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

Correlation

The correlation between MMC and BRO is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

MMC vs. BRO - Performance Comparison

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

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Key characteristics

Sharpe Ratio

MMC:

0.60

BRO:

1.19

Sortino Ratio

MMC:

0.90

BRO:

1.74

Omega Ratio

MMC:

1.13

BRO:

1.25

Calmar Ratio

MMC:

0.82

BRO:

2.12

Martin Ratio

MMC:

2.40

BRO:

5.91

Ulcer Index

MMC:

4.52%

BRO:

4.75%

Daily Std Dev

MMC:

17.49%

BRO:

21.35%

Max Drawdown

MMC:

-67.46%

BRO:

-54.08%

Current Drawdown

MMC:

-8.39%

BRO:

-12.27%

Fundamentals

Market Cap

MMC:

$111.86B

BRO:

$31.74B

EPS

MMC:

$8.14

BRO:

$3.58

PE Ratio

MMC:

27.89

BRO:

30.94

PEG Ratio

MMC:

2.46

BRO:

4.41

PS Ratio

MMC:

4.47

BRO:

6.53

PB Ratio

MMC:

7.98

BRO:

4.68

Total Revenue (TTM)

MMC:

$25.05B

BRO:

$4.84B

Gross Profit (TTM)

MMC:

$10.67B

BRO:

$2.22B

EBITDA (TTM)

MMC:

$7.08B

BRO:

$1.76B

Returns By Period

In the year-to-date period, MMC achieves a 6.10% return, which is significantly lower than BRO's 7.16% return. Over the past 10 years, MMC has underperformed BRO with an annualized return of 16.52%, while BRO has yielded a comparatively higher 22.34% annualized return.


MMC

YTD

6.10%

1M

-4.10%

6M

0.08%

1Y

10.45%

5Y*

17.88%

10Y*

16.52%

BRO

YTD

7.16%

1M

-8.15%

6M

-2.76%

1Y

25.32%

5Y*

25.14%

10Y*

22.34%

*Annualized

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Risk-Adjusted Performance

MMC vs. BRO — Risk-Adjusted Performance Rank

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

MMC
The Risk-Adjusted Performance Rank of MMC is 7171
Overall Rank
The Sharpe Ratio Rank of MMC is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of MMC is 6262
Sortino Ratio Rank
The Omega Ratio Rank of MMC is 6363
Omega Ratio Rank
The Calmar Ratio Rank of MMC is 8080
Calmar Ratio Rank
The Martin Ratio Rank of MMC is 7575
Martin Ratio Rank

BRO
The Risk-Adjusted Performance Rank of BRO is 8787
Overall Rank
The Sharpe Ratio Rank of BRO is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of BRO is 8282
Sortino Ratio Rank
The Omega Ratio Rank of BRO is 8383
Omega Ratio Rank
The Calmar Ratio Rank of BRO is 9494
Calmar Ratio Rank
The Martin Ratio Rank of BRO is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MMC vs. BRO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Marsh & McLennan Companies, Inc. (MMC) 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.


The current MMC Sharpe Ratio is 0.60, which is lower than the BRO Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of MMC 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.


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Dividends

MMC vs. BRO - Dividend Comparison

MMC's dividend yield for the trailing twelve months is around 1.46%, more than BRO's 0.53% yield.


TTM20242023202220212020201920182017201620152014
MMC
Marsh & McLennan Companies, Inc.
1.46%1.44%1.37%1.36%1.15%1.57%1.56%1.98%1.76%1.92%2.13%1.85%
BRO
Brown & Brown, Inc.
0.53%0.53%0.67%0.74%0.54%0.73%0.82%1.11%1.08%1.12%1.41%1.25%

Drawdowns

MMC vs. BRO - Drawdown Comparison

The maximum MMC drawdown since its inception was -67.46%, which is greater than BRO's maximum drawdown of -54.08%. Use the drawdown chart below to compare losses from any high point for MMC and BRO. For additional features, visit the drawdowns tool.


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Volatility

MMC vs. BRO - Volatility Comparison

The current volatility for Marsh & McLennan Companies, Inc. (MMC) is 8.32%, while Brown & Brown, Inc. (BRO) has a volatility of 9.54%. This indicates that MMC 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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Financials

MMC vs. BRO - Financials Comparison

This section allows you to compare key financial metrics between Marsh & McLennan Companies, 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


1.00B2.00B3.00B4.00B5.00B6.00B7.00B20212022202320242025
7.06B
1.39B
(MMC) Total Revenue
(BRO) Total Revenue
Values in USD except per share items

MMC vs. BRO - Profitability Comparison

The chart below illustrates the profitability comparison between Marsh & McLennan Companies, Inc. 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

35.0%40.0%45.0%50.0%20212022202320242025
45.5%
50.7%
(MMC) Gross Margin
(BRO) Gross Margin
MMC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Marsh & McLennan Companies, Inc. reported a gross profit of 3.21B and revenue of 7.06B. Therefore, the gross margin over that period was 45.5%.

BRO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Brown & Brown, Inc. reported a gross profit of 702.00M and revenue of 1.39B. Therefore, the gross margin over that period was 50.7%.

MMC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Marsh & McLennan Companies, Inc. reported an operating income of 2.01B and revenue of 7.06B, resulting in an operating margin of 28.4%.

BRO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Brown & Brown, Inc. reported an operating income of 452.00M and revenue of 1.39B, resulting in an operating margin of 32.6%.

MMC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Marsh & McLennan Companies, Inc. reported a net income of 1.38B and revenue of 7.06B, resulting in a net margin of 19.6%.

BRO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Brown & Brown, Inc. reported a net income of 331.00M and revenue of 1.39B, resulting in a net margin of 23.9%.