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The Baldwin Insurance Group, Inc. operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. It operates through three segments: Insurance Advisory Solutions; Underwriting, Capacity & Technology Solutions; and Mainstreet Insurance Solutions. The Insurance Advisory Solutions segment provides commercial risk management, employee benefits, and private risk management solutions for businesses and high-net-worth individuals, as well as their families. The Underwriting, Capacity & Technology Solutions segment offers Future platform, that manufactures technology-enabled insurance products suite comprises personal, commercial, and specialty lines; specialty wholesale broker business that delivers professionals, individuals, and niche industry businesses; and reinsurance brokerage services. The Mainstreet Insurance Solutions segment provides personal insurance, commercial insurance, and life and health solutions to individuals and businesses in communities. The company was formerly known as BRP Group, Inc. and changed its name to The Baldwin Insurance Group, Inc. in May 2024. The Baldwin Insurance Group, Inc. was founded in 2011 and is headquartered in Tampa, Florida.
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| Breakdown | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
| Income before tax | -76.03M | -58.10M | -29.89M | -22.44M | 2.69M |
| Minority interest | 34.98M | -27.47M | -14.19M | 163.99M | 47.15M |
| Net income | -76.75M | -58.12M | -29.89M | -22.45M | -0.62M |
| Selling general administrative | - | 400.05M | 48.06M | 24.58M | 14.38M |
| Gross profit | 261.27M | 167.24M | 66.81M | 40.89M | 28.23M |
| Reconciled depreciation | 86.36M | 51.51M | 20.17M | 10.55M | 3.09M |
| Ebit | 27.35M | 13.99M | -1.52M | 5.76M | 10.54M |
| Ebitda | 113.70M | 65.50M | 18.65M | 16.31M | 13.63M |
| Depreciation and amortization | 86.36M | 51.51M | 20.17M | 10.55M | 3.09M |
| Non operating income net other | - | 0.42M | -0.10M | -6.73M | - |
| Operating income | 27.35M | 13.99M | -1.52M | 5.76M | 9.53M |
| Other operating expenses | 979.51M | 553.72M | 242.34M | 132.08M | 69.12M |
| Interest expense | 71.07M | 26.90M | 7.86M | 10.64M | 6.63M |
| Tax provision | 0.71M | 0.02M | -0.01M | 0.02M | - |
| Interest income | - | - | - | 10.64M | 6.63M |
| Net interest income | -71.07M | -26.90M | -7.86M | -10.64M | -6.63M |
| Income tax expense | 0.71M | 0.02M | -0.01M | 0.02M | -0.22M |
| Total revenue | 980.72M | 567.29M | 240.92M | 137.84M | 79.88M |
| Total operating expenses | 260.07M | 153.67M | 68.23M | 35.12M | 17.47M |
| Cost of revenue | 719.45M | 400.05M | 174.11M | 96.95M | 51.65M |
| Total other income expense net | -103.38M | -72.09M | -28.37M | -28.20M | -1.44M |
| Net income from continuing ops | -76.75M | -30.65M | -15.70M | -22.45M | 2.69M |
| Net income applicable to common shares | -41.77M | -30.65M | -15.70M | -8.65M | -0.62M |
| Breakdown | 2023-12-31 | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2023-12-31 | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 |
| Total assets | 3501.94M | 3462.18M | 2876.31M | 1529.91M | 398.77M |
| Intangible assets | 1017.34M | 1099.92M | 944.47M | 554.32M | 92.45M |
| Other current assets | 12.73M | 9.82M | 8.15M | 4.45M | 3.02M |
| Total liab | 2483.05M | 2322.14M | 1688.75M | 759.95M | 161.49M |
| Total stockholder equity | 560.41M | 608.10M | 608.38M | 367.78M | 73.28M |
| Deferred long term liab | - | 28.07M | 16.24M | 8.54M | 4.97M |
