COMP <GO>
BRO vs MRSH // FORWARD P/E MULTIPLE
Brown & Brown Inc. (NYSE) VS. Marsh (NYSE) • 15-METRIC TALLY: BRO 4
— MRSH 7
▲ FORWARD P/E MULTIPLE LEADER: BRO
LAST: $69.76 (+2.83%) • MKT CAP: $22.50B
forward-pe
17.9x
LAST: $200.62 (+1.82%) • MKT CAP: $93.69B
forward-pe
20.9x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BRO VS. MRSH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BRO | MRSH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.70% | 10.60% | -5.90 | MRSH | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.1x | 16.9x | +4.20 | MRSH | /valuation <GO> |
| Free Cash Flow Yield | 6.14% | 5.34% | +0.80 | BRO | /fcf-yield <GO> |
| Operating Margin | 21.80% | 23.10% | -1.30 | MRSH | /operating-margins <GO> |
| Net Profit Margin | 17.90% | 15.40% | +2.50 | BRO | /net-margins <GO> |
| Revenue Growth (YoY) | 22.80% | 10.30% | +12.50 | BRO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.86% | 1.81% | -0.95 | MRSH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 9/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.1 | 64.0 | -12.90 | MRSH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 1.06 | -0.15 | MRSH | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 17.9x | 20.9x | -3.00 | BRO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.50B | $93.69B | -$71.19B | MRSH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BRO REV | MRSH REV | BRO GROSS % | MRSH GROSS % | BRO FCF | MRSH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.90B | $26.98B | — | — | $1.38B | $5.00B |
| FY 2024 | $4.80B | $24.46B | — | — | $1.09B | $3.99B |
| FY 2023 | $4.26B | $22.74B | — | — | $818.4M | $3.23B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BRO // BETA 0.91
MRSH // BETA 1.06