JEF vs. BRO
Compare and contrast key facts about Jefferies Financial Group Inc. (JEF) and Brown & Brown, Inc. (BRO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JEF or BRO.
Key characteristics
JEF | BRO | |
---|---|---|
YTD Return | 17.85% | 25.14% |
1Y Return | 64.29% | 35.90% |
3Y Return (Ann) | 18.72% | 19.95% |
5Y Return (Ann) | 28.85% | 23.84% |
10Y Return (Ann) | 10.98% | 20.87% |
Sharpe Ratio | 2.64 | 1.96 |
Daily Std Dev | 23.01% | 18.14% |
Max Drawdown | -80.74% | -54.08% |
Current Drawdown | 0.00% | 0.00% |
Fundamentals
JEF | BRO | |
---|---|---|
Market Cap | $9.86B | $24.84B |
EPS | $1.25 | $3.24 |
PE Ratio | 37.20 | 26.87 |
Revenue (TTM) | $5.16B | $4.34B |
Gross Profit (TTM) | $4.70B | $1.75B |
EBITDA (TTM) | $2.48B | $1.45B |
Correlation
The correlation between JEF and BRO is 0.28, 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
JEF vs. BRO - Performance Comparison
In the year-to-date period, JEF achieves a 17.85% return, which is significantly lower than BRO's 25.14% return. Over the past 10 years, JEF has underperformed BRO with an annualized return of 10.98%, while BRO has yielded a comparatively higher 20.87% annualized return. 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
JEF vs. BRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Jefferies Financial Group Inc. (JEF) 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
JEF vs. BRO - Dividend Comparison
JEF's dividend yield for the trailing twelve months is around 1.90%, more than BRO's 0.57% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Jefferies Financial Group Inc. | 1.90% | 2.97% | 3.50% | 2.32% | 2.32% | 2.20% | 2.77% | 1.26% | 1.02% | 1.37% | 1.06% | 0.84% |
Brown & Brown, Inc. | 0.57% | 0.67% | 0.74% | 0.54% | 0.73% | 0.82% | 1.11% | 1.08% | 1.12% | 1.41% | 1.25% | 1.18% |
Drawdowns
JEF vs. BRO - Drawdown Comparison
The maximum JEF drawdown since its inception was -80.74%, which is greater than BRO's maximum drawdown of -54.08%. Use the drawdown chart below to compare losses from any high point for JEF and BRO. For additional features, visit the drawdowns tool.
Volatility
JEF vs. BRO - Volatility Comparison
Jefferies Financial Group Inc. (JEF) has a higher volatility of 6.24% compared to Brown & Brown, Inc. (BRO) at 3.41%. This indicates that JEF'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
JEF vs. BRO - Financials Comparison
This section allows you to compare key financial metrics between Jefferies Financial Group 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