BRO vs. PH
BRO (Brown & Brown, Inc.) and PH (Parker-Hannifin Corporation) are both stocks. BRO operates in Insurance Brokers (Financial Services), while PH operates in Specialty Industrial Machinery (Industrials). Over the past 10 years, BRO returned 15.04%/yr vs 25.62%/yr for PH. At a 0.30 correlation, their price movements are largely independent.
Performance
BRO vs. PH - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BRO achieves a -13.05% return, which is significantly lower than PH's 8.62% return. Over the past 10 years, BRO has underperformed PH with an annualized return of 15.04%, while PH has yielded a comparatively higher 25.62% annualized return.
BRO
- 1D
- -0.59%
- 1M
- 16.65%
- 6M
- -13.38%
- YTD
- -13.05%
- 1Y
- -33.02%
- 3Y*
- -0.37%
- 5Y*
- 6.03%
- 10Y*
- 15.04%
- ALL TIME*
- 14.93%
PH
- 1D
- -0.25%
- 1M
- -0.26%
- 6M
- 1.11%
- YTD
- 8.62%
- 1Y
- 32.73%
- 3Y*
- 35.16%
- 5Y*
- 27.15%
- 10Y*
- 25.62%
- ALL TIME*
- 14.92%
BRO vs. PH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRO Brown & Brown, Inc. | -13.05% | -21.37% | 44.32% | 25.73% | -18.39% | 49.31% | 21.06% | 44.67% | 8.30% | 16.15% |
PH Parker-Hannifin Corporation | 8.62% | 39.54% | 39.58% | 60.81% | -6.91% | 18.30% | 34.78% | 40.75% | -24.00% | 44.91% |
Correlation
The correlation between BRO and PH is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.32 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Mar 3, 1992 | 0.30 |
The correlation between BRO and PH shifts across timeframes, from -0.05 (1 year) to 0.38 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
BRO:
$23.37B
PH:
$119.88B
BRO:
$5.13
PH:
$27.15
BRO:
13.43
PH:
35.02
BRO:
0.99
PH:
1.48
BRO:
2.40
PH:
5.81
BRO:
$6.43B
PH:
$20.99B
BRO:
$3.82B
PH:
$7.81B
BRO:
$1.51B
PH:
$5.31B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BRO vs. PH — Risk / Return Rank
BRO
PH
BRO vs. PH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown & Brown, Inc. (BRO) and Parker-Hannifin Corporation (PH). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BRO | PH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.39 | ||
| Sortino ratioReturn per unit of downside risk | -3.44 | ||
| Omega ratioGain probability vs. loss probability | 0.81 | 1.23 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | -0.71 | 1.70 | -2.41 |
| Martin ratioReturn relative to average drawdown | -1.17 | 4.83 | -5.99 |
Loading charts...
Drawdowns
BRO vs. PH - Drawdown Comparison
The maximum BRO drawdown since its inception was -55.85%, smaller than the maximum PH drawdown of -66.92%. Use the drawdown chart below to compare losses from any high point for BRO and PH.
Loading charts...
Drawdown Indicators
| BRO | PH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.85% | -66.92% | +11.07% |
Max Drawdown (1Y)Largest decline over 1 year | -46.93% | -19.34% | -27.59% |
Max Drawdown (3Y)Largest decline over 3 years | -55.85% | -26.79% | -29.06% |
Max Drawdown (5Y)Largest decline over 5 years | -55.85% | -28.64% | -27.21% |
Max Drawdown (10Y)Largest decline over 10 years | -55.85% | -54.68% | -1.17% |
Current DrawdownCurrent decline from peak | -44.02% | -6.85% | -37.17% |
Average DrawdownAverage peak-to-trough decline | -13.63% | -15.31% | +1.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.61% | 6.80% | +21.81% |
Volatility
BRO vs. PH - Volatility Comparison
Brown & Brown, Inc. (BRO) has a higher volatility of 11.02% compared to Parker-Hannifin Corporation (PH) at 6.33%. This indicates that BRO's price experiences larger fluctuations and is considered to be riskier than PH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BRO | PH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.02% | 6.33% | +4.69% |
Volatility (6M)Calculated over the trailing 6-month period | 23.89% | 19.36% | +4.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.37% | 25.42% | +4.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.27% | 28.61% | -3.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.84% | 31.61% | -7.77% |
Dividends
BRO vs. PH - Dividend Comparison
BRO's dividend yield for the trailing twelve months is around 0.94%, more than PH's 0.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRO Brown & Brown, Inc. | 0.94% | 0.77% | 0.53% | 0.67% | 0.74% | 0.54% | 0.73% | 0.82% | 1.11% | 1.08% | 1.12% | 1.41% |
PH Parker-Hannifin Corporation | 0.78% | 0.80% | 1.00% | 1.25% | 1.73% | 1.25% | 1.29% | 1.65% | 1.97% | 1.32% | 1.80% | 2.60% |
Financials
BRO vs. PH - Financials Comparison
This section allows you to compare key financial metrics between Brown & Brown, Inc. and Parker-Hannifin 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. PH - Profitability Comparison
BRO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Brown & Brown, Inc. reported a gross profit of 994.00M and revenue of 1.90B. Therefore, the gross margin over that period was 52.3%.
PH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Parker-Hannifin Corporation reported a gross profit of 2.02B and revenue of 5.49B. Therefore, the gross margin over that period was 36.8%.
BRO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Brown & Brown, Inc. reported an operating income of 0.00 and revenue of 1.90B, resulting in an operating margin of 0.0%.
PH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Parker-Hannifin Corporation reported an operating income of 1.13B and revenue of 5.49B, resulting in an operating margin of 20.7%.
BRO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Brown & Brown, Inc. reported a net income of 426.00M and revenue of 1.90B, resulting in a net margin of 22.4%.
PH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Parker-Hannifin Corporation reported a net income of 904.00M and revenue of 5.49B, resulting in a net margin of 16.5%.
Frequently Asked Questions
BRO and PH have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRO has higher volatility (11.02%) compared to PH (6.33%). In terms of maximum drawdown, BRO dropped -55.85% vs PH's -66.92%.
PH currently has the higher Sharpe Ratio (1.30 vs -1.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BRO and PH
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer