The Baldwin Insurance Group, Inc. (BWIN) — Stock Score Summary

The Baldwin Insurance Group, Inc. (BWIN) has a MoatMap StockRank of 9/100 based on Quality (42/100), Value (30/100), and Momentum (21/100) factor scores. The current signal is STRONG SELL. The Baldwin Insurance Group, a US financial services company, has low quality (Q: 37) and very weak momentum (M: 19). Insurance companies do not have a direct, asymmetric macro tailwind from the identified themes and do not fit the criteria for a high-conviction play.

The Baldwin Insurance Group, Inc., officially known as BRP Group, Inc., is an independent insurance distribution firm offering a broad range of commercial, personal, and employee benefits insurance solutions. Its competitive strategy revolves around a robust M&A program, integrating acquired agencies onto a scalable platform to achieve diversified offerings and broader geographic reach. This positions the company as a consolidator and growth-oriented player in the fragmented financial services insurance brokerage market.

Key Financial Metrics

Price$20.02
Market Cap$2.1B
P/E (Forward)7.91
Price/Book1.99
Return on Equity-6.2%
Return on Invested Capital2.8%
Debt/Equity158.37
Gross Margin30.3%
Operating Margin-17.5%
Revenue Growth28.7%
Free Cash Flow$119M

The Baldwin Insurance Group, Inc. operates in the Insurance Brokers industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is The Baldwin Insurance Group, Inc.’s (BWIN) StockRank?
MoatMap’s StockRank for The Baldwin Insurance Group, Inc. (BWIN) is 9/100, with a Strong Sell signal. It is a composite of Quality (42), Value (30), and Momentum (21) factor ranks across MoatMap’s 15,000+ stock universe.
Does The Baldwin Insurance Group, Inc. have an economic moat?
The Baldwin Insurance Group, Inc. (BWIN) has a Quality factor score of 42/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is The Baldwin Insurance Group, Inc. a buy, hold, or sell?
MoatMap’s current signal for The Baldwin Insurance Group, Inc. (BWIN) is Strong Sell, based on a StockRank of 9/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is The Baldwin Insurance Group, Inc. in?
The Baldwin Insurance Group, Inc. (BWIN) operates in the Financial Services sector, specifically the Insurance Brokers industry (United States).
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