BWIN vs ESTA

Comparison between The Baldwin Insurance Group Inc - Class A (BWIN, Company) and Establishment Labs Holdings Inc (ESTA, Company).

BWIN is from the Financial Services sector, while ESTA is from the Healthcare sector.

5-Year PerformanceESTA has outperformed BWIN, delivering a return of +1.6% compared to +1.3%

BWIN vs ESTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BWIN(COMPANY)	ESTA(COMPANY)
Market Cap	$2.67B	$2.68B
Max Drawdown	70.16%	75.42%
Sharpe Ratio	0.19	1.27
5Y Beta	0.69	1.78
Industry	Insurance Brokers	Medical Devices
P/E Ratio	-40.24	-60.79
Forward P/E	13.55	N/A
5Y EPS CAGR	N/A	5.23%
Debt to Equity	1.82%	1681.61%
Free Cash Flow Yield	3.40%	-1.55%
P/S Ratio	1.60	11.70
P/B Ratio	3.04	184.23

Market Cap

BWIN

$2.67B

Winner

ESTA

$2.68B

Max Drawdown

Winner

BWIN

70.16%

ESTA

75.42%

Sharpe Ratio

BWIN

0.19

Winner

ESTA

1.27

5Y Beta

Winner

BWIN

0.69

ESTA

1.78

Industry

BWIN

Insurance Brokers

ESTA

Medical Devices

P/E Ratio

BWIN

-40.24

Winner

ESTA

-60.79

Forward P/E

BWIN

13.55

ESTA

N/A

5Y EPS CAGR

BWIN

N/A

ESTA

5.23%

Debt to Equity

Winner

BWIN

1.82%

ESTA

1681.61%

Free Cash Flow Yield

Winner

BWIN

3.40%

ESTA

-1.55%

P/S Ratio

Winner

BWIN

1.60

ESTA

11.70

P/B Ratio

Winner

BWIN

3.04

ESTA

184.23

BWIN vs ESTA - Historical Returns

Returns include dividend reinvestment.

Period	BWIN	ESTA
1 month	+8.21%	-14.96%
3 months	+40.80%	+7.48%
6 months	+50.95%	+12.55%
1 year	-3.84%	+115.29%
5 years(CAGR)	+1.33%	+1.61%
10 years(CAGR)	N/A	+15.22%
Max(CAGR)	+9.09%	+15.22%

Winner

BWIN

+8.21%

ESTA

-14.96%

Winner

BWIN

+40.80%

ESTA

+7.48%

Winner

BWIN

+50.95%

ESTA

+12.55%

BWIN

-3.84%

Winner

ESTA

+115.29%

5Y(CAGR)

BWIN

+1.33%

Winner

ESTA

+1.61%

10Y(CAGR)

BWIN

N/A

ESTA

+15.22%

Max(CAGR)

BWIN

+9.09%

Winner

ESTA

+15.22%

BWIN vs ESTA - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	BWIN	ESTA
2026	+24.22%	+12.46%
2025	-35.52%	+60.95%
2024	+63.82%	+73.26%
2023	-3.88%	-58.72%
2022	-28.98%	-3.88%
2021	+24.95%	+87.75%
2020	+83.64%	+35.69%
2019	-1.95%	-1.21%
2018	N/A	+10.79%

BWIN vs ESTA 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 ESTA was -75.42%, occurring on Nov 10, 2023. Recovery took 1250 trading sessions.

The current BWIN drawdown is -46.57%. The current ESTA drawdown is -19.06%.

Rank	BWIN	ESTA
#1	-70.16% Oct 17, 2024 - Feb 13, 2026	-75.42% Jul 1, 2021 - Jun 25, 2026
#2	-58.02% Nov 15, 2021 - Jul 26, 2024	-73.91% Jan 9, 2020 - Dec 4, 2020
#3	-49.09% Nov 14, 2019 - Jun 26, 2020	-38.73% Mar 20, 2019 - Jan 3, 2020
#4	-28.76% Nov 16, 2020 - Aug 10, 2021	-25.35% Sep 4, 2018 - Mar 20, 2019
#5	-22.31% Sep 3, 2021 - Nov 8, 2021	-23.33% Feb 23, 2021 - Apr 23, 2021
#6	-14.93% Sep 2, 2020 - Oct 13, 2020	-19.06% Jul 21, 2026 - Aug 7, 2026
#7	-12.31% Oct 13, 2020 - Nov 6, 2020	-13.68% Apr 27, 2021 - May 24, 2021
#8	-10.66% Jun 26, 2020 - Aug 7, 2020	-8.56% Jul 23, 2018 - Aug 13, 2018
#9	-7.46% Jul 30, 2024 - Aug 23, 2024	-8.19% Aug 13, 2018 - Aug 30, 2018
#10	-5.97% Sep 19, 2024 - Oct 4, 2024	-6.74% Jan 19, 2021 - Jan 22, 2021
#11	-5.86% Oct 24, 2019 - Nov 7, 2019	-6.40% May 28, 2021 - Jun 16, 2021
#12	-5.20% Aug 18, 2021 - Aug 31, 2021	-6.29% Jan 25, 2021 - Feb 4, 2021
#13	-5.00% Nov 8, 2021 - Nov 12, 2021	-5.43% Jul 6, 2026 - Jul 16, 2026
#14	-3.45% Aug 30, 2024 - Sep 13, 2024	-4.36% Dec 31, 2020 - Jan 6, 2021
#15	-3.42% Oct 4, 2024 - Oct 10, 2024	-4.19% Jun 17, 2021 - Jun 23, 2021