Baldwin InsurancevsMorgan Stanley

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

Baldwin Insurance (BWIN) has a market value of $3.0B and Morgan Stanley (MS) $303B. Over the last year, with dividends, BWIN moved +15.2% and MS +14.7%. Dividend yield: BWIN none, MS 2.26%.

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

    MS$303B

    MS is 102 times BWIN

  • Revenue, 12 months

    BWIN$1.9B

    MS$80.2B

    MS is 43 times BWIN

  • Net income, 12 months

    BWIN-$121M

    MS$20.5B

  • Operating margin

    BWIN-9.0%

    MS–

  • ROIC

    BWIN-16.4%

    MS4.4%

    20.8 points apart

  • P/E

    BWIN–

    MS15.3

  • Dividend yield

    BWIN0.0%

    MS2.3%

    2.3 points apart

  • 5-year return

    BWIN-21.6%

    MS+123.5%

    145.1 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%

MS+123.5%

10020020222023202420252026
Returns by period
PeriodBWINWith dividendsMSWith dividends
1 year since November 12, 2025+15.2%Price +15.2%+14.7%Price +12.2%
3 years since November 13, 2023+60.3%+17.0% a yearPrice +60.2%+176.8%+40.4% a yearPrice +154.1%
5 years since November 12, 2021-21.6%-4.7% a yearPrice -21.6%+123.5%+17.5% a yearPrice +90.9%

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 InsuranceMSMorgan Stanley

Valuation

BWINMS
Valuation
Price$32.05$190.65
Market value$3.0B$303B
Enterprise value (EV)––
P/E–15.3
P/E, 5-year median–15.8
P/B3.52.6
EV/EBIT––
Free cash flow yield1.7%–

Results and growth

BWINMS
Results and growth
Revenue, 12 months$1.9B$80.2B
Net income, 12 months-$121M$20.5B
Free cash flow, 12 months$51M–
Earnings per share, 12 months-$1.41$12.60
Revenue growth, year on year8.3%14.4%
Revenue growth a year, past+27.6%over 4 years+7.7%over 5 years
EPS growth a year, past–+9.6%over 5 years

Margins and returns on capital

BWINMS
Margins and returns on capital
Gross margin––
Operating margin-9.0%–
Net margin-6.5%25.5%
ROIC-16.4%4.4%
ROE-15.4%18.0%

Balance sheet

BWINMS
Balance sheet
Cash$189M$244B
Total debt–$378B
Net debt / EBITDA––
Interest cover––

Dividends and buybacks

BWINMS
Dividends and buybacks
Dividend yield–2.3%
Dividend per share, 12 months–$4.30
Dividend growth a year, past––
Buyback yield–1.5%
Shareholder yield–3.8%

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 MS

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Which is bigger, Baldwin Insurance or Morgan Stanley?

By market value, Morgan Stanley ($303B) is about 101.6 times Baldwin Insurance ($3.0B), at today's prices.

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

Since November 12, 2021, BWIN's price moved -21.6% and MS's +90.9%. With dividends: BWIN -21.6% (-4.7% a year), MS +123.5% (+17.5% a year). Past returns do not predict future ones.

Which pays the higher dividend, BWIN or MS?

The dividend yield at today's price is none for Baldwin Insurance and 2.26% for Morgan Stanley. Over the last twelve months they paid – and $4.30 per share.

Which has the higher profit margins, Baldwin Insurance or Morgan Stanley?

Over the last twelve months, the net margin was -6.5% for Baldwin Insurance and 25.5% for Morgan Stanley, and the operating margin -9.0% and –. Revenue was $1.9B and $80.2B.

Which is the better investment, Baldwin Insurance or Morgan Stanley?

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.