BRO vs. MMC
Compare and contrast key facts about Brown & Brown, Inc. (BRO) and Marsh & McLennan Companies, Inc. (MMC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRO or MMC.
Key characteristics
BRO | MMC | |
---|---|---|
YTD Return | 14.86% | 6.00% |
1Y Return | 24.73% | 11.47% |
3Y Return (Ann) | 16.16% | 15.36% |
5Y Return (Ann) | 21.69% | 18.31% |
10Y Return (Ann) | 19.82% | 17.30% |
Sharpe Ratio | 1.51 | 0.84 |
Daily Std Dev | 18.23% | 14.60% |
Max Drawdown | -54.08% | -67.46% |
Current Drawdown | -6.85% | -3.74% |
Fundamentals
BRO | MMC | |
---|---|---|
Market Cap | $23.24B | $97.53B |
EPS | $3.24 | $7.88 |
PE Ratio | 25.14 | 25.12 |
PEG Ratio | 4.41 | 2.43 |
Revenue (TTM) | $4.34B | $23.29B |
Gross Profit (TTM) | $1.75B | $8.88B |
EBITDA (TTM) | $1.45B | $6.82B |
Correlation
The correlation between BRO and MMC is 0.35, 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
BRO vs. MMC - Performance Comparison
In the year-to-date period, BRO achieves a 14.86% return, which is significantly higher than MMC's 6.00% return. Over the past 10 years, BRO has outperformed MMC with an annualized return of 19.82%, while MMC has yielded a comparatively lower 17.30% 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
BRO vs. MMC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown & Brown, Inc. (BRO) and Marsh & McLennan Companies, Inc. (MMC). 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
BRO vs. MMC - Dividend Comparison
BRO's dividend yield for the trailing twelve months is around 0.60%, less than MMC's 1.42% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Brown & Brown, Inc. | 0.60% | 0.67% | 0.74% | 0.54% | 0.73% | 0.82% | 1.11% | 1.08% | 1.12% | 1.41% | 1.25% | 1.18% |
Marsh & McLennan Companies, Inc. | 1.42% | 1.37% | 1.36% | 1.15% | 1.57% | 1.56% | 1.98% | 1.76% | 1.92% | 2.13% | 1.85% | 1.99% |
Drawdowns
BRO vs. MMC - Drawdown Comparison
The maximum BRO drawdown since its inception was -54.08%, smaller than the maximum MMC drawdown of -67.46%. Use the drawdown chart below to compare losses from any high point for BRO and MMC. For additional features, visit the drawdowns tool.
Volatility
BRO vs. MMC - Volatility Comparison
The current volatility for Brown & Brown, Inc. (BRO) is 4.01%, while Marsh & McLennan Companies, Inc. (MMC) has a volatility of 4.70%. This indicates that BRO experiences smaller price fluctuations and is considered to be less risky than MMC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BRO vs. MMC - Financials Comparison
This section allows you to compare key financial metrics between Brown & Brown, Inc. and Marsh & McLennan Companies, 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