Baldwin Insurance [BWIN] vs Arthur J. Gallagher [AJG] Detailed Stock Comparison
Baldwin Insurance
NASDAQ
Loading...
Arthur J. Gallagher
NYSE
Loading...
TLDR: Quick Comparison Summary
Based on 20 vital metrics comparison: Baldwin Insurance wins in 6 metrics, Arthur J. Gallagher wins in 13 metrics, with 0 ties. Arthur J. Gallagher appears stronger overall.
View Metrics Details
Vital Metrics Comparison
| Metric | Baldwin Insurance | Arthur J. Gallagher | Better |
|---|---|---|---|
| P/E Ratio (TTM) | -73.85 | 46.97 | Baldwin Insurance |
| Price-to-Book Ratio | 3.25 | 3.46 | Baldwin Insurance |
| Debt-to-Equity Ratio | 161.64 | 58.01 | Arthur J. Gallagher |
| PEG Ratio | 0.90 | 4.60 | Baldwin Insurance |
| EV/EBITDA | 21.90 | 24.02 | Baldwin Insurance |
| Profit Margin (TTM) | -1.22% | 14.21% | Arthur J. Gallagher |
| Operating Margin (TTM) | 6.86% | 17.90% | Arthur J. Gallagher |
| EBITDA Margin (TTM) | 6.86% | 17.90% | Arthur J. Gallagher |
| Return on Equity | -2.82% | 9.51% | Arthur J. Gallagher |
| Return on Assets (TTM) | 1.40% | 2.11% | Arthur J. Gallagher |
| Free Cash Flow (TTM) | $61.10M | $2.44B | Arthur J. Gallagher |
| Dividend Yield | N/A | 0.58% | N/A |
| 1-Year Return | -46.45% | 7.38% | Arthur J. Gallagher |
| Price-to-Sales Ratio (TTM) | 1.41 | 6.89 | Baldwin Insurance |
| Enterprise Value | $4.07B | $78.71B | Arthur J. Gallagher |
| EV/Revenue Ratio | 2.78 | 6.81 | Baldwin Insurance |
| Gross Profit Margin (TTM) | 28.12% | 42.68% | Arthur J. Gallagher |
| Revenue per Share (TTM) | $22 | $48 | Arthur J. Gallagher |
| Earnings per Share (Diluted) | $-0.30 | $6.61 | Arthur J. Gallagher |
| Beta (Stock Volatility) | 1.39 | 0.73 | Arthur J. Gallagher |
Performance
News Sentiment
Key Stats
Valuation
Financials
Short Interest
Dividends
Baldwin Insurance vs Arthur J. Gallagher Stock Performance Analysis
Loading Price Chart...
Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| Baldwin Insurance | 4.81% | -0.93% | -14.61% | -30.62% | -32.95% | -25.84% |
| Arthur J. Gallagher | 0.22% | 1.13% | 3.35% | -2.19% | -0.55% | 12.06% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Baldwin Insurance | -46.45% | 5.54% | -0.07% | 71.15% | 71.15% | 71.15% |
| Arthur J. Gallagher | 7.38% | 81.47% | 184.22% | 621.47% | 1,065.28% | 970.09% |
News Based Sentiment: Baldwin Insurance vs Arthur J. Gallagher
Baldwin Insurance
News based Sentiment: MIXED
October presented a mixed bag for Baldwin Insurance Group, with positive revenue growth overshadowed by profitability concerns, analyst downgrades, and a falling stock price. While insider and institutional confidence remains, the negative sentiment from Wall Street and the strategic risks highlighted by KBW create a complex investment picture, making this a significant but uncertain month for the company.
Arthur J. Gallagher
News based Sentiment: MIXED
October brought a mixed bag of news for Arthur J. Gallagher & Co., with slightly disappointing earnings and insider selling countered by positive revenue growth, analyst upgrades, and continued dividend payouts. This creates a cautiously optimistic, yet complex, investment picture.
