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IRC 162(m) at other companies

Veeva Systems logo
Veeva SystemsVEEV
1.2%
Columbia Financial, Inc. logo
Columbia Financial, Inc.CLBK
-$9.75K+92.3%
Columbia Financial, Inc. logo
Columbia Financial, Inc.CLBK
-0.1%-3.2pp
AvePoint, Inc. logo
AvePoint, Inc.AVPT
$382.25K-15.6%
AvePoint, Inc. logo
AvePoint, Inc.AVPT
3.8%
Veeva Systems logo
Veeva SystemsVEEV
$3.63M

Other financials

Income statement

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Revenue$532.2M+28.7%
Operating income-$101.3M-281%
Net income$2.3M-83.2%
EPS (diluted)$0.02-90.0%

Balance sheet

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Cash & equivalents$456.1M+52.5%
Total debt$2.3B+42.5%
Total equity$963.9M+55.6%
Total assets$5.9B+67.5%

Cash flow

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Operating cash flow-$6.1M+90.5%
CapEx$12.7M+41.8%
Free cash flow-$18.7M+74.3%

Valuation

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Market cap$2.38B-30.3%
Enterprise value$4.19B-9.3%
P/S1.5×-0.9×

Profitability

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Operating margin5.9%+3.2pp
Net margin-2.8%+0.9pp
FCF margin-0.4%

Returns & leverage

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Return on equity-5.7%+0.5pp
Debt / equity2.4×-0.2×
Current ratio1.1×0.0×

Where this comes from

Reported directly by The Baldwin Insurance Group, Inc. in its filing.

Tagged under the XBRL concept bwin:EffectiveIncomeTaxRateReconciliationNondeductibleExpenseEmployeeBasedCompensationAmount.

The official record: The Baldwin Insurance Group, Inc.’s 10-K, filed February 26, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is The Baldwin Insurance Group, Inc.'s IRC 162(m)?
The Baldwin Insurance Group, Inc. (BWIN) reported IRC 162(m) of $38.75K in Q4 2024.
How has The Baldwin Insurance Group, Inc.'s IRC 162(m) changed year-over-year?
The Baldwin Insurance Group, Inc.'s IRC 162(m) decreased by 84.3% year-over-year, from $246.75K to $38.75K.
What is the long-term trend for The Baldwin Insurance Group, Inc.'s IRC 162(m)?
Over 2 years (2022 to 2024), The Baldwin Insurance Group, Inc.'s IRC 162(m) has grown at a 1.0% compound annual growth rate (CAGR), from $152K to $155K.
What does IRC 162(m) mean?
Reflects the impact of non-deductible executive compensation expenses on the company's effective tax rate, specifically related to limitations on tax deductions for high-earning individuals. This metric highlights the tax inefficiency caused by compensation structures that do not qualify for federal tax deductions. Lower values are preferred as they indicate higher tax-deductible compensation efficiency.