Baldwin Financial Statements From 2010 to 2026

BWIN Stock   26.33  0.12  0.46%   
Baldwin Insurance's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Baldwin Insurance's valuation are provided below:
Gross Profit
409.8 M
Profit Margin
(0.02)
Market Capitalization
3.1 B
Enterprise Value Revenue
3.2432
Revenue
1.5 B
We have found one hundred twenty available fundamental signals for The Baldwin Insurance, which can be analyzed and compared to other ratios and to its rivals. Self-guided Investors are advised to validate Baldwin Insurance's prevailing fundamentals against the trend between 2010 and 2026 to make sure the company can sustain itself down the road. As of the 23rd of January 2026, Market Cap is likely to grow to about 1.7 B. Also, Enterprise Value is likely to grow to about 3.1 B

Baldwin Insurance Total Revenue

1.66 Billion

Check Baldwin Insurance financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Baldwin Insurance's main balance sheet or income statement drivers, such as Depreciation And Amortization of 131.5 M, Interest Expense of 144.3 M or Total Revenue of 1.7 B, as well as many indicators such as Price To Sales Ratio of 2.74, Dividend Yield of 1.0E-4 or PTB Ratio of 2.64. Baldwin financial statements analysis is a perfect complement when working with Baldwin Insurance Valuation or Volatility modules.
  
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Check out the analysis of Baldwin Insurance Correlation against competitors.

Baldwin Insurance Balance Sheet

Current ValueLast YearHistorical Average 10 Year Trend
Total Assets2.1 B4.1 B1.3 B
Slightly volatile
Short and Long Term Debt TotalB1.9 B593.8 M
Slightly volatile
Other Current Liabilities89.1 M146.3 M76 M
Slightly volatile
Total Current Liabilities1.3 B1.2 B400.1 M
Slightly volatile
Total Stockholder Equity410.6 M670.7 M257.8 M
Slightly volatile
Property Plant And Equipment Net60.6 M108.5 M36.3 M
Slightly volatile
Accounts Payable862.6 M821.6 M245.4 M
Slightly volatile
Cash97.3 M170.3 M58.7 M
Slightly volatile
Non Current Assets Total1.6 B2.9 B975.1 M
Slightly volatile
Cash And Short Term Investments97.3 M170.3 M58.7 M
Slightly volatile
Net Receivables847.8 M807.4 M243.6 M
Slightly volatile
Common Stock Shares Outstanding38.9 M73 M25.2 M
Slightly volatile
Liabilities And Stockholders Equity2.1 B4.1 B1.3 B
Slightly volatile
Non Current Liabilities Total885 M1.7 B544.1 M
Slightly volatile
Other Current Assets212.9 M202.7 M61.4 M
Slightly volatile
Total Liabilities3.1 B2.9 B996.5 M
Slightly volatile
Total Current Assets1.2 B1.2 B397.6 M
Slightly volatile
Accumulated Other Comprehensive Income688.9 M1.2 B429.8 M
Slightly volatile
Short Term Debt106.7 M200.2 M63.9 M
Slightly volatile
Current Deferred Revenue25.1 M46.9 M15.1 M
Slightly volatile
Good Will1.2 B1.6 B620.6 M
Slightly volatile
Long Term InvestmentsM1.9 M774.4 K
Slightly volatile
Intangible Assets854.7 M1.1 B438 M
Slightly volatile
Common Stock585.8 K787.8 K373.6 K
Slightly volatile
Long Term Debt1.2 B1.6 B695.9 M
Slightly volatile
Net Invested Capital1.9 B2.5 B1.2 B
Slightly volatile
Property Plant And Equipment Gross106.4 M131.6 M50.1 M
Slightly volatile
Short and Long Term Debt122.3 M180.5 M56.4 M
Slightly volatile
Capital Stock659.3 K787.8 K529.1 K
Slightly volatile
Non Current Liabilities Other2.3 M2.4 M134.6 M
Slightly volatile

Baldwin Insurance Income Statement

Current ValueLast YearHistorical Average 10 Year Trend
Depreciation And Amortization131.5 M125.3 M38.1 M
Slightly volatile
Interest Expense144.3 M137.4 M38.8 M
Slightly volatile
Total Revenue1.7 B1.6 B481.3 M
Slightly volatile
Gross Profit415.6 M395.8 M124.5 M
Slightly volatile
Other Operating Expenses1.6 B1.5 B473.8 M
Slightly volatile
Research Development0.110.150.0971
Slightly volatile
EBITDA198.8 M189.3 M54.8 M
Slightly volatile
Cost Of Revenue1.2 B1.2 B356.8 M
Slightly volatile
Total Operating Expenses171.3 M326.1 M107 M
Slightly volatile
Selling General Administrative39.9 M55.3 M34.2 M
Slightly volatile
Reconciled Depreciation80.4 M125.3 M45.5 M
Slightly volatile
Minority Interest36.8 M19 M21.5 M
Slightly volatile

Baldwin Insurance Cash Flow Statement

Current ValueLast YearHistorical Average 10 Year Trend
Begin Period Cash Flow274.1 M261 M87.2 M
Slightly volatile
Depreciation131.5 M125.3 M38.1 M
Slightly volatile
Capital Expenditures49.6 M47.2 M11.6 M
Slightly volatile
End Period Cash Flow377.7 M359.7 M116.6 M
Slightly volatile
Stock Based Compensation79.1 M75.3 M22.8 M
Slightly volatile

