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:
0.44
BRO:
2.46
ERIE:
0.82
BRO:
3.42
ERIE:
1.11
BRO:
1.44
ERIE:
0.42
BRO:
3.82
ERIE:
0.99
BRO:
11.27
ERIE:
12.67%
BRO:
3.85%
ERIE:
28.46%
BRO:
17.67%
ERIE:
-50.74%
BRO:
-54.08%
ERIE:
-29.66%
BRO:
-6.82%
Fundamentals
ERIE:
$19.93B
BRO:
$30.22B
ERIE:
$10.71
BRO:
$3.67
ERIE:
35.58
BRO:
28.80
ERIE:
3.05
BRO:
4.41
ERIE:
$2.87B
BRO:
$3.62B
ERIE:
$506.69M
BRO:
$2.74B
ERIE:
$512.13M
BRO:
$1.28B
Returns By Period
In the year-to-date period, ERIE achieves a -7.25% return, which is significantly lower than BRO's 3.60% return. Over the past 10 years, ERIE has underperformed BRO with an annualized return of 18.50%, while BRO has yielded a comparatively higher 22.12% annualized return.
ERIE
-7.25%
-8.19%
-1.27%
12.76%
20.47%
18.50%
BRO
3.60%
2.68%
8.08%
41.22%
21.34%
22.12%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 1.36%, more than BRO's 0.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERIE Erie Indemnity Company | 1.36% | 1.24% | 1.42% | 1.79% | 2.15% | 2.39% | 2.17% | 3.15% | 2.57% | 1.95% | 3.61% | 2.80% |
BRO Brown & Brown, Inc. | 0.51% | 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 10.20% compared to Brown & Brown, Inc. (BRO) at 4.77%. 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