BWIN vs WLY

Comparison between The Baldwin Insurance Group Inc - Class A (BWIN, Company) and John Wiley & Sons Inc - Class A (WLY, Company).

BWIN is from the Financial Services sector, while WLY is from the Communication Services sector.

5-Year PerformanceBWIN has outperformed WLY, delivering a return of -0.1% compared to -0.6%

BWIN vs WLY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BWIN(COMPANY)	WLY(COMPANY)
Market Cap	$2.33B	$2.32B
Max Drawdown	70.16%	59.34%
Sharpe Ratio	-0.74	0.33
5Y Beta	0.73	0.54
Industry	Insurance Brokers	Publishing
P/E Ratio	-297.66	10.51
Forward P/E	11.79	15.27
PEG Ratio	N/A	13.05
Dividend Yield	N/A	3.23%
5Y Dividends CAGR	N/A	5.28%
5Y EPS CAGR	N/A	13.55%
Debt to Equity	1.67%	80.57%
Free Cash Flow Yield	1.22%	9.01%
P/S Ratio	1.49	1.36
P/B Ratio	2.52	2.66

Market Cap

Winner

BWIN

$2.33B

WLY

$2.32B

Max Drawdown

BWIN

70.16%

Winner

WLY

59.34%

Sharpe Ratio

BWIN

-0.74

Winner

WLY

0.33

5Y Beta

BWIN

0.73

Winner

WLY

0.54

Industry

BWIN

Insurance Brokers

WLY

Publishing

P/E Ratio

Winner

BWIN

-297.66

WLY

10.51

Forward P/E

Winner

BWIN

11.79

WLY

15.27

PEG Ratio

BWIN

N/A

WLY

13.05

Dividend Yield

BWIN

N/A

WLY

3.23%

5Y Dividends CAGR

BWIN

N/A

WLY

5.28%

5Y EPS CAGR

BWIN

N/A

WLY

13.55%

Debt to Equity

Winner

BWIN

1.67%

WLY

80.57%

Free Cash Flow Yield

BWIN

1.22%

Winner

WLY

9.01%

P/S Ratio

BWIN

1.49

Winner

WLY

1.36

P/B Ratio

Winner

BWIN

2.52

WLY

2.66

BWIN vs WLY - Historical Returns

Returns include dividend reinvestment.

Period	BWIN	WLY
1 month	+37.93%	+13.33%
3 months	+20.94%	+27.12%
6 months	+2.42%	+58.03%
1 year	-38.09%	+10.76%
5 years(CAGR)	-0.14%	-0.57%
10 years(CAGR)	N/A	+2.92%
Max(CAGR)	+7.32%	+6.10%

Winner

BWIN

+37.93%

WLY

+13.33%

BWIN

+20.94%

Winner

WLY

+27.12%

BWIN

+2.42%

Winner

WLY

+58.03%

BWIN

-38.09%

Winner

WLY

+10.76%

5Y(CAGR)

Winner

BWIN

-0.14%

WLY

-0.57%

10Y(CAGR)

BWIN

N/A

WLY

+2.92%

Max(CAGR)

Winner

BWIN

+7.32%

WLY

+6.10%

BWIN vs WLY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BWIN	WLY
2026	+10.26%	+64.87%
2025	-35.52%	-26.27%
2024	+63.82%	+44.41%
2023	-3.88%	-19.48%
2022	-28.98%	-27.88%
2021	+24.95%	+28.49%
2020	+83.64%	-2.40%
2019	-1.95%	+4.97%
2018	N/A	-28.72%
2017	N/A	+23.41%
2016	N/A	+26.72%
2015	N/A	-21.80%
2014	N/A	+12.33%
2013	N/A	+41.70%
2012	N/A	-12.00%
2011	N/A	-1.43%
2010	N/A	+9.79%
2009	N/A	+13.29%
2008	N/A	-12.25%
2007	N/A	+12.66%
2006	N/A	+1.72%
2005	N/A	+14.36%
2004	N/A	+33.54%
2003	N/A	+8.70%
2002	N/A	+7.62%
2001	N/A	+11.29%
2000	N/A	+28.38%
1999	N/A	+0.23%

BWIN vs WLY 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 WLY was -53.94%, occurring on Oct 29, 2020. Recovery took 751 trading sessions.

The current BWIN drawdown is -52.58%. The current WLY drawdown is -12.95%.

Rank	BWIN	WLY
#1	-70.16% Oct 17, 2024 - Feb 13, 2026	-53.94% Jun 12, 2018 - Jun 7, 2021
#2	-58.02% Nov 15, 2021 - Jul 26, 2024	-51.88% Jun 8, 2021 - Oct 17, 2023
#3	-49.09% Nov 14, 2019 - Jun 26, 2020	-47.00% Jun 19, 2008 - Feb 11, 2011
#4	-28.76% Nov 16, 2020 - Aug 10, 2021	-36.92% Feb 26, 2015 - Dec 7, 2017
#5	-22.31% Sep 3, 2021 - Nov 8, 2021	-29.78% Jul 21, 2011 - Oct 29, 2013
#6	-14.93% Sep 2, 2020 - Oct 13, 2020	-28.81% Jun 29, 2000 - Feb 26, 2002
#7	-12.31% Oct 13, 2020 - Nov 6, 2020	-28.44% Apr 12, 2002 - Jul 8, 2003
#8	-10.66% Jun 26, 2020 - Aug 7, 2020	-28.34% Aug 25, 2005 - May 18, 2007
#9	-7.46% Jul 30, 2024 - Aug 23, 2024	-26.73% Jul 3, 2007 - Jun 5, 2008
#10	-5.97% Sep 19, 2024 - Oct 4, 2024	-24.80% Dec 3, 1999 - May 15, 2000
#11	-5.86% Oct 24, 2019 - Nov 7, 2019	-16.66% Jul 3, 2014 - Jan 26, 2015
#12	-5.20% Aug 18, 2021 - Aug 31, 2021	-13.99% Aug 19, 2003 - Mar 9, 2004
#13	-5.00% Nov 8, 2021 - Nov 12, 2021	-11.41% Nov 10, 1999 - Dec 2, 1999
#14	-3.45% Aug 30, 2024 - Sep 13, 2024	-9.73% Jan 24, 2018 - May 21, 2018
#15	-3.42% Oct 4, 2024 - Oct 10, 2024	-9.02% Jan 16, 2014 - Feb 24, 2014