Baldwin Insurance Group, Inc.

  • Market Cap: Small Cap
  • Industry: Insurance
  • ISIN: US05589G1022
USD
25.90
-0.48 (-1.82%)
  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

52 Week

Valuation
Technical
Day's Volume

CASH

2.06 M

Shareholding (Mar 2025)

FII

7.98%

Held by 85 FIIs

DII

26.27%

Held by 74 DIIs

Promoter

0.00%

How big is Baldwin Insurance Group, Inc.?

22-Jun-2025

As of Jun 18, Baldwin Insurance Group, Inc. has a market capitalization of 4,416.74 million and reported net sales of 1,422.07 million, with a net profit of -55.28 million. Shareholder's funds are at 583.22 million, and total assets amount to 3,534.73 million.

As of Jun 18, Baldwin Insurance Group, Inc. has a market capitalization of 4,416.74 million, categorizing it as a Small Cap company.<BR><BR>As of Jun 18, the company reported net sales of 1,422.07 million for the latest four quarters. During the same period, it recorded a net profit of -55.28 million.<BR><BR>As of Dec 24, the reporting period shows shareholder's funds at 583.22 million and total assets amounting to 3,534.73 million.

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What does Baldwin Insurance Group, Inc. do?

22-Jun-2025

Baldwin Insurance Group, Inc. is a small-cap insurance distribution company with recent net sales of $413 million and a net profit of $25 million. It is located at 4010 W Boy Scout Blvd Ste 200, Tampa, FL 33607-5752.

Overview: <BR>Baldwin Insurance Group, Inc. is an insurance distribution company operating in the insurance industry, categorized as a small-cap firm.<BR><BR>Financial Snapshot: <BR>Most recent Net Sales: 413 Million (Quarterly Results - Mar 2025) <BR>Most recent Net Profit: 25 Million (Quarterly Results - Mar 2025) <BR>Market-cap: USD 4,416.74 Million (Small Cap)<BR><BR>Key Metrics: <BR>P/E: NA <BR>Industry P/E: NA <BR>Dividend Yield: 0.00% <BR>Debt Equity: -999,999.00 <BR>Return on Equity: -3.91% <BR>Price to Book: 7.13<BR><BR>Contact Details: <BR>Address: 4010 W Boy Scout Blvd Ste 200, Tampa FL: 33607-5752

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Should I buy, sell or hold Baldwin Insurance Group, Inc.?

22-Jun-2025

Who are in the management team of Baldwin Insurance Group, Inc.?

22-Jun-2025

As of March 2022, the management team of Baldwin Insurance Group, Inc. includes Mr. Lowry Baldwin (Chairman), Mr. Trevor Baldwin (CEO), and several independent directors: Mr. Phillip Casey, Mr. Robert Eddy, Mr. Joseph Kadow, Ms. Barbara Matas, and Mr. Chris Sullivan. They oversee the company's operations and strategic direction.

As of March 2022, the management team of Baldwin Insurance Group, Inc. includes the following individuals:<BR><BR>- Mr. Lowry Baldwin, Chairman of the Board<BR>- Mr. Trevor Baldwin, Chief Executive Officer and Director<BR>- Mr. Phillip Casey, Independent Director<BR>- Mr. Robert Eddy, Independent Director<BR>- Mr. Joseph Kadow, Independent Director<BR>- Ms. Barbara Matas, Independent Director<BR>- Mr. Chris Sullivan, Independent Director<BR><BR>This team is responsible for overseeing the company's operations and strategic direction.

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Is Baldwin Insurance Group, Inc. technically bullish or bearish?

20-Sep-2025

As of August 1, 2025, Baldwin Insurance Group, Inc. is in a bearish trend with moderate strength, indicated by bearish weekly MACD and KST, while underperforming the S&P 500 with year-to-date and one-year returns of -18.73% and -37.45%, respectively.

As of 1 August 2025, the technical trend for Baldwin Insurance Group, Inc. has changed from mildly bearish to bearish. The current stance is bearish with a moderate strength indicated by the weekly MACD and KST both being bearish, while the monthly MACD is mildly bearish. The daily moving averages also confirm a bearish trend. The weekly RSI is bullish, but this is offset by the overall bearish signals from Bollinger Bands and Dow Theory, which is mildly bearish. <BR><BR>In terms of performance, the stock has underperformed compared to the S&P 500 across multiple periods, with a year-to-date return of -18.73% versus the S&P 500's 12.22%, and a one-year return of -37.45% compared to 17.14% for the index.

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iScoreScore
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Strong Sell
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Strong Buy

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Dashboard
1

Negative results in Jun 25

  • OPERATING CASH FLOW(Y) Lowest at USD -62.15 MM
  • NET PROFIT(HY) At USD 26.06 MM has Grown at -29.01%
  • DEBTORS TURNOVER RATIO(HY) Lowest at 1.82 times
2

Risky -

3

Below par performance in long term as well as near term

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Insurance

stock-summary
Market cap

USD 3,841 Million (Small Cap)

stock-summary
P/E

NA (Loss Making)

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

0.00%

stock-summary
Debt Equity

-999,999.00

stock-summary
Return on Equity

-4.00%

stock-summary
Price to Book

6.09

Revenue and Profits:
Net Sales:
379 Million
(Quarterly Results - Jun 2025)
Net Profit:
-5 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-14.27%
0%
-14.27%
6 Months
-35.89%
0%
-35.89%
1 Year
-47.03%
0%
-47.03%
2 Years
47.16%
0%
47.16%
3 Years
-15.17%
0%
-15.17%
4 Years
-29.58%
0%
-29.58%
5 Years
-14.18%
0%
-14.18%

