STAG vs. BRO
STAG (STAG Industrial, Inc.) and BRO (Brown & Brown, Inc.) are both stocks. STAG operates in REIT - Industrial (Real Estate), while BRO operates in Insurance Brokers (Financial Services). Over the past 10 years, STAG returned 9.93%/yr vs 13.27%/yr for BRO. At a 0.38 correlation, their price movements are largely independent.
Performance
STAG vs. BRO - Performance Comparison
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Returns By Period
In the year-to-date period, STAG achieves a 2.13% return, which is significantly higher than BRO's -26.85% return. Over the past 10 years, STAG has underperformed BRO with an annualized return of 9.93%, while BRO has yielded a comparatively higher 13.27% annualized return.
STAG
- 1D
- -0.32%
- 1M
- -4.65%
- YTD
- 2.13%
- 6M
- -1.21%
- 1Y
- 4.41%
- 3Y*
- 4.98%
- 5Y*
- 3.47%
- 10Y*
- 9.93%
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%
STAG vs. BRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STAG STAG Industrial, Inc. | 2.13% | 13.30% | -10.34% | 26.73% | -29.66% | 59.10% | 4.18% | 33.20% | -3.81% | 20.68% |
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 STAG and BRO is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Apr 15, 2011 | 0.38 |
Over the past year, the correlation between STAG and BRO has dropped to 0.12 - well below their long-term average of 0.38, suggesting their price drivers have been diverging.
Fundamentals
STAG:
$1.30
BRO:
$4.76
STAG:
28.66
BRO:
12.18
STAG:
3.63
BRO:
0.89
STAG:
8.10
BRO:
2.18
STAG:
$863.82M
BRO:
$6.43B
STAG:
$356.54M
BRO:
$3.82B
STAG:
$598.36M
BRO:
$1.51B
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Return for Risk
STAG vs. BRO — Risk / Return Rank
STAG
BRO
STAG vs. BRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for STAG Industrial, Inc. (STAG) 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.
| STAG | BRO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.89 | ||
| Sortino ratioReturn per unit of downside risk | +2.94 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 0.69 | +0.37 |
| Calmar ratioReturn relative to maximum drawdown | 0.47 | -0.93 | +1.40 |
| Martin ratioReturn relative to average drawdown | 1.14 | -1.59 | +2.73 |
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
| STAG | BRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | -1.66 | +1.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.12 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.56 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.50 | +0.01 |
Drawdowns
STAG vs. BRO - Drawdown Comparison
The maximum STAG drawdown since its inception was -45.08%, smaller than the maximum BRO drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for STAG and BRO.
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Drawdown Indicators
| STAG | BRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.08% | -55.85% | +10.77% |
Max Drawdown (1Y)Largest decline over 1 year | -9.44% | -50.55% | +41.11% |
Max Drawdown (3Y)Largest decline over 3 years | -24.59% | -55.85% | +31.26% |
Max Drawdown (5Y)Largest decline over 5 years | -42.22% | -55.85% | +13.63% |
Max Drawdown (10Y)Largest decline over 10 years | -45.08% | -55.85% | +10.77% |
Current DrawdownCurrent decline from peak | -7.51% | -52.91% | +45.40% |
Average DrawdownAverage peak-to-trough decline | -10.51% | -13.52% | +3.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.88% | 29.57% | -25.69% |
Volatility
STAG vs. BRO - Volatility Comparison
The current volatility for STAG Industrial, Inc. (STAG) is 4.82%, while Brown & Brown, Inc. (BRO) has a volatility of 9.52%. This indicates that STAG 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
| STAG | BRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 9.52% | -4.70% |
Volatility (6M)Calculated over the trailing 6-month period | 13.71% | 21.90% | -8.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.36% | 28.53% | -9.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.40% | 24.81% | -1.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.16% | 23.69% | +2.47% |
Dividends
STAG vs. BRO - Dividend Comparison
STAG's dividend yield for the trailing twelve months is around 3.38%, more 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% |
STAG STAG Industrial, Inc. | 3.38% | 4.05% | 4.38% | 3.74% | 4.52% | 3.02% | 4.60% | 4.53% | 5.71% | 5.14% | 5.82% | 7.40% |
Financials
STAG vs. BRO - Financials Comparison
This section allows you to compare key financial metrics between STAG Industrial, 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
STAG vs. BRO - Profitability Comparison
STAG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, STAG Industrial, Inc. reported a gross profit of 0.00 and revenue of 224.21M. Therefore, the gross margin over that period was 0.0%.
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%.
STAG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, STAG Industrial, Inc. reported an operating income of 1.32M and revenue of 224.21M, resulting in an operating margin of 0.6%.
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%.
STAG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, STAG Industrial, Inc. reported a net income of 61.96M and revenue of 224.21M, resulting in a net margin of 27.6%.
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
STAG and BRO have a correlation of 0.12, 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 STAG (4.82%). In terms of maximum drawdown, STAG dropped -45.08% vs BRO's -55.85%.
STAG currently has the higher Sharpe Ratio (0.23 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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