The Baldwin Insurance Stock Buy Hold or Sell Recommendation
| BWIN Stock | 40.60 0.77 1.86% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding The Baldwin Insurance is 'Sell'. The recommendation algorithm takes into account all of Baldwin Insurance's available fundamental, technical, and predictive indicators you will find on this site.
Check out Baldwin Insurance Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as Baldwin and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards 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.
Baldwin |
Execute Baldwin Insurance Buy or Sell Advice
The Baldwin recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on The Baldwin Insurance. Macroaxis does not own or have any residual interests in The Baldwin Insurance or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Baldwin Insurance's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Sell
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Above Average | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Baldwin Insurance Trading Alerts and Improvement Suggestions
| Baldwin Insurance generated a negative expected return over the last 90 days | |
| Baldwin Insurance has high historical volatility and very poor performance | |
| Baldwin Insurance has high likelihood to experience some financial distress in the next 2 years | |
| The Baldwin Insurance was previously known as Brp Group and was traded on NASDAQ Exchange under the symbol BRP. | |
| The company reported the previous year's revenue of 1.22 B. Net Loss for the year was (90.14 M) with profit before overhead, payroll, taxes, and interest of 0. | |
| Over 99.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from thelincolnianonline.com: 591,317 Shares in The Baldwin Insurance Group, Inc. Purchased by Lord Abbett CO. LLC |
Baldwin Insurance Returns Distribution Density
The distribution of Baldwin Insurance's historical returns is an attempt to chart the uncertainty of Baldwin Insurance's future price movements. The chart of the probability distribution of Baldwin Insurance daily returns describes the distribution of returns around its average expected value. We use The Baldwin Insurance price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Baldwin Insurance returns is essential to provide solid investment advice for Baldwin Insurance.
| Mean Return | -0.24 | Value At Risk | -6.02 | Potential Upside | 3.23 | Standard Deviation | 3.11 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Baldwin Insurance historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Baldwin Insurance Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 63.1M | 71.0M | 85.7M | 2.7M | (3.5M) | (3.3M) | |
| Free Cash Flow | 10.3M | 31.3M | 34.8M | (24.4M) | 23.3M | 14.8M | |
| Depreciation | 10.5M | 20.2M | 51.5M | 86.4M | 98.4M | 103.3M | |
| Other Non Cash Items | 27.7M | 33.2M | 150.0M | 155.3M | (30.0M) | (28.5M) | |
| Capital Expenditures | 1.7M | 5.5M | 5.3M | 22.0M | 21.4M | 22.4M | |
| Net Income | (8.7M) | (15.7M) | (30.6M) | (41.8M) | (90.1M) | (85.6M) | |
| End Period Cash Flow | 71.1M | 142.0M | 227.7M | 230.5M | 227.0M | 142.9M |
Baldwin Insurance Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Baldwin Insurance or Insurance sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Baldwin Insurance's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Baldwin stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.37 | |
β | Beta against Dow Jones | 2.09 | |
σ | Overall volatility | 3.16 | |
Ir | Information ratio | -0.1 |
Baldwin Insurance Volatility Alert
The Baldwin Insurance exhibits very low volatility with skewness of -0.47 and kurtosis of 3.69. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Baldwin Insurance's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Baldwin Insurance's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Baldwin Insurance Fundamentals Vs Peers
Comparing Baldwin Insurance's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Baldwin Insurance's direct or indirect competition across all of the common fundamentals between Baldwin Insurance and the related equities. This way, we can detect undervalued stocks with similar characteristics as Baldwin Insurance or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Baldwin Insurance's fundamental indicators could also be used in its relative valuation, which is a method of valuing Baldwin Insurance by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Baldwin Insurance to competition |
| Fundamentals | Baldwin Insurance | Peer Average |
| Return On Equity | -0.0806 | -0.31 |
| Return On Asset | 0.0151 | -0.14 |
| Profit Margin | (0.04) % | (1.27) % |
| Operating Margin | 0.06 % | (5.51) % |
| Current Valuation | 4.72 B | 16.62 B |
| Shares Outstanding | 66.74 M | 571.82 M |
| Shares Owned By Insiders | 1.29 % | 10.09 % |
| Shares Owned By Institutions | 99.17 % | 39.21 % |
| Number Of Shares Shorted | 3.59 M | 4.71 M |
| Price To Book | 5.45 X | 9.51 X |
| Price To Sales | 2.45 X | 11.42 X |
| Revenue | 1.22 B | 9.43 B |
| EBITDA | 115.26 M | 3.9 B |
| Net Income | (90.14 M) | 570.98 M |
| Total Debt | 1.63 B | 5.32 B |
| Book Value Per Share | 8.88 X | 1.93 K |
| Cash Flow From Operations | 44.64 M | 971.22 M |
| Short Ratio | 6.15 X | 4.00 X |
| Earnings Per Share | (0.80) X | 3.12 X |
| Target Price | 45.33 | |
| Number Of Employees | 4 K | 18.84 K |
| Beta | 1.58 | -0.15 |
| Market Capitalization | 3.22 B | 19.03 B |
| Total Asset | 3.5 B | 29.47 B |
| Retained Earnings | (186.91 M) | 9.33 B |
| Working Capital | (107.53 M) | 1.48 B |
| Net Asset | 3.5 B |
Note: Disposition of 50558 shares by Elizabeth Krystyn of Baldwin Insurance at 44.24 subject to Rule 16b-3 [view details]
Baldwin Insurance Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Baldwin . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 27410.94 | |||
| Daily Balance Of Power | (0.33) | |||
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 41.03 | |||
| Day Typical Price | 40.88 | |||
| Price Action Indicator | (0.81) | |||
| Period Momentum Indicator | (0.77) |
About Baldwin Insurance Buy or Sell Advice
When is the right time to buy or sell The Baldwin Insurance? Buying financial instruments such as Baldwin Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Check out Baldwin Insurance Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
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.