MMC vs. BRO
Compare and contrast key facts about Marsh & McLennan Companies, Inc. (MMC) and Brown & Brown, Inc. (BRO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MMC or BRO.
Key characteristics
MMC | BRO | |
---|---|---|
YTD Return | 6.18% | 16.49% |
1Y Return | 12.92% | 28.28% |
3Y Return (Ann) | 15.41% | 16.69% |
5Y Return (Ann) | 18.16% | 21.63% |
10Y Return (Ann) | 17.32% | 19.98% |
Sharpe Ratio | 0.80 | 1.46 |
Daily Std Dev | 14.58% | 18.16% |
Max Drawdown | -67.46% | -54.08% |
Current Drawdown | -3.57% | -5.53% |
Fundamentals
MMC | BRO | |
---|---|---|
Market Cap | $97.53B | $23.24B |
EPS | $7.88 | $3.24 |
PE Ratio | 25.12 | 25.14 |
PEG Ratio | 2.43 | 4.41 |
Revenue (TTM) | $23.29B | $4.34B |
Gross Profit (TTM) | $8.88B | $1.75B |
EBITDA (TTM) | $6.82B | $1.45B |
Correlation
The correlation between MMC and BRO is 0.35, 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
MMC vs. BRO - Performance Comparison
In the year-to-date period, MMC achieves a 6.18% return, which is significantly lower than BRO's 16.49% return. Over the past 10 years, MMC has underperformed BRO with an annualized return of 17.32%, while BRO has yielded a comparatively higher 19.98% 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
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.
Dividends
MMC vs. BRO - Dividend Comparison
MMC's dividend yield for the trailing twelve months is around 1.42%, more than BRO's 0.59% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Marsh & McLennan Companies, Inc. | 1.42% | 1.37% | 1.36% | 1.15% | 1.57% | 1.56% | 1.98% | 1.76% | 1.92% | 2.13% | 1.85% | 1.99% |
Brown & Brown, Inc. | 0.59% | 0.67% | 0.74% | 0.54% | 0.73% | 0.82% | 1.11% | 1.08% | 1.12% | 1.41% | 1.25% | 1.18% |
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.
Volatility
MMC vs. BRO - Volatility Comparison
Marsh & McLennan Companies, Inc. (MMC) has a higher volatility of 4.69% compared to Brown & Brown, Inc. (BRO) at 4.28%. This indicates that MMC'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
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.
Total Revenue: Total amount of money received from sales and other business activities