BF-B vs. BRO
Compare and contrast key facts about Brown-Forman Corporation (BF-B) and Brown & Brown, Inc. (BRO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BF-B or BRO.
Key characteristics
| BF-B | BRO | |
|---|---|---|
| YTD Return | -15.34% | 44.82% |
| 1Y Return | -22.77% | 39.74% |
| 3Y Return (Ann) | -10.23% | 22.49% |
| 5Y Return (Ann) | -4.22% | 24.10% |
| 10Y Return (Ann) | 4.14% | 21.35% |
| Sharpe Ratio | -0.89 | 2.18 |
| Daily Std Dev | 26.16% | 18.63% |
| Max Drawdown | -46.21% | -54.08% |
| Current Drawdown | -37.89% | -3.13% |
Fundamentals
| BF-B | BRO | |
|---|---|---|
| Market Cap | $21.93B | $29.24B |
| EPS | $2.07 | $3.47 |
| PE Ratio | 22.72 | 29.54 |
| PEG Ratio | 4.95 | 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-B and BRO is 0.21, 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-B vs. BRO - Performance Comparison
In the year-to-date period, BF-B achieves a -15.34% return, which is significantly lower than BRO's 44.82% return. Over the past 10 years, BF-B has underperformed BRO with an annualized return of 4.14%, 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-B vs. BRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown-Forman Corporation (BF-B) 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-B vs. BRO - Dividend Comparison
BF-B's dividend yield for the trailing twelve months is around 1.83%, more than BRO's 0.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BF-B Brown-Forman Corporation | 1.83% | 1.46% | 1.17% | 2.36% | 0.87% | 0.98% | 3.42% | 1.05% | 1.49% | 1.25% | 1.31% | 1.35% |
BRO 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-B vs. BRO - Drawdown Comparison
The maximum BF-B drawdown since its inception was -46.21%, smaller than the maximum BRO drawdown of -54.08%. Use the drawdown chart below to compare losses from any high point for BF-B and BRO. For additional features, visit the drawdowns tool.
Volatility
BF-B vs. BRO - Volatility Comparison
Brown-Forman Corporation (BF-B) and Brown & Brown, Inc. (BRO) have volatilities of 4.66% and 4.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BF-B 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