Baldwin Historical Balance Sheet

BWIN Stock

39.48 0.61 1.57%

Trend analysis of The Baldwin Insurance balance sheet accounts such as Short Long Term Debt Total of 1.7 B, Other Current Liabilities of 88 M or Total Current Liabilities of 1.1 B provides information on Baldwin Insurance's total assets, liabilities, and equity, which is the actual value of Baldwin Insurance to its prevalent stockholders. By breaking down trends over time using Baldwin Insurance balance sheet statements, investors will see what precisely the company owns and what it owes to creditors or other parties at the end of each accounting year.

Cash Flow Balance Sheet Income Statement

Covid

Financial Statement Analysis is much more than just reviewing and examining Baldwin Insurance latest accounting reports to predict its past. Macroaxis encourages investors to analyze financial statements over time for various trends across multiple indicators and accounts to determine whether Baldwin Insurance is a good buy for the upcoming year.

Baldwin Insurance Inventory

(3.6 Billion)

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.

About Baldwin Balance Sheet Analysis

Balance Sheet is a snapshot of the financial position of Baldwin Insurance at a specified time, usually calculated after every quarter, six months, or one year. Baldwin Insurance Balance Sheet has two main parts: assets and liabilities. Liabilities are the debts or obligations of Baldwin Insurance and are divided into current liabilities and long term liabilities. An asset, on the other hand, is anything of value that can be converted into cash and which Baldwin currently owns. An asset can also be divided into two categories, current and non-current.

Baldwin Insurance Balance Sheet Chart

At this time, Baldwin Insurance's Cash And Short Term Investments are very stable compared to the past year. As of the 19th of December 2024, Net Receivables is likely to grow to about 659.2 M, while Other Current Liabilities is likely to drop about 88 M.

Total Assets Short Long Term Debt Total Total Current Liabilities Property Plant And Equipment Net Other Current Assets Property Plant And Equipment Gross

Total Assets

Total assets refers to the total amount of Baldwin Insurance assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in Baldwin Insurance books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. The total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets.

Total Current Liabilities

Total Current Liabilities is an item on Baldwin Insurance balance sheet that include short term debt, accounts payable, accrued salaries payable, payroll taxes payable, accrued liabilities and other debts. Total Current Liabilities of The Baldwin Insurance are important to investors because some useful performance ratios such as Current Ratio and Quick Ratio require Total Current Liabilities to be accurate. The total amount of liabilities that a company is expected to pay within one year, including debts, accounts payable, and other short-term financial obligations.

Property Plant And Equipment Net

The total value of a company's physical assets (such as land, buildings, and equipment) used in operations, net of depreciation. It reflects the company's investment in assets used for production.

Other Current Assets

Assets expected to be converted into cash, sold, or consumed either in one year or in the operating cycle, which are not included under standard current asset categories.

Most accounts from Baldwin Insurance's balance sheet are interrelated and interconnected. However, analyzing balance sheet accounts 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 balance sheet accounts, 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.

	2021	2022	2023	2024 (projected)
Short and Long Term Debt Total	17.5M	12.5M	1.6B	1.7B
Total Assets	82.5M	24.1M	3.5B	3.7B

