COMP <GO>
BRO vs JPM // DIVIDEND YIELD & FCF PAYOUT SAFETY
Brown & Brown Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: BRO 5
— JPM 9
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: JPM
LAST: $69.76 (+2.83%) • MKT CAP: $22.50B
dividend-safety
0.86%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
dividend-safety
1.96%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BRO VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BRO | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.70% | 17.37% | -12.67 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.1x | 9.7x | +11.43 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 6.14% | -18.14% | +24.28 | BRO | /fcf-yield <GO> |
| Operating Margin | 21.80% | 42.07% | -20.27 | JPM | /operating-margins <GO> |
| Net Profit Margin | 17.90% | 32.63% | -14.73 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 22.80% | 13.53% | +9.27 | BRO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 0.86% | 1.96% | -1.10 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.62 | 0.37 | +1.25 | BRO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 2/9 | +7.00 | BRO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 4.84% | +1.76 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.0 | 49.0 | +6.98 | BRO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 1.00 | -0.09 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.9x | 13.6x | +4.33 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.50B | $895.92B | -$873.41B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BRO REV | JPM REV | BRO GROSS % | JPM GROSS % | BRO FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.90B | $182.45B | 44.0% | — | $1.38B | -$147.78B |
| FY 2024 | $4.80B | $177.56B | 44.0% | — | $1.09B | -$42.01B |
| FY 2023 | $4.26B | $158.10B | 44.0% | — | $818.4M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BRO // BETA 0.91
JPM // BETA 1.00