BF-A vs. BRO
Compare and contrast key facts about Brown-Forman Corporation (BF-A) and Brown & Brown, Inc. (BRO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BF-A or BRO.
Key characteristics
BF-A | BRO | |
---|---|---|
YTD Return | -20.22% | 44.82% |
1Y Return | -26.28% | 39.74% |
3Y Return (Ann) | -8.89% | 22.49% |
5Y Return (Ann) | -3.85% | 24.10% |
10Y Return (Ann) | 4.71% | 21.35% |
Sharpe Ratio | -1.07 | 2.18 |
Daily Std Dev | 24.84% | 18.63% |
Max Drawdown | -45.61% | -54.08% |
Current Drawdown | -38.73% | -3.13% |
Fundamentals
BF-A | BRO | |
---|---|---|
Market Cap | $21.93B | $29.24B |
EPS | $2.07 | $3.47 |
PE Ratio | 22.38 | 29.54 |
PEG Ratio | 4.87 | 4.41 |
Total Revenue (TTM) | $4.09B | $4.53B |
Gross Profit (TTM) | $2.44B | $3.84B |
EBITDA (TTM) | $1.41B | $1.57B |
Correlation
The correlation between BF-A and BRO is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BF-A vs. BRO - Performance Comparison
In the year-to-date period, BF-A achieves a -20.22% return, which is significantly lower than BRO's 44.82% return. Over the past 10 years, BF-A has underperformed BRO with an annualized return of 4.71%, while BRO has yielded a comparatively higher 21.35% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BF-A vs. BRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown-Forman Corporation (BF-A) 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.
Dividends
BF-A vs. BRO - Dividend Comparison
BF-A's dividend yield for the trailing twelve months is around 1.86%, more than BRO's 0.51% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Brown-Forman Corporation | 1.86% | 1.40% | 1.17% | 2.53% | 0.94% | 1.06% | 3.43% | 0.89% | 1.20% | 0.94% | 1.09% | 1.15% |
Brown & Brown, Inc. | 0.51% | 0.67% | 0.74% | 0.54% | 0.73% | 0.82% | 1.11% | 1.08% | 1.12% | 1.41% | 1.25% | 1.18% |
Drawdowns
BF-A vs. BRO - Drawdown Comparison
The maximum BF-A drawdown since its inception was -45.61%, smaller than the maximum BRO drawdown of -54.08%. Use the drawdown chart below to compare losses from any high point for BF-A and BRO. For additional features, visit the drawdowns tool.
Volatility
BF-A vs. BRO - Volatility Comparison
The current volatility for Brown-Forman Corporation (BF-A) is 3.87%, while Brown & Brown, Inc. (BRO) has a volatility of 4.44%. This indicates that BF-A 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.
Financials
BF-A vs. BRO - Financials Comparison
This section allows you to compare key financial metrics between Brown-Forman Corporation 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.
Total Revenue: Total amount of money received from sales and other business activities