 M
Slightly volatile
Total Stockholder Equity554.1 M583.2 M654.1 M
Slightly volatile
Property Plant And Equipment Net60.6 M94.3 M31.8 M
Slightly volatile
Cash130.2 M148.1 M68.7 M
Slightly volatile
Non Current Assets Total1.6 B2.5 B865.5 M
Slightly volatile
Cash And Short Term Investments130.2 M148.1 M68.7 M
Slightly volatile
Net Receivables737.2 M702.1 M201.4 M
Slightly volatile
Common Stock Shares Outstanding39 M64.8 M22.3 M
Slightly volatile
Liabilities And Stockholders Equity3.7 B3.5 B867 M
Slightly volatile
Non Current Liabilities Total877.8 M1.5 B468.7 M
Slightly volatile
Other Current Assets165.3 M176.3 M105.1 M
Slightly volatile
Other Stockholder Equity498.5 M794 M300.3 M
Slightly volatile
Total Liabilities2.7 B2.5 B544.2 M
Slightly volatile
Total Current Assets600.3 MB333.5 M
Slightly volatile
Accumulated Other Comprehensive Income688.9 M1.2 B392.9 M
Slightly volatile
Short Term Debt91.4 M174.1 M57.7 M
Slightly volatile
Good Will1.2 B1.6 B571.1 M
Slightly volatile
Long Term InvestmentsM1.9 M719.7 K
Slightly volatile
Intangible Assets854.7 M953.5 M396.8 M
Slightly volatile
Common Stock585.8 K685 K347.7 K
Slightly volatile
Current Deferred Revenue29 M40.8 M17.3 M
Slightly volatile
Accounts Payable521.7 M714.4 M280.7 M
Slightly volatile
Long Term Debt1.2 B1.4 B638.9 M
Slightly volatile
Net Invested Capital1.9 B2.1 B1.1 B
Slightly volatile
Property Plant And Equipment Gross106.4 M114.4 M45 M
Slightly volatile
Short and Long Term Debt122.3 M157 M48.7 M
Slightly volatile
Capital Stock659.3 K685 K512.9 K
Slightly volatile
Non Current Liabilities Other2.5 M2.7 M142.9 M
Slightly volatile

Baldwin Insurance Income Statement

Current ValueLast YearHistorical Average 10 Year Trend
Depreciation And Amortization103.5 M108.9 M162.2 M
Slightly volatile
Total Revenue1.4 B1.4 B401.9 M
Slightly volatile
Gross Profit361.4 M344.2 M97.4 M
Slightly volatile
Other Operating Expenses1.4 B1.3 B379.4 M
Slightly volatile
Research Development0.110.150.095
Slightly volatile
EBITDA88.7 M164.6 M60.3 M
Slightly volatile
Cost Of Revenue1.1 BB304.5 M
Slightly volatile
Selling General Administrative39.9 M55.3 M33.3 M
Slightly volatile
Interest Expense144.3 M137.4 M36.6 M
Slightly volatile
Reconciled Depreciation80.4 M108.9 M40.5 M
Slightly volatile
Minority Interest15.7 M16.6 M20.3 M
Slightly volatile

Baldwin Insurance Cash Flow Statement

Current ValueLast YearHistorical Average 10 Year Trend
Begin Period Cash Flow125.7 M227 M67 M
Slightly volatile
Depreciation114.4 M108.9 M31.6 M
Slightly volatile
Capital Expenditures43.1 M41 MM
Slightly volatile
End Period Cash Flow168 M312.8 M88.3 M
Slightly volatile
Stock Based Compensation37.5 M65.5 M17.7 M
Slightly volatile

