WallStSmart

The Baldwin Insurance Group, Inc. (BWIN)vsWillis Towers Watson PLC (WTW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Willis Towers Watson PLC generates 481% more annual revenue ($10.10B vs $1.74B). WTW leads profitability with a 15.5% profit margin vs -4.7%. WTW earns a higher WallStSmart Score of 60/100 (C).

BWIN

Hold

39

out of 100

Grade: F

Growth: 6.7Profit: 2.5Value: 5.0Quality: 3.0
Piotroski: 3/9Altman Z: 0.65

WTW

Buy

60

out of 100

Grade: C

Growth: 4.0Profit: 7.5Value: 5.7Quality: 4.5
Piotroski: 4/9Altman Z: 0.91

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BWIN1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
30.1%10/10

Revenue surging 30.1% year-over-year

WTW1 strengths · Avg: 9.0/10
Return on EquityProfitability
20.4%9/10

Every $100 of equity generates 20 in profit

Areas to Watch

BWIN4 concerns · Avg: 2.5/10
Operating MarginProfitability
2.0%3/10

Operating margin of 2.0%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-4.7%2/10

ROE of -4.7% — below average capital efficiency

EPS GrowthGrowth
-90.0%2/10

Earnings declined 90.0%

WTW2 concerns · Avg: 2.0/10
EPS GrowthGrowth
-26.8%2/10

Earnings declined 26.8%

Altman Z-ScoreHealth
0.912/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BWIN

The strongest argument for BWIN centers on Revenue Growth. Revenue growth of 30.1% demonstrates continued momentum.

Bull Case : WTW

The strongest argument for WTW centers on Return on Equity. Profitability is solid with margins at 15.5% and operating margin at 17.6%. PEG of 1.08 suggests the stock is reasonably priced for its growth.

Bear Case : BWIN

The primary concerns for BWIN are Operating Margin, Piotroski F-Score, Return on Equity. Debt-to-equity of 3.04 is elevated, increasing financial risk.

Bear Case : WTW

The primary concerns for WTW are EPS Growth, Altman Z-Score.

Key Dynamics to Monitor

BWIN profiles as a hypergrowth stock while WTW is a mature play — different risk/reward profiles.

BWIN carries more volatility with a beta of 1.03 — expect wider price swings.

BWIN is growing revenue faster at 30.1% — sustainability is the question.

WTW generates stronger free cash flow (425M), providing more financial flexibility.

Bottom Line

WTW scores higher overall (60/100 vs 39/100), backed by strong 15.5% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

The Baldwin Insurance Group, Inc.

FINANCIAL SERVICES · INSURANCE BROKERS · USA

The Baldwin Insurance Group, Inc. is an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. The company is headquartered in Tampa, Florida.

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Willis Towers Watson PLC

FINANCIAL SERVICES · INSURANCE BROKERS · USA

Willis Towers Watson PLC (WTW) is a leading global advisory, broking, and solutions firm, dedicated to delivering innovative risk management, insurance, and consulting services across more than 140 countries. With a strong emphasis on advanced data analytics and technology, WTW provides tailored solutions to address critical issues in health, retirement, and talent management for a diverse client base, including multinational corporations and small businesses. The firm’s commitment to driving sustainable growth and enhancing client engagement positions it as a trusted partner in navigating complex market dynamics, further solidifying its status as an industry leader.

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