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LRN vs. BRO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between LRN 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.


-0.50.00.51.00.3

Performance

LRN vs. BRO - Performance Comparison

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

0.00%20.00%40.00%60.00%JulyAugustSeptemberOctoberNovemberDecember
52.73%
13.10%
LRN
BRO

Key characteristics

Sharpe Ratio

LRN:

1.58

BRO:

2.60

Sortino Ratio

LRN:

3.66

BRO:

3.62

Omega Ratio

LRN:

1.45

BRO:

1.46

Calmar Ratio

LRN:

3.09

BRO:

4.26

Martin Ratio

LRN:

13.48

BRO:

15.63

Ulcer Index

LRN:

5.71%

BRO:

3.00%

Daily Std Dev

LRN:

48.85%

BRO:

18.07%

Max Drawdown

LRN:

-81.41%

BRO:

-54.08%

Current Drawdown

LRN:

-5.43%

BRO:

-9.36%

Fundamentals

Market Cap

LRN:

$4.69B

BRO:

$29.51B

EPS

LRN:

$5.52

BRO:

$3.67

PE Ratio

LRN:

19.49

BRO:

28.11

PEG Ratio

LRN:

0.78

BRO:

4.41

Total Revenue (TTM)

LRN:

$2.11B

BRO:

$4.65B

Gross Profit (TTM)

LRN:

$806.57M

BRO:

$3.72B

EBITDA (TTM)

LRN:

$423.46M

BRO:

$1.59B

Returns By Period

In the year-to-date period, LRN achieves a 76.47% return, which is significantly higher than BRO's 45.43% return. Over the past 10 years, LRN has outperformed BRO with an annualized return of 24.37%, while BRO has yielded a comparatively lower 21.45% annualized return.


LRN

YTD

76.47%

1M

0.79%

6M

49.69%

1Y

75.44%

5Y*

39.31%

10Y*

24.37%

BRO

YTD

45.43%

1M

-8.26%

6M

10.43%

1Y

46.73%

5Y*

22.20%

10Y*

21.45%

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

LRN vs. BRO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Stride, Inc. (LRN) 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.


Sharpe ratio
The chart of Sharpe ratio for LRN, currently valued at 1.58, compared to the broader market-4.00-2.000.002.001.582.60
The chart of Sortino ratio for LRN, currently valued at 3.66, compared to the broader market-4.00-2.000.002.004.003.663.62
The chart of Omega ratio for LRN, currently valued at 1.45, compared to the broader market0.501.001.502.001.451.46
The chart of Calmar ratio for LRN, currently valued at 3.09, compared to the broader market0.002.004.006.003.094.26
The chart of Martin ratio for LRN, currently valued at 13.48, compared to the broader market-5.000.005.0010.0015.0020.0025.0013.4815.63
LRN
BRO

The current LRN Sharpe Ratio is 1.58, which is lower than the BRO Sharpe Ratio of 2.60. The chart below compares the historical Sharpe Ratios of LRN and BRO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.58
2.60
LRN
BRO

Dividends

LRN vs. BRO - Dividend Comparison

LRN has not paid dividends to shareholders, while BRO's dividend yield for the trailing twelve months is around 0.53%.


TTM20232022202120202019201820172016201520142013
LRN
Stride, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BRO
Brown & Brown, Inc.
0.53%0.67%0.74%0.54%0.73%0.82%1.11%1.08%1.12%1.41%1.25%1.18%

Drawdowns

LRN vs. BRO - Drawdown Comparison

The maximum LRN drawdown since its inception was -81.41%, which is greater than BRO's maximum drawdown of -54.08%. Use the drawdown chart below to compare losses from any high point for LRN and BRO. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-5.43%
-9.36%
LRN
BRO

Volatility

LRN vs. BRO - Volatility Comparison

Stride, Inc. (LRN) has a higher volatility of 6.78% compared to Brown & Brown, Inc. (BRO) at 5.84%. This indicates that LRN'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.


0.00%10.00%20.00%30.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
6.78%
5.84%
LRN
BRO

Financials

LRN vs. BRO - Financials Comparison

This section allows you to compare key financial metrics between Stride, 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.


Quarterly
Annual

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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