Financial Ratios

Current ValueLast YearHistorical Average 10 Year Trend
Price To Sales Ratio2.71.82492.694
Slightly volatile
Dividend Yield1.0E-41.0E-40.017
Slightly volatile
PTB Ratio4.524.30642.5808
Pretty Stable
Days Sales Outstanding137186114
Slightly volatile
Stock Based Compensation To Revenue0.03260.04760.0361
Slightly volatile
Capex To Depreciation0.40.37690.2723
Very volatile
PB Ratio4.524.30642.5808
Pretty Stable
EV To Sales2.772.90962.7099
Slightly volatile
Payables Turnover2.731.44475.0346
Slightly volatile
Sales General And Administrative To Revenue0.140.160.1748
Slightly volatile
Capex To Revenue0.03130.02980.014
Slightly volatile
Cash Per Share2.462.28591.9795
Slightly volatile
Days Payables Outstanding178253146
Slightly volatile
Intangibles To Total Assets0.640.669331.1366
Pretty Stable
Current Ratio1.350.97171.0676
Slightly volatile
Receivables Turnover3.421.96026.0966
Slightly volatile
Shareholders Equity Per Share8.559.000620.7686
Slightly volatile
Debt To Equity2.952.81350.5516
Slightly volatile
Capex Per Share0.670.63350.2058
Slightly volatile
Average Receivables275.6 M521.9 M204.8 M
Slightly volatile
Revenue Per Share11.4221.239212.285
Slightly volatile
Interest Debt Per Share26.5925.32355.6696
Slightly volatile
Debt To Assets0.910.46421.0312
Slightly volatile
Enterprise Value Over EBITDA18.224.324120.5225
Slightly volatile
Graham Number13.0317.4715.7717
Slightly volatile
Price Book Value Ratio4.524.30642.5808
Pretty Stable
Days Of Payables Outstanding178253146
Slightly volatile
Company Equity Multiplier6.366.06081.1816
Slightly volatile
Long Term Debt To Capitalization0.740.70560.385
Slightly volatile
Total Debt To Capitalization0.770.73780.15
Slightly volatile
Debt Equity Ratio2.952.81350.5516
Slightly volatile
Quick Ratio0.920.97172.1197
Slightly volatile
Cash Ratio0.210.14020.1662
Slightly volatile
Days Of Sales Outstanding137186114
Slightly volatile
Free Cash Flow Operating Cash Flow Ratio0.570.59821.4198
Pretty Stable
Price To Book Ratio4.524.30642.5808
Pretty Stable
Fixed Asset Turnover25.3814.588332.5259
Slightly volatile
Enterprise Value Multiple18.224.324120.5225
Slightly volatile
Debt Ratio0.910.46421.0312
Slightly volatile
Price Sales Ratio2.71.82492.694
Slightly volatile
Asset Turnover0.370.389362.2258
Slightly volatile
Gross Profit Margin0.280.25010.2839
Slightly volatile
Price Fair Value4.524.30642.5808
Pretty Stable

Baldwin Insurance Valuation Data

Current ValueLast YearHistorical Average 10 Year Trend
Market Cap2.6 B2.5 B796 M
Slightly volatile
Enterprise Value4.2 BBB
Slightly volatile

Baldwin Fundamental Market Drivers

Forward Price Earnings22.0264
Cash And Short Term Investments148.1 M

About Baldwin Insurance Financial Statements

Baldwin Insurance investors utilize fundamental indicators, such as revenue or net income, to predict how Baldwin Stock might perform in the future. Analyzing these trends over time helps investors make informed market timing decisions. For further insights, please visit our fundamental analysis page.
Last ReportedProjected for Next Year
Current Deferred Revenue40.8 M29 M
Total Revenue1.4 B1.4 B
Cost Of RevenueB1.1 B
Stock Based Compensation To Revenue 0.05  0.03 
Sales General And Administrative To Revenue 0.16  0.14 
Capex To Revenue 0.03  0.03 
Revenue Per Share 21.24  11.42 
Ebit Per Revenue 0.04  0.06 

Pair Trading with Baldwin Insurance

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Baldwin Insurance position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Baldwin Insurance will appreciate offsetting losses from the drop in the long position's value.

Moving against Baldwin Stock

  0.33RELI Reliance Global GroupPairCorr
The ability to find closely correlated positions to Baldwin Insurance could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Baldwin Insurance when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Baldwin Insurance - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling The Baldwin Insurance to buy it.
The correlation of Baldwin Insurance is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Baldwin Insurance moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Baldwin Insurance moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Baldwin Insurance can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Baldwin Insurance offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Baldwin Insurance's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of The Baldwin Insurance Stock. Outlined below are crucial reports that will aid in making a well-informed decision on The Baldwin Insurance Stock:
Check out the analysis of Baldwin Insurance Correlation against competitors.
You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.
Is Insurance Brokers space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Baldwin Insurance. If investors know Baldwin will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Baldwin Insurance listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share
(0.64)
Revenue Per Share
21.486
Quarterly Revenue Growth
0.107
Return On Assets
0.0156
Return On Equity
(0.07)
The market value of Baldwin Insurance is measured differently than its book value, which is the value of Baldwin that is recorded on the company's balance sheet. Investors also form their own opinion of Baldwin Insurance's value that differs from its market value or its book value, called intrinsic value, which is Baldwin Insurance's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Baldwin Insurance's market value can be influenced by many factors that don't directly affect Baldwin Insurance's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Baldwin Insurance's value and its price as these two are different measures arrived at by different means. Investors typically determine if Baldwin Insurance is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Baldwin Insurance's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.