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FNV vs. BRO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FNV vs. BRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franco-Nevada Corporation (FNV) and Brown & Brown, Inc. (BRO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FNV achieves a -3.07% return, which is significantly higher than BRO's -13.05% return. Over the past 10 years, FNV has underperformed BRO with an annualized return of 11.70%, while BRO has yielded a comparatively higher 15.04% annualized return.


FNV

1D
-0.30%
1M
-8.71%
6M
-17.57%
YTD
-3.07%
1Y
30.63%
3Y*
12.10%
5Y*
6.99%
10Y*
11.70%
ALL TIME*
16.34%

BRO

1D
-0.59%
1M
16.65%
6M
-13.38%
YTD
-13.05%
1Y
-33.02%
3Y*
-0.37%
5Y*
6.03%
10Y*
15.04%
ALL TIME*
14.93%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FNV vs. BRO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FNV
Franco-Nevada Corporation
-3.07%77.81%7.41%-17.96%-0.39%11.57%22.31%48.92%-11.00%35.45%
BRO
Brown & Brown, Inc.
-13.05%-21.37%44.32%25.73%-18.39%49.31%21.06%44.67%8.30%16.15%

Correlation

The correlation between FNV and BRO is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.12

Correlation (3Y)
Calculated over the trailing 3-year period

0.05

Correlation (5Y)
Calculated over the trailing 5-year period

0.11

Correlation (10Y)
Calculated over the trailing 10-year period

0.08

Correlation (All Time)
Calculated using the full available price history since Dec 7, 2007

0.09

The correlation between FNV and BRO shifts across timeframes, from -0.12 (1 year) to 0.11 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

FNV:

$38.60B

BRO:

$23.37B

EPS

FNV:

$7.10

BRO:

$5.13

PE Ratio

FNV:

28.20

BRO:

13.43

PEG Ratio

FNV:

0.59

BRO:

0.99

PS Ratio

FNV:

18.37

BRO:

2.40

Total Revenue (TTM)

FNV:

$2.10B

BRO:

$6.43B

Gross Profit (TTM)

FNV:

$1.61B

BRO:

$3.82B

EBITDA (TTM)

FNV:

$1.96B

BRO:

$1.51B

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Return for Risk

FNV vs. BRO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FNV
FNV Risk / Return Rank: 6868
Overall Rank
FNV Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
FNV Sortino Ratio Rank: 6565
Sortino Ratio Rank
FNV Omega Ratio Rank: 6666
Omega Ratio Rank
FNV Calmar Ratio Rank: 6868
Calmar Ratio Rank
FNV Martin Ratio Rank: 6868
Martin Ratio Rank

BRO
BRO Risk / Return Rank: 1111
Overall Rank
BRO Sharpe Ratio Rank: 44
Sharpe Ratio Rank
BRO Sortino Ratio Rank: 77
Sortino Ratio Rank
BRO Omega Ratio Rank: 77
Omega Ratio Rank
BRO Calmar Ratio Rank: 1818
Calmar Ratio Rank
BRO Martin Ratio Rank: 1818
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FNV vs. BRO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franco-Nevada Corporation (FNV) 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.


FNVBRODifference
Sharpe ratioReturn per unit of total volatility

+1.92

Sortino ratioReturn per unit of downside risk

+2.72

Omega ratioGain probability vs. loss probability

1.17

0.81

+0.36

Calmar ratioReturn relative to maximum drawdown

1.05

-0.71

+1.76

Martin ratioReturn relative to average drawdown

2.42

-1.17

+3.59

FNV vs. BRO - Sharpe Ratio Comparison

The current FNV Sharpe Ratio is 0.82, which is higher than the BRO Sharpe Ratio of -1.09. The chart below compares the historical Sharpe Ratios of FNV and BRO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

FNV vs. BRO - Drawdown Comparison

The maximum FNV drawdown since its inception was -58.76%, which is greater than BRO's maximum drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for FNV and BRO.


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Drawdown Indicators


FNVBRODifference

Max Drawdown

Largest peak-to-trough decline

-58.76%

-55.85%

-2.91%

Max Drawdown (1Y)

Largest decline over 1 year

-29.18%

-46.93%

+17.75%

Max Drawdown (3Y)

Largest decline over 3 years

-29.55%

-55.85%

+26.30%

Max Drawdown (5Y)

Largest decline over 5 years

-37.12%

-55.85%

+18.73%

Max Drawdown (10Y)

Largest decline over 10 years

-37.12%

-55.85%

+18.73%

Current Drawdown

Current decline from peak

-28.45%

-44.02%

+15.57%

Average Drawdown

Average peak-to-trough decline

-14.02%

-13.63%

-0.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.68%

28.61%

-15.93%

Volatility

FNV vs. BRO - Volatility Comparison

The current volatility for Franco-Nevada Corporation (FNV) is 9.87%, while Brown & Brown, Inc. (BRO) has a volatility of 11.02%. This indicates that FNV 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


FNVBRODifference

Volatility (1M)

Calculated over the trailing 1-month period

9.87%

11.02%

-1.15%

Volatility (6M)

Calculated over the trailing 6-month period

31.08%

23.89%

+7.19%

Volatility (1Y)

Calculated over the trailing 1-year period

37.44%

30.37%

+7.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.68%

25.27%

+5.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.20%

23.84%

+6.36%

Dividends

FNV vs. BRO - Dividend Comparison

FNV's dividend yield for the trailing twelve months is around 0.82%, less than BRO's 0.94% yield.


PositionTTM20252024202320222021202020192018201720162015
BRO
Brown & Brown, Inc.
0.94%0.77%0.53%0.67%0.74%0.54%0.73%0.82%1.11%1.08%1.12%1.41%
FNV
Franco-Nevada Corporation
0.82%0.73%1.22%1.23%0.94%1.10%0.82%0.96%1.35%1.14%1.46%1.81%

Financials

FNV vs. BRO - Financials Comparison

This section allows you to compare key financial metrics between Franco-Nevada Corporation 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


500.00M1.00B1.50B2.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
641.09M
1.90B
(FNV) Total Revenue
(BRO) Total Revenue
Values in USD except per share items

FNV vs. BRO - Profitability Comparison

The chart below illustrates the profitability comparison between Franco-Nevada Corporation and Brown & Brown, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
80.9%
52.3%
Portfolio components
FNV - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Franco-Nevada Corporation reported a gross profit of 518.42M and revenue of 641.09M. Therefore, the gross margin over that period was 80.9%.

BRO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Brown & Brown, Inc. reported a gross profit of 994.00M and revenue of 1.90B. Therefore, the gross margin over that period was 52.3%.

FNV - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Franco-Nevada Corporation reported an operating income of 503.23M and revenue of 641.09M, resulting in an operating margin of 78.5%.

BRO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Brown & Brown, Inc. reported an operating income of 0.00 and revenue of 1.90B, resulting in an operating margin of 0.0%.

FNV - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Franco-Nevada Corporation reported a net income of 462.11M and revenue of 641.09M, resulting in a net margin of 72.1%.

BRO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Brown & Brown, Inc. reported a net income of 426.00M and revenue of 1.90B, resulting in a net margin of 22.4%.


Frequently Asked Questions


FNV 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 (11.02%) compared to FNV (9.87%). In terms of maximum drawdown, FNV dropped -58.76% vs BRO's -55.85%.

FNV currently has the higher Sharpe Ratio (0.82 vs -1.09), 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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