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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.


-0.50.00.51.00.4

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.

0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
16.16%
8.00%
AON
BRO

Key characteristics

Sharpe Ratio

AON:

1.42

BRO:

2.06

Sortino Ratio

AON:

2.12

BRO:

2.83

Omega Ratio

AON:

1.29

BRO:

1.36

Calmar Ratio

AON:

1.41

BRO:

3.15

Martin Ratio

AON:

3.68

BRO:

8.62

Ulcer Index

AON:

7.42%

BRO:

4.15%

Daily Std Dev

AON:

19.23%

BRO:

17.37%

Max Drawdown

AON:

-67.38%

BRO:

-54.08%

Current Drawdown

AON:

-0.46%

BRO:

-1.42%

Fundamentals

Market Cap

AON:

$85.40B

BRO:

$32.11B

EPS

AON:

$12.48

BRO:

$3.46

PE Ratio

AON:

31.64

BRO:

32.46

PEG Ratio

AON:

1.84

BRO:

4.41

Total Revenue (TTM)

AON:

$15.77B

BRO:

$4.81B

Gross Profit (TTM)

AON:

$10.86B

BRO:

$3.34B

EBITDA (TTM)

AON:

$4.76B

BRO:

$1.66B

Returns By Period

The year-to-date returns for both stocks are quite close, with AON having a 9.64% return and BRO slightly lower at 9.59%. Over the past 10 years, AON has underperformed BRO with an annualized return of 15.75%, while BRO has yielded a comparatively higher 22.42% annualized return.


AON

YTD

9.64%

1M

6.98%

6M

16.16%

1Y

27.31%

5Y*

12.11%

10Y*

15.75%

BRO

YTD

9.59%

1M

5.79%

6M

8.00%

1Y

35.55%

5Y*

19.11%

10Y*

22.42%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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 8282
Overall Rank
The Sharpe Ratio Rank of AON is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of AON is 8282
Sortino Ratio Rank
The Omega Ratio Rank of AON is 8282
Omega Ratio Rank
The Calmar Ratio Rank of AON is 8585
Calmar Ratio Rank
The Martin Ratio Rank of AON is 7676
Martin Ratio Rank

BRO
The Risk-Adjusted Performance Rank of BRO is 9191
Overall Rank
The Sharpe Ratio Rank of BRO is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of BRO is 9090
Sortino Ratio Rank
The Omega Ratio Rank of BRO is 8888
Omega Ratio Rank
The Calmar Ratio Rank of BRO is 9595
Calmar Ratio Rank
The Martin Ratio Rank of BRO is 8989
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.


Sharpe ratio
The chart of Sharpe ratio for AON, currently valued at 1.42, compared to the broader market-2.000.002.001.422.06
The chart of Sortino ratio for AON, currently valued at 2.12, compared to the broader market-4.00-2.000.002.004.006.002.122.83
The chart of Omega ratio for AON, currently valued at 1.29, compared to the broader market0.501.001.502.001.291.36
The chart of Calmar ratio for AON, currently valued at 1.41, compared to the broader market0.002.004.006.001.413.15
The chart of Martin ratio for AON, currently valued at 3.68, compared to the broader market-10.000.0010.0020.0030.003.688.62
AON
BRO

The current AON Sharpe Ratio is 1.42, which is lower than the BRO Sharpe Ratio of 2.06. 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.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.42
2.06
AON
BRO

Dividends

AON vs. BRO - Dividend Comparison

AON's dividend yield for the trailing twelve months is around 0.69%, more than BRO's 0.50% yield.


TTM20242023202220212020201920182017201620152014
AON
Aon plc
0.69%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.
0.50%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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-0.46%
-1.42%
AON
BRO

Volatility

AON vs. BRO - Volatility Comparison

The current volatility for Aon plc (AON) is 4.44%, while Brown & Brown, Inc. (BRO) has a volatility of 5.14%. This indicates that AON experiences smaller price fluctuations and is considered to be less risky than BRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%9.00%SeptemberOctoberNovemberDecember2025February
4.44%
5.14%
AON
BRO

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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