The Baldwin Insurance Group, Inc.
NASDAQ:BWIN · NASDAQ Global Market
-$0.34 today
Vol 6.10M · Avg 1.56M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
-5.6%
avg -5.6%
ROIC
3.8%
avg 2.0%
ROA
-0.9%
avg 21.8%
Analysis
ROIC is currently the strongest return metric at 3.8% versus its period average of 2.0%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Trevor Lowry Baldwin | Co-Founder, CEO & Non-Independent Director | $2.19M | — | 39 | $105,219.00 | 0.14% |
James Morgan Roche | President, Chief Executive Officer of Underwriting, Capacity & Technology Operations | $1.12M | — | 48 | $322,437.00 | 0.43% |
Daniel Galbraith | President & Chief Executive Officer of Retail Brokerage Operations | $992,800.00 | — | 45 | $3,147.00 | <0.01% |
Bradford Lenzie Hale | Chief Financial Officer | $992,428.00 | — | 45 | $174,501.00 | 0.23% |
Seth Cohen | General Counsel & Corporate Secretary | $759,966.00 | — | 48 | $14,024.00 | 0.02% |
L. Lowry Baldwin | Co-Founder & Chairman | $689,585.00 | — | 67 | $105,219.00 | 0.14% |
Corbyn N. Lichon | Chief Accounting Officer | $401,488.00 | — | 33 | $57,291.00 | 0.08% |
Bonnie Bishop | Executive Director of Investor Relations | — | — | — | — | — |
Elizabeth H. Krystyn | Co-Founder | — | — | — | $0.00 | <0.01% |
Laura Rice Sherman | Co-Founder | — | — | — | $1,326.00 | <0.01% |
Richard C. Tallo | Chief Marketing Officer | — | — | — | — | — |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
3
$1.29M
Sells
12
$11.42M
Net Sentiment
$10.13M
Net selling
Most Active
Krystyn Elizabeth
5 transactions
1–10 of 15
Analysis
Insiders reported 3 buys worth $1.29M and 12 sells worth $11.42M over the last 12 months. That adds up to net selling of $10.13M. Krystyn Elizabeth was the most active insider with 5 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | N/A | N/A4 analysts |
| Revenue | N/A | N/A | +92.2% | +23.4% (7yr)5 analysts |
| Net Income | N/A | N/A | N/A | N/A5 analysts |
| EBIT | N/A | N/A | N/A | N/A5 analysts |
Analysis
Recent growth has been strongest in Revenue at +92.2% over three years. Forward estimates point to Revenue at +23.4% (7yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages BWIN?
The Baldwin Insurance Group, Inc. (BWIN) lists 11 active executives. The top listed executive is Seth Cohen, General Counsel & Corporate Secretary.
Are BWIN insiders buying or selling?
Recent insider activity shows net selling of $35.96M.
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