ERIE vs. BRO

In the year-to-date period, ERIE achieves a -11.62% return, which is significantly lower than BRO's 12.33% return. Over the past 10 years, ERIE has underperformed BRO with an annualized return of 18.55%, while BRO has yielded a comparatively higher 22.87% annualized return.

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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.

The current ERIE Sharpe Ratio is -0.15, which is lower than the BRO Sharpe Ratio of 1.91. The chart below compares the historical Sharpe Ratios of ERIE and BRO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ERIE's dividend yield for the trailing twelve months is around 1.46%, more than BRO's 0.49% yield.

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.

Erie Indemnity Company (ERIE) has a higher volatility of 17.04% compared to Brown & Brown, Inc. (BRO) at 11.28%. 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.

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.