WallStSmart

The Baldwin Insurance Group, Inc. (BWIN)vsWillis Towers Watson PLC (WTW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Willis Towers Watson PLC generates 510% more annual revenue ($9.90B vs $1.62B). WTW leads profitability with a 16.8% profit margin vs -2.8%. WTW earns a higher WallStSmart Score of 74/100 (B).

BWIN

Hold

39

out of 100

Grade: F

Growth: 6.0Profit: 2.0Value: 5.0Quality: 3.0
Piotroski: 3/9Altman Z: 0.65

WTW

Strong Buy

74

out of 100

Grade: B

Growth: 6.7Profit: 7.5Value: 6.3Quality: 4.5
Piotroski: 4/9Altman Z: 0.91

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BWIN2 strengths · Avg: 8.0/10
Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
28.7%8/10

Revenue surging 28.7% year-over-year

WTW4 strengths · Avg: 8.3/10
Return on EquityProfitability
20.9%9/10

Every $100 of equity generates 21 in profit

P/E RatioValuation
15.4x8/10

Attractively priced relative to earnings

Operating MarginProfitability
20.5%8/10

Strong operational efficiency at 20.5%

EPS GrowthGrowth
33.0%8/10

Earnings expanding 33.0% YoY

Areas to Watch

BWIN4 concerns · Avg: 2.5/10
Market CapQuality
$1.77B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-4.7%2/10

ROE of -4.7% — below average capital efficiency

EPS GrowthGrowth
-90.0%2/10

Earnings declined 90.0%

WTW2 concerns · Avg: 2.0/10
Free Cash FlowQuality
$-65.00M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.912/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BWIN

The strongest argument for BWIN centers on Price/Book, Revenue Growth. Revenue growth of 28.7% demonstrates continued momentum.

Bull Case : WTW

The strongest argument for WTW centers on Return on Equity, P/E Ratio, Operating Margin. Profitability is solid with margins at 16.8% and operating margin at 20.5%. PEG of 1.08 suggests the stock is reasonably priced for its growth.

Bear Case : BWIN

The primary concerns for BWIN are Market Cap, Piotroski F-Score, Return on Equity. Debt-to-equity of 2.67 is elevated, increasing financial risk.

Bear Case : WTW

The primary concerns for WTW are Free Cash Flow, Altman Z-Score.

Key Dynamics to Monitor

BWIN profiles as a growth stock while WTW is a mature play — different risk/reward profiles.

BWIN carries more volatility with a beta of 1.15 — expect wider price swings.

BWIN is growing revenue faster at 28.7% — sustainability is the question.

BWIN generates stronger free cash flow (-19M), providing more financial flexibility.

Bottom Line

WTW scores higher overall (74/100 vs 39/100), backed by strong 16.8% margins. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

The Baldwin Insurance Group, Inc.

FINANCIAL SERVICES · INSURANCE BROKERS · USA

The Baldwin Insurance Group, Inc. is an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. The company is headquartered in Tampa, Florida.

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Willis Towers Watson PLC

FINANCIAL SERVICES · INSURANCE BROKERS · USA

Willis Towers Watson PLC (WTW) is a premier global advisory, broking, and solutions firm specializing in risk management, insurance, and consulting services. Operating in over 140 countries, WTW combines advanced data analytics and innovative technology to provide customized solutions in critical areas such as health, retirement, and talent management. Serving a wide array of clients from multinational corporations to smaller businesses, WTW is committed to driving sustainable growth and enhancing client engagement, positioning itself as a trusted advisor in a complex and rapidly changing market environment. Its strategic initiatives aim to address the evolving needs of clients, solidifying its role as a leader in the industry.

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