BWIN vs OXSQH

Comparison between The Baldwin Insurance Group Inc - Class A (BWIN, Company) and Oxford Square Capital Corp (OXSQH, Company).

BWIN vs OXSQH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BWIN(COMPANY)	OXSQH(COMPANY)
Market Cap	$2.36B	$2.35B
Max Drawdown	70.16%	3.89%
Sharpe Ratio	-0.46	0.95
5Y Beta	0.68	0.07
Industry	Insurance Brokers	N/A
P/E Ratio	-301.61	-64.19
Forward P/E	12.76	N/A
Dividend Yield	N/A	1.68%
Debt to Equity	1.67%	0.00%
Free Cash Flow Yield	1.21%	-1.45%
P/S Ratio	1.51	N/A
P/B Ratio	2.65	N/A

Market Cap

Winner

BWIN

$2.36B

OXSQH

$2.35B

Max Drawdown

BWIN

70.16%

Winner

OXSQH

3.89%

Sharpe Ratio

BWIN

-0.46

Winner

OXSQH

0.95

5Y Beta

BWIN

0.68

Winner

OXSQH

0.07

Industry

BWIN

Insurance Brokers

OXSQH

N/A

P/E Ratio

Winner

BWIN

-301.61

OXSQH

-64.19

Forward P/E

BWIN

12.76

OXSQH

N/A

Dividend Yield

BWIN

N/A

OXSQH

1.68%

Debt to Equity

BWIN

1.67%

Winner

OXSQH

0.00%

Free Cash Flow Yield

Winner

BWIN

1.21%

OXSQH

-1.45%

P/S Ratio

BWIN

1.51

OXSQH

N/A

P/B Ratio

BWIN

2.65

OXSQH

N/A

BWIN vs OXSQH - Historical Returns

Returns include dividend reinvestment.

Period	BWIN	OXSQH
1 month	+6.15%	+2.08%
3 months	+2.41%	+3.14%
6 months	+3.02%	+3.61%
1 year	-37.21%	+9.65%
5 years(CAGR)	-0.50%	N/A
Max(CAGR)	+7.03%	+10.24%

Winner

BWIN

+6.15%

OXSQH

+2.08%

BWIN

+2.41%

Winner

OXSQH

+3.14%

BWIN

+3.02%

Winner

OXSQH

+3.61%

BWIN

-37.21%

Winner

OXSQH

+9.65%

5Y(CAGR)

BWIN

-0.50%

OXSQH

N/A

Max(CAGR)

BWIN

+7.03%

Winner

OXSQH

+10.24%

BWIN vs OXSQH - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	BWIN	OXSQH
2026	+8.87%	+4.83%
2025	-35.52%	+4.60%
2024	+63.82%	N/A
2023	-3.88%	N/A
2022	-28.98%	N/A
2021	+24.95%	N/A
2020	+83.64%	N/A
2019	-1.95%	N/A

BWIN vs OXSQH 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 OXSQH was -3.61%, occurring on Mar 24, 2026. Recovery took 52 trading sessions.

The current BWIN drawdown is -53.17%. The current OXSQH drawdown is -0.30%.

Rank	BWIN	OXSQH
#1	-70.16% Oct 17, 2024 - Feb 13, 2026	-3.61% Feb 17, 2026 - May 1, 2026
#2	-58.02% Nov 15, 2021 - Jul 26, 2024	-2.32% May 7, 2026 - Jul 6, 2026
#3	-49.09% Nov 14, 2019 - Jun 26, 2020	-1.23% Oct 29, 2025 - Dec 12, 2025
#4	-28.76% Nov 16, 2020 - Aug 10, 2021	-1.18% Dec 19, 2025 - Jan 5, 2026
#5	-22.31% Sep 3, 2021 - Nov 8, 2021	-1.13% Oct 6, 2025 - Oct 22, 2025
#6	-14.93% Sep 2, 2020 - Oct 13, 2020	-1.10% May 1, 2026 - May 7, 2026
#7	-12.31% Oct 13, 2020 - Nov 6, 2020	-0.97% Jul 15, 2026 - Jul 21, 2026
#8	-10.66% Jun 26, 2020 - Aug 7, 2020	-0.86% Jan 9, 2026 - Jan 21, 2026
#9	-7.46% Jul 30, 2024 - Aug 23, 2024	-0.83% Dec 12, 2025 - Dec 18, 2025
#10	-5.97% Sep 19, 2024 - Oct 4, 2024	-0.82% Sep 29, 2025 - Oct 6, 2025
#11	-5.86% Oct 24, 2019 - Nov 7, 2019	-0.79% Feb 9, 2026 - Feb 13, 2026
#12	-5.20% Aug 18, 2021 - Aug 31, 2021	-0.66% Jul 9, 2026 - Jul 15, 2026
#13	-5.00% Nov 8, 2021 - Nov 12, 2021	-0.47% Jan 26, 2026 - Feb 6, 2026
#14	-3.45% Aug 30, 2024 - Sep 13, 2024	-0.43% Sep 23, 2025 - Sep 29, 2025
#15	-3.42% Oct 4, 2024 - Oct 10, 2024	-0.35% Jan 6, 2026 - Jan 9, 2026

Correlation

Correlation between BWIN and OXSQH is -0.49 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.49

-101