BRO vs DLTR

Comparison between Brown & Brown Inc (BRO, Company) and Dollar Tree Inc (DLTR, Company).

BRO is from the Financial Services sector, while DLTR is from the Consumer Defensive sector.

5-Year PerformanceBRO has outperformed DLTR, delivering a return of +2.3% compared to -0.9%

BRO vs DLTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BRO(COMPANY)	DLTR(COMPANY)
Market Cap	$19B	$19B
Max Drawdown	56.30%	67.06%
Sharpe Ratio	-2.35	0.31
5Y Beta	0.28	N/A
Industry	Insurance Brokers	Discount Stores
P/E Ratio	16.54	15.16
Forward P/E	12.61	14.22
Dividend Yield	1.09%	N/A
5Y Dividends CAGR	17.01%	N/A
5Y EPS CAGR	12.98%	2.09%
Debt to Equity	62.02%	64.76%
Free Cash Flow Yield	7.50%	0.00%

Market Cap

Winner

BRO

$19B

DLTR

$19B

Max Drawdown

Winner

BRO

56.30%

DLTR

67.06%

Sharpe Ratio

BRO

-2.35

Winner

DLTR

0.31

5Y Beta

BRO

0.28

DLTR

N/A

Industry

BRO

Insurance Brokers

DLTR

Discount Stores

P/E Ratio

BRO

16.54

Winner

DLTR

15.16

Forward P/E

Winner

BRO

12.61

DLTR

14.22

Dividend Yield

BRO

1.09%

DLTR

N/A

5Y Dividends CAGR

BRO

17.01%

DLTR

N/A

5Y EPS CAGR

Winner

BRO

12.98%

DLTR

2.09%

Debt to Equity

Winner

BRO

62.02%

DLTR

64.76%

Free Cash Flow Yield

Winner

BRO

7.50%

DLTR

0.00%

BRO vs DLTR - Historical Returns

Returns include dividend reinvestment.

Period	BRO	DLTR
1 month	-13.82%	-2.17%
3 months	-20.66%	-24.20%
6 months	-29.02%	-12.65%
1 year	-48.86%	+6.10%
5 years(CAGR)	+2.34%	-0.86%
10 years(CAGR)	+13.17%	+0.75%
Max(CAGR)	+14.42%	+9.23%

BRO

-13.82%

Winner

DLTR

-2.17%

Winner

BRO

-20.66%

DLTR

-24.20%

BRO

-29.02%

Winner

DLTR

-12.65%

BRO

-48.86%

Winner

DLTR

+6.10%

5Y(CAGR)

Winner

BRO

+2.34%

DLTR

-0.86%

10Y(CAGR)

Winner

BRO

+13.17%

DLTR

+0.75%

Max(CAGR)

Winner

BRO

+14.42%

DLTR

+9.23%

BRO vs DLTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BRO	DLTR
2026	-26.43%	-24.93%
2025	-20.22%	+60.86%
2024	+45.05%	-47.43%
2023	+26.44%	+1.28%
2022	-16.62%	+0.19%
2021	+52.72%	+31.40%
2020	+20.66%	+15.21%
2019	+47.28%	+3.12%
2018	+9.09%	-16.90%
2017	+16.25%	+38.55%
2016	+43.90%	-2.07%
2015	-0.03%	+9.77%
2014	+7.11%	+24.79%
2013	+21.39%	+41.40%
2012	+13.55%	-1.59%
2011	-6.51%	+46.97%
2010	+35.03%	+74.63%
2009	-10.54%	+14.86%
2008	-9.41%	+64.72%
2007	-15.96%	-15.54%
2006	-8.18%	+24.38%
2005	+39.84%	-16.12%
2004	+33.50%	-2.84%
2003	-0.18%	+16.78%
2002	+19.52%	-19.71%
2001	+64.42%	+34.39%
2000	+86.89%	-23.25%
1999	+15.22%	+17.26%

BRO vs DLTR Drawdown Comparison

The maximum drawdown for BRO was -55.85%, occurring on May 13, 2026. This drawdown has not yet recovered.

The maximum drawdown for DLTR was -67.06%, occurring on Mar 21, 2001. Recovery took 2294 trading sessions.

The current BRO drawdown is -53.87%. The current DLTR drawdown is -44.93%.

Rank	BRO	DLTR
#1	-55.85% Apr 3, 2025 - May 13, 2026	-67.06% Jul 12, 2000 - Aug 26, 2009
#2	-54.10% Apr 21, 2006 - May 13, 2013	-64.84% Apr 20, 2022 - Nov 11, 2024
#3	-34.74% Feb 20, 2020 - Apr 13, 2021	-44.64% Oct 22, 2019 - Apr 5, 2021
#4	-31.53% May 8, 2002 - Apr 14, 2003	-40.08% Jan 10, 2000 - Apr 3, 2000
#5	-27.28% Apr 7, 2022 - Aug 23, 2023	-33.54% Jun 19, 2012 - Sep 18, 2013
#6	-21.87% Dec 16, 1999 - Apr 10, 2000	-32.34% Aug 10, 2016 - Nov 21, 2017
#7	-21.27% Feb 21, 2001 - Apr 23, 2001	-31.66% Jan 29, 2018 - Oct 15, 2019
#8	-20.68% Nov 27, 2001 - Jan 24, 2002	-29.11% Apr 5, 2021 - Nov 15, 2021
#9	-20.37% Apr 23, 2003 - Mar 1, 2004	-26.76% Mar 20, 2015 - May 26, 2016
#10	-17.73% Aug 1, 2001 - Sep 28, 2001	-17.08% Nov 15, 2013 - Oct 31, 2014
#11	-16.58% Sep 13, 2018 - Apr 23, 2019	-15.45% May 16, 2000 - Jul 6, 2000
#12	-16.37% Jul 19, 2013 - Jun 11, 2015	-15.31% Dec 17, 2010 - Apr 20, 2011
#13	-16.20% Feb 6, 2002 - May 6, 2002	-13.90% Nov 24, 2021 - Mar 8, 2022
#14	-15.88% Aug 18, 2015 - Mar 11, 2016	-13.19% Jul 7, 2011 - Aug 26, 2011
#15	-15.07% Oct 6, 2004 - Feb 11, 2005	-12.76% Nov 3, 1999 - Nov 30, 1999