ERIE vs. BRO
Compare and contrast key facts about Erie Indemnity Company (ERIE) and Brown & Brown, Inc. (BRO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ERIE or BRO.
Correlation
The correlation between ERIE and BRO is 0.34, 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
ERIE vs. BRO - Performance Comparison
Key characteristics
ERIE:
0.02
BRO:
1.84
ERIE:
0.23
BRO:
2.36
ERIE:
1.03
BRO:
1.34
ERIE:
0.02
BRO:
3.11
ERIE:
0.03
BRO:
8.95
ERIE:
16.60%
BRO:
3.94%
ERIE:
29.33%
BRO:
19.20%
ERIE:
-50.74%
BRO:
-54.08%
ERIE:
-26.80%
BRO:
-7.57%
Fundamentals
ERIE:
$20.74B
BRO:
$32.97B
ERIE:
$11.47
BRO:
$3.46
ERIE:
34.57
BRO:
33.24
ERIE:
3.05
BRO:
4.41
ERIE:
$2.33B
BRO:
$3.55B
ERIE:
$706.65M
BRO:
$2.14B
ERIE:
$371.46M
BRO:
$1.20B
Returns By Period
In the year-to-date period, ERIE achieves a -3.47% return, which is significantly lower than BRO's 12.89% return. Over the past 10 years, ERIE has underperformed BRO with an annualized return of 19.27%, while BRO has yielded a comparatively higher 22.60% annualized return.
ERIE
-3.47%
-11.30%
-26.53%
1.20%
21.67%
19.27%
BRO
12.89%
-3.83%
9.17%
37.80%
29.02%
22.60%
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Risk-Adjusted Performance
ERIE vs. BRO — Risk-Adjusted Performance Rank
ERIE
BRO
ERIE vs. BRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Erie Indemnity Company (ERIE) and Brown & Brown, Inc. (BRO). 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
ERIE vs. BRO - Dividend Comparison
ERIE's dividend yield for the trailing twelve months is around 1.31%, more than BRO's 0.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERIE Erie Indemnity Company | 1.31% | 1.24% | 1.42% | 1.79% | 2.15% | 2.39% | 2.17% | 2.52% | 2.57% | 1.95% | 3.61% | 2.80% |
BRO Brown & Brown, Inc. | 0.49% | 0.53% | 0.67% | 0.74% | 0.54% | 0.73% | 0.82% | 1.11% | 1.08% | 1.12% | 1.41% | 1.25% |
Drawdowns
ERIE vs. BRO - Drawdown Comparison
The maximum ERIE drawdown since its inception was -50.74%, smaller than the maximum BRO drawdown of -54.08%. Use the drawdown chart below to compare losses from any high point for ERIE and BRO. For additional features, visit the drawdowns tool.
Volatility
ERIE vs. BRO - Volatility Comparison
Erie Indemnity Company (ERIE) has a higher volatility of 9.72% compared to Brown & Brown, Inc. (BRO) at 8.94%. This indicates that ERIE's price experiences larger fluctuations and is considered to be riskier than BRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
ERIE vs. BRO - Financials Comparison
This section allows you to compare key financial metrics between Erie Indemnity Company and Brown & Brown, 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