RYCEY vs. BRO
RYCEY (Rolls-Royce Holdings plc) and BRO (Brown & Brown, Inc.) are both stocks. RYCEY operates in Aerospace & Defense (Industrials), while BRO operates in Insurance Brokers (Financial Services). Over the past 10 years, RYCEY returned 7.64%/yr vs 15.04%/yr for BRO. At a 0.22 correlation, their price movements are largely independent.
Performance
RYCEY vs. BRO - Performance Comparison
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Returns By Period
In the year-to-date period, RYCEY achieves a 15.83% return, which is significantly higher than BRO's -13.05% return. Over the past 10 years, RYCEY has underperformed BRO with an annualized return of 7.64%, while BRO has yielded a comparatively higher 15.04% annualized return.
RYCEY
- 1D
- -1.25%
- 1M
- -3.36%
- 6M
- 4.11%
- YTD
- 15.83%
- 1Y
- 33.75%
- 3Y*
- 111.25%
- 5Y*
- 68.92%
- 10Y*
- 7.64%
- ALL TIME*
- -11.47%
BRO
- 1D
- -0.59%
- 1M
- 16.65%
- 6M
- -13.38%
- YTD
- -13.05%
- 1Y
- -33.02%
- 3Y*
- -0.37%
- 5Y*
- 6.03%
- 10Y*
- 15.04%
- ALL TIME*
- 14.93%
RYCEY vs. BRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RYCEY Rolls-Royce Holdings plc | 15.83% | 123.64% | 88.21% | 253.27% | -33.95% | 2.53% | -82.05% | -12.69% | -7.35% | 40.70% |
BRO Brown & Brown, Inc. | -13.05% | -21.37% | 44.32% | 25.73% | -18.39% | 49.31% | 21.06% | 44.67% | 8.30% | 16.15% |
Correlation
The correlation between RYCEY and BRO is -0.18, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.17 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Jul 7, 2014 | 0.22 |
The correlation between RYCEY and BRO shifts across timeframes, from -0.18 (1 year) to 0.22 (all time), reflecting how their relationship changes across market environments.
Fundamentals
RYCEY:
$150.95B
BRO:
$23.37B
RYCEY:
£0.99
BRO:
$5.13
RYCEY:
13.56
BRO:
13.43
RYCEY:
0.03
BRO:
0.99
RYCEY:
2.83
BRO:
2.40
RYCEY:
£40.04B
BRO:
$6.43B
RYCEY:
£10.10B
BRO:
$3.82B
RYCEY:
£8.04B
BRO:
$1.51B
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Return for Risk
RYCEY vs. BRO — Risk / Return Rank
RYCEY
BRO
RYCEY vs. BRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rolls-Royce Holdings plc (RYCEY) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RYCEY | BRO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.98 | ||
| Sortino ratioReturn per unit of downside risk | +2.98 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 0.81 | +0.37 |
| Calmar ratioReturn relative to maximum drawdown | 1.56 | -0.71 | +2.26 |
| Martin ratioReturn relative to average drawdown | 4.32 | -1.17 | +5.49 |
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Drawdowns
RYCEY vs. BRO - Drawdown Comparison
The maximum RYCEY drawdown since its inception was -99.07%, which is greater than BRO's maximum drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for RYCEY and BRO.
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Drawdown Indicators
| RYCEY | BRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.07% | -55.85% | -43.22% |
Max Drawdown (1Y)Largest decline over 1 year | -21.75% | -46.93% | +25.18% |
Max Drawdown (3Y)Largest decline over 3 years | -23.37% | -55.85% | +32.48% |
Max Drawdown (5Y)Largest decline over 5 years | -62.01% | -55.85% | -6.16% |
Max Drawdown (10Y)Largest decline over 10 years | -94.64% | -55.85% | -38.79% |
Current DrawdownCurrent decline from peak | -77.01% | -44.02% | -32.99% |
Average DrawdownAverage peak-to-trough decline | -84.09% | -13.63% | -70.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.83% | 28.61% | -20.78% |
Volatility
RYCEY vs. BRO - Volatility Comparison
The current volatility for Rolls-Royce Holdings plc (RYCEY) is 8.23%, while Brown & Brown, Inc. (BRO) has a volatility of 11.02%. This indicates that RYCEY 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
| RYCEY | BRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.23% | 11.02% | -2.79% |
Volatility (6M)Calculated over the trailing 6-month period | 33.05% | 23.89% | +9.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.40% | 30.37% | +8.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.23% | 25.27% | +17.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.27% | 23.84% | +25.43% |
Dividends
RYCEY vs. BRO - Dividend Comparison
RYCEY's dividend yield for the trailing twelve months is around 0.70%, less than BRO's 0.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRO Brown & Brown, Inc. | 0.94% | 0.77% | 0.53% | 0.67% | 0.74% | 0.54% | 0.73% | 0.82% | 1.11% | 1.08% | 1.12% | 1.41% |
RYCEY Rolls-Royce Holdings plc | 0.70% | 0.86% | 0.00% | 0.00% | 0.00% | 0.00% | 5.51% | 1.56% | 1.32% | 1.55% | 4.19% | 14.44% |
Financials
RYCEY vs. BRO - Financials Comparison
This section allows you to compare key financial metrics between Rolls-Royce Holdings plc 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
RYCEY vs. BRO - Profitability Comparison
RYCEY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Rolls-Royce Holdings plc reported a gross profit of 3.19B and revenue of 11.64B. Therefore, the gross margin over that period was 27.4%.
BRO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
RYCEY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Rolls-Royce Holdings plc reported an operating income of 3.23B and revenue of 11.64B, resulting in an operating margin of 27.7%.
BRO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Brown & Brown, Inc. reported an operating income of 0.00 and revenue of 1.90B, resulting in an operating margin of 0.0%.
RYCEY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Rolls-Royce Holdings plc reported a net income of 1.42B and revenue of 11.64B, resulting in a net margin of 12.2%.
BRO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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
RYCEY and BRO have a correlation of -0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRO has higher volatility (11.02%) compared to RYCEY (8.23%). In terms of maximum drawdown, RYCEY dropped -99.07% vs BRO's -55.85%.
RYCEY currently has the higher Sharpe Ratio (0.88 vs -1.09), 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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