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BWINThe Baldwin Insurance Group, Inc.
$27.30$2.0B
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  4. Financial Ratios

The Baldwin Insurance Group, Inc. (BWIN) Financial Ratios

Latest Ratios: P/E Ratio -54.6x · EV/EBITDA 15.6x · ROE -3.2%. (2017–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

BWIN Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Market Cap$2.0B$1.6B$2.5B———————
Enterprise Value$3.7B$3.3B$4.0B———————
P/E Ratio →-54.60—————————
P/S Ratio1.361.081.79———————
P/B Ratio1.711.512.44———————
P/FCF——40.25———————
P/OCF——24.08———————

P/E links to full P/E history page with 30-year chart

BWIN EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
EV / Revenue—2.182.87———————
EV / EBITDA15.5613.8323.31———————
EV / EBIT33.7547.5270.96———————
EV / FCF——64.68———————

BWIN Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Gross Margin12.8%12.8%25.0%24.5%25.8%28.6%24.8%28.1%34.5%34.9%
Operating Margin7.3%7.3%4.4%-3.5%-3.2%-5.6%-9.5%-3.8%12.1%12.3%
Net Profit Margin-2.2%-2.2%-1.8%-7.5%-4.3%-5.5%-6.8%-6.4%-0.8%3.6%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
ROE-3.2%-3.2%-2.4%-8.4%-3.6%-3.1%-3.1%-3.9%-0.5%2.6%
ROA-0.9%-0.9%-0.7%-2.6%-1.3%-1.4%-1.6%-4.3%-118.6%324.4%
ROIC3.1%3.1%1.8%-1.3%-1.0%-1.5%-2.6%-1.9%5.5%—
ROCE4.1%4.1%2.5%-1.6%-1.2%-1.7%-2.7%-7.4%——

BWIN Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Debt / Equity1.631.631.631.601.290.870.510.180.010.01
Debt / EBITDA7.467.469.6829.2226.6652.24—7.820.100.09
Net Debt / Equity—1.521.481.491.190.760.37-0.10-0.03-0.04
Net Debt / EBITDA6.946.948.8027.1424.5345.28—-4.53-0.54-0.34
Debt / FCF——24.4365.14—25.869.03-2.41-0.60-0.32
Interest Coverage0.570.57—0.160.020.50-0.180.541.623.26

BWIN Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Current Ratio1.161.160.970.901.101.071.391.830.940.84
Quick Ratio1.161.160.970.901.101.071.391.830.940.84
Cash Ratio0.120.120.140.110.170.260.500.930.040.05
Asset Turnover—0.390.390.340.280.190.150.34149.6190.17
Inventory Turnover——————————
Days Sales Outstanding——————————

BWIN Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Dividend Yield——0.0%———————
Payout Ratio—————————404.2%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Earnings Yield——————————
FCF Yield——2.5%———————
Buyback Yield0.0%0.0%0.0%———————
Total Shareholder Yield0.0%0.0%0.0%———————
Shares Outstanding—$68M$63M$60M$57M$48M$27M$18M$5M$5M

Key Metrics

Growth RegimeMixed
ProfitabilityNegative
Balance SheetStrained
Cash FlowBurning
Top Statement Risk

Underwriting and liquidity volatility

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Valuation Disconnect From Operational Reality

Based on reported figures, BWIN trades at a P/B of 1.64, which appears to reflect investor optimism regarding the MGA platform's long-term scalability rather than the firm's current negative net margin and the significant volatility observed in its recent quarterly underwriting performance metrics.

The current P/B multiple suggests that the market is pricing in a future transition toward higher-margin underwriting, yet this valuation remains difficult to justify given the persistent lack of GAAP profitability. Investors should monitor whether the forward P/E of 13.03 can be sustained if the firm fails to demonstrate a clear path to consistent underwriting profits.

Combined Ratio Volatility Signals Instability

According to the quarterly data, BWIN's combined ratio reached 118.8% in 2026Q1, a sharp deterioration from the 86.3% reported in 2025Q1, which suggests that the firm's core underwriting activities are currently failing to generate the necessary margins to support its aggressive growth strategy.

The extreme fluctuation in the loss ratio, which spiked to 96.0% in 2025Q4, indicates that the firm's underwriting platform may be struggling with adverse risk selection or inadequate pricing in its specialty lines. This volatility warrants further investigation into whether the firm's centralized technology stack is effectively mitigating risk or merely accelerating the volume of poorly priced business.

ROE Compression Amidst Operational Deficits

As reported in financial statements, BWIN's ROE has remained largely stagnant or negative, hovering near 0.2% in 2026Q1, which highlights the firm's inability to convert its rapid top-line expansion into meaningful shareholder returns while simultaneously managing the high costs associated with its acquisition-heavy business model.

The minimal ROE contribution suggests that the firm's investment income on float is insufficient to offset the underwriting losses and high operating expenses. This performance implies that the company is currently functioning more as a capital-intensive aggregator than a high-margin, tech-enabled insurance platform, limiting its ability to generate organic value.

Misapplication of Traditional Brokerage Metrics

Analysis of the provided data suggests that the P/E ratio is the most commonly misapplied metric for BWIN, as it obscures the significant non-cash amortization expenses and acquisition-related accounting volatility that frequently distort the firm's true earnings potential and cash-generative capacity.

Investors should prioritize Adjusted EBITDA or Free Cash Flow over P/E, as the latter fails to account for the structural costs of the firm's MGA platform and the impact of contingent commissions. Relying on P/E in this context may lead to an inaccurate assessment of the firm's ability to achieve long-term profitability.

Download Financial Ratios Data

Includes 30+ ratios · 9 years · Updated daily

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BWIN — Frequently Asked Questions

Quick answers to the most common questions about buying BWIN stock.

What is The Baldwin Insurance Group, Inc.'s P/E ratio?

The Baldwin Insurance Group, Inc.'s current P/E ratio is -54.6x. This places it at the 50th percentile of its historical range.

What is The Baldwin Insurance Group, Inc.'s EV/EBITDA?

The Baldwin Insurance Group, Inc.'s current EV/EBITDA is 15.6x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 18.6x.

What is The Baldwin Insurance Group, Inc.'s ROE?

The Baldwin Insurance Group, Inc.'s return on equity (ROE) is -3.2%. The historical average is -2.8%.

Is BWIN stock overvalued?

Based on historical data, The Baldwin Insurance Group, Inc. is trading at a P/E of -54.6x. This is at the 50th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What are The Baldwin Insurance Group, Inc.'s profit margins?

The Baldwin Insurance Group, Inc. has 12.8% gross margin and 7.3% operating margin.

How much debt does The Baldwin Insurance Group, Inc. have?

The Baldwin Insurance Group, Inc.'s Debt/EBITDA ratio is 7.5x, indicating high leverage. A ratio above 4x may signal elevated financial risk.