Ratings The Baldwin Insurance Group, Inc.

Equities

BWIN

US05589G1022

Market Closed - Nasdaq Other stock markets 04:00:00 2024-06-05 pm EDT			5-day change	1st Jan Change
34.8 ^USD	-2.11%		0.00%	+44.88%

Jun. 05	The Baldwin Group Introduces API-Connected Underwriting Platform Cyber Navigator	CI
May. 24	Baldwin Insurance Group Insider Sold Shares Worth $4,262,018, According to a Recent SEC Filing	MT

Summary

On the basis of various fundamental qualitative criteria, the company appears to be particularly poorly ranked from a medium and long-term investment perspective.
Overall, and from a short-term perspective, the company presents an interesting fundamental situation.

Strengths

Growth progress expectations are rather promising. Indeed, sales are expected to rise sharply in the coming years.
The company's EBITDA/Sales ratio is relatively high and results in high margins before depreciation, amortization and taxes.
For several months, analysts have been revising their EPS estimates roughly upwards.
The average price target of analysts who are interested in the stock has been strongly revised upwards over the last four months.
The opinion of analysts covering the stock has improved over the past four months.

Weaknesses

Low profitability weakens the company.
One of the major weak points of the company is its financial situation.
The company appears highly valued given the size of its balance sheet.
For the last 12 months, analysts have been regularly downgrading their EPS expectations. Analysts predict worse results for the company against their predictions a year ago.
Sales estimates for the next fiscal years vary from one analyst to another. This clearly highlights a lack of visibility into the company's future activity.
The price targets of various analysts who make up the consensus differ significantly. This reflects different assessments and/or a difficulty in valuing the company.
The company's earnings releases usually do not meet expectations.

Ratings chart - Surperformance

Chart ESG Refinitiv

Sector: Multiline Insurance & Brokers

	1st Jan change	Capi.	Investor Rating	ESG Refinitiv
THE BALDWIN INSURANCE GROUP, INC.	+44.88%	2.3B		C-
AON PLC	-1.87%	62.09B		C
ARTHUR J. GALLAGHER & CO.	+12.54%	55.3B		B-
WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY	+5.15%	25.93B		C+
BROWN & BROWN, INC.	+26.56%	25.67B		C
CAIXA SEGURIDADE PARTICIPAÇÕES S.A.	+14.57%	8.39B		-
RYAN SPECIALTY HOLDINGS, INC.	+31.87%	6.75B		-
STEADFAST GROUP LIMITED	-5.15%	4.03B		B
GO DIGIT GENERAL INSURANCE LIMITED	0.00%	3.32B	-	-
AUB GROUP LIMITED	+12.79%	2.37B		C+

Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

Profitability

Finances

Valuation

P/E ratio

EV / Sales

Price to Book

Price to Free Cash Flow

Yield

Momentum

1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

Analyst Opinion

Potential Price Target

4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Environment

Emissions

Innovation

Use of resources

Governance

CSR Strategy

Management

Shareholders

Controversy

Technical analysis

ST Timing

MT Timing

LT Timing

RSI

Bollinger Spread

Unusual volumes