Baldwin Net Debt vs Total Stockholder Equity Analysis

BWIN Stock

46.77 1.30 2.86%

Baldwin Insurance financial indicator trend analysis is way more than just evaluating Baldwin Insurance prevailing accounting drivers to predict future trends. We encourage investors to analyze account correlations over time for multiple indicators to determine whether Baldwin Insurance is a good investment. Please check the relationship between Baldwin Insurance Net Debt and its Total Stockholder Equity accounts. Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in The Baldwin Insurance. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.

Net Debt vs Total Stockholder Equity

Net Debt vs Total Stockholder Equity Correlation Analysis

The overlapping area represents the amount of trend that can be explained by analyzing historical patterns of Baldwin Insurance Net Debt account and Total Stockholder Equity. At this time, the significance of the direction appears to have weak contrarian relationship.

The correlation between Baldwin Insurance's Net Debt and Total Stockholder Equity is -0.17. Overlapping area represents the amount of variation of Net Debt that can explain the historical movement of Total Stockholder Equity in the same time period over historical financial statements of The Baldwin Insurance, assuming nothing else is changed. The correlation between historical values of Baldwin Insurance's Net Debt and Total Stockholder Equity is a relative statistical measure of the degree to which these accounts tend to move together. The correlation coefficient measures the extent to which Net Debt of The Baldwin Insurance are associated (or correlated) with its Total Stockholder Equity. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when Total Stockholder Equity has no effect on the direction of Net Debt i.e., Baldwin Insurance's Net Debt and Total Stockholder Equity go up and down completely randomly.

Correlation Coefficient

-0.17

Relationship Direction	Negative
Relationship Strength	Insignificant

View All Relationships

Net Debt

The total debt of a company minus its cash and cash equivalents. It represents the actual debt burden on the company after accounting for the liquid assets it holds.

Total Stockholder Equity

The total equity held by shareholders, calculated as the difference between a company's total assets and total liabilities. It represents the net value of the company owned by shareholders.

Most indicators from Baldwin Insurance's fundamental ratios are interrelated and interconnected. However, analyzing fundamental ratios indicators one by one will only give a small insight into Baldwin Insurance current financial condition. On the other hand, looking into the entire matrix of fundamental ratios indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in The Baldwin Insurance. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.

At this time, Baldwin Insurance's Tax Provision is very stable compared to the past year. As of the 22nd of November 2024, Enterprise Value is likely to grow to about 3.5 B, while Selling General Administrative is likely to drop about 39.9 M.

	2021	2022	2023	2024 (projected)
Total Revenue	567.3M	980.7M	1.2B	1.3B
Depreciation And Amortization	553.6M	953.3M	98.4M	93.5M

