Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.043
Neutral
RSI(14)
37.639
Neutral
STOCH(KDJ)(9,3,3)
18.544
Neutral
ATR(14)
1.086
Low Volatility
CCI(14)
-129.465
Sell
Williams %R
70.358
Sell
TRIX(12,20)
-0.626
Sell
StochRSI(14)
100.000
Buy
Baldwin Insurance Group Inc
BWIN31.280USD
+1.070+3.54%
Close 09/04, 16:00（ET）Quotes delayed by 15 min
2.23BMarket Cap
LossP/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score
Currency: USD Updated：2025-09-04Key Insights
The company's fundamentals are relatively stable. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. Despite a good stock market performance and strong technicals, the fundamentals don't support the current trend. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Score Analysis
Current score
Previous score
Analyst Rating
Based on
10
analysts
Buy
Current Rating
41.429
Target Price
+37.14%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Company Highlights
StrengthsRisks
The Baldwin Insurance Group, Inc. is an independent insurance distribution company. The Company’s business is divided into three operating groups: Insurance Advisory Solutions (IAS), Underwriting, Capacity & Technology Solutions (UCTS) and Mainstreet Insurance Solutions (MIS). The IAS operating group provides commercial risk management, employee benefits and private risk management solutions for businesses and high-net-worth individuals, as well as their families. The UCTS operating group consists of two distinct businesses, its MGA platform (MSI) and its reinsurance brokerage business, Juniper Re. Through MSI, it manufactures proprietary, technology-enabled insurance products that are then distributed internally via risk advisors across its other operating groups and externally via select distribution partners. The MIS operating group offers personal insurance, commercial insurance and life and health solutions to individuals and businesses in their communities.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 36.56% year-on-year.
Undervalued
The company’s latest PE is -107.85, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 73.67M shares, decreasing 11.32% quarter-over-quarter.
Held by The Vanguard
Star Investor The Vanguard holds 6.61M shares of this stock.
Higher Market Activity
The company has more investor interest, with a 20-day turnover ratio of 0.86.
Financial Health
Currency: USD Updated：2025-09-04The company's current financial score is 3.25, which is lower than the Insurance industry's average of 6.32. Its financial status is weak, and its operating efficiency is low. Its latest quarterly revenue reached 149.56M, representing a year-over-year increase of 26.56%, while its net profit experienced a year-over-year increase of 35.40%.
Score
Financials
4.29
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data
Quality of Earnings
1.12
Operational Efficiency
1.85
Growth Potential
4.00
Shareholder Returns
5.00
Company Valuation
Currency: USD Updated：2025-09-04The company’s current valuation score is 2.00, which is lower than the Insurance industry's average of 4.09. Its current P/E ratio is -110.65, which is -83.50% below the recent high of -18.26 and 31.76% above the recent low of -75.50.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 77/112
No Data
Earnings Forecast
Currency: USD Updated：2025-09-04The company’s current earnings forecast score is 7.60, which is higher than the Insurance industry's average of 7.17. The average price target for Baldwin Insurance Group Inc is 40.00, with a high of 52.00 and a low of 31.00.
Score
Support & Resistance
No Data
Analyst Rating
Based on
10
analysts
Buy
Current Rating
41.429
Target Price
+37.14%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
25
Total
9
Median
10
Average
Company name
Ratings
Analysts
Baldwin Insurance Group Inc
BWIN
10
Chubb Ltd
CB
24
Willis Towers Watson PLC
WTW
22
Marsh & McLennan Companies Inc
MMC
22
Aon PLC
AON
22
Hartford Insurance Group Inc
HIG
22
1
2
3
4
5
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
No Data
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated：2025-09-04The company’s current price momentum score is 7.27, which is lower than the Insurance industry's average of 8.31. Sideways: Currently, the stock price is trading between the resistance level at 36.80 and the support level at 28.02, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
31.278
Buy
MA10
32.231
Sell
MA20
32.474
Sell
MA50
36.913
Sell
MA100
38.498
Sell
MA200
40.178
Sell
Institutional Confidence
Currency: USD Updated：2025-09-04The company’s current institutional recognition score is 10.00, which is higher than the Insurance industry's average of 7.84. The latest institutional shareholding proportion is 103.37%, representing a quarter-over-quarter decrease of 11.70%. The largest institutional shareholder is The Vanguard, holding a total of 6.61M shares, representing 9.27% of shares outstanding, with 4.14% decrease in holdings.
Score
Institutional Shareholding
No Data
Shareholder Activity
Name
Shares Held
Chg %
Fidelity Management & Research Company LLC
William Blair Investment Management, LLC
BlackRock Institutional Trust Company, N.A.
Capital Research Global Investors
Champlain Investment Partners, LLC
T. Rowe Price Investment Management, Inc.
Capital International Investors
Macquarie Investment Management
1
2
Risk Assessment
Currency: USD Updated：2025-09-04The U.S. Dollar Index is currently in a neutral state, which has a minor effect on the Insurance mixed industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 3.70, which is lower than the Insurance industry's average of 5.26. The company's beta value is 1.44. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.
Score
Beta vs S&P 500 index
1.42
VaR
+4.28%
240-Day Maximum Drawdown
+45.36%
240-Day Volatility
+53.61%
Return
Best Daily Return
60 days
+6.40%
120 days
+10.46%
5 years
+17.60%
Worst Daily Return
60 days
-16.66%
120 days
-16.66%
5 years
-23.63%
Sharpe Ratio
60 days
-1.52
120 days
-0.97
5 years
+0.24
Risk Assessment
Maximum Drawdown
240 days
+45.36%
3 years
+45.36%
5 years
+58.02%
Return-to-Drawdown Ratio
240 days
-0.85
3 years
+0.06
5 years
-0.02
Skewness
240 days
-0.66
3 years
-0.13
5 years
-0.25
Volatility
Realised Volatility
240 days
+53.61%
5 years
+53.55%
Standardised True Range
240 days
+5.89%
5 years
+4.61%
Downside Risk-Adjusted Return
120 days
-127.81%
240 days
-127.81%
Maximum Daily Upside Volatility
60 days
+30.54%
Maximum Daily Downside Volatility
60 days
+42.45%
Liquidity
Average Turnover Rate
60 days
+1.24%
120 days
+1.05%
5 years
--
Turnover Deviation
20 days
+85.66%
60 days
+50.23%
120 days
+27.77%
Peer Comparison
Currency: USD Updated：2025-09-04Baldwin Insurance Group Inc
BWIN
5.38 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
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The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.
