Analyzing The Baldwin Insurance Group (NASDAQ:BWIN) & Reliance Global Group (NASDAQ:RELIW)

Reliance Global Group (NASDAQ:RELIW) and The Baldwin Insurance Group (NASDAQ:BWIN) are both financial services companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, analyst recommendations, dividends, profitability, risk, institutional ownership and earnings.

Analyst Ratings

This is a summary of current recommendations and price targets for Reliance Global Group and The Baldwin Insurance Group, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Reliance Global Group	0	0	0	0	N/A
The Baldwin Insurance Group	0	2	4	1	2.86

The Baldwin Insurance Group has a consensus target price of $47.67, suggesting a potential upside of 3.24%. Given The Baldwin Insurance Group’s higher probable upside, analysts plainly believe The Baldwin Insurance Group is more favorable than Reliance Global Group.

Insider and Institutional Ownership

70.4% of The Baldwin Insurance Group shares are held by institutional investors. 20.1% of The Baldwin Insurance Group shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Earnings and Valuation

This table compares Reliance Global Group and The Baldwin Insurance Group”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Reliance Global Group	$13.91 million	N/A	N/A	N/A	N/A
The Baldwin Insurance Group	$1.30 billion	4.17	-$90.14 million	($0.80)	-57.71

Reliance Global Group has higher earnings, but lower revenue than The Baldwin Insurance Group.

Profitability

This table compares Reliance Global Group and The Baldwin Insurance Group’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Reliance Global Group	N/A	N/A	N/A
The Baldwin Insurance Group	-3.67%	10.46%	3.12%

Summary

The Baldwin Insurance Group beats Reliance Global Group on 8 of the 9 factors compared between the two stocks.

About Reliance Global Group

Reliance Global Group, Inc. focuses in the acquisition and management of wholesale and retail insurance agencies in the United States. It provides agency services for insurance products in the healthcare and Medicare, personal and commercial, trucking, property and casualty, and insurance brokerage. The company was formerly known as Ethos Media Network, Inc. and changed its name to Reliance Global Group, Inc. in October 2018. Reliance Global Group, Inc. was incorporated in 2013 and is headquartered in Lakewood, New Jersey.

About The Baldwin Insurance Group

The Baldwin Insurance Group, Inc. operates as an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. It operates through three segments: Insurance Advisory Solutions; Underwriting, Capacity & Technology Solutions; and Mainstreet Insurance Solutions. The Insurance Advisory Solutions segment provides commercial risk management, employee benefits, and private risk management solutions for businesses and high-net-worth individuals, as well as their families. The Underwriting, Capacity & Technology Solutions segment offers Future platform, that manufactures technology-enabled insurance products suite comprises personal, commercial, and specialty lines; specialty wholesale broker business that delivers professionals, individuals, and niche industry businesses; and reinsurance brokerage services. The Mainstreet Insurance Solutions segment provides personal insurance, commercial insurance, and life and health solutions to individuals and businesses in communities. The company was formerly known as BRP Group, Inc. and changed its name to The Baldwin Insurance Group, Inc. in May 2024. The Baldwin Insurance Group, Inc. was founded in 2011 and is headquartered in Tampa, Florida.