Baldwin InsurancevsJP Morgan Chase & Co.

BWIN and JPM stock compared: price, dividend, valuation and results, from SEC filings.

Baldwin Insurance (BWIN) has a market value of $3.0B and JP Morgan Chase & Co. (JPM) $934B. Over the last year, with dividends, BWIN moved +15.2% and JPM +10.1%. Dividend yield: BWIN none, JPM 1.78%.

At a glance

The main figures of both. A bar only shows which number is larger, not which is better.

  • Market value

    BWIN$3.0B

    JPM$934B

    JPM is 313 times BWIN

  • Revenue, 12 months

    BWIN$1.9B

    JPM$203B

    JPM is 110 times BWIN

  • Net income, 12 months

    BWIN-$121M

    JPM$66.0B

  • Operating margin

    BWIN-9.0%

    JPM–

  • ROIC

    BWIN-16.4%

    JPM15.1%

    31.5 points apart

  • P/E

    BWIN–

    JPM14.5

  • Dividend yield

    BWIN0.0%

    JPM1.8%

    1.8 points apart

  • 5-year return

    BWIN-21.6%

    JPM+135.0%

    156.6 points apart

A fainter bar means a negative number. The 5-year return includes dividends.

The price over time

Both start at 100 at the beginning of the period, so the lines show how much each changed. With dividends means each dividend buys more shares.

BWIN-21.6%

JPM+135.0%

10020020222023202420252026
Returns by period
PeriodBWINWith dividendsJPMWith dividends
1 year since November 12, 2025+15.2%Price +15.2%+10.1%Price +8.0%
3 years since November 13, 2023+60.3%+17.0% a yearPrice +60.2%+153.1%+36.3% a yearPrice +137.5%
5 years since November 12, 2021-21.6%-4.7% a yearPrice -21.6%+135.0%+18.6% a yearPrice +107.5%

Each cell: the total return with dividends, its yearly rate, and the price change alone. Before taxes and costs. Past returns do not predict future ones.

Every figure

As on each company's page. A description, not a recommendation: no one figure says which is better.

BWINBaldwin InsuranceJPMJP Morgan Chase & Co.

Valuation

BWINJPM
Valuation
Price$32.05$346.19
Market value$3.0B$934B
Enterprise value (EV)––
P/E–14.5
P/E, 5-year median–11.1
P/B3.52.7
EV/EBIT––
Free cash flow yield1.7%–

Results and growth

BWINJPM
Results and growth
Revenue, 12 months$1.9B$203B
Net income, 12 months-$121M$66.0B
Free cash flow, 12 months$51M–
Earnings per share, 12 months-$1.41$23.85
Revenue growth, year on year8.3%2.8%
Revenue growth a year, past+27.6%over 4 years+8.8%over 5 years
EPS growth a year, past–+17.7%over 5 years

Margins and returns on capital

BWINJPM
Margins and returns on capital
Gross margin––
Operating margin-9.0%–
Net margin-6.5%32.5%
ROIC-16.4%15.1%
ROE-15.4%18.0%

Balance sheet

BWINJPM
Balance sheet
Cash$189M$1.11T
Total debt–$531B
Net debt / EBITDA––
Interest cover––

Dividends and buybacks

BWINJPM
Dividends and buybacks
Dividend yield–1.8%
Dividend per share, 12 months–$6.15
Dividend growth a year, past–+10.0%over 5 years
Buyback yield–3.4%
Shareholder yield–5.2%

Last 12 months from the latest 10-Q and 10-K. Value, P/E and yields at today's price. A dash means the figure does not exist or did not pass our checks.

Questions: BWIN or JPM

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Which is bigger, Baldwin Insurance or JP Morgan Chase & Co.?

By market value, JP Morgan Chase & Co. ($934B) is about 313.5 times Baldwin Insurance ($3.0B), at today's prices.

How did BWIN and JPM stock do over the last 5 years?

Since November 12, 2021, BWIN's price moved -21.6% and JPM's +107.5%. With dividends: BWIN -21.6% (-4.7% a year), JPM +135.0% (+18.6% a year). Past returns do not predict future ones.

Which pays the higher dividend, BWIN or JPM?

The dividend yield at today's price is none for Baldwin Insurance and 1.78% for JP Morgan Chase & Co.. Over the last twelve months they paid – and $6.15 per share.

Which has the higher profit margins, Baldwin Insurance or JP Morgan Chase & Co.?

Over the last twelve months, the net margin was -6.5% for Baldwin Insurance and 32.5% for JP Morgan Chase & Co., and the operating margin -9.0% and –. Revenue was $1.9B and $203B.

Which is the better investment, Baldwin Insurance or JP Morgan Chase & Co.?

The page does not answer that and does not suggest buying or selling. It puts the two companies' numbers side by side, from their SEC filings, for you to read and form your own view. The decision depends on your goals and situation.

Other comparisons

With each of the two, and with the largest in its sector.

Related pages

The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.

Descriptive data from SEC filings and market prices.