WASH vs. BRO
Compare and contrast key facts about Washington Trust Bancorp, Inc. (WASH) and Brown & Brown, Inc. (BRO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WASH or BRO.
Key characteristics
| WASH | BRO | |
|---|---|---|
| YTD Return | 27.90% | 54.95% |
| 1Y Return | 54.91% | 52.38% |
| 3Y Return (Ann) | -6.80% | 20.29% |
| 5Y Return (Ann) | -0.32% | 24.61% |
| 10Y Return (Ann) | 5.12% | 22.50% |
| Sharpe Ratio | 1.39 | 2.68 |
| Sortino Ratio | 2.15 | 3.57 |
| Omega Ratio | 1.26 | 1.48 |
| Calmar Ratio | 1.04 | 6.06 |
| Martin Ratio | 3.97 | 17.19 |
| Ulcer Index | 14.19% | 2.94% |
| Daily Std Dev | 40.66% | 18.82% |
| Max Drawdown | -60.33% | -54.08% |
| Current Drawdown | -22.93% | -2.58% |
Fundamentals
| WASH | BRO | |
|---|---|---|
| Market Cap | $676.96M | $32.15B |
| EPS | $2.68 | $3.67 |
| PE Ratio | 14.80 | 30.63 |
| PEG Ratio | 4.01 | 4.41 |
| Total Revenue (TTM) | $405.29M | $4.65B |
| Gross Profit (TTM) | $351.28M | $3.72B |
| EBITDA (TTM) | $10.76M | $1.52B |
Correlation
The correlation between WASH and BRO is 0.31, 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.
Performance
WASH vs. BRO - Performance Comparison
In the year-to-date period, WASH achieves a 27.90% return, which is significantly lower than BRO's 54.95% return. Over the past 10 years, WASH has underperformed BRO with an annualized return of 5.12%, while BRO has yielded a comparatively higher 22.50% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
WASH vs. BRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Washington Trust Bancorp, Inc. (WASH) 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.
Dividends
WASH vs. BRO - Dividend Comparison
WASH's dividend yield for the trailing twelve months is around 5.74%, more than BRO's 0.49% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WASH Washington Trust Bancorp, Inc. | 5.74% | 6.92% | 4.62% | 3.73% | 4.58% | 3.72% | 3.70% | 2.89% | 2.60% | 3.44% | 3.04% | 2.77% |
BRO Brown & Brown, Inc. | 0.49% | 0.67% | 0.74% | 0.54% | 0.73% | 0.82% | 1.11% | 1.08% | 1.12% | 1.41% | 1.25% | 1.18% |
Drawdowns
WASH vs. BRO - Drawdown Comparison
The maximum WASH drawdown since its inception was -60.33%, which is greater than BRO's maximum drawdown of -54.08%. Use the drawdown chart below to compare losses from any high point for WASH and BRO. For additional features, visit the drawdowns tool.
Volatility
WASH vs. BRO - Volatility Comparison
Washington Trust Bancorp, Inc. (WASH) has a higher volatility of 19.06% compared to Brown & Brown, Inc. (BRO) at 5.79%. This indicates that WASH'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.
Financials
WASH vs. BRO - Financials Comparison
This section allows you to compare key financial metrics between Washington Trust Bancorp, 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