Professional
Added to YB: 2024-08-21
Pitch date: 2024-06-30
BWIN [bullish]
The Baldwin Insurance Group, Inc.
-31.88%
current return
Author Info
No bio for this author
Company Info
The Baldwin Insurance Group, Inc. operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States.
Market Cap
$2.0B
Pitch Price
$35.35
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.91
P/E
-64.90
EV/Sales
2.76
Sector
Insurance
Category
growth
Baron Small Cap Fund Portfolio Holding: The Baldwin Insurance Group, Inc.
BWIN: Q1 organic rev +16%, EBITDA +29% YoY w/ expanding margins. Expecting continued margin growth from leveraging investments & efficiency focus post-acquisitions. Debt refinance lowered costs, extended maturities. Poised for consistent margin progression, higher FCF, potential multiple expansion after years of subdued profit growth.
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