Brown & Brown (BRO) is a insurance brokers company in the Financials sector. Listed on the NASDAQ, Brown & Brown is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $60.18.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $60.18 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 6.70% |
| Risk / Std Dev (Annualized) | 24.84% |
| Sharpe Ratio (rf=4.5%) | 0.09 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Insurance Brokers
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 6.70% with an annualized volatility of 24.84%. The Sharpe ratio of 0.09 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 20.4B |
| Enterprise Value | 27.54B |
| Trailing P/E | 19.6 |
| Forward P/E | 12.36 |
| Price to Book | 1.6 |
| Price to Sales | 3.26 |
| EV/Revenue | 4.4 |
| EV/EBITDA | 11.08 |
| Profitability | | | Profit Margin | 18.36% | | Operating Margin | 47.18% | | ROE | 11.93% | | ROA | 5.51% |
| Growth | | | Revenue Growth | 35.7% | | Earnings Growth | -7.9% |
| Dividend | | | Dividend Yield | 107.0% | | Payout Ratio | 20.52% | | 5Y Avg Yield | 65.0% |
| Financial Health | | | Total Revenue | 6.26B | | Total Debt | 8.12B | | Total Cash | 1.0B | | Free Cash Flow | 1.52B | | Operating Cash Flow | 1.5B |
| Price & Technical | | | 52W High | $111.1$ | | 52W Low | $53.81$ | | 50-Day Avg | $61.23$ | | 200-Day Avg | $76.03$ | | Beta | 0.62 | | Shares Outstanding | 0.34B | | Float Shares | 0.29B | | Insider Holdings | 13.11% | | Institutional Holdings | 86.85% | | Short Ratio | 4.5 | | Short % of Float | 6.36% |
| Analyst Targets | | | Target High | $90.0$ | | Target Low | $60.0$ | | Target Mean | $71.5$ | | Target Median | $70.0$ | | # of Analysts | 16 | | Recommendation | hold |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.