Correlation
The correlation between BF-A and BRO is 0.40, 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.
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.
Performance
BF-A vs. BRO - Performance Comparison
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Key characteristics
BF-A:
-0.77
BRO:
1.40
BF-A:
-1.15
BRO:
1.84
BF-A:
0.87
BRO:
1.27
BF-A:
-0.42
BRO:
2.24
BF-A:
-1.23
BRO:
5.65
BF-A:
20.24%
BRO:
5.24%
BF-A:
30.90%
BRO:
21.25%
BF-A:
-59.42%
BRO:
-54.08%
BF-A:
-56.08%
BRO:
-9.14%
Fundamentals
BF-A:
$16.09B
BRO:
$32.02B
BF-A:
$2.09
BRO:
$3.62
BF-A:
16.25
BRO:
30.86
BF-A:
4.30
BRO:
4.41
BF-A:
3.98
BRO:
6.59
BF-A:
4.20
BRO:
4.66
BF-A:
$3.08B
BRO:
$4.84B
BF-A:
$1.83B
BRO:
$2.22B
BF-A:
$1.06B
BRO:
$1.76B
Returns By Period
In the year-to-date period, BF-A achieves a -11.27% return, which is significantly lower than BRO's 10.97% return. Over the past 10 years, BF-A has underperformed BRO with an annualized return of -0.27%, while BRO has yielded a comparatively higher 22.49% annualized return.
BF-A
-11.27%
-3.99%
-18.74%
-23.78%
-18.00%
-9.47%
-0.27%
BRO
10.97%
2.22%
0.10%
29.37%
24.70%
23.78%
22.49%
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Risk-Adjusted Performance
BF-A vs. BRO — Risk-Adjusted Performance Rank
BF-A
BRO
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.
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Dividends
BF-A vs. BRO - Dividend Comparison
BF-A's dividend yield for the trailing twelve months is around 2.68%, more than BRO's 0.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BF-A Brown-Forman Corporation | 2.68% | 2.34% | 1.40% | 1.18% | 2.55% | 0.96% | 1.07% | 3.46% | 0.89% | 1.20% | 0.94% | 1.09% |
BRO Brown & Brown, Inc. | 0.51% | 0.53% | 0.67% | 0.74% | 0.54% | 0.73% | 0.82% | 1.11% | 1.08% | 1.12% | 1.41% | 1.25% |
Drawdowns
BF-A vs. BRO - Drawdown Comparison
The maximum BF-A drawdown since its inception was -59.42%, which is greater than BRO's maximum drawdown of -54.08%. Use the drawdown chart below to compare losses from any high point for BF-A and BRO.
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Volatility
BF-A vs. BRO - Volatility Comparison
Brown-Forman Corporation (BF-A) has a higher volatility of 6.14% compared to Brown & Brown, Inc. (BRO) at 4.54%. This indicates that BF-A'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
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
BF-A vs. BRO - Profitability Comparison
BF-A - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Brown-Forman Corporation reported a gross profit of 619.00M and revenue of 1.04B. Therefore, the gross margin over that period was 59.8%.
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%.
BF-A - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Brown-Forman Corporation reported an operating income of 280.00M and revenue of 1.04B, resulting in an operating margin of 27.1%.
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%.
BF-A - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Brown-Forman Corporation reported a net income of 270.00M and revenue of 1.04B, resulting in a net margin of 26.1%.
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%.