BRO vs. MFIC
Compare and contrast key facts about Brown & Brown, Inc. (BRO) and MidCap Financial Investment Corporation (MFIC).
Performance
BRO vs. MFIC - Performance Comparison
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BRO vs. MFIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRO Brown & Brown, Inc. | -19.01% | -21.37% | 44.32% | 25.73% | -18.39% | 49.31% | 21.06% | 44.67% | 8.30% | 16.15% |
MFIC MidCap Financial Investment Corporation | 1.30% | -4.34% | 11.25% | 35.48% | 0.19% | 33.67% | -28.54% | 56.97% | -18.11% | 6.51% |
Fundamentals
BRO:
$3.28
MFIC:
$1.22
BRO:
19.65
MFIC:
9.23
BRO:
1.47
MFIC:
0.25
BRO:
3.50
MFIC:
45.86
BRO:
$5.91B
MFIC:
$15.28M
BRO:
$3.52B
MFIC:
$103.18M
BRO:
$2.05B
MFIC:
$108.24M
Returns By Period
In the year-to-date period, BRO achieves a -19.01% return, which is significantly lower than MFIC's 1.30% return. Over the past 10 years, BRO has outperformed MFIC with an annualized return of 14.72%, while MFIC has yielded a comparatively lower 7.96% annualized return.
BRO
- 1D
- -1.24%
- 1M
- -11.00%
- YTD
- -19.01%
- 6M
- -30.27%
- 1Y
- -47.73%
- 3Y*
- 4.59%
- 5Y*
- 7.45%
- 10Y*
- 14.72%
MFIC
- 1D
- 0.00%
- 1M
- 14.40%
- YTD
- 1.30%
- 6M
- 1.20%
- 1Y
- -1.23%
- 3Y*
- 12.18%
- 5Y*
- 7.89%
- 10Y*
- 7.96%
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Return for Risk
BRO vs. MFIC — Risk / Return Rank
BRO
MFIC
BRO vs. MFIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown & Brown, Inc. (BRO) and MidCap Financial Investment Corporation (MFIC). 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.
| BRO | MFIC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.70 | -0.04 | -1.66 |
Sortino ratioReturn per unit of downside risk | -2.49 | 0.14 | -2.63 |
Omega ratioGain probability vs. loss probability | 0.66 | 1.02 | -0.36 |
Calmar ratioReturn relative to maximum drawdown | -0.98 | -0.06 | -0.93 |
Martin ratioReturn relative to average drawdown | -1.63 | -0.15 | -1.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BRO | MFIC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.70 | -0.04 | -1.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.35 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.27 | +0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.15 | +0.37 |
Correlation
The correlation between BRO and MFIC is 0.37, 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.
Dividends
BRO vs. MFIC - Dividend Comparison
BRO's dividend yield for the trailing twelve months is around 0.98%, less than MFIC's 12.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRO Brown & Brown, Inc. | 0.98% | 0.77% | 0.53% | 0.67% | 0.74% | 0.54% | 0.73% | 0.82% | 1.11% | 1.08% | 1.12% | 1.41% |
MFIC MidCap Financial Investment Corporation | 12.90% | 13.29% | 12.75% | 11.11% | 12.37% | 11.26% | 15.25% | 10.31% | 14.52% | 10.60% | 11.95% | 15.33% |
Drawdowns
BRO vs. MFIC - Drawdown Comparison
The maximum BRO drawdown since its inception was -54.08%, smaller than the maximum MFIC drawdown of -87.97%. Use the drawdown chart below to compare losses from any high point for BRO and MFIC.
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Drawdown Indicators
| BRO | MFIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.08% | -87.97% | +33.89% |
Max Drawdown (1Y)Largest decline over 1 year | -48.65% | -23.46% | -25.19% |
Max Drawdown (5Y)Largest decline over 5 years | -48.65% | -26.97% | -21.68% |
Max Drawdown (10Y)Largest decline over 10 years | -48.65% | -67.77% | +19.12% |
Current DrawdownCurrent decline from peak | -47.86% | -11.47% | -36.39% |
Average DrawdownAverage peak-to-trough decline | -13.32% | -17.58% | +4.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 29.31% | 8.57% | +20.74% |
Volatility
BRO vs. MFIC - Volatility Comparison
Brown & Brown, Inc. (BRO) and MidCap Financial Investment Corporation (MFIC) have volatilities of 8.04% and 8.18%, 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.
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Volatility by Period
| BRO | MFIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.04% | 8.18% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 20.56% | 19.11% | +1.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.08% | 28.43% | -0.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.20% | 22.78% | +1.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.34% | 29.99% | -6.65% |
Financials
BRO vs. MFIC - Financials Comparison
This section allows you to compare key financial metrics between Brown & Brown, Inc. and MidCap Financial Investment Corporation. 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
BRO vs. MFIC - Profitability Comparison
BRO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Brown & Brown, Inc. reported a gross profit of 1.40B and revenue of 1.67B. Therefore, the gross margin over that period was 83.8%.
MFIC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, MidCap Financial Investment Corporation reported a gross profit of 0.00 and revenue of -163.58M. Therefore, the gross margin over that period was 0.0%.
BRO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Brown & Brown, Inc. reported an operating income of 429.00M and revenue of 1.67B, resulting in an operating margin of 25.7%.
MFIC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, MidCap Financial Investment Corporation reported an operating income of 0.00 and revenue of -163.58M, resulting in an operating margin of 0.0%.
BRO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Brown & Brown, Inc. reported a net income of 264.00M and revenue of 1.67B, resulting in a net margin of 15.8%.
MFIC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, MidCap Financial Investment Corporation reported a net income of 0.00 and revenue of -163.58M, resulting in a net margin of 0.0%.