Baldwin Insurance Group, Inc. for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryKey Factors
Quality key factors stock-summary
Factor
Value
Sales Growth (5y)
51.95%
EBIT Growth (5y)
71.27%
EBIT to Interest (avg)
0.85
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
1.96%
Dividend Payout Ratio
0
Pledged Shares
0
Institutional Holding
100.00%
ROCE (avg)
12.50%
ROE (avg)
1.34%
Valuation key factors
Factor
Value
P/E Ratio
NA (Loss Making)
Industry P/E
Price to Book Value
7.26
EV to EBIT
57.83
EV to EBITDA
22.89
EV to Capital Employed
13.10
EV to Sales
2.95
PEG Ratio
NA
Dividend Yield
NA
ROCE (Latest)
22.65%
ROE (Latest)
-3.91%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Mildly Bullish
Bearish
RSI
No Signal
No Signal
Bollinger Bands
Bearish
Mildly Bearish
Moving Averages
Mildly Bearish (Daily)
KST
Bearish
Mildly Bearish
Dow Theory
No Trend
No Trend
OBV
No Trend
Mildly Bearish
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Mar 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 74 Schemes (65.75%)

Foreign Institutions

Held by 85 Foreign Institutions (7.98%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
[
  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is -8.37% vs 25.31% in Mar 2025",
        "dir": -1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is -120.48% vs 171.55% in Mar 2025",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Jun'25",
        "Mar'25",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "378.80",
          "val2": "413.40",
          "chgp": "-8.37%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "59.20",
          "val2": "91.50",
          "chgp": "-35.30%",
          "chgp_class": "negative"
        },
        {
          "field": "Interest",
          "val1": "31.30",
          "val2": "30.00",
          "chgp": "4.33%",
          "chgp_class": "negative"
        },
        {
          "field": "Exceptional Items",
          "val1": "-4.80",
          "val2": "-10.50",
          "chgp": "54.29%",
          "chgp_class": "positive"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "-5.10",
          "val2": "24.90",
          "chgp": "-120.48%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "83.40%",
          "val2": "155.00%",
          "chgp": "-7.16%",
          "chgp_class": "negative"
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      ]
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  {
    "link": "annual",
    "btn_text": "All Annual Results",
    "header": "Annual Results Snapshot (Consolidated) - Dec'24",
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      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Dec 2024 is 13.98% vs 24.26% in Dec 2023",
        "dir": -1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2024 is 74.94% vs -113.82% in Dec 2023",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Dec'24",
        "Dec'23",
        "Change(%)"
      ],
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        {
          "field": "Net Sales",
          "val1": "1,389.00",
          "val2": "1,218.60",
          "chgp": "13.98%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "164.40",
          "val2": "115.30",
          "chgp": "42.58%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "123.60",
          "val2": "119.50",
          "chgp": "3.43%",
          "chgp_class": "negative"
        },
        {
          "field": "Exceptional Items",
          "val1": "-10.20",
          "val2": "-61.10",
          "chgp": "83.31%",
          "chgp_class": "positive"
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        {
          "field": "Consolidate Net Profit",
          "val1": "-41.10",
          "val2": "-164.00",
          "chgp": "74.94%",
          "chgp_class": "positive"
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        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "39.90%",
          "val2": "13.80%",
          "chgp": "2.61%",
          "chgp_class": "positive"
        }
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    }
  }
]
Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQstock-summary
Jun'25
Mar'25
Change(%)
Net Sales
378.80
413.40
-8.37%
Operating Profit (PBDIT) excl Other Income
59.20
91.50
-35.30%
Interest
31.30
30.00
4.33%
Exceptional Items
-4.80
-10.50
54.29%
Consolidate Net Profit
-5.10
24.90
-120.48%
Operating Profit Margin (Excl OI)
83.40%
155.00%
-7.16%
USD in Million.
Direction Arrows
Net Sales

QoQ Growth in quarter ended Jun 2025 is -8.37% vs 25.31% in Mar 2025

Direction Arrows
Consolidated Net Profit

QoQ Growth in quarter ended Jun 2025 is -120.48% vs 171.55% in Mar 2025

Annual Results Snapshot (Consolidated) - Dec'24stock-summary
Dec'24
Dec'23
Change(%)
Net Sales
1,389.00
1,218.60
13.98%
Operating Profit (PBDIT) excl Other Income
164.40
115.30
42.58%
Interest
123.60
119.50
3.43%
Exceptional Items
-10.20
-61.10
83.31%
Consolidate Net Profit
-41.10
-164.00
74.94%
Operating Profit Margin (Excl OI)
39.90%
13.80%
2.61%
USD in Million.
Direction Arrows
Net Sales

YoY Growth in year ended Dec 2024 is 13.98% vs 24.26% in Dec 2023

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2024 is 74.94% vs -113.82% in Dec 2023

stock-summaryCompany CV
About Baldwin Insurance Group, Inc. stock-summary
stock-summary
Baldwin Insurance Group, Inc.
Insurance
BRP Group Inc is an insurance distribution company for various personal and business insurance lines. It provides diversified products and services to its clients through its four reporting segments: Middle Market, Main Street, Medicare and Specialty. Its Middle Market segment provides private risk management, commercial risk management and employee benefits solutions for mid-to-large-size businesses and high net worth individuals, as well as their families. Its Main Street segment offers personal insurance, commercial insurance and life and health solutions to individuals and businesses in their communities. Its Medicare offers consultation for government assistance programs and solutions to seniors and Medicare-eligible individuals through a network of agents. Its Specialty segment delivers specialty insurers, professionals, individuals and niche industry businesses expanded access to exclusive specialty markets, capabilities and programs requiring underwriting and placement.
Company Coordinates stock-summary
Company Details
4010 W Boy Scout Blvd Ste 200 , Tampa FL : 33607-5752
stock-summary
Tel:
stock-summary
stock-summary
Registrar Details