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Brown & Brown, Inc. BRO

Financial Services · Insurance Brokers · United States · S&P 500

57
Profitability
50
Growth
83
Valuation
90
Financial strength
—
Momentum
4

Based on the available data, Brown & Brown, Inc. gets an algorithmic score of 57/100. It trades at 60.60 $, with a bearish technical trend (RSI 28.8) and 31.2% annual volatility.

Updated: 2026-09-30

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Strengths

  • Sustained revenue growth (17.4% compound annual).
  • Attractive free-cash-flow yield (6.8%).
  • Low beta (0.27): defensive profile.

Weaknesses

  • —

Fundamentals

P/E19.36
Forward P/E12.56
PEG1.51
P/B1.59
EV/EBITDA9.49
P/S3.04
ROE %10.02
ROA %5.38
Gross margin %56.28
Operating margin %41.84
Net margin %18.08
Revenue growth % (y/y)32.40
Earnings growth % (y/y)7.10
Revenue CAGR %17.38
Earnings CAGR %16.19
Debt/Equity %63.98
Current ratio1.13
FCF yield %6.82
Dividend yield %1.09
Payout %20.61

Returns

1 month-17.3 %
3 months-5.3 %
6 months-6.7 %
YTD-21.3 %
1 year-34.8 %
3 years-14.3 %
5 years+10.9 %

Risk

1-year volatility31.2 %
Beta0.27
5-year max drawdown-55.9 %
Sharpe 1A-1.34

Macroeconomic context

Benefits from high rates and a positive curve (net interest margin). Sensitive to credit quality and the cycle: loan-loss provisions rise in recessions. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.

How the score is calculated

The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.

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