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-2.82%Return on Equity
VS
Market
Sector
Industry
History
$ 28.96Close
$ 27.12 - $ 55.29 52-Week Range
Ticker Information
Ticker
BWINCompany Name
BALDWIN INSURANCE GROUP INCSector
Financial ServicesIndustry
Insurance BrokersExchange
NASDAQBALDWIN INSURANCE GROUP INC - Return on Equity Chart Analysis (TTM)
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BWIN - ROE Historical data
| Date | Shareholders Equity | Net Income Common Stock | Return on Equity |
|---|---|---|---|
| 6/30/2025 | $ 630.8M | $ -17.76M | -2.82% |
| 3/31/2025 | $ 619.64M | $ -32.16M | -5.19% |
| 12/31/2024 | $ 583.22M | $ -24.52M | -4.2% |
| 9/30/2024 | $ 595.35M | $ -38.84M | -6.52% |
| 6/30/2024 | $ 590.89M | $ -48.09M | -8.14% |
| 3/31/2024 | $ 597.94M | $ -54.43M | -9.1% |
| 12/31/2023 | $ 560.41M | $ -90.14M | -16.08% |
| 9/30/2023 | $ 590.78M | $ -104.15M | -17.63% |
| 6/30/2023 | $ 598.52M | $ -111.31M | -18.6% |
| 3/31/2023 | $ 606.36M | $ -78.77M | -12.99% |
Key Performance Insights, Last 5 Years
- BALDWIN INSURANCE GROUP INC's latest trailing twelve months (TTM) ROE stands at -8.29%.
- Over the past 5 years, BALDWIN INSURANCE GROUP INC's average ROE has been -6.92%.
- The median ROE for BALDWIN INSURANCE GROUP INC during this period was -5.11%
- BALDWIN INSURANCE GROUP INC reached its highest ROE over the past 5 years at -0.6%.
- The lowest ROE recorded by BALDWIN INSURANCE GROUP INC in the same timeframe -18.6%
BALDWIN INSURANCE GROUP INC's ROE vs. competitors
We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue
ROE Benchmarks
Similar metrics to ROE:
- Net Income Common Stock - [Income Statement] The company's Net Income (loss) [NetInc] less the sum paid on dividends of preferred shares [PrefDivIS].
- Return on Assets - [Calculation] Return on Assets (ROA) measures net income [NetIncCmn] as percentage of total [Assets]. A high ROA shows an effective allocation of capital by the company.
- Shareholders Equity - [Balance Sheet] A principal component of the balance sheet; in addition to [Liabilities] and [Assets]; that represents the total of all stockholders' equity (deficit) after all liabilities have been deducted.
- Net Margin - [Calculation] A company’s Net Income [NetIncCmn] as a percentage of [Revenue]. Measures how much earnings a company produces for each dollar of revenue generated.
- Return on Invested Capital - [Calculation] Return on Invested Capital (ROIC) measures how well a company allocates its invested capital to profitable projects and/or investments. It is calculated as net income [NetIncCmn] divided by invested capital [InvCapital].
Definition of Return on Equity
[Calculation] Return on Equity (ROE) measures net income [NetIncCmn] as percentage of [Equity]. A high ROE shows an effective use of investor capital, but it doesn't consider any risks related to financial leverage [Debt].Net Inc. Cmn. / Equity
(=) ROE ROE for BALDWIN INSURANCE GROUP INC is calculated as follows: Net Inc. Cmn. [ $ -18.52M ] / Equity [ $ 223.43M ]
(=) ROE [ -8.29% ] BWIN - Return on Equity, Last 5 years
-18.6%
Minimum
Jun 30, 2023
-0.6%
Maximum
Jun 30, 2022
-6.92%
Average
-5.11%
Median
ROE Benchmark AnalysisMarket
The chart above depicts the distribution of ROE for companies in the Total Stock Market. The average ROE of the companies is 1.61% with a standard deviation of 22.54%.
The following table provides additional summary stats:
ROE in the Market:
| filtered constituents | 3.13K |
|---|---|
| min | -66.24% |
| max | 73.25% |
| average | 1.61% |
| median | 6.45% |
| std | 22.54% |