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AON vs. BRO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AON and BRO is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

AON vs. BRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aon plc (AON) and Brown & Brown, Inc. (BRO). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

AON:

1.17

BRO:

1.21

Sortino Ratio

AON:

1.83

BRO:

1.69

Omega Ratio

AON:

1.26

BRO:

1.25

Calmar Ratio

AON:

1.37

BRO:

2.05

Martin Ratio

AON:

4.91

BRO:

5.51

Ulcer Index

AON:

5.44%

BRO:

4.91%

Daily Std Dev

AON:

21.45%

BRO:

21.45%

Max Drawdown

AON:

-67.38%

BRO:

-54.08%

Current Drawdown

AON:

-11.39%

BRO:

-10.05%

Fundamentals

Market Cap

AON:

$77.43B

BRO:

$31.69B

EPS

AON:

$11.55

BRO:

$3.59

PE Ratio

AON:

31.05

BRO:

30.80

PEG Ratio

AON:

1.71

BRO:

4.41

PS Ratio

AON:

4.73

BRO:

6.52

PB Ratio

AON:

10.86

BRO:

4.55

Total Revenue (TTM)

AON:

$16.36B

BRO:

$4.84B

Gross Profit (TTM)

AON:

$7.71B

BRO:

$2.22B

EBITDA (TTM)

AON:

$5.14B

BRO:

$1.76B

Returns By Period

In the year-to-date period, AON achieves a 1.16% return, which is significantly lower than BRO's 9.86% return. Over the past 10 years, AON has underperformed BRO with an annualized return of 14.68%, while BRO has yielded a comparatively higher 22.52% annualized return.


AON

YTD

1.16%

1M

-2.72%

6M

-4.20%

1Y

24.91%

5Y*

14.50%

10Y*

14.68%

BRO

YTD

9.86%

1M

-5.79%

6M

1.84%

1Y

25.71%

5Y*

25.66%

10Y*

22.52%

*Annualized

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Risk-Adjusted Performance

AON vs. BRO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AON
The Risk-Adjusted Performance Rank of AON is 8686
Overall Rank
The Sharpe Ratio Rank of AON is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of AON is 8383
Sortino Ratio Rank
The Omega Ratio Rank of AON is 8484
Omega Ratio Rank
The Calmar Ratio Rank of AON is 8888
Calmar Ratio Rank
The Martin Ratio Rank of AON is 8686
Martin Ratio Rank

BRO
The Risk-Adjusted Performance Rank of BRO is 8686
Overall Rank
The Sharpe Ratio Rank of BRO is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of BRO is 8181
Sortino Ratio Rank
The Omega Ratio Rank of BRO is 8282
Omega Ratio Rank
The Calmar Ratio Rank of BRO is 9393
Calmar Ratio Rank
The Martin Ratio Rank of BRO is 8888
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AON vs. BRO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Aon plc (AON) and Brown & Brown, Inc. (BRO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current AON Sharpe Ratio is 1.17, which is comparable to the BRO Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of AON and BRO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

AON vs. BRO - Dividend Comparison

AON's dividend yield for the trailing twelve months is around 0.77%, more than BRO's 0.52% yield.


TTM20242023202220212020201920182017201620152014
AON
Aon plc
0.77%0.74%0.83%0.73%0.66%0.84%0.83%1.07%1.05%1.16%1.25%0.98%
BRO
Brown & Brown, Inc.
0.52%0.53%0.67%0.74%0.54%0.73%0.82%1.11%1.08%1.12%1.41%1.25%

Drawdowns

AON vs. BRO - Drawdown Comparison

The maximum AON drawdown since its inception was -67.38%, which is greater than BRO's maximum drawdown of -54.08%. Use the drawdown chart below to compare losses from any high point for AON and BRO. For additional features, visit the drawdowns tool.


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Volatility

AON vs. BRO - Volatility Comparison

Aon plc (AON) has a higher volatility of 10.94% compared to Brown & Brown, Inc. (BRO) at 9.72%. This indicates that AON's price experiences larger fluctuations and is considered to be riskier than BRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

AON vs. BRO - Financials Comparison

This section allows you to compare key financial metrics between Aon plc and Brown & Brown, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


1.00B2.00B3.00B4.00B5.00B20212022202320242025
4.73B
1.39B
(AON) Total Revenue
(BRO) Total Revenue
Values in USD except per share items

AON vs. BRO - Profitability Comparison

The chart below illustrates the profitability comparison between Aon plc and Brown & Brown, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%90.0%20212022202320242025
52.4%
50.7%
(AON) Gross Margin
(BRO) Gross Margin
AON - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Aon plc reported a gross profit of 2.48B and revenue of 4.73B. Therefore, the gross margin over that period was 52.4%.

BRO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Brown & Brown, Inc. reported a gross profit of 702.00M and revenue of 1.39B. Therefore, the gross margin over that period was 50.7%.

AON - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Aon plc reported an operating income of 1.46B and revenue of 4.73B, resulting in an operating margin of 30.9%.

BRO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Brown & Brown, Inc. reported an operating income of 452.00M and revenue of 1.39B, resulting in an operating margin of 32.6%.

AON - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Aon plc reported a net income of 965.00M and revenue of 4.73B, resulting in a net margin of 20.4%.

BRO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Brown & Brown, Inc. reported a net income of 331.00M and revenue of 1.39B, resulting in a net margin of 23.9%.