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

Key characteristics


BROWASH
YTD Return16.49%-17.40%
1Y Return28.28%9.05%
3Y Return (Ann)16.69%-15.34%
5Y Return (Ann)21.63%-8.43%
10Y Return (Ann)19.98%1.62%
Sharpe Ratio1.460.09
Daily Std Dev18.16%41.54%
Max Drawdown-54.08%-72.36%
Current Drawdown-5.53%-50.23%

Fundamentals


BROWASH
Market Cap$23.24B$445.25M
EPS$3.24$2.71
PE Ratio25.149.65
PEG Ratio4.414.01
Revenue (TTM)$4.34B$188.49M
Gross Profit (TTM)$1.75B$219.89M

Correlation

-0.50.00.51.00.3

The correlation between BRO and WASH is 0.26, 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. WASH - Performance Comparison

In the year-to-date period, BRO achieves a 16.49% return, which is significantly higher than WASH's -17.40% return. Over the past 10 years, BRO has outperformed WASH with an annualized return of 19.98%, while WASH has yielded a comparatively lower 1.62% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


0.00%5,000.00%10,000.00%15,000.00%20,000.00%25,000.00%30,000.00%35,000.00%December2024FebruaryMarchAprilMay
31,452.84%
1,368.45%
BRO
WASH

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Brown & Brown, Inc.

Washington Trust Bancorp, Inc.

Risk-Adjusted Performance

BRO vs. WASH - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Brown & Brown, Inc. (BRO) and Washington Trust Bancorp, Inc. (WASH). 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
Sharpe ratio
The chart of Sharpe ratio for BRO, currently valued at 1.46, compared to the broader market-2.00-1.000.001.002.003.004.001.46
Sortino ratio
The chart of Sortino ratio for BRO, currently valued at 2.12, compared to the broader market-4.00-2.000.002.004.006.002.12
Omega ratio
The chart of Omega ratio for BRO, currently valued at 1.28, compared to the broader market0.501.001.501.28
Calmar ratio
The chart of Calmar ratio for BRO, currently valued at 1.85, compared to the broader market0.002.004.006.001.85
Martin ratio
The chart of Martin ratio for BRO, currently valued at 7.32, compared to the broader market-10.000.0010.0020.0030.007.32
WASH
Sharpe ratio
The chart of Sharpe ratio for WASH, currently valued at 0.09, compared to the broader market-2.00-1.000.001.002.003.004.000.09
Sortino ratio
The chart of Sortino ratio for WASH, currently valued at 0.44, compared to the broader market-4.00-2.000.002.004.006.000.44
Omega ratio
The chart of Omega ratio for WASH, currently valued at 1.05, compared to the broader market0.501.001.501.05
Calmar ratio
The chart of Calmar ratio for WASH, currently valued at 0.06, compared to the broader market0.002.004.006.000.06
Martin ratio
The chart of Martin ratio for WASH, currently valued at 0.24, compared to the broader market-10.000.0010.0020.0030.000.24

BRO vs. WASH - Sharpe Ratio Comparison

The current BRO Sharpe Ratio is 1.46, which is higher than the WASH Sharpe Ratio of 0.09. The chart below compares the 12-month rolling Sharpe Ratio of BRO and WASH.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2024FebruaryMarchAprilMay
1.46
0.09
BRO
WASH

Dividends

BRO vs. WASH - Dividend Comparison

BRO's dividend yield for the trailing twelve months is around 0.59%, less than WASH's 8.55% yield.


TTM20232022202120202019201820172016201520142013
BRO
Brown & Brown, Inc.
0.59%0.67%0.74%0.54%0.73%0.82%1.11%1.08%1.12%1.41%1.25%1.18%
WASH
Washington Trust Bancorp, Inc.
8.55%6.92%4.62%3.73%4.58%3.72%3.70%2.89%2.60%3.44%3.04%2.77%

Drawdowns

BRO vs. WASH - Drawdown Comparison

The maximum BRO drawdown since its inception was -54.08%, smaller than the maximum WASH drawdown of -72.36%. Use the drawdown chart below to compare losses from any high point for BRO and WASH. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2024FebruaryMarchAprilMay
-5.53%
-50.23%
BRO
WASH

Volatility

BRO vs. WASH - Volatility Comparison

The current volatility for Brown & Brown, Inc. (BRO) is 4.28%, while Washington Trust Bancorp, Inc. (WASH) has a volatility of 9.82%. This indicates that BRO experiences smaller price fluctuations and is considered to be less risky than WASH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%December2024FebruaryMarchAprilMay
4.28%
9.82%
BRO
WASH

Financials

BRO vs. WASH - Financials Comparison

This section allows you to compare key financial metrics between Brown & Brown, Inc. and Washington Trust Bancorp, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities



Values in USD except per share items