Professional
Added to YB: 2025-01-29
Pitch date: 2024-12-31
BWIN [bullish]
The Baldwin Insurance Group, Inc.
-38.16%
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
$38.94
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: Insurance broker up 61% YTD, but down on weak Q results & loss of partner (3-5% 2025 earnings hit). 14% organic rev growth, modest margin expansion. Missed Street expectations, cut EBITDA guidance. High variable rate debt a concern. Still expect market share gains, margin expansion, deleveraging. Fast-growing, distinctive player.
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