SLF vs. BRO
Compare and contrast key facts about Sun Life Financial Inc. (SLF) and Brown & Brown, Inc. (BRO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SLF or BRO.
Correlation
The correlation between SLF and BRO is 0.55, 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
SLF vs. BRO - Performance Comparison
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Key characteristics
SLF:
1.52
BRO:
1.21
SLF:
2.06
BRO:
1.66
SLF:
1.29
BRO:
1.24
SLF:
2.06
BRO:
2.00
SLF:
5.05
BRO:
5.31
SLF:
5.68%
BRO:
4.98%
SLF:
19.10%
BRO:
21.44%
SLF:
-78.78%
BRO:
-54.08%
SLF:
0.00%
BRO:
-9.51%
Fundamentals
SLF:
$35.77B
BRO:
$32.10B
SLF:
$3.92
BRO:
$3.59
SLF:
16.12
BRO:
31.20
SLF:
1.02
BRO:
4.41
SLF:
1.06
BRO:
6.61
SLF:
2.10
BRO:
4.70
SLF:
$44.98B
BRO:
$4.84B
SLF:
$35.88B
BRO:
$2.22B
SLF:
$2.88B
BRO:
$1.76B
Returns By Period
In the year-to-date period, SLF achieves a 8.11% return, which is significantly lower than BRO's 10.53% return. Over the past 10 years, SLF has underperformed BRO with an annualized return of 11.06%, while BRO has yielded a comparatively higher 22.55% annualized return.
SLF
8.11%
12.48%
7.38%
28.75%
14.79%
18.28%
11.06%
BRO
10.53%
-3.94%
3.12%
25.83%
27.75%
24.60%
22.55%
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Risk-Adjusted Performance
SLF vs. BRO — Risk-Adjusted Performance Rank
SLF
BRO
SLF vs. BRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sun Life Financial Inc. (SLF) 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.
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Dividends
SLF vs. BRO - Dividend Comparison
SLF's dividend yield for the trailing twelve months is around 3.75%, more than BRO's 0.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLF Sun Life Financial Inc. | 3.75% | 3.99% | 4.26% | 4.59% | 3.19% | 3.70% | 3.46% | 4.41% | 3.25% | 3.18% | 3.77% | 3.61% |
BRO Brown & Brown, Inc. | 0.52% | 0.53% | 0.67% | 0.74% | 0.54% | 0.73% | 0.82% | 1.11% | 1.08% | 1.12% | 1.41% | 1.25% |
Drawdowns
SLF vs. BRO - Drawdown Comparison
The maximum SLF drawdown since its inception was -78.78%, which is greater than BRO's maximum drawdown of -54.08%. Use the drawdown chart below to compare losses from any high point for SLF and BRO. For additional features, visit the drawdowns tool.
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Volatility
SLF vs. BRO - Volatility Comparison
The current volatility for Sun Life Financial Inc. (SLF) is 4.35%, while Brown & Brown, Inc. (BRO) has a volatility of 9.12%. This indicates that SLF 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
SLF vs. BRO - Financials Comparison
This section allows you to compare key financial metrics between Sun Life Financial 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
SLF vs. BRO - Profitability Comparison
SLF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Sun Life Financial Inc. reported a gross profit of 9.88B and revenue of 9.88B. Therefore, the gross margin over that period was 100.0%.
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%.
SLF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Sun Life Financial Inc. reported an operating income of 1.25B and revenue of 9.88B, resulting in an operating margin of 12.6%.
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%.
SLF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Sun Life Financial Inc. reported a net income of 1.00B and revenue of 9.88B, resulting in a net margin of 10.1%.
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%.