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Baldwin Insurance Group, Inc. key statistics and ratios

In fiscal 2025, Baldwin Insurance Group, Inc. had return on equity of -5.7% and a net margin of -2.2%. Each ratio below is calculated from the figures on its income statement, balance sheet and cash flow pages.

Financial ratios

US$ thousands unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year2021Dec 20212022Dec 20222023Dec 20232024Dec 20242025Dec 2025LTMJun 2026
Net margin−5.4%−4.3%−7.4%−1.8%−2.2%−4.7%
Return on equity−5.0%−6.9%−15.4%−4.3%−5.7%−10.9%
Return on assets−1.1%−1.3%−2.6%−0.7%−0.9%−1.6%

Returns use average equity or assets over the year. Return on equity is left blank when equity is negative or so small that the ratio says nothing (above ±200%); interest cover is left blank above 200 times. Price-based ratios such as P/E are on the valuation page.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: High.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Compare with peers

Head to head: BWIN vs SLQTBWIN vs HGTYBWIN vs CRD.ABWIN vs RYAN

More: Insurance Brokers stocks compared, Financials sector, rankings of US companies

Figures from Baldwin Insurance Group, Inc.'s SEC filings (10-K and 10-Q), retrieved October 26, 2026. How we read and check them: methodology and data sources. Not investment advice. Back to Baldwin Insurance Group, Inc.