ScoreWhy is Brown & Brown, Inc. ?
1
Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 15.12%
2
Flat results in Jun 25
- ROCE(HY) Lowest at 11.27%
- INTEREST(Q) Highest at USD 51 MM
3
With ROE of 14.94%, it has a expensive valuation with a 4.95 Price to Book Value
- The stock is trading at a fair value compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of -23.59%, its profits have risen by 6.2% ; the PEG ratio of the company is 5.4
4
Below par performance in long term as well as near term
- Along with generating -23.59% returns in the last 1 year, the stock has also underperformed S&P 500 in the last 3 years, 1 year and 3 months
Real-Time Research ReportHow much should you buy?
- Overall Portfolio exposure to Brown & Brown, Inc. should be less than 10%
- Overall Portfolio exposure to Capital Markets should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Brown & Brown, Inc. for you?
Low Risk, Low Return
Absolute
Risk Adjusted
Volatility
Brown & Brown, Inc.
-45.42%
-0.45
24.94%
S&P 500
25.41%
0.70
20.15%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
17.70%
EBIT Growth (5y)
20.05%
EBIT to Interest (avg)
9.80
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
23.52%
Dividend Payout Ratio
19.46%
Pledged Shares
0
Institutional Holding
88.45%
ROCE (avg)
28.81%
ROE (avg)
15.12%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
22
Industry P/E
Price to Book Value
1.82
EV to EBIT
12.85
EV to EBITDA
10.56
EV to Capital Employed
1.90
EV to Sales
3.69
PEG Ratio
NA
Dividend Yield
0.79%
ROCE (Latest)
14.78%
ROE (Latest)
8.45%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bullish
Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Mildly Bearish
Moving Averages
Bearish (Daily)
KST
Bearish
Bearish
Dow Theory
Mildly Bullish
No Trend
OBV
No Trend
Mildly Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend17What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 1,499 MM
DIVIDEND PER SHARE(HY)
Highest at USD 2
DIVIDEND PAYOUT RATIO(Y)
Highest at 15.57%
NET SALES(Q)
Highest at USD 1,901 MM
PRE-TAX PROFIT(Q)
Highest at USD 538 MM
NET PROFIT(Q)
Highest at USD 425.01 MM
-8What is not working for the Company
INTEREST(HY)
At USD 199 MM has Grown at 116.3%
Here's what is working for Brown & Brown, Inc.
Operating Cash Flow
Highest at USD 1,499 MM and Grown
In each year in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Dividend per share
Highest at USD 2 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Net Sales
Highest at USD 1,901 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Net Sales
At USD 1,901 MM has Grown at 28.84%
over average net sales of the previous four periods of USD 1,475.5 MMMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Pre-Tax Profit
Highest at USD 538 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Pre-Tax Profit
At USD 538 MM has Grown at 54.27%
over average net sales of the previous four periods of USD 348.75 MMMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Net Profit
Highest at USD 425.01 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
Net Profit
At USD 425.01 MM has Grown at 60.37%
over average net sales of the previous four periods of USD 265.02 MMMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
Dividend Payout Ratio
Highest at 15.57%
in the last five yearsMOJO Watch
Company is distributing higher proportion of profits generated as dividend
DPR (%)
Here's what is not working for Brown & Brown, Inc.
Interest
At USD 199 MM has Grown at 116.3%
over previous Semi-Annual periodMOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (USD MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
GET THE MARKETSMOJO APP
Company
Stocks
Portfolio
"Investment in securities markets are subject to market risk. Read all the related documents carefully before investing."
