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

Correlation

The correlation between BRO and AON 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.


-0.50.00.51.0
Correlation: 0.4

Performance

BRO vs. AON - Performance Comparison

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

5,000.00%10,000.00%15,000.00%20,000.00%25,000.00%30,000.00%December2025FebruaryMarchAprilMay
28,493.22%
5,011.19%
BRO
AON

Key characteristics

Sharpe Ratio

BRO:

1.70

AON:

1.26

Sortino Ratio

BRO:

2.16

AON:

1.85

Omega Ratio

BRO:

1.32

AON:

1.26

Calmar Ratio

BRO:

2.75

AON:

1.41

Martin Ratio

BRO:

8.31

AON:

5.66

Ulcer Index

BRO:

4.38%

AON:

4.82%

Daily Std Dev

BRO:

21.41%

AON:

21.69%

Max Drawdown

BRO:

-54.08%

AON:

-67.38%

Current Drawdown

BRO:

-11.14%

AON:

-12.78%

Fundamentals

Market Cap

BRO:

$31.70B

AON:

$75.91B

EPS

BRO:

$3.59

AON:

$11.57

PE Ratio

BRO:

30.81

AON:

30.38

PEG Ratio

BRO:

4.41

AON:

1.64

PS Ratio

BRO:

6.43

AON:

4.93

PB Ratio

BRO:

4.65

AON:

11.85

Total Revenue (TTM)

BRO:

$4.84B

AON:

$16.36B

Gross Profit (TTM)

BRO:

$2.22B

AON:

$7.71B

EBITDA (TTM)

BRO:

$1.76B

AON:

$5.01B

Returns By Period

In the year-to-date period, BRO achieves a 8.53% return, which is significantly higher than AON's -0.42% return. Over the past 10 years, BRO has outperformed AON with an annualized return of 22.61%, while AON has yielded a comparatively lower 14.97% annualized return.


BRO

YTD

8.53%

1M

-11.14%

6M

6.44%

1Y

32.97%

5Y*

26.43%

10Y*

22.61%

AON

YTD

-0.42%

1M

-9.46%

6M

-1.86%

1Y

28.25%

5Y*

15.90%

10Y*

14.97%

*Annualized

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Risk-Adjusted Performance

BRO vs. AON — Risk-Adjusted Performance Rank

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

BRO
The Risk-Adjusted Performance Rank of BRO is 9292
Overall Rank
The Sharpe Ratio Rank of BRO is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of BRO is 8787
Sortino Ratio Rank
The Omega Ratio Rank of BRO is 8989
Omega Ratio Rank
The Calmar Ratio Rank of BRO is 9696
Calmar Ratio Rank
The Martin Ratio Rank of BRO is 9393
Martin Ratio Rank

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 8383
Omega Ratio Rank
The Calmar Ratio Rank of AON is 8888
Calmar Ratio Rank
The Martin Ratio Rank of AON 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.

BRO vs. AON - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Brown & Brown, Inc. (BRO) and Aon plc (AON). 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 chart of Sharpe ratio for BRO, currently valued at 1.70, compared to the broader market-2.00-1.000.001.002.003.00
BRO: 1.70
AON: 1.26
The chart of Sortino ratio for BRO, currently valued at 2.16, compared to the broader market-6.00-4.00-2.000.002.004.00
BRO: 2.16
AON: 1.85
The chart of Omega ratio for BRO, currently valued at 1.32, compared to the broader market0.501.001.502.00
BRO: 1.32
AON: 1.26
The chart of Calmar ratio for BRO, currently valued at 2.75, compared to the broader market0.001.002.003.004.005.00
BRO: 2.75
AON: 1.41
The chart of Martin ratio for BRO, currently valued at 8.31, compared to the broader market-40.00-30.00-20.00-10.000.0010.0020.00
BRO: 8.31
AON: 5.66

The current BRO Sharpe Ratio is 1.70, which is higher than the AON Sharpe Ratio of 1.26. The chart below compares the historical Sharpe Ratios of BRO and AON, 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 Ratio0.501.001.502.002.503.00December2025FebruaryMarchAprilMay
1.70
1.26
BRO
AON

Dividends

BRO vs. AON - Dividend Comparison

BRO's dividend yield for the trailing twelve months is around 0.39%, less than AON's 0.78% yield.


TTM20242023202220212020201920182017201620152014
BRO
Brown & Brown, Inc.
0.39%0.53%0.67%0.74%0.54%0.73%0.82%1.11%1.08%1.12%1.41%1.25%
AON
Aon plc
0.78%0.74%0.83%0.73%0.66%0.84%0.83%1.07%1.05%1.16%1.25%0.98%

Drawdowns

BRO vs. AON - Drawdown Comparison

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


-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-11.14%
-12.78%
BRO
AON

Volatility

BRO vs. AON - Volatility Comparison

Brown & Brown, Inc. (BRO) and Aon plc (AON) have volatilities of 13.06% and 13.11%, 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.


4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
13.06%
13.11%
BRO
AON

Financials

BRO vs. AON - Financials Comparison

This section allows you to compare key financial metrics between Brown & Brown, Inc. and Aon plc. 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
1.39B
4.73B
(BRO) Total Revenue
(AON) Total Revenue
Values in USD except per share items

BRO vs. AON - Profitability Comparison

The chart below illustrates the profitability comparison between Brown & Brown, Inc. and Aon plc 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
50.7%
52.4%
(BRO) Gross Margin
(AON) Gross Margin
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 - 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 - 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 471.00M and revenue of 1.39B, resulting in an operating margin of 34.0%.
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 - 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%.
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%.