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 | 22.25% | 22.84% |
| 1Y Return | 76.74% | 33.51% |
| 3Y Return (Ann) | 28.83% | 19.61% |
| 5Y Return (Ann) | 17.93% | 22.95% |
| 10Y Return (Ann) | 21.23% | 20.46% |
| Sharpe Ratio | 2.66 | 1.86 |
| Daily Std Dev | 29.18% | 18.11% |
| Max Drawdown | -50.74% | -54.08% |
| Current Drawdown | -2.27% | -0.38% |
Fundamentals
| ERIE | BRO | |
|---|---|---|
| Market Cap | $20.39B | $23.82B |
| EPS | $9.24 | $3.24 |
| PE Ratio | 42.21 | 25.77 |
| PEG Ratio | 3.05 | 4.41 |
| Revenue (TTM) | $3.40B | $4.34B |
| Gross Profit (TTM) | $376.21M | $1.75B |
| EBITDA (TTM) | $629.34M | $1.45B |
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
The year-to-date returns for both investments are quite close, with ERIE having a 22.25% return and BRO slightly higher at 22.84%. Both investments have delivered pretty close results over the past 10 years, with ERIE having a 21.23% annualized return and BRO not far behind at 20.46%. 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 1.21%, more than BRO's 0.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERIE Erie Indemnity Company | 1.21% | 1.42% | 1.79% | 2.15% | 2.37% | 2.15% | 2.50% | 2.55% | 1.93% | 3.58% | 2.78% | 2.41% |
BRO Brown & Brown, Inc. | 0.58% | 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 4.40% compared to Brown & Brown, Inc. (BRO) at 3.87%. 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