BWIN vs BBT

Comparison between The Baldwin Insurance Group Inc - Class A (BWIN, Company) and Beacon Financial Corp (BBT, Company).

Both BWIN and BBT are from the Financial Services sector.

5-Year PerformanceBBT has outperformed BWIN, delivering a return of +4.9% compared to +1.3%

BWIN vs BBT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BWIN(COMPANY)	BBT(COMPANY)
Market Cap	$2.67B	$2.66B
Max Drawdown	70.16%	80.00%
Sharpe Ratio	0.19	1.10
5Y Beta	0.69	0.79
Industry	Insurance Brokers	Banks - Regional
P/E Ratio	-40.24	30.20
Forward P/E	13.55	10.10
PEG Ratio	N/A	2.60
Dividend Yield	N/A	4.08%
5Y Dividends CAGR	N/A	17.21%
Debt to Equity	1.82%	42.82%
Free Cash Flow Yield	3.40%	6.62%
P/S Ratio	1.60	3.53
P/B Ratio	3.04	1.06

Market Cap

Winner

BWIN

$2.67B

BBT

$2.66B

Max Drawdown

Winner

BWIN

70.16%

BBT

80.00%

Sharpe Ratio

BWIN

0.19

Winner

BBT

1.10

5Y Beta

Winner

BWIN

0.69

BBT

0.79

Industry

BWIN

Insurance Brokers

BBT

Banks - Regional

P/E Ratio

Winner

BWIN

-40.24

BBT

30.20

Forward P/E

BWIN

13.55

Winner

BBT

10.10

PEG Ratio

BWIN

N/A

BBT

2.60

Dividend Yield

BWIN

N/A

BBT

4.08%

5Y Dividends CAGR

BWIN

N/A

BBT

17.21%

Debt to Equity

Winner

BWIN

1.82%

BBT

42.82%

Free Cash Flow Yield

BWIN

3.40%

Winner

BBT

6.62%

P/S Ratio

Winner

BWIN

1.60

BBT

3.53

P/B Ratio

BWIN

3.04

Winner

BBT

1.06

BWIN vs BBT - Historical Returns

Returns include dividend reinvestment.

Period	BWIN	BBT
1 month	+8.21%	+4.27%
3 months	+40.80%	+10.41%
6 months	+50.95%	+2.07%
1 year	-3.84%	+36.64%
5 years(CAGR)	+1.33%	+4.89%
10 years(CAGR)	N/A	+4.57%
Max(CAGR)	+9.09%	+6.38%

Winner

BWIN

+8.21%

BBT

+4.27%

Winner

BWIN

+40.80%

BBT

+10.41%

Winner

BWIN

+50.95%

BBT

+2.07%

BWIN

-3.84%

Winner

BBT

+36.64%

5Y(CAGR)

BWIN

+1.33%

Winner

BBT

+4.89%

10Y(CAGR)

BWIN

N/A

BBT

+4.57%

Max(CAGR)

Winner

BWIN

+9.09%

BBT

+6.38%

BWIN vs BBT - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	BWIN	BBT
2026	+24.22%	+22.05%
2025	-35.52%	-2.53%
2024	+63.82%	+17.92%
2023	-3.88%	-13.96%
2022	-28.98%	+4.59%
2021	+24.95%	+71.91%
2020	+83.64%	-44.98%
2019	-1.95%	+24.35%
2018	N/A	-24.99%
2017	N/A	+2.20%
2016	N/A	+33.51%
2015	N/A	+14.10%
2014	N/A	+2.19%
2013	N/A	+14.74%
2012	N/A	+8.75%
2011	N/A	+0.59%
2010	N/A	+11.55%
2009	N/A	-31.65%
2008	N/A	+22.33%
2007	N/A	-21.22%
2006	N/A	-1.49%
2005	N/A	-7.81%
2004	N/A	+4.01%
2003	N/A	+56.67%
2002	N/A	+20.80%
2001	N/A	+37.12%
2000	N/A	+28.80%

BWIN vs BBT Drawdown Comparison

The maximum drawdown for BWIN was -70.16%, occurring on Feb 13, 2026. This drawdown has not yet recovered.

The maximum drawdown for BBT was -78.19%, occurring on Sep 23, 2020. This drawdown has not yet recovered.

The current BWIN drawdown is -46.57%. The current BBT drawdown is -7.53%.

Rank	BWIN	BBT
#1	-70.16% Oct 17, 2024 - Feb 13, 2026	-78.19% Jun 7, 2018 - Sep 23, 2020
#2	-58.02% Nov 15, 2021 - Jul 26, 2024	-54.28% Oct 19, 2006 - Nov 10, 2015
#3	-49.09% Nov 14, 2019 - Jun 26, 2020	-20.19% Jul 1, 2002 - Aug 19, 2002
#4	-28.76% Nov 16, 2020 - Aug 10, 2021	-19.79% Sep 10, 2004 - Sep 5, 2006
#5	-22.31% Sep 3, 2021 - Nov 8, 2021	-19.39% Aug 26, 2002 - May 6, 2003
#6	-14.93% Sep 2, 2020 - Oct 13, 2020	-17.03% Dec 1, 2015 - Nov 1, 2016
#7	-12.31% Oct 13, 2020 - Nov 6, 2020	-15.83% Aug 14, 2001 - Dec 10, 2001
#8	-10.66% Jun 26, 2020 - Aug 7, 2020	-14.75% Jan 9, 2004 - Jul 1, 2004
#9	-7.46% Jul 30, 2024 - Aug 23, 2024	-13.97% Nov 15, 2000 - Dec 28, 2000
#10	-5.97% Sep 19, 2024 - Oct 4, 2024	-12.04% Apr 15, 2002 - Jun 25, 2002
#11	-5.86% Oct 24, 2019 - Nov 7, 2019	-11.83% Aug 24, 2000 - Nov 1, 2000
#12	-5.20% Aug 18, 2021 - Aug 31, 2021	-11.64% May 4, 2017 - Sep 27, 2017
#13	-5.00% Nov 8, 2021 - Nov 12, 2021	-10.11% May 9, 2003 - Jun 4, 2003
#14	-3.45% Aug 30, 2024 - Sep 13, 2024	-8.81% Oct 20, 2017 - Mar 9, 2018
#15	-3.42% Oct 4, 2024 - Oct 10, 2024	-8.64% Dec 28, 2016 - Apr 25, 2017