Short Long Term Debt Total Total Assets

Baldwin Insurance balance sheet 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	0.43	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	0.97	0.6	0.47	0.57	0.61	0.69
Short Long Term Debt Total	1.0		0.43	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	0.97	0.59	0.47	0.57	0.6	0.69
Other Current Liab	0.43	0.43		0.68	0.56	0.78	0.36	0.29	0.58	0.74	0.18	-0.7	0.58	0.71	0.69	0.79	-0.12	0.79	0.44	0.58	0.49	0.77	0.69	0.76	0.74	0.77
Total Current Liabilities	0.86	0.85	0.68		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	0.88	0.9	0.77	0.89	0.89	0.92
Total Stockholder Equity	-0.03	-0.03	0.56	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	0.03	0.77	0.78	0.8	0.76	0.59
Property Plant And Equipment Net	0.49	0.49	0.78	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	0.54	0.97	0.87	0.96	0.93	0.92
Net Debt	0.99	0.99	0.36	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	0.95	0.48	0.35	0.45	0.49	0.6
Retained Earnings	-0.41	-0.41	0.29	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	-0.35	0.46	0.55	0.5	0.46	0.22
Cash	0.29	0.29	0.58	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	0.34	0.9	0.9	0.92	0.91	0.72
Non Current Assets Total	0.51	0.51	0.74	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	0.54	0.99	0.95	0.99	0.98	0.89
Non Currrent Assets Other	0.19	0.19	0.18	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	0.27	0.05	-0.27	0.0	-0.06	0.27
Other Assets	-0.67	-0.66	-0.7	-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	-0.69	-0.98	-0.9	-0.98	-0.98	-0.92
Cash And Short Term Investments	0.29	0.29	0.58	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	0.34	0.9	0.9	0.92	0.91	0.72
Net Receivables	0.79	0.79	0.71	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	0.8	0.94	0.82	0.94	0.94	0.95
Common Stock Shares Outstanding	0.55	0.55	0.69	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	0.58	0.98	0.94	0.98	0.97	0.9
Non Current Liabilities Total	0.51	0.51	0.79	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	0.53	0.99	0.93	0.98	0.97	0.93
Other Current Assets	0.31	0.3	-0.12	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	0.38	0.22	0.14	0.21	0.2	0.29
Other Stockholder Equity	0.53	0.53	0.79	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	0.57	0.99	0.96	0.99	0.99	0.88
Total Liab	1.0	1.0	0.44	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	0.97	0.55	0.42	0.52	0.56	0.66
Total Current Assets	0.6	0.59	0.58	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		0.63	0.9	0.83	0.89	0.88	0.87
Short Term Debt	0.97	0.97	0.49	0.88	0.03	0.54	0.95	-0.35	0.34	0.54	0.27	-0.69	0.34	0.8	0.58	0.53	0.38	0.57	0.97	0.63		0.62	0.47	0.59	0.62	0.68
Good Will	0.6	0.59	0.77	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	0.62		0.94	1.0	0.99	0.92
Long Term Investments	0.47	0.47	0.69	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	0.47	0.94		0.95	0.96	0.77
Intangible Assets	0.57	0.57	0.76	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	0.59	1.0	0.95		1.0	0.9
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	0.62	0.99	0.96	1.0		0.88
Current Deferred Revenue	0.69	0.69	0.77	0.92	0.59	0.92	0.6	0.22	0.72	0.89	0.27	-0.92	0.72	0.95	0.9	0.93	0.29	0.88	0.66	0.87	0.68	0.92	0.77	0.9	0.88

Click cells to compare fundamentals

Baldwin Insurance Account Relationship Matchups

Baldwin Insurance balance sheet 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	139.7M	88.0M
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	243.6M	255.8M

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 together with Baldwin Stock

0.71

ERIE

Erie Indemnity

Pair Corr

Moving against Baldwin Stock

0.65	V	Visa Class A	Pair Corr
0.6	EHTH	eHealth Trending	Pair Corr
0.6	C	Citigroup Fiscal Year End 10th of January 2025	Pair Corr
0.56	WTW	Willis Towers Watson	Pair Corr
0.56	GOCO	GoHealth	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

Details

Is Baldwin Stock a good investment?

Details

What is Baldwin Insurance's Net Worth?

Details

Largest Insurance Brokers Companies

View

Largest Financial Services Companies

View

You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market 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.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC

Baldwin Historical Balance Sheet

Baldwin Insurance Inventory

(3.6 Billion)

About Baldwin Balance Sheet Analysis

Baldwin Insurance Balance Sheet Chart

Total Assets

Total Current Liabilities

Property Plant And Equipment Net

Other Current Assets

Baldwin Insurance balance sheet Correlations

Baldwin Insurance Account Relationship Matchups

High Positive Relationship

High Negative Relationship

Baldwin Insurance balance sheet Accounts

Pair Trading with Baldwin Insurance

Moving together with Baldwin Stock

Moving against Baldwin Stock

COMMON DESTINATIONS

MAIN CATEGORIES

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

Common Stock	- 0.98	Other Assets
Intangible Assets	- 0.98	Other Assets
Good Will	- 0.98	Other Assets
Common Stock Shares Outstanding	- 0.97	Other Assets
Net Receivables	- 0.97	Other Assets
Other Assets	- 0.97	Non Current Assets Total