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 0.33, 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
Key characteristics
ERIE:
1.07
BRO:
2.69
ERIE:
1.65
BRO:
3.73
ERIE:
1.22
BRO:
1.48
ERIE:
1.12
BRO:
4.42
ERIE:
2.72
BRO:
16.54
ERIE:
10.73%
BRO:
2.94%
ERIE:
27.39%
BRO:
18.05%
ERIE:
-50.74%
BRO:
-54.08%
ERIE:
-23.38%
BRO:
-9.25%
Fundamentals
ERIE:
$22.19B
BRO:
$29.51B
ERIE:
$10.71
BRO:
$3.67
ERIE:
39.62
BRO:
28.11
ERIE:
3.05
BRO:
4.41
ERIE:
$3.69B
BRO:
$4.65B
ERIE:
$633.56M
BRO:
$3.72B
ERIE:
$642.62M
BRO:
$1.59B
Returns By Period
In the year-to-date period, ERIE achieves a 25.96% return, which is significantly lower than BRO's 45.61% return. Over the past 10 years, ERIE has underperformed BRO with an annualized return of 19.37%, while BRO has yielded a comparatively higher 21.39% annualized return.
ERIE
25.96%
-0.71%
16.68%
27.98%
22.24%
19.37%
BRO
45.61%
-6.09%
10.95%
47.06%
21.55%
21.39%
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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 1.22%, more than BRO's 0.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERIE Erie Indemnity Company | 1.22% | 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. | 0.52% | 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 8.20% compared to Brown & Brown, Inc. (BRO) at 6.00%. 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