| Other current liab | 139.66M | 141.48M | 109.13M | 41.98M | 2.48M |
| Common stock | 0.65M | 0.62M | 0.59M | 0.46M | 0.20M |
| Capital stock | 0.65M | 0.62M | 0.59M | 0.46M | 0.20M |
| Retained earnings | -186.91M | -96.76M | -54.99M | -24.35M | -8.65M |
| Other liab | - | 220.38M | 227.09M | 161.14M | 48.31M |
| Good will | 1412.37M | 1422.06M | 1228.74M | 651.50M | 164.47M |
| Other assets | - | 30.73M | 25.59M | 11.08M | 5.40M |
| Cash | 116.21M | 118.09M | 138.29M | 108.46M | 67.69M |
| Total current liabilities | 1033.44M | 699.21M | 540.69M | 217.42M | 72.83M |
| Current deferred revenue | 30.28M | 30.98M | 18.18M | 11.61M | 5.35M |
| Net debt | 1515.60M | 1285.99M | 844.18M | 276.92M | -27.33M |
| Short term debt | 243.63M | 1.52M | 61.50M | 4.00M | 6.99M |
| Short long term debt | 226.93M | 10.03M | 70.02M | 4.00M | 2.48M |
| Short long term debt total | 1631.81M | 1404.08M | 982.47M | 385.38M | 40.36M |
| Other stockholder equity | 746.67M | 704.25M | 662.78M | 391.67M | 81.74M |
| Property plant equipment | - | 121.87M | 17.47M | 11.02M | 3.32M |
| Total current assets | 925.90M | 772.40M | 578.39M | 301.99M | 132.93M |
| Long term investments | - | - | - | 1.65M | 0.20M |
| Net tangible assets | - | -1913.87M | -335.81M | -837.94M | -183.63M |
| Net receivables | 627.79M | 532.11M | 342.50M | 155.52M | 58.84M |
| Long term debt | 1309.18M | 1314.86M | 35.00M | 381.38M | 40.36M |
| Inventory | 169.18M | 112.38M | 89.44M | 33.56M | 3.38M |
| Accounts payable | 619.87M | 525.22M | 351.88M | 159.84M | 58.01M |
| Noncontrolling interest in consolidated entity | - | - | 578.90M | 402.09M | 163.97M |
| Accumulated other comprehensive income | 0.00M | - | - | - | -3.19M |
| Common stock total equity | - | - | 0.59M | 0.46M | 0.20M |
| Retained earnings total equity | - | - | -54.99M | -24.35M | -8.65M |
| Non currrent assets other | 38.13M | 45.94M | 25.59M | 11.08M | 5.60M |
| Non current assets total | 2576.03M | 2689.78M | 2297.91M | 1227.92M | 265.84M |
| Capital lease obligations | 95.70M | 101.73M | 83.88M | - | - |
| Long term debt total | - | - | 35.00M | 381.38M | 40.36M |
| Breakdown | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
| Investments | -414.36M | -1.91M | -1.25M | -0.20M | -42.53M |
| Change to liabilities | 173.36M | 55.19M | 27.35M | 9.00M | 1.31M |
| Total cashflows from investing activities | -414.36M | -678.47M | -677.81M | -101.02M | -42.53M |
| Net borrowings | 461.49M | 463.21M | 341.46M | -35.87M | 48.40M |
| Total cash from financing activities | 419.55M | 724.06M | 711.94M | 152.08M | 35.60M |
| Change to operating activities | -11.23M | -7.45M | -1.59M | -2.56M | -2.02M |
| Net income | -76.75M | -58.12M | -29.89M | -22.45M | 2.69M |
| Change in cash | 2.73M | 85.72M | 70.95M | 63.08M | 4.87M |
| Begin period cash flow | 227.74M | 142.02M | 71.07M | 8.00M | 3.12M |
| End period cash flow | 230.47M | 227.74M | 142.02M | 71.07M | 8.00M |
| Total cash from operating activities | -2.46M | 40.13M | 36.82M | 12.01M | 11.79M |
| Issuance of capital stock | 0.00M | 269.38M | 451.57M | 247.21M | 0.20M |
| Depreciation | 86.36M | 51.51M | 20.17M | 10.55M | 3.09M |
| Other cashflows from investing activities | - | -671.25M | -671.09M | -99.10M | -35.09M |
| Dividends paid | - | 0.00M | -671.97M | -10.55M | 9.95M |
| Change to inventory | - | -5.80M | - | - | -1.06M |
| Change to account receivables | -183.01M | -64.50M | -6.83M | -6.00M | 0.66M |
| Sale purchase of stock | 0.00M | 269.38M | -78.27M | -43.83M | 48.92M |