Performance & Financial Health Analysis: Baldwin Insurance vs Arthur J. Gallagher
| Metric | BWIN | AJG |
|---|---|---|
| Market Information | ||
| Market Cap | $2.11B | $79.98B |
| Market Cap Category | Mid cap | Large cap |
| 10 Day Avg. Volume | 723,240 | 1,308,090 |
| 90 Day Avg. Volume | 773,817 | 1,390,630 |
| Last Close | $28.97 | $309.84 |
| 52 Week Range | $26.33 - $55.82 | $275.56 - $351.23 |
| % from 52W High | -48.10% | -11.78% |
| All-Time High | $55.82 (Oct 14, 2024) | $351.23 (Jun 03, 2025) |
| % from All-Time High | -48.10% | -11.78% |
| Growth Metrics | ||
| Quarterly Revenue Growth | 0.12% | 0.12% |
| Quarterly Earnings Growth | N/A | 0.29% |
| Financial Health | ||
| Profit Margin (TTM) | -0.01% | 0.14% |
| Operating Margin (TTM) | 0.07% | 0.18% |
| Return on Equity (TTM) | -0.03% | 0.10% |
| Debt to Equity (MRQ) | 161.64 | 58.01 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $8.85 | $89.79 |
| Cash per Share (MRQ) | $1.48 | $55.78 |
| Operating Cash Flow (TTM) | $101,000 | $2.12B |
| Levered Free Cash Flow (TTM) | $-232,752,752 | $984.90M |
| Dividends | ||
| Last 12-Month Dividend Yield | N/A | 0.58% |
| Last 12-Month Dividend | N/A | $1.85 |
Valuation & Enterprise Metrics Analysis: Baldwin Insurance vs Arthur J. Gallagher
| Metric | BWIN | AJG |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | -73.85 | 46.97 |
| Forward P/E | 14.69 | 27.52 |
| PEG Ratio | 0.90 | 4.60 |
| Price to Sales (TTM) | 1.41 | 6.89 |
| Price to Book (MRQ) | 3.25 | 3.46 |
| Market Capitalization | ||
| Market Capitalization | $2.11B | $79.98B |
| Enterprise Value | $4.07B | $78.71B |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 2.78 | 6.81 |
| Enterprise to EBITDA | 21.90 | 24.02 |
| Risk & Other Metrics | ||
| Beta | 1.39 | 0.73 |
| Book Value per Share (MRQ) | $8.85 | $89.79 |
Financial Statements Comparison: Baldwin Insurance vs Arthur J. Gallagher
Financial Metrics
Loading Financial Charts...
Revenue
EBITDA
Operating Margin
Free Cash Flow
Long Term Debt
Profit Margin
Current Ratio
Operating Cash Flow
Income Statement (MRQ)
| Metric (MRQ) | BWIN | AJG |
|---|---|---|
| Revenue/Sales | $408.53M | $3.22B |
| Cost of Goods Sold | $263.84M | $1.85B |
| Gross Profit | $144.69M | $1.37B |
| Research & Development | N/A | N/A |
| Operating Income (EBIT) | $64.08M | $624.40M |
| EBITDA | $100.60M | $855.20M |
| Pre-Tax Income | $24.90M | $471.40M |
| Income Tax | $0 | $105.20M |
| Net Income (Profit) | $24.90M | $366.20M |
Balance Sheet & Liquidity Metrics (MRQ)
| Metric (MRQ) | BWIN | AJG |
|---|---|---|
| Cash & Equivalents | $81.78M | $16.69B |
| Total Current Assets | $1.06B | $53.44B |
| Total Current Liabilities | $933.42M | $37.04B |
| Long-Term Debt | $1.56B | $12.75B |
| Total Shareholders Equity | $1.05B | $22.35B |
| Retained Earnings | $-197.48M | $5.52B |
| Property, Plant & Equipment | $93.69M | $1.02B |
Cash Flow Statement Comparison (MRQ)
| Metric (MRQ) | BWIN | AJG |
|---|---|---|
| Operating Cash Flow | $-55.89M | $409.90M |
| Capital Expenditures | N/A | N/A |
| Free Cash Flow | $-72.92M | $843.60M |
| Debt Repayment | $-847.14M | $0 |
| Common Stock Repurchase | N/A | N/A |
Short Interest & Institutional Ownership Analysis
| Metric | BWIN | AJG |
|---|---|---|
| Shares Short | 5.83M | 3.45M |
| Short Ratio | 7.60 | 2.53 |
| Short % of Float | 0.09% | 0.02% |
| Average Daily Volume (10 Day) | 723,240 | 1,308,090 |
| Average Daily Volume (90 Day) | 773,817 | 1,390,630 |
| Shares Outstanding | 67.98M | 250.00M |
| Float Shares | 70.59M | 253.49M |
| % Held by Insiders | 0.01% | 0.01% |
| % Held by Institutions | 1.10% | 0.91% |
Dividend Analysis & Yield Comparison: Baldwin Insurance vs Arthur J. Gallagher
| Metric | BWIN | AJG |
|---|---|---|
| Last 12-Month Dividend | N/A | $1.85 |
| Last 12-Month Dividend Yield | N/A | 0.58% |
| 3-Year Avg Annual Dividend | N/A | $1.91 |
| 3-Year Avg Dividend Yield | N/A | 0.24% |
| 3-Year Total Dividends | N/A | $5.72 |
| Ex-Dividend Date | N/A | Mar 07, 2025 |