PH vs. BRO
PH (Parker-Hannifin Corporation) and BRO (Brown & Brown, Inc.) are both stocks. PH operates in Specialty Industrial Machinery (Industrials), while BRO operates in Insurance Brokers (Financial Services). Over the past 10 years, PH returned 24.75%/yr vs 13.27%/yr for BRO. At a 0.31 correlation, their price movements are largely independent.
Performance
PH vs. BRO - Performance Comparison
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Returns By Period
In the year-to-date period, PH achieves a 0.89% return, which is significantly higher than BRO's -26.85% return. Over the past 10 years, PH has outperformed BRO with an annualized return of 24.75%, while BRO has yielded a comparatively lower 13.27% annualized return.
PH
- 1D
- 0.09%
- 1M
- 0.49%
- YTD
- 0.89%
- 6M
- 0.81%
- 1Y
- 32.71%
- 3Y*
- 36.81%
- 5Y*
- 25.26%
- 10Y*
- 24.75%
BRO
- 1D
- -1.46%
- 1M
- 3.05%
- YTD
- -26.85%
- 6M
- -24.91%
- 1Y
- -47.08%
- 3Y*
- -2.56%
- 5Y*
- 3.04%
- 10Y*
- 13.27%
PH vs. BRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PH Parker-Hannifin Corporation | 0.89% | 39.54% | 39.58% | 60.81% | -6.91% | 18.30% | 34.78% | 40.75% | -24.00% | 44.91% |
BRO Brown & Brown, Inc. | -26.85% | -21.37% | 44.32% | 25.73% | -18.39% | 49.31% | 21.06% | 44.67% | 8.30% | 16.15% |
Correlation
The correlation between PH and BRO is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since Mar 4, 1992 | 0.31 |
The correlation between PH and BRO shifts across timeframes, from -0.01 (1 year) to 0.40 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
PH:
$27.11
BRO:
$4.76
PH:
32.58
BRO:
12.18
PH:
1.37
BRO:
0.89
PH:
5.40
BRO:
2.18
PH:
$20.99B
BRO:
$6.43B
PH:
$7.81B
BRO:
$3.82B
PH:
$5.31B
BRO:
$1.51B
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Return for Risk
PH vs. BRO — Risk / Return Rank
PH
BRO
PH vs. BRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Parker-Hannifin Corporation (PH) 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.
| PH | BRO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.00 | ||
| Sortino ratioReturn per unit of downside risk | +4.50 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 0.69 | +0.56 |
| Calmar ratioReturn relative to maximum drawdown | 1.70 | -0.93 | +2.63 |
| Martin ratioReturn relative to average drawdown | 5.17 | -1.59 | +6.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PH | BRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | -1.66 | +3.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.12 | +0.77 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.56 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.50 | -0.06 |
Drawdowns
PH vs. BRO - Drawdown Comparison
The maximum PH drawdown since its inception was -66.92%, which is greater than BRO's maximum drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for PH and BRO.
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Drawdown Indicators
| PH | BRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.92% | -55.85% | -11.07% |
Max Drawdown (1Y)Largest decline over 1 year | -19.34% | -50.55% | +31.21% |
Max Drawdown (3Y)Largest decline over 3 years | -26.79% | -55.85% | +29.06% |
Max Drawdown (5Y)Largest decline over 5 years | -28.64% | -55.85% | +27.21% |
Max Drawdown (10Y)Largest decline over 10 years | -54.68% | -55.85% | +1.17% |
Current DrawdownCurrent decline from peak | -13.48% | -52.91% | +39.43% |
Average DrawdownAverage peak-to-trough decline | -15.33% | -13.52% | -1.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.34% | 29.57% | -23.23% |
Volatility
PH vs. BRO - Volatility Comparison
The current volatility for Parker-Hannifin Corporation (PH) is 5.59%, while Brown & Brown, Inc. (BRO) has a volatility of 9.52%. This indicates that PH 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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Volatility by Period
| PH | BRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.59% | 9.52% | -3.93% |
Volatility (6M)Calculated over the trailing 6-month period | 18.60% | 21.90% | -3.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.62% | 28.53% | -3.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.61% | 24.81% | +3.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.69% | 23.69% | +8.00% |
Dividends
PH vs. BRO - Dividend Comparison
PH's dividend yield for the trailing twelve months is around 0.84%, less than BRO's 1.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRO Brown & Brown, Inc. | 1.11% | 0.77% | 0.53% | 0.67% | 0.74% | 0.54% | 0.73% | 0.82% | 1.11% | 1.08% | 1.12% | 1.41% |
PH Parker-Hannifin Corporation | 0.84% | 0.80% | 1.00% | 1.25% | 1.73% | 1.25% | 1.29% | 1.65% | 1.97% | 1.32% | 1.80% | 2.60% |
Financials
PH vs. BRO - Financials Comparison
This section allows you to compare key financial metrics between Parker-Hannifin Corporation 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
PH vs. BRO - Profitability Comparison
PH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Parker-Hannifin Corporation reported a gross profit of 2.02B and revenue of 5.49B. Therefore, the gross margin over that period was 36.8%.
BRO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brown & Brown, Inc. reported a gross profit of 994.00M and revenue of 1.90B. Therefore, the gross margin over that period was 52.3%.
PH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Parker-Hannifin Corporation reported an operating income of 1.13B and revenue of 5.49B, resulting in an operating margin of 20.7%.
BRO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brown & Brown, Inc. reported an operating income of 0.00 and revenue of 1.90B, resulting in an operating margin of 0.0%.
PH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Parker-Hannifin Corporation reported a net income of 904.00M and revenue of 5.49B, resulting in a net margin of 16.5%.
BRO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brown & Brown, Inc. reported a net income of 426.00M and revenue of 1.90B, resulting in a net margin of 22.4%.
Frequently Asked Questions
PH and BRO have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRO has higher volatility (9.52%) compared to PH (5.59%). In terms of maximum drawdown, PH dropped -66.92% vs BRO's -55.85%.
PH currently has the higher Sharpe Ratio (1.34 vs -1.66), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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