| Other cashflows from financing activities | 469.88M | 845.52M | 1336.61M | 114.09M | -3.04M |
| Change to netincome | -31.29M | 19.63M | 7.81M | 9.96M | 9.26M |
| Capital expenditures | 21.98M | 5.32M | 5.47M | 1.72M | 0.53M |
| Change receivables | - | -66.15M | -6.80M | -5.93M | - |
| Cash flows other operating | - | 34.57M | 17.18M | 9.57M | - |
| Cash and cash equivalents changes | - | 85.72M | 70.95M | 63.08M | - |
| Change in working capital | -20.88M | -16.76M | 18.93M | 0.44M | -0.05M |
| Stock based compensation | 47.39M | 19.19M | 7.74M | 3.28M | 1.40M |
| Other non cash items | -38.58M | 44.19M | 19.79M | 13.47M | 4.66M |
| Free cash flow | -24.44M | 34.81M | 31.35M | 10.30M | 11.27M |
Sector: Financial Services Industry: Insurance Brokers
|
Stock Name
|
Change
(USD) |
Price
(USD) |
Trailing
PE (x) |
Forward
PE (x) |
Price Sales
TTM (x) |
Price to Book Value (x)
|
Enterprise Value
to Revenue (x) |
Enterprise Value
to EBITDA (x) |
|---|---|---|---|---|---|---|---|---|
| BRP Brp Group Inc |
33.32 -% |
33.32 | - | 21.93 | 1.70 | 3.73 | 2.96 | 29.97 |
| MRSH Marsh & McLennan Companies, Inc. |
1.63 0.85% |
192.30 | 22.03 | 15.87 | 3.07 | 5.67 | 3.82 | 14.80 |
| AON Aon PLC |
13.22 4.37% |
315.72 | 19.50 | 17.61 | 4.19 | 7.68 | 4.95 | 13.01 |
| AJG Arthur J Gallagher & Co |
1.41 0.54% |
260.42 | 41.13 | 17.09 | 4.21 | 2.74 | 4.93 | 19.58 |
| WTW Willis Towers Watson PLC |
1.97 0.62% |
321.63 | 19.92 | 14.56 | 2.96 | 3.91 | 3.52 | 13.08 |
The Baldwin Insurance Group, Inc. operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. It operates through three segments: Insurance Advisory Solutions; Underwriting, Capacity & Technology Solutions; and Mainstreet Insurance Solutions. The Insurance Advisory Solutions segment provides commercial risk management, employee benefits, and private risk management solutions for businesses and high-net-worth individuals, as well as their families. The Underwriting, Capacity & Technology Solutions segment offers Future platform, that manufactures technology-enabled insurance products suite comprises personal, commercial, and specialty lines; specialty wholesale broker business that delivers professionals, individuals, and niche industry businesses; and reinsurance brokerage services. The Mainstreet Insurance Solutions segment provides personal insurance, commercial insurance, and life and health solutions to individuals and businesses in communities. The company was formerly known as BRP Group, Inc. and changed its name to The Baldwin Insurance Group, Inc. in May 2024. The Baldwin Insurance Group, Inc. was founded in 2011 and is headquartered in Tampa, Florida.
4211 W. Boy Scout Blvd., Tampa, FL, United States, 33607
866 279 0698
4000
| Name | Title | Year Born |
|---|---|---|
| Mr. L. Lowry Baldwin | Co-Founder & Chairman | 1959 |
| Mr. Trevor L. Baldwin | CEO & Director | 1987 |
| Mr. Bradford Lenzie Hale | Chief Financial Officer | 1980 |
| Mr. Daniel Galbraith | Chief Operating Officer | 1981 |
| Ms. Corbyn N. Galloway | Chief Accounting Officer | 1992 |
| Mr. Kristopher Aaron Wiebeck | Chief Strategy Officer & Director | 1983 |
| Mr. John A. Valentine | Chief Partnership Officer | NA |
| Ms. Elizabeth H. Krystyn | Co-Founder | NA |
| Ms. Laura Rice Sherman | Co-founder | NA |
| Mr. Rajasekhar Kalahasthi | Chief Digital & Information Officer | NA |
Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
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