T vs. BRO
T (AT&T Inc.) and BRO (Brown & Brown, Inc.) are both stocks. T operates in Telecom Services (Communication Services), while BRO operates in Insurance Brokers (Financial Services). Over the past 10 years, T returned 2.86%/yr vs 13.27%/yr for BRO. At a 0.23 correlation, their price movements are largely independent.
Performance
T vs. BRO - Performance Comparison
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Returns By Period
In the year-to-date period, T achieves a -7.40% return, which is significantly higher than BRO's -26.85% return. Over the past 10 years, T has underperformed BRO with an annualized return of 2.86%, while BRO has yielded a comparatively higher 13.27% annualized return.
T
- 1D
- -1.10%
- 1M
- -10.57%
- YTD
- -7.40%
- 6M
- -7.40%
- 1Y
- -16.38%
- 3Y*
- 18.39%
- 5Y*
- 6.60%
- 10Y*
- 2.86%
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%
T vs. BRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
T AT&T Inc. | -7.40% | 13.97% | 44.08% | -2.74% | 5.76% | -8.09% | -21.37% | 45.55% | -22.25% | -4.01% |
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 T and BRO is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.27 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Mar 4, 1992 | 0.23 |
The correlation between T and BRO shifts across timeframes, from 0.13 (1 year) to 0.30 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
T:
$3.04
BRO:
$4.76
T:
7.39
BRO:
12.18
T:
0.31
BRO:
0.89
T:
1.29
BRO:
2.18
T:
$125.65B
BRO:
$6.43B
T:
$105.41B
BRO:
$3.82B
T:
$54.70B
BRO:
$1.51B
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Return for Risk
T vs. BRO — Risk / Return Rank
T
BRO
T vs. BRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AT&T Inc. (T) 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.
| T | BRO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.91 | ||
| Sortino ratioReturn per unit of downside risk | +1.50 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 0.69 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.75 | -0.93 | +0.18 |
| Martin ratioReturn relative to average drawdown | -1.59 | -1.59 | +0.01 |
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
| T | BRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.75 | -1.66 | +0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.12 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.12 | 0.56 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.50 | -0.13 |
Drawdowns
T vs. BRO - Drawdown Comparison
The maximum T drawdown since its inception was -64.15%, which is greater than BRO's maximum drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for T and BRO.
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Drawdown Indicators
| T | BRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.15% | -55.85% | -8.30% |
Max Drawdown (1Y)Largest decline over 1 year | -21.87% | -50.55% | +28.68% |
Max Drawdown (3Y)Largest decline over 3 years | -21.87% | -55.85% | +33.98% |
Max Drawdown (5Y)Largest decline over 5 years | -32.01% | -55.85% | +23.84% |
Max Drawdown (10Y)Largest decline over 10 years | -42.35% | -55.85% | +13.50% |
Current DrawdownCurrent decline from peak | -21.87% | -52.91% | +31.04% |
Average DrawdownAverage peak-to-trough decline | -15.72% | -13.52% | -2.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.34% | 29.57% | -19.23% |
Volatility
T vs. BRO - Volatility Comparison
The current volatility for AT&T Inc. (T) is 7.50%, while Brown & Brown, Inc. (BRO) has a volatility of 9.52%. This indicates that T 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
| T | BRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.50% | 9.52% | -2.02% |
Volatility (6M)Calculated over the trailing 6-month period | 17.57% | 21.90% | -4.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.98% | 28.53% | -6.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.97% | 24.81% | -0.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.71% | 23.69% | +0.02% |
Dividends
T vs. BRO - Dividend Comparison
T's dividend yield for the trailing twelve months is around 4.93%, 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% |
T AT&T Inc. | 4.93% | 4.47% | 4.87% | 6.62% | 6.66% | 8.46% | 7.23% | 5.22% | 7.01% | 5.04% | 4.51% | 5.46% |
Financials
T vs. BRO - Financials Comparison
This section allows you to compare key financial metrics between AT&T 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
Frequently Asked Questions
T and BRO have a correlation of 0.13, 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 T (7.50%). In terms of maximum drawdown, T dropped -64.15% vs BRO's -55.85%.
T currently has the higher Sharpe Ratio (-0.75 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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