Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

BWIN Relative to the S&P 500

BWIN Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the The Baldwin Insurance Group, Inc. (NASD:BWIN) seasonal charts above shows that a Buy Date of May 11 and a Sell Date of September 6 has resulted in a geometric average return of 56.42% above the benchmark rate of the S&P 500 Total Return Index over the past 5 years. This seasonal timeframe has shown positive results compared to the benchmark in 5 of those periods. This is an excellent rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 5 years by an average of 52.96% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

A word of caution: Only 5 years of data is available for shares of BWIN, perhaps insufficient to create a seasonal profile that accurately gauges the seasonal tendencies influencing the investment. Ideally, while 20 years is preferred, at least 10 years of data is required to perform a seasonal analysis that is considered to be reliable for future seasonal periods.

The Baldwin Insurance Group Inc is a United States-based insurance distribution firm. Its products include Business Insurance, Benefits Consulting, Reinsurance, Specialty MGA, Embedded Insurance., Personal insurance, etc.

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Stocks mentioned in this post: BWIN