The Baldwin Insurance Stock Performance
| BWIN Stock | 43.89 0.77 1.79% |
On a scale of 0 to 100, Baldwin Insurance holds a performance score of 7. The firm shows a Beta (market volatility) of 1.18, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Baldwin Insurance will likely underperform. Please check Baldwin Insurance's standard deviation, expected short fall, period momentum indicator, as well as the relationship between the maximum drawdown and rate of daily change , to make a quick decision on whether Baldwin Insurance's price patterns will revert.
Risk-Adjusted Performance
OK
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in The Baldwin Insurance are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of very uncertain forward indicators, Baldwin Insurance displayed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 1.79 | Five Day Return 5.81 | Year To Date Return 17.76 | Ten Year Return 45.96 | All Time Return 45.96 |
1 | Acquisition by Williams Myron K of 614 shares of Baldwin Insurance subject to Rule 16b-3 | 12/31/2024 |
2 | Disposition of 3036 shares by Laura Sherman of Baldwin Insurance subject to Rule 16b-3 | 01/10/2025 |
3 | Disposition of 3783 shares by Seth Cohen of Baldwin Insurance at 42.63 subject to Rule 16b-3 | 01/17/2025 |
4 | Stay Ahead of the Game With The Baldwin Insurance Group Q4 Earnings Wall Streets Insights on Key Metrics | 02/24/2025 |
5 | The Baldwin Insurance Group Q4 Earnings Taking a Look at Key Metrics Versus Estimates | 02/26/2025 |
6 | The Baldwin Insurance Group Price Target Cut to .00 by Analysts at JPMorgan Chase Co. | 02/27/2025 |
7 | NNGRY or BWIN Which Is the Better Value Stock Right Now | 02/28/2025 |
8 | Disposition of 125000 shares by Lowry Baldwin of Baldwin Insurance subject to Rule 16b-3 | 03/03/2025 |
9 | Disposition of 25000 shares by Lowry Baldwin of Baldwin Insurance subject to Rule 16b-3 | 03/05/2025 |
10 | Disposition of 4250 shares by Sullivan Chris Thomas of Baldwin Insurance subject to Rule 16b-3 | 03/12/2025 |
11 | Disposition of 12240 shares by Trevor Baldwin of Baldwin Insurance at 40.03 subject to Rule 16b-3 | 03/13/2025 |
12 | Disposition of 15902 shares by Trevor Baldwin of Baldwin Insurance at .33 subject to Rule 16b-3 | 03/14/2025 |
13 | Disposition of 671 shares by Trevor Baldwin of Baldwin Insurance at .97 subject to Rule 16b-3 | 03/17/2025 |
14 | NNGRY vs. BWIN Which Stock Is the Better Value Option | 03/18/2025 |
| Begin Period Cash Flow | 227 M |
Baldwin |
Baldwin Insurance Relative Risk vs. Return Landscape
If you would invest 3,927 in The Baldwin Insurance on December 24, 2024 and sell it today you would earn a total of 462.00 from holding The Baldwin Insurance or generate 11.76% return on investment over 90 days. The Baldwin Insurance is currently generating 0.2131% in daily expected returns and assumes 2.3689% risk (volatility on return distribution) over the 90 days horizon. In different words, 21% of stocks are less volatile than Baldwin, and 96% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Baldwin Insurance Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Baldwin Insurance's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as The Baldwin Insurance, and traders can use it to determine the average amount a Baldwin Insurance's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0899
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | BWIN | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.37 actual daily | 21 79% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Baldwin Insurance is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Baldwin Insurance by adding it to a well-diversified portfolio.
Baldwin Insurance Fundamentals Growth
Baldwin Stock prices reflect investors' perceptions of the future prospects and financial health of Baldwin Insurance, and Baldwin Insurance fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Baldwin Stock performance.
| Return On Equity | -0.0651 | ||||
| Return On Asset | 0.0156 | ||||
| Profit Margin | (0.03) % | ||||
| Operating Margin | 0.04 % | ||||
| Current Valuation | 4.32 B | ||||
| Shares Outstanding | 67.57 M | ||||
| Price To Book | 4.71 X | ||||
| Price To Sales | 2.09 X | ||||
| Revenue | 1.38 B | ||||
| Gross Profit | 382.52 M | ||||
| EBITDA | 164.62 M | ||||
| Net Income | (41.08 M) | ||||
| Total Debt | 1.64 B | ||||
| Book Value Per Share | 8.81 X | ||||
| Cash Flow From Operations | 102.15 M | ||||
| Earnings Per Share | (0.64) X | ||||
| Market Capitalization | 2.8 B | ||||
| Total Asset | 3.53 B | ||||
| Retained Earnings | (211.42 M) | ||||
| Working Capital | (29.94 M) | ||||
About Baldwin Insurance Performance
By examining Baldwin Insurance's fundamental ratios, stakeholders can obtain critical insights into Baldwin Insurance's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Baldwin Insurance is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | -1.4 K | -1.5 K | |
| Return On Tangible Assets | (0.02) | (0.02) | |
| Return On Capital Employed | 0.02 | 0.03 | |
| Return On Assets | (0.01) | (0.01) | |
| Return On Equity | (0.04) | (0.04) |
Things to note about Baldwin Insurance performance evaluation
Checking the ongoing alerts about Baldwin Insurance for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Baldwin Insurance help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The Baldwin Insurance was previously known as BRP Old and was traded on NASDAQ Exchange under the symbol BRP. | |
| The company reported the previous year's revenue of 1.38 B. Net Loss for the year was (41.08 M) with profit before overhead, payroll, taxes, and interest of 382.52 M. | |
| Over 96.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from zacks.com: NNGRY vs. BWIN Which Stock Is the Better Value Option |
- Analyzing Baldwin Insurance's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Baldwin Insurance's stock is overvalued or undervalued compared to its peers.
- Examining Baldwin Insurance's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Baldwin Insurance's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baldwin Insurance's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Baldwin Insurance's stock. These opinions can provide insight into Baldwin Insurance's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in The Baldwin Insurance. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
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 | Quarterly Revenue Growth 0.107 | Return On Assets | Return On Equity |
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.