Total Revenue Depreciation And Amortization

Baldwin Insurance fundamental ratios Correlations

	Total Assets	Short Long Term Debt Total	Other Current Liab	Total Current Liabilities	Total Stockholder Equity	Property Plant And Equipment Net	Net Debt	Retained Earnings	Cash	Non Current Assets Total	Non Currrent Assets Other	Other Assets	Cash And Short Term Investments	Net Receivables	Common Stock Shares Outstanding	Non Current Liabilities Total	Other Current Assets	Other Stockholder Equity	Total Liab	Total Current Assets	Short Term Debt	Good Will	Long Term Investments	Intangible Assets	Common Stock	Current Deferred Revenue
Total Assets		1.0	0.94	0.86	-0.03	0.49	0.99	-0.41	0.29	0.51	0.19	-0.67	0.29	0.79	0.55	0.51	0.31	0.53	1.0	0.6	-0.02	0.6	0.47	0.57	0.61	-1.0
Short Long Term Debt Total	1.0		0.94	0.85	-0.03	0.49	0.99	-0.41	0.29	0.51	0.19	-0.66	0.29	0.79	0.55	0.51	0.3	0.53	1.0	0.59	-0.03	0.59	0.47	0.57	0.6	-1.0
Other Current Liab	0.94	0.94		0.92	0.18	0.65	0.91	-0.21	0.44	0.65	0.22	-0.78	0.44	0.89	0.67	0.67	0.18	0.69	0.94	0.66	0.09	0.74	0.6	0.72	0.74	-0.93
Total Current Liabilities	0.86	0.85	0.92		0.47	0.84	0.78	0.09	0.71	0.85	0.17	-0.95	0.71	0.99	0.87	0.85	0.39	0.85	0.83	0.87	0.18	0.9	0.77	0.89	0.89	-0.84
Total Stockholder Equity	-0.03	-0.03	0.18	0.47		0.79	-0.17	0.91	0.93	0.82	-0.13	-0.72	0.93	0.57	0.77	0.81	0.11	0.79	-0.09	0.66	0.27	0.77	0.78	0.8	0.76	0.06
Property Plant And Equipment Net	0.49	0.49	0.65	0.84	0.79		0.38	0.5	0.87	0.97	0.22	-0.93	0.87	0.88	0.96	0.98	0.24	0.96	0.45	0.89	0.28	0.97	0.87	0.96	0.93	-0.48
Net Debt	0.99	0.99	0.91	0.78	-0.17	0.38		-0.54	0.15	0.39	0.22	-0.55	0.15	0.7	0.43	0.39	0.27	0.41	1.0	0.49	-0.07	0.48	0.35	0.45	0.49	-0.99
Retained Earnings	-0.41	-0.41	-0.21	0.09	0.91	0.5	-0.54		0.75	0.54	-0.28	-0.39	0.75	0.2	0.48	0.51	-0.02	0.51	-0.46	0.36	0.25	0.46	0.55	0.5	0.46	0.44
Cash	0.29	0.29	0.44	0.71	0.93	0.87	0.15	0.75		0.93	-0.16	-0.9	1.0	0.78	0.91	0.9	0.29	0.9	0.23	0.83	0.27	0.9	0.9	0.92	0.91	-0.26
Non Current Assets Total	0.51	0.51	0.65	0.85	0.82	0.97	0.39	0.54	0.93		-0.01	-0.97	0.93	0.9	0.99	0.99	0.28	0.99	0.46	0.93	0.21	0.99	0.95	0.99	0.98	-0.5
Non Currrent Assets Other	0.19	0.19	0.22	0.17	-0.13	0.22	0.22	-0.28	-0.16	-0.01		-0.03	-0.16	0.13	0.0	0.06	0.07	-0.01	0.21	0.04	0.34	0.05	-0.27	0.0	-0.06	-0.18
Other Assets	-0.67	-0.66	-0.78	-0.95	-0.72	-0.93	-0.55	-0.39	-0.9	-0.97	-0.03		-0.9	-0.97	-0.97	-0.95	-0.37	-0.95	-0.62	-0.93	-0.2	-0.98	-0.9	-0.98	-0.98	0.64
Cash And Short Term Investments	0.29	0.29	0.44	0.71	0.93	0.87	0.15	0.75	1.0	0.93	-0.16	-0.9		0.78	0.91	0.9	0.29	0.9	0.23	0.83	0.27	0.9	0.9	0.92	0.91	-0.26
Net Receivables	0.79	0.79	0.89	0.99	0.57	0.88	0.7	0.2	0.78	0.9	0.13	-0.97	0.78		0.91	0.9	0.33	0.9	0.76	0.88	0.12	0.94	0.82	0.94	0.94	-0.77
Common Stock Shares Outstanding	0.55	0.55	0.67	0.87	0.77	0.96	0.43	0.48	0.91	0.99	0.0	-0.97	0.91	0.91		0.98	0.36	0.98	0.5	0.96	0.19	0.98	0.94	0.98	0.97	-0.54
Non Current Liabilities Total	0.51	0.51	0.67	0.85	0.81	0.98	0.39	0.51	0.9	0.99	0.06	-0.95	0.9	0.9	0.98		0.21	0.99	0.46	0.9	0.17	0.99	0.93	0.98	0.97	-0.49
Other Current Assets	0.31	0.3	0.18	0.39	0.11	0.24	0.27	-0.02	0.29	0.28	0.07	-0.37	0.29	0.33	0.36	0.21		0.2	0.28	0.6	0.33	0.22	0.14	0.21	0.2	-0.3
Other Stockholder Equity	0.53	0.53	0.69	0.85	0.79	0.96	0.41	0.51	0.9	0.99	-0.01	-0.95	0.9	0.9	0.98	0.99	0.2		0.49	0.89	0.22	0.99	0.96	0.99	0.99	-0.52
Total Liab	1.0	1.0	0.94	0.83	-0.09	0.45	1.0	-0.46	0.23	0.46	0.21	-0.62	0.23	0.76	0.5	0.46	0.28	0.49		0.55	-0.01	0.55	0.42	0.52	0.56	-1.0
Total Current Assets	0.6	0.59	0.66	0.87	0.66	0.89	0.49	0.36	0.83	0.93	0.04	-0.93	0.83	0.88	0.96	0.9	0.6	0.89	0.55		0.25	0.9	0.83	0.89	0.88	-0.58
Short Term Debt	-0.02	-0.03	0.09	0.18	0.27	0.28	-0.07	0.25	0.27	0.21	0.34	-0.2	0.27	0.12	0.19	0.17	0.33	0.22	-0.01	0.25		0.19	0.09	0.18	0.16	0.04
Good Will	0.6	0.59	0.74	0.9	0.77	0.97	0.48	0.46	0.9	0.99	0.05	-0.98	0.9	0.94	0.98	0.99	0.22	0.99	0.55	0.9	0.19		0.94	1.0	0.99	-0.58
Long Term Investments	0.47	0.47	0.6	0.77	0.78	0.87	0.35	0.55	0.9	0.95	-0.27	-0.9	0.9	0.82	0.94	0.93	0.14	0.96	0.42	0.83	0.09	0.94		0.95	0.96	-0.46
Intangible Assets	0.57	0.57	0.72	0.89	0.8	0.96	0.45	0.5	0.92	0.99	0.0	-0.98	0.92	0.94	0.98	0.98	0.21	0.99	0.52	0.89	0.18	1.0	0.95		1.0	-0.55
Common Stock	0.61	0.6	0.74	0.89	0.76	0.93	0.49	0.46	0.91	0.98	-0.06	-0.98	0.91	0.94	0.97	0.97	0.2	0.99	0.56	0.88	0.16	0.99	0.96	1.0		-0.59
Current Deferred Revenue	-1.0	-1.0	-0.93	-0.84	0.06	-0.48	-0.99	0.44	-0.26	-0.5	-0.18	0.64	-0.26	-0.77	-0.54	-0.49	-0.3	-0.52	-1.0	-0.58	0.04	-0.58	-0.46	-0.55	-0.59

