The Baldwin Insurance Group, Inc. vs Marsh & McLennan Companies, Inc., two Insurance Brokers stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where BWIN and MRSH diverge most: on operating margin, BWIN reads -19.0% and MRSH reads 23.1%; on net margin, BWIN reads -2.8% and MRSH reads 14.3%. The rest of the comparable metrics sit closer together. What MRSH's price implies is a bet that sits within the historical range (fee-earnings basis). The bull and bear cases for each are in their full reports below.
| Metric | BWIN | MRSH |
|---|---|---|
| Price | $26.48 | $178.25 |
| Market cap | $2.6B | $86.6B |
| Sector | Financial Services | Financial Services |
| Stage | Growth | Mature |
| P/E | — | 22.3 |
| P/B | 1.65 | 5.85 |
| P/S | 1.58 | 3.15 |
| EV/EBITDA | 61.9 | 16.8 |
| Revenue growth | +13.3% | +10.0% |
| Operating margin | -19.0% | 23.1% |
| Net margin | -2.8% | 14.3% |
| Return on equity | -2.9% | 26.5% |
| Return on assets | -0.8% | 6.7% |
| Dividend yield | — | 1.9% |
| Debt / equity | 1.40 | 1.44 |
| Current ratio | 1.08 | 1.11 |
| Piotroski F (quality) | 4 / 9 | 5 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.