EXPD vs. BRO
EXPD (Expeditors International of Washington, Inc.) and BRO (Brown & Brown, Inc.) are both stocks. EXPD operates in Integrated Freight & Logistics (Industrials), while BRO operates in Insurance Brokers (Financial Services). Over the past 10 years, EXPD returned 13.98%/yr vs 15.46%/yr for BRO. Their 0.27 correlation means their historical movements had little consistent relationship.
Performance
EXPD vs. BRO - Performance Comparison
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Returns By Period
In the year-to-date period, EXPD achieves a 13.25% return, which is significantly higher than BRO's -11.21% return. Over the past 10 years, EXPD has underperformed BRO with an annualized return of 13.98%, while BRO has yielded a comparatively higher 15.46% annualized return.
EXPD
- 1D
- 0.53%
- 1M
- 0.19%
- 6M
- 5.12%
- YTD
- 13.25%
- 1Y
- 47.97%
- 3Y*
- 11.49%
- 5Y*
- 6.76%
- 10Y*
- 13.98%
- ALL TIME*
- 16.89%
BRO
- 1D
- -0.66%
- 1M
- 0.57%
- 6M
- -1.85%
- YTD
- -11.21%
- 1Y
- -23.00%
- 3Y*
- 0.90%
- 5Y*
- 6.03%
- 10Y*
- 15.46%
- ALL TIME*
- 14.99%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $233.14M | $199.03M | $196.80M | |
| $190.53M | $212.72M | $207.16M |
EXPD vs. BRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXPD Expeditors International of Washington, Inc. | 13.25% | 36.16% | -11.86% | 23.86% | -21.68% | 42.50% | 23.47% | 16.17% | 6.52% | 23.93% |
BRO Brown & Brown, Inc. | -11.21% | -21.37% | 44.32% | 25.73% | -18.39% | 49.31% | 21.06% | 44.67% | 8.30% | 16.15% |
Correlation
The correlation between EXPD and BRO is 0.12, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.12 |
Correlation (3Y) Balances recent behavior with more history. | 0.18 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.30 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.36 |
Correlation (All Time) Calculated using the full available price history since Mar 3, 1992 | 0.27 |
The correlation between EXPD and BRO shifts across timeframes, from 0.12 (1 year) to 0.36 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
EXPD:
$21.96B
BRO:
$23.56B
EXPD:
$6.19
BRO:
$4.77
EXPD:
27.12
BRO:
14.75
EXPD:
2.03
BRO:
2.59
EXPD:
$11.19B
BRO:
$6.85B
EXPD:
$1.29B
BRO:
$4.04B
EXPD:
$1.18B
BRO:
$1.73B
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Return for Risk
EXPD vs. BRO — Risk / Return Rank
EXPD
BRO
EXPD vs. BRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Expeditors International of Washington, Inc. (EXPD) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EXPD | BRO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.27 | ||
| Sortino ratioReturn per unit of downside risk | +2.96 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 0.89 | +0.43 |
| Calmar ratioReturn relative to maximum drawdown | 2.91 | -0.51 | +3.42 |
| Martin ratioReturn relative to average drawdown | 7.32 | -0.89 | +8.21 |
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Drawdowns
EXPD vs. BRO - Drawdown Comparison
The maximum EXPD drawdown since its inception was -58.07%, roughly equal to the maximum BRO drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for EXPD and BRO.
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Drawdown Indicators
| EXPD | BRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.07% | -55.85% | -2.22% |
Max Drawdown (1Y)Largest decline over 1 year | -15.88% | -43.50% | +27.62% |
Max Drawdown (3Y)Largest decline over 3 years | -21.26% | -55.85% | +34.59% |
Max Drawdown (5Y)Largest decline over 5 years | -35.62% | -55.85% | +20.23% |
Max Drawdown (10Y)Largest decline over 10 years | -35.62% | -55.85% | +20.23% |
Current DrawdownCurrent decline from peak | -8.16% | -42.84% | +34.68% |
Average DrawdownAverage peak-to-trough decline | -13.59% | -13.66% | +0.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.29% | 25.07% | -18.78% |
Volatility
EXPD vs. BRO - Volatility Comparison
The current volatility for Expeditors International of Washington, Inc. (EXPD) is 7.19%, while Brown & Brown, Inc. (BRO) has a volatility of 12.37%. This indicates that EXPD experiences smaller price fluctuations and is considered to be less risky than BRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXPD | BRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.19% | 12.37% | -5.18% |
Volatility (6M)Calculated over the trailing 6-month period | 24.78% | 24.60% | +0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.54% | 30.08% | +0.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.91% | 25.61% | +1.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.17% | 24.03% | +1.14% |
Dividends
EXPD vs. BRO - Dividend Comparison
EXPD's dividend yield for the trailing twelve months is around 0.94%, more than BRO's 0.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRO Brown & Brown, Inc. | 0.92% | 0.77% | 0.53% | 0.67% | 0.74% | 0.54% | 0.73% | 0.82% | 1.11% | 1.08% | 1.12% | 1.41% |
EXPD Expeditors International of Washington, Inc. | 0.94% | 1.03% | 1.32% | 1.08% | 1.29% | 0.86% | 1.09% | 1.28% | 1.32% | 1.30% | 1.51% | 1.60% |
Financials
EXPD vs. BRO - Financials Comparison
This section allows you to compare key financial metrics between Expeditors International of Washington, Inc. 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
EXPD vs. BRO - Profitability Comparison
EXPD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Expeditors International of Washington, Inc. reported a gross profit of 0.00 and revenue of 2.78B. Therefore, the gross margin over that period was 0.0%.
BRO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Brown & Brown, Inc. reported a gross profit of 838.00M and revenue of 1.68B. Therefore, the gross margin over that period was 50.0%.
EXPD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Expeditors International of Washington, Inc. reported an operating income of 294.83M and revenue of 2.78B, resulting in an operating margin of 10.6%.
BRO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Brown & Brown, Inc. reported an operating income of 0.00 and revenue of 1.68B, resulting in an operating margin of 0.0%.
EXPD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Expeditors International of Washington, Inc. reported a net income of 229.61M and revenue of 2.78B, resulting in a net margin of 8.3%.
BRO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Brown & Brown, Inc. reported a net income of 288.00M and revenue of 1.68B, resulting in a net margin of 17.2%.
Frequently Asked Questions
EXPD and BRO have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRO has higher volatility (12.37%) compared to EXPD (7.19%). In terms of maximum drawdown, EXPD dropped -58.07% vs BRO's -55.85%.
EXPD currently has the higher Sharpe Ratio (1.53 vs -0.74), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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