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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.


-0.50.00.51.00.4

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.

-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
4.26%
8.31%
MMC
BRO

Key characteristics

Sharpe Ratio

MMC:

1.25

BRO:

2.06

Sortino Ratio

MMC:

1.74

BRO:

2.83

Omega Ratio

MMC:

1.22

BRO:

1.36

Calmar Ratio

MMC:

1.64

BRO:

3.14

Martin Ratio

MMC:

4.60

BRO:

8.61

Ulcer Index

MMC:

3.79%

BRO:

4.15%

Daily Std Dev

MMC:

13.97%

BRO:

17.34%

Max Drawdown

MMC:

-67.46%

BRO:

-54.08%

Current Drawdown

MMC:

-1.46%

BRO:

-3.50%

Fundamentals

Market Cap

MMC:

$111.98B

BRO:

$31.10B

EPS

MMC:

$8.19

BRO:

$3.46

PE Ratio

MMC:

27.84

BRO:

31.43

PEG Ratio

MMC:

2.42

BRO:

4.41

Total Revenue (TTM)

MMC:

$24.46B

BRO:

$4.81B

Gross Profit (TTM)

MMC:

$14.09B

BRO:

$3.34B

EBITDA (TTM)

MMC:

$6.69B

BRO:

$1.28B

Returns By Period

In the year-to-date period, MMC achieves a 8.20% return, which is significantly higher than BRO's 7.28% return. Over the past 10 years, MMC has underperformed BRO with an annualized return of 17.11%, while BRO has yielded a comparatively higher 22.02% annualized return.


MMC

YTD

8.20%

1M

8.66%

6M

4.35%

1Y

18.26%

5Y*

15.82%

10Y*

17.11%

BRO

YTD

7.28%

1M

6.72%

6M

8.19%

1Y

35.78%

5Y*

18.87%

10Y*

22.02%

*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 7979
Overall Rank
The Sharpe Ratio Rank of MMC is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of MMC is 7575
Sortino Ratio Rank
The Omega Ratio Rank of MMC is 7373
Omega Ratio Rank
The Calmar Ratio Rank of MMC is 8787
Calmar Ratio Rank
The Martin Ratio Rank of MMC is 7979
Martin Ratio Rank

BRO
The Risk-Adjusted Performance Rank of BRO is 9191
Overall Rank
The Sharpe Ratio Rank of BRO is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of BRO is 9090
Sortino Ratio Rank
The Omega Ratio Rank of BRO is 8888
Omega Ratio Rank
The Calmar Ratio Rank of BRO is 9595
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.


Sharpe ratio
The chart of Sharpe ratio for MMC, currently valued at 1.25, compared to the broader market-2.000.002.004.001.252.06
The chart of Sortino ratio for MMC, currently valued at 1.74, compared to the broader market-6.00-4.00-2.000.002.004.001.742.83
The chart of Omega ratio for MMC, currently valued at 1.22, compared to the broader market0.501.001.502.001.221.36
The chart of Calmar ratio for MMC, currently valued at 1.64, compared to the broader market0.002.004.006.001.643.14
The chart of Martin ratio for MMC, currently valued at 4.60, compared to the broader market0.0010.0020.0030.004.608.61
MMC
BRO

The current MMC Sharpe Ratio is 1.25, which is lower than the BRO Sharpe Ratio of 2.06. 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.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.25
2.06
MMC
BRO

Dividends

MMC vs. BRO - Dividend Comparison

MMC's dividend yield for the trailing twelve months is around 1.38%, more than BRO's 0.51% yield.


TTM20242023202220212020201920182017201620152014
MMC
Marsh & McLennan Companies, Inc.
1.38%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.
0.51%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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-1.46%
-3.50%
MMC
BRO

Volatility

MMC vs. BRO - Volatility Comparison

The current volatility for Marsh & McLennan Companies, Inc. (MMC) is 4.69%, while Brown & Brown, Inc. (BRO) has a volatility of 5.30%. 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.


3.00%4.00%5.00%6.00%7.00%SeptemberOctoberNovemberDecember2025February
4.69%
5.30%
MMC
BRO

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


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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