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Baldwin Insurance Account Relationship Matchups

Baldwin Insurance fundamental ratios Accounts

	2019	2020	2021	2022	2023	2024 (projected)
Total Assets	40.4M	4M	82.5M	24.1M	3.5B	3.7B
Short Long Term Debt Total	3.5M	5.3M	17.5M	12.5M	1.6B	1.7B
Other Current Liab	(40.4M)	53.6M	101.2M	149.9M	385.1M	404.3M
Total Current Liabilities	201.9M	217.4M	540.7M	699.2M	1.0B	1.1B
Total Stockholder Equity	399.5M	1.5B	2.9B	3.5B	560.4M	532.4M
Property Plant And Equipment Net	3.3M	11.0M	99.1M	121.9M	108.2M	54.5M
Net Debt	(67.6M)	(136.7M)	(210.2M)	(218.0M)	1.5B	1.6B
Retained Earnings	74.0M	368.2M	608.6M	608.1M	(186.9M)	(177.6M)
Cash	71.1M	142.0M	227.7M	230.5M	116.2M	125.5M
Non Current Assets Total	403.0M	1.2B	2.3B	2.7B	2.6B	1.5B
Non Currrent Assets Other	(256.9M)	(1.5B)	25.6M	45.9M	38.1M	40.0M
Other Assets	(892.7M)	(1.5B)	(2.8B)	(3.4B)	(3.5B)	(3.3B)
Cash And Short Term Investments	71.1M	142.0M	227.7M	230.5M	116.2M	125.5M
Net Receivables	59.5M	155.5M	340.8M	532.0M	627.8M	659.2M
Common Stock Shares Outstanding	17.9M	27.2M	47.6M	56.8M	60.1M	34.4M
Liabilities And Stockholders Equity	40.4M	385.4M	1.0B	1.4B	3.5B	3.7B
Non Current Liabilities Total	36.2M	542.5M	1.1B	1.6B	1.4B	772.2M
Other Current Assets	399.5M	38.0M	99.3M	122.3M	181.9M	161.2M
Other Stockholder Equity	87.3M	391.7M	662.8M	704.3M	746.7M	444.9M
Total Liab	198K	455K	592K	619K	2.5B	2.6B
Total Current Assets	530.1M	302.0M	578.4M	772.4M	925.9M	524.7M
Accumulated Other Comprehensive Income	238.0M	770.4M	1.2B	1.1B	1.0B	688.9M
Short Term Debt	40.4M	4M	82.5M	24.1M	28.5M	31.5M

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

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0.5	ALIZY	Allianz SE ADR	Pair Corr
0.47	BY	Byline Bancorp Fiscal Year End 23rd of January 2025	Pair Corr
0.43	AX	Axos Financial	Pair Corr
0.38	WTW	Willis Towers Watson	Pair Corr

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 Correlation Correlation 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:

How To Invest In Baldwin

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Is Baldwin Stock a good investment?

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What is Baldwin Insurance's Net Worth?

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Largest Insurance Brokers Companies

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Largest Financial Services Companies

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Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in The Baldwin Insurance. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.

You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.

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.

Earnings Share

(0.80)

Revenue Per Share

21.258

Quarterly Revenue Growth

0.144

Return On Assets

0.0151

Return On Equity

(0.08)

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.

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Baldwin Net Debt vs Total Stockholder Equity Analysis

Net Debt vs Total Stockholder Equity

Net Debt vs Total Stockholder Equity Correlation Analysis

Correlation Coefficient

Net Debt

Total Stockholder Equity

Baldwin Insurance fundamental ratios Correlations

Baldwin Insurance Account Relationship Matchups

High Positive Relationship

High Negative Relationship

Baldwin Insurance fundamental ratios Accounts

Pair Trading with Baldwin Insurance

Moving against Baldwin Stock

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COMPANY

Short Long Term Debt Total	+ 1.0	Total Assets
Total Liab	+ 1.0	Total Assets
Total Liab	+ 1.0	Short Long Term Debt Total
Total Liab	+ 1.0	Net Debt
Cash And Short Term Investments	+ 1.0	Cash
Intangible Assets	+ 1.0	Good Will

Current Deferred Revenue	- 1.0	Total Liab
Current Deferred Revenue	- 1.0	Short Long Term Debt Total
Current Deferred Revenue	- 1.0	Total Assets
Current Deferred Revenue	- 0.99	Net Debt
Common Stock	- 0.98	Other Assets
Intangible Assets	- 0.98	Other Assets