COMP <GO>
BRO vs BRK-B // 10Y YIELD & FRED MACRO BETA
Brown & Brown Inc. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: BRO 6
— BRK-B 8
▲ 10Y YIELD & FRED MACRO BETA LEADER: BRO
LAST: $69.76 (+2.83%) • MKT CAP: $22.50B
macro-sensitivity
0.91
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
macro-sensitivity
0.61
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BRO VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BRO | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.70% | 11.47% | -6.77 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.1x | 9.7x | +11.42 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 6.14% | 2.09% | +4.05 | BRO | /fcf-yield <GO> |
| Operating Margin | 21.80% | 27.80% | -6.00 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 17.90% | 22.30% | -4.40 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 22.80% | 3.93% | +18.87 | BRO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.86% | 0.00% | +0.86 | BRO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.62 | 2.85 | -1.23 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 4/9 | +5.00 | BRO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 3.55% | +3.05 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.0 | 66.8 | -10.79 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.91 | 0.61 | +0.30 | BRO | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.9x | 24.3x | -6.44 | BRO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.50B | $1.16T | -$1.14T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BRO REV | BRK-B REV | BRO GROSS % | BRK-B GROSS % | BRO FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.90B | $371.44B | 44.0% | — | $1.38B | $25.04B |
| FY 2024 | $4.80B | $371.43B | 44.0% | — | $1.09B | $11.62B |
| FY 2023 | $4.26B | $364.48B | 44.0% | — | $818.4M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BRO // BETA 0.91
BRK-B // BETA 0.61