Financial Ratios

Current ValueLast YearHistorical Average 10 Year Trend
Price To Sales Ratio2.742.062.695
Slightly volatile
Dividend Yield1.0E-41.0E-40.0167
Slightly volatile
PTB Ratio2.643.83.2344
Very volatile
Days Sales Outstanding138168114
Slightly volatile
Stock Based Compensation To Revenue0.03180.04280.0313
Slightly volatile
Capex To Depreciation0.180.340.2633
Slightly volatile
PB Ratio2.643.83.2344
Very volatile
EV To Sales2.622.583.0645
Very volatile
Payables Turnover2.51.664.6421
Slightly volatile
Sales General And Administrative To Revenue0.140.160.1784
Slightly volatile
Capex To Revenue0.02820.02680.0147
Slightly volatile
Cash Per Share1.942.11.6482
Slightly volatile
Days Payables Outstanding188227154
Slightly volatile
Intangibles To Total Assets0.780.770.684
Slightly volatile
Current Ratio1.241.121.0171
Slightly volatile
Receivables Turnover3.272.255.8287
Slightly volatile
Shareholders Equity Per Share13.5610.5711.1291
Pretty Stable
Debt To Equity2.662.530.9895
Slightly volatile
Capex Per Share0.610.580.2251
Slightly volatile
Average Receivables13.7 M15.4 M16.8 M
Slightly volatile
Revenue Per Share11.3319.5212.5909
Slightly volatile
Interest Debt Per Share12.4423.279.6436
Slightly volatile
Debt To Assets0.770.530.9345
Slightly volatile
Enterprise Value Over EBITDA24.1521.6124.4397
Slightly volatile
Graham Number7.017.888.6054
Slightly volatile
Operating Cycle138168114
Slightly volatile
Price Book Value Ratio2.643.83.2344
Very volatile
Days Of Payables Outstanding188227154
Slightly volatile
Company Equity Multiplier3.235.452.4182
Slightly volatile
Long Term Debt To Capitalization0.420.640.4535
Slightly volatile
Total Debt To Capitalization0.380.660.2865
Slightly volatile
Debt Equity Ratio2.662.530.9895
Slightly volatile
Quick Ratio1.241.121.0171
Slightly volatile
Cash Ratio0.30.160.1768
Slightly volatile
Days Of Sales Outstanding138168114
Slightly volatile
Free Cash Flow Operating Cash Flow Ratio0.510.541.3646
Pretty Stable
Price To Book Ratio2.643.83.2344
Very volatile
Fixed Asset Turnover24.9516.7831.1353
Slightly volatile
Enterprise Value Multiple24.1521.6124.4397
Slightly volatile
Debt Ratio0.770.530.9345
Slightly volatile
Price Sales Ratio2.742.062.695
Slightly volatile
Asset Turnover0.430.4551.3863
Slightly volatile
Gross Profit Margin0.310.290.3122
Slightly volatile
Price Fair Value2.643.83.2344
Very volatile

Baldwin Insurance Valuation Data

Current ValueLast YearHistorical Average 10 Year Trend
Market Cap1.7 B1.6 B748.9 M
Slightly volatile
Enterprise Value3.1 BB1.2 B
Slightly volatile

Baldwin Fundamental Market Drivers

Forward Price Earnings12.7065
Cash And Short Term Investments148.1 M

About Baldwin Insurance Financial Statements

Baldwin Insurance investors utilize fundamental indicators, such as revenue or net income, to predict how Baldwin Stock might perform in the future. Analyzing these trends over time helps investors make informed market timing decisions. For further insights, please visit our fundamental analysis page.
Last ReportedProjected for Next Year
Current Deferred Revenue46.9 M25.1 M
Total Revenue1.6 B1.7 B
Cost Of Revenue1.2 B1.2 B
Stock Based Compensation To Revenue 0.04  0.03 
Sales General And Administrative To Revenue 0.16  0.14 
Capex To Revenue 0.03  0.03 
Revenue Per Share 19.52  11.33 
Ebit Per Revenue 0.05  0.05 

Pair Trading with Baldwin Insurance

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Baldwin Insurance position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Baldwin Insurance will appreciate offsetting losses from the drop in the long position's value.

Moving against Baldwin Stock

  0.42ALTI Alvarium TiedemannPairCorr
  0.38JD JD Inc AdrPairCorr
  0.35CV CapsoVision Common StockPairCorr
The ability to find closely correlated positions to Baldwin Insurance could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Baldwin Insurance when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Baldwin Insurance - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling The Baldwin Insurance to buy it.
The correlation of Baldwin Insurance is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Baldwin Insurance moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Baldwin Insurance moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Baldwin Insurance can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Baldwin Insurance offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Baldwin Insurance's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of The Baldwin Insurance Stock. Outlined below are crucial reports that will aid in making a well-informed decision on The Baldwin Insurance Stock:
Check out the analysis of Baldwin Insurance Correlation against competitors.
You can also try the Stocks Directory module to find actively traded stocks across global markets.
Is Insurance Brokers space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Baldwin Insurance. If investors know Baldwin will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Baldwin Insurance listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.39)
Earnings Share
(0.44)
Revenue Per Share
22.24
Quarterly Revenue Growth
0.078
Return On Assets
0.0125
The market value of Baldwin Insurance is measured differently than its book value, which is the value of Baldwin that is recorded on the company's balance sheet. Investors also form their own opinion of Baldwin Insurance's value that differs from its market value or its book value, called intrinsic value, which is Baldwin Insurance's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Baldwin Insurance's market value can be influenced by many factors that don't directly affect Baldwin Insurance's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Baldwin Insurance's value and its price as these two are different measures arrived at by different means. Investors typically determine if Baldwin Insurance is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Baldwin Insurance's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.