Accelerant vs Baldwin Insurance
ARX and BWIN side by side, both in insurance agents, brokers, and service. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ARX and BWIN compare
Accelerant and Baldwin Insurance are about the same size, with market caps of $4.3B and $4.5B.
Accelerant grew revenue faster over the last twelve months (35.3% versus 24.6% for Baldwin Insurance).
Baldwin Insurance scores higher on the StockData Score (5 against 1 for Accelerant), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ARX | BWIN |
|---|---|---|
| Size and price | ||
| Market cap | $4.3B | $4.5B |
| Share price | $19.89 | $32.04 |
| Change, 1 year | 58.6% | 16.8% |
| Change, 5 years | 25.8% | −17.2% |
| Beta (5Y) | 0.35 | 1.12 |
| Employees | – | 5,000 |
| StockData Score | ||
| Total score | 1 | 5 (better) |
| Valuation score | 0 | 1 (better) |
| Growth score | 1 | 2 (better) |
| Performance score | 0 | 0 |
| Health score | 0 | 2 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 71.0× | – |
| P/S | 3.7× | 2.4× (better) |
| P/B | 5.9× | 5.2× (better) |
| EV/EBITDA | 17.0× (better) | 97.2× |
| P/FCF | – | 88.1× |
| FCF yield | – | 1.1% |
| Fair value | $11.90 | – |
| Margin of safety | −67.1% | – |
| Growth | ||
| Revenue growth (TTM) | 35.3% (better) | 24.6% |
| Profitability | ||
| Operating margin | – | −9.0% |
| Net margin | – | −6.5% |
| FCF margin | – | 2.7% |
| Return on equity | – | −16.3% |
| Return on invested capital | – | −26.5% |
| Financial health | ||
| Debt / equity | – | 0.02 |
| Net debt / EBITDA | – | −3.41 |
| Current ratio | – | 0.89 |
| Altman Z-score | 0.20 | 0.66 (better) |
| Piotroski F-score | – | 4 |
| Dividends and buybacks | ||
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 29.7% | 64.1% |
| Held by insiders | 73.7% | 17.8% |
| Insider net buying, 12 months | −$21.6M | −$12.2M (better) |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 5.2% | 5.2% |
Go deeper
- ARX stock overview
- ARX income statement
- ARX valuation and score
- BWIN stock overview
- BWIN income statement
- BWIN valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.