Baldwin Insurance (BWIN) Return on Invested Capital [ROIC] (2019 - 2026)
Baldwin Insurance's Return on Invested Capital [ROIC] came in at -1.58% for Q2 2026, down 5.27 percentage points from 3.69% a year earlier and down 0.63 percentage points from the prior quarter.
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Analysis
Baldwin Insurance (BWIN) Return on Invested Capital [ROIC] (2019 - 2026) Analysis & Trends
For FY2025, Baldwin Insurance's Return on Invested Capital [ROIC] was 2.92%, up 0.16 percentage points from FY2024.
- Return on Invested Capital [ROIC] carries a five-year change of +5.98 percentage points (FY2020 to FY2025).
- Going back by year, Return on Invested Capital [ROIC] was 2.76% in FY2024 (+4.92 pp), -2.16% in FY2023 (-0.61 pp), -1.55% in FY2022 (+0.42 pp) and -1.97% in FY2021 (+1.10 pp).
- The Q2 2026 figure represents the lowest quarterly Return on Invested Capital [ROIC] since Q4 2023.
- Year-over-year, Return on Invested Capital [ROIC] increased in six of the last eight quarters, with an average year-over-year change of +1.14 percentage points.
- The fastest year-over-year change in Return on Invested Capital [ROIC] over five years came in Q2 2024 (a gain of 6.62 percentage points), and the weakest in Q2 2023 (a drop of 6.18 percentage points).
- Business Quant data shows BWIN's Return on Invested Capital [ROIC] at -0.96% (Q1 2026), 2.77% (Q4 2025) and 3.12% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,168.75 Bn | -248.72 Bn | 55.86 Bn | -10.42% |
| 2 | Chubb | 136.94 Bn | 89.00 Bn | 9.13 Bn | -9.62% |
| 3 | Progressive | 132.57 Bn | 108.40 Bn | 9.04 Bn | -78.36% |
| 4 | Marsh & Mclennan Companies | 93.82 Bn | 86.22 Bn | - | 13.08% |
| 5 | Travelers Companies | 83.08 Bn | 59.33 Bn | 6.23 Bn | -27.73% |
| 6 | Manulife Financial | 75.37 Bn | -18.34 Bn | - | - |
| 7 | Arthur J. Gallagher | 68.71 Bn | 63.14 Bn | - | 5.67% |
| 8 | Aon | 64.39 Bn | 57.63 Bn | - | 14.78% |
| 9 | Allstate | 64.30 Bn | 25.55 Bn | 8.73 Bn | -37.39% |
| 10 | Baldwin Insurance | 4.46 Bn | 4.45 Bn | - | -1.48% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -1.48% |
| Mar 31, 2026 | -0.91% |
| Dec 31, 2025 | 2.68% |
| Sep 30, 2025 | 3.02% |
| Jun 30, 2025 | 3.61% |
| Mar 31, 2025 | 3.33% |
| Dec 31, 2024 | 2.50% |
| Sep 30, 2024 | 1.49% |
| Jun 30, 2024 | 0.87% |
| Mar 31, 2024 | -0.51% |
| Dec 31, 2023 | -1.81% |
| Sep 30, 2023 | -3.34% |
| Jun 30, 2023 | -4.55% |
| Mar 31, 2023 | -2.76% |
| Dec 31, 2022 | -1.24% |
| Sep 30, 2022 | -0.10% |
| Jun 30, 2022 | 0.43% |
| Mar 31, 2022 | -1.37% |
| Dec 31, 2021 | -1.66% |
| Sep 30, 2021 | -0.50% |
API Access
Baldwin Insurance Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=BWIN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "BWIN", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=BWIN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();