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TRUP vs. BRO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between TRUP and BRO is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

TRUP vs. BRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Trupanion, Inc. (TRUP) and Brown & Brown, Inc. (BRO). The values are adjusted to include any dividend payments, if applicable.

0.00%20.00%40.00%60.00%AugustSeptemberOctoberNovemberDecember2025
40.50%
13.61%
TRUP
BRO

Key characteristics

Sharpe Ratio

TRUP:

1.02

BRO:

2.41

Sortino Ratio

TRUP:

1.62

BRO:

3.36

Omega Ratio

TRUP:

1.24

BRO:

1.43

Calmar Ratio

TRUP:

0.88

BRO:

3.75

Martin Ratio

TRUP:

4.49

BRO:

11.13

Ulcer Index

TRUP:

17.13%

BRO:

3.83%

Daily Std Dev

TRUP:

75.54%

BRO:

17.66%

Max Drawdown

TRUP:

-87.34%

BRO:

-54.08%

Current Drawdown

TRUP:

-69.35%

BRO:

-6.94%

Fundamentals

Market Cap

TRUP:

$2.28B

BRO:

$30.30B

EPS

TRUP:

-$0.32

BRO:

$3.65

PEG Ratio

TRUP:

0.00

BRO:

4.41

Total Revenue (TTM)

TRUP:

$948.38M

BRO:

$3.62B

Gross Profit (TTM)

TRUP:

$125.88M

BRO:

$2.74B

EBITDA (TTM)

TRUP:

$12.28M

BRO:

$1.28B

Returns By Period

In the year-to-date period, TRUP achieves a -1.18% return, which is significantly lower than BRO's 3.46% return. Over the past 10 years, TRUP has underperformed BRO with an annualized return of 20.24%, while BRO has yielded a comparatively higher 22.12% annualized return.


TRUP

YTD

-1.18%

1M

-4.34%

6M

44.55%

1Y

75.11%

5Y*

7.77%

10Y*

20.24%

BRO

YTD

3.46%

1M

2.55%

6M

13.61%

1Y

41.90%

5Y*

21.47%

10Y*

22.12%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

TRUP vs. BRO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TRUP
The Risk-Adjusted Performance Rank of TRUP is 7777
Overall Rank
The Sharpe Ratio Rank of TRUP is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of TRUP is 7474
Sortino Ratio Rank
The Omega Ratio Rank of TRUP is 7777
Omega Ratio Rank
The Calmar Ratio Rank of TRUP is 7777
Calmar Ratio Rank
The Martin Ratio Rank of TRUP is 7979
Martin Ratio Rank

BRO
The Risk-Adjusted Performance Rank of BRO is 9494
Overall Rank
The Sharpe Ratio Rank of BRO is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of BRO is 9494
Sortino Ratio Rank
The Omega Ratio Rank of BRO is 9292
Omega Ratio Rank
The Calmar Ratio Rank of BRO is 9696
Calmar Ratio Rank
The Martin Ratio Rank of BRO is 9292
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

TRUP vs. BRO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Trupanion, Inc. (TRUP) 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.


Sharpe ratio
The chart of Sharpe ratio for TRUP, currently valued at 1.02, compared to the broader market-2.000.002.004.001.022.41
The chart of Sortino ratio for TRUP, currently valued at 1.62, compared to the broader market-4.00-2.000.002.004.001.623.36
The chart of Omega ratio for TRUP, currently valued at 1.24, compared to the broader market0.501.001.502.001.241.43
The chart of Calmar ratio for TRUP, currently valued at 0.88, compared to the broader market0.002.004.006.000.883.75
The chart of Martin ratio for TRUP, currently valued at 4.49, compared to the broader market-10.000.0010.0020.0030.004.4911.13
TRUP
BRO

The current TRUP Sharpe Ratio is 1.02, which is lower than the BRO Sharpe Ratio of 2.41. The chart below compares the historical Sharpe Ratios of TRUP and BRO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50AugustSeptemberOctoberNovemberDecember2025
1.02
2.41
TRUP
BRO

Dividends

TRUP vs. BRO - Dividend Comparison

TRUP has not paid dividends to shareholders, while BRO's dividend yield for the trailing twelve months is around 0.51%.


TTM20242023202220212020201920182017201620152014
TRUP
Trupanion, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BRO
Brown & Brown, Inc.
0.51%0.53%0.67%0.74%0.54%0.73%0.82%1.11%1.08%1.12%1.41%1.25%

Drawdowns

TRUP vs. BRO - Drawdown Comparison

The maximum TRUP drawdown since its inception was -87.34%, which is greater than BRO's maximum drawdown of -54.08%. Use the drawdown chart below to compare losses from any high point for TRUP and BRO. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-69.35%
-6.94%
TRUP
BRO

Volatility

TRUP vs. BRO - Volatility Comparison

Trupanion, Inc. (TRUP) has a higher volatility of 14.74% compared to Brown & Brown, Inc. (BRO) at 4.94%. This indicates that TRUP's price experiences larger fluctuations and is considered to be riskier than BRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%AugustSeptemberOctoberNovemberDecember2025
14.74%
4.94%
TRUP
BRO

Financials

TRUP vs. BRO - Financials Comparison

This section allows you to compare key financial metrics between Trupanion, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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