The Baldwin Insurance Group (NASDAQ:BWIN – Get Free Report) and Goosehead Insurance (NASDAQ:GSHD – Get Free Report) are both mid-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their analyst recommendations, institutional ownership, earnings, valuation, profitability, risk and dividends.
Risk and Volatility
The Baldwin Insurance Group has a beta of 1.72, meaning that its stock price is 72% more volatile than the S&P 500. Comparatively, Goosehead Insurance has a beta of 1.49, meaning that its stock price is 49% more volatile than the S&P 500.
Valuation & Earnings
This table compares The Baldwin Insurance Group and Goosehead Insurance”s revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| The Baldwin Insurance Group | $1.38 billion | 3.31 | -$90.14 million | ($0.39) | -99.46 |
| Goosehead Insurance | $314.51 million | 13.17 | $14.14 million | $1.15 | 97.04 |
Institutional & Insider Ownership
77.5% of The Baldwin Insurance Group shares are held by institutional investors. 20.1% of The Baldwin Insurance Group shares are held by company insiders. Comparatively, 48.3% of Goosehead Insurance shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.
Profitability
This table compares The Baldwin Insurance Group and Goosehead Insurance’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| The Baldwin Insurance Group | -2.89% | 10.57% | 3.10% |
| Goosehead Insurance | 6.77% | 284.41% | 5.53% |
Analyst Ratings
This is a summary of current ratings and price targets for The Baldwin Insurance Group and Goosehead Insurance, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| The Baldwin Insurance Group | 1 | 1 | 4 | 1 | 2.71 |
| Goosehead Insurance | 1 | 4 | 5 | 0 | 2.40 |
The Baldwin Insurance Group currently has a consensus target price of $43.50, indicating a potential upside of 12.14%. Goosehead Insurance has a consensus target price of $109.10, indicating a potential downside of 2.24%. Given The Baldwin Insurance Group’s stronger consensus rating and higher probable upside, research analysts plainly believe The Baldwin Insurance Group is more favorable than Goosehead Insurance.
Summary
Goosehead Insurance beats The Baldwin Insurance Group on 9 of the 15 factors compared between the two stocks.
About The Baldwin Insurance Group
The Baldwin Insurance Group, Inc. operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. It operates through three segments: Insurance Advisory Solutions; Underwriting, Capacity & Technology Solutions; and Mainstreet Insurance Solutions. The Insurance Advisory Solutions segment provides commercial risk management, employee benefits, and private risk management solutions for businesses and high-net-worth individuals, as well as their families. The Underwriting, Capacity & Technology Solutions segment offers Future platform, that manufactures technology-enabled insurance products suite comprises personal, commercial, and specialty lines; specialty wholesale broker business that delivers professionals, individuals, and niche industry businesses; and reinsurance brokerage services. The Mainstreet Insurance Solutions segment provides personal insurance, commercial insurance, and life and health solutions to individuals and businesses in communities. The company was formerly known as BRP Group, Inc. and changed its name to The Baldwin Insurance Group, Inc. in May 2024. The Baldwin Insurance Group, Inc. was founded in 2011 and is headquartered in Tampa, Florida.
About Goosehead Insurance
Goosehead Insurance, Inc. operates as a holding company for Goosehead Financial, LLC that engages in the provision of personal lines insurance agency services in the United States. The company offers homeowner’s, automotive, dwelling property, flood, wind, earthquake, excess liability or umbrella, motorcycle, recreational vehicle, general liability, property, and life insurance products and services. As of December 31, 2023, it operated 1,415 franchise locations. The company was founded in 2003 and is headquartered in Westlake, Texas.
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