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.
Key characteristics
| ERIE | BRO | |
|---|---|---|
| YTD Return | 29.27% | 59.05% |
| 1Y Return | 55.68% | 57.46% |
| 3Y Return (Ann) | 26.05% | 22.17% |
| 5Y Return (Ann) | 21.41% | 25.32% |
| 10Y Return (Ann) | 20.33% | 22.58% |
| Sharpe Ratio | 2.01 | 3.10 |
| Sortino Ratio | 2.80 | 4.04 |
| Omega Ratio | 1.38 | 1.56 |
| Calmar Ratio | 2.12 | 6.95 |
| Martin Ratio | 7.42 | 19.73 |
| Ulcer Index | 7.42% | 2.94% |
| Daily Std Dev | 27.33% | 18.72% |
| Max Drawdown | -50.74% | -54.08% |
| Current Drawdown | -21.37% | 0.00% |
Fundamentals
| ERIE | BRO | |
|---|---|---|
| Market Cap | $22.19B | $32.15B |
| EPS | $10.77 | $3.74 |
| PE Ratio | 39.69 | 30.06 |
| PEG Ratio | 3.05 | 4.41 |
| Total Revenue (TTM) | $3.69B | $4.65B |
| Gross Profit (TTM) | $633.56M | $3.72B |
| EBITDA (TTM) | $639.69M | $1.52B |
Correlation
The correlation between ERIE and BRO is 0.33, 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
In the year-to-date period, ERIE achieves a 29.27% return, which is significantly lower than BRO's 59.05% return. Over the past 10 years, ERIE has underperformed BRO with an annualized return of 20.33%, while BRO has yielded a comparatively higher 22.58% 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
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 1.19%, more than BRO's 0.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERIE Erie Indemnity Company | 1.19% | 1.42% | 1.79% | 2.15% | 2.39% | 2.17% | 2.52% | 2.57% | 1.95% | 3.61% | 2.80% | 2.43% |
BRO Brown & Brown, Inc. | 0.48% | 0.67% | 0.74% | 0.54% | 0.73% | 0.82% | 1.11% | 1.08% | 1.12% | 1.41% | 1.25% | 1.18% |
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 12.08% compared to Brown & Brown, Inc. (BRO) at 5.26%. 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