BWIN vs HE

Comparison between The Baldwin Insurance Group Inc - Class A (BWIN, Company) and Hawaiian Electric Industries Inc (HE, Company).

BWIN is from the Financial Services sector, while HE is from the Utilities sector.

5-Year PerformanceBWIN has outperformed HE, delivering a return of -0.5% compared to -19.1%

BWIN vs HE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BWIN(COMPANY)	HE(COMPANY)
Market Cap	$2.36B	$2.35B
Max Drawdown	70.16%	85.48%
Sharpe Ratio	-0.46	0.74
5Y Beta	0.68	0.49
Industry	Insurance Brokers	Utilities - Regulated Electric
P/E Ratio	-301.61	18.10
Forward P/E	12.76	12.84
PEG Ratio	N/A	2.33
5Y Dividends CAGR	N/A	7.50%
5Y EPS CAGR	N/A	-6.60%
Debt to Equity	1.67%	146.91%
Free Cash Flow Yield	1.21%	1.89%
P/S Ratio	1.51	0.76
P/B Ratio	2.65	1.43

Market Cap

Winner

BWIN

$2.36B

$2.35B

Max Drawdown

Winner

BWIN

70.16%

85.48%

Sharpe Ratio

BWIN

-0.46

Winner

0.74

5Y Beta

BWIN

0.68

Winner

0.49

Industry

BWIN

Insurance Brokers

Utilities - Regulated Electric

P/E Ratio

Winner

BWIN

-301.61

18.10

Forward P/E

Winner

BWIN

12.76

12.84

PEG Ratio

BWIN

N/A

2.33

5Y Dividends CAGR

BWIN

N/A

7.50%

5Y EPS CAGR

BWIN

N/A

-6.60%

Debt to Equity

Winner

BWIN

1.67%

146.91%

Free Cash Flow Yield

BWIN

1.21%

Winner

1.89%

P/S Ratio

BWIN

1.51

Winner

0.76

P/B Ratio

BWIN

2.65

Winner

1.43

BWIN vs HE - Historical Returns

Returns include dividend reinvestment.

Period	BWIN	HE
1 month	+6.15%	+3.12%
3 months	+2.41%	-12.03%
6 months	+3.02%	-8.21%
1 year	-37.21%	+24.59%
5 years(CAGR)	-0.50%	-19.15%
10 years(CAGR)	N/A	-5.53%
Max(CAGR)	+7.03%	+3.60%

Winner

BWIN

+6.15%

+3.12%

Winner

BWIN

+2.41%

-12.03%

Winner

BWIN

+3.02%

-8.21%

BWIN

-37.21%

Winner

+24.59%

5Y(CAGR)

Winner

BWIN

-0.50%

-19.15%

10Y(CAGR)

BWIN

N/A

-5.53%

Max(CAGR)

Winner

BWIN

+7.03%

+3.60%

BWIN vs HE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BWIN	HE
2026	+8.87%	+7.13%
2025	-35.52%	+30.16%
2024	+63.82%	-36.82%
2023	-3.88%	-64.50%
2022	-28.98%	+4.94%
2021	+24.95%	+23.68%
2020	+83.64%	-20.44%
2019	-1.95%	+35.50%
2018	N/A	+6.66%
2017	N/A	+14.06%
2016	N/A	+19.37%
2015	N/A	-10.31%
2014	N/A	+37.86%
2013	N/A	+5.63%
2012	N/A	+1.01%
2011	N/A	+21.50%
2010	N/A	+15.07%
2009	N/A	+0.82%
2008	N/A	+3.25%
2007	N/A	-12.51%
2006	N/A	+8.36%
2005	N/A	-5.14%
2004	N/A	+28.96%
2003	N/A	+12.78%
2002	N/A	+14.99%
2001	N/A	+17.61%
2000	N/A	+42.83%
1999	N/A	-13.16%

BWIN vs HE 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 HE was -83.26%, occurring on Jul 8, 2024. This drawdown has not yet recovered.

The current BWIN drawdown is -53.17%. The current HE drawdown is -70.73%.

Rank	BWIN	HE
#1	-70.16% Oct 17, 2024 - Feb 13, 2026	-83.26% Mar 18, 2020 - Jul 8, 2024
#2	-58.02% Nov 15, 2021 - Jul 26, 2024	-56.84% Sep 29, 2008 - Apr 1, 2011
#3	-49.09% Nov 14, 2019 - Jun 26, 2020	-25.49% May 8, 2002 - Oct 21, 2002
#4	-28.76% Nov 16, 2020 - Aug 10, 2021	-25.16% Aug 1, 2006 - May 12, 2008
#5	-22.31% Sep 3, 2021 - Nov 8, 2021	-20.29% Feb 14, 2020 - Mar 18, 2020
#6	-14.93% Sep 2, 2020 - Oct 13, 2020	-19.48% Jan 29, 2015 - May 4, 2016
#7	-12.31% Oct 13, 2020 - Nov 6, 2020	-18.79% May 12, 2011 - Oct 27, 2011
#8	-10.66% Jun 26, 2020 - Aug 7, 2020	-17.72% Nov 4, 2002 - May 27, 2003
#9	-7.46% Jul 30, 2024 - Aug 23, 2024	-17.26% Nov 30, 2017 - Oct 30, 2018
#10	-5.97% Sep 19, 2024 - Oct 4, 2024	-16.78% Jun 29, 2016 - Dec 19, 2016
#11	-5.86% Oct 24, 2019 - Nov 7, 2019	-16.74% Nov 3, 1999 - Apr 13, 2000
#12	-5.20% Aug 18, 2021 - Aug 31, 2021	-16.37% May 11, 2000 - Dec 26, 2000
#13	-5.00% Nov 8, 2021 - Nov 12, 2021	-16.05% Feb 4, 2005 - Jun 29, 2006
#14	-3.45% Aug 30, 2024 - Sep 13, 2024	-15.92% Jul 18, 2012 - Apr 30, 2013
#15	-3.42% Oct 4, 2024 - Oct 10, 2024	-14.36% Apr 30, 2013 - Sep 22, 2014

Correlation

Correlation between BWIN and HE is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.40

-101