Baldwin Insurance vs Ryan Specialty
BWIN and RYAN 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 RYAN compare
Ryan Specialty is the larger company, worth 2.6 times as much as Baldwin Insurance ($11.8B against $4.5B).
Baldwin Insurance grew revenue faster over the last twelve months (24.6% versus 9.8% for Ryan Specialty).
Ryan Specialty keeps more of each dollar of sales as profit, with a net margin of 3.2% compared with −6.5% at Baldwin Insurance.
Ryan Specialty pays a dividend yielding 0.83%; Baldwin Insurance does not pay one.
Ryan Specialty scores higher on the StockData Score (8 against 5 for Baldwin Insurance), 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 | RYAN |
|---|---|---|
| Size and price | ||
| Market cap | $4.5B | $11.8B |
| Share price | $32.04 | $46.87 |
| Change, 1 year | 21.0% | −18.0% |
| Change, 5 years | −17.2% | 17.4% |
| Beta (5Y) | 1.13 | 0.26 |
| Employees | 5,000 | 6,110 |
| StockData Score | ||
| Total score | 5 | 8 (better) |
| Valuation score | 1 (better) | 0 |
| Growth score | 2 | 2 |
| Performance score | 0 | 2 (better) |
| Health score | 2 (better) | 1 |
| Dividend score | 0 | 3 (better) |
| Valuation | ||
| P/S | 2.4× (better) | 3.6× |
| P/B | 5.2× (better) | 26.4× |
| EV/EBITDA | 97.2× | 31.1× (better) |
| P/FCF | 88.1× | 20.7× (better) |
| FCF yield | 1.1% | 4.8% (better) |
| Growth | ||
| Revenue growth (TTM) | 24.6% (better) | 9.8% |
| Revenue growth, 5Y average | – | 24.5% |
| Net income growth (TTM) | – | 51.2% |
| Profitability | ||
| Operating margin | −9.0% | 15.6% (better) |
| Net margin | −6.5% | 3.2% (better) |
| FCF margin | 2.7% | 17.5% (better) |
| Return on equity | −16.3% | 19.4% (better) |
| Return on invested capital | −26.5% | 10.9% (better) |
| Financial health | ||
| Debt / equity | 0.02 (better) | 8.23 |
| Net debt / EBITDA | −3.41 | 6.91 (better) |
| Current ratio | 0.89 | 1.01 (better) |
| Altman Z-score | 0.66 | 1.17 (better) |
| Piotroski F-score | 4 | 4 |
| Dividends and buybacks | ||
| Dividend yield | – | 0.83% |
| Payout ratio | – | 60.3% |
| Shareholder yield | 0.00% | 0.83% (better) |
| Ownership | ||
| Held by institutions | 64.1% | 46.3% |
| Held by insiders | 17.8% | 57.7% |
| Insider net buying, 12 months | −$12.2M (better) | −$229M |
| Short interest, % of float | 5.2% | 12.5% |
Go deeper
- BWIN stock overview
- BWIN income statement
- BWIN valuation and score
- RYAN stock overview
- RYAN income statement
- RYAN valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.