Baldwin Insurance vs Hagerty
BWIN and HGTY 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 BWIN and HGTY compare
Hagerty is the larger company, worth 1.2 times as much as Baldwin Insurance ($5.6B against $4.5B).
Baldwin Insurance grew revenue faster over the last twelve months (24.6% versus 5.2% for Hagerty).
Baldwin Insurance scores higher on the StockData Score (5 against 2 for Hagerty), 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 | BWIN | HGTY |
|---|---|---|
| Size and price | ||
| Market cap | $4.5B | $5.6B |
| Share price | $32.05 | $16.17 |
| Change, 1 year | 15.2% | 17.8% |
| Change, 5 years | −17.1% | 59.5% |
| Beta (5Y) | 1.13 | 0.61 |
| Employees | 5,000 | 1,891 |
| StockData Score | ||
| Total score | 5 (better) | 2 |
| Valuation score | 1 (better) | 0 |
| Growth score | 2 (better) | 1 |
| Performance score | 0 | 0 |
| Health score | 2 (better) | 1 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/S | 2.4× (better) | 3.9× |
| P/B | 5.2× (better) | 25.8× |
| EV/EBITDA | 97.2× | 81.0× (better) |
| P/FCF | 88.2× | 20.0× (better) |
| FCF yield | 1.1% | 5.0% (better) |
| Growth | ||
| Revenue growth (TTM) | 24.6% (better) | 5.2% |
| Revenue growth, 5Y average | – | 23.9% |
| Profitability | ||
| Operating margin | −9.0% | – |
| Net margin | −6.5% | – |
| FCF margin | 2.7% | 19.4% (better) |
| Return on equity | −16.3% | – |
| Return on invested capital | −26.5% | – |
| Financial health | ||
| Debt / equity | 0.02 (better) | 1.00 |
| Net debt / EBITDA | −3.41 | −1.13 |
| Current ratio | 0.89 | – |
| Altman Z-score | 0.66 | 2.76 (better) |
| Piotroski F-score | 4 | – |
| Dividends and buybacks | ||
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 64.1% | 27.3% |
| Held by insiders | 17.8% | 85.9% |
| Insider net buying, 12 months | −$12.2M (better) | −$292M |
| Superinvestors holding | – | 2 |
| Short interest, % of float | 5.2% | 2.9% |
Go deeper
- BWIN stock overview
- BWIN income statement
- BWIN valuation and score
- HGTY stock overview
- HGTY income statement
- HGTY valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.