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BRO vs NI

Comparison between Brown & Brown Inc (BRO, Company) and NiSource Inc (NI, Company).

BRO is from the Financial Services sector, while NI is from the Utilities sector.

5-Year PerformanceNI has outperformed BRO, delivering a return of +17.2% compared to +6.3%

BRO vs NI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
BRO
$23B
NI
$22B
Max Drawdown
Winner
BRO
56.30%
NI
75.57%
Sharpe Ratio
BRO
-1.45
Winner
NI
1.03
5Y Beta
Winner
BRO
0.22
NI
0.30
Industry
BRO
Insurance Brokers
NI
Utilities - Regulated Gas
P/E Ratio
Winner
BRO
19.63
NI
23.29
Forward P/E
Winner
BRO
15.27
NI
23.42
PEG Ratio
Winner
BRO
1.51
NI
2.32
Dividend Yield
BRO
0.90%
Winner
NI
1.80%
5Y Dividends CAGR
Winner
BRO
17.01%
NI
10.86%
5Y EPS CAGR
BRO
12.98%
Winner
NI
31.83%
Debt to Equity
BRO
62.02%
Winner
NI
13.37%
Free Cash Flow Yield
Winner
BRO
6.32%
NI
-3.70%
P/S Ratio
BRO
3.65
Winner
NI
3.29
P/B Ratio
Winner
BRO
1.73
NI
2.33

BRO vs NI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BRO
+17.95%
NI
+2.18%
3M
Winner
BRO
+1.26%
NI
-1.99%
6M
BRO
-14.67%
Winner
NI
+14.23%
1Y
BRO
-35.65%
Winner
NI
+23.32%
5Y(CAGR)
BRO
+6.25%
Winner
NI
+17.20%
10Y(CAGR)
Winner
BRO
+14.86%
NI
+9.43%
Max(CAGR)
Winner
BRO
+15.16%
NI
+11.23%

BRO vs NI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBRONI
2026-11.41%+12.58%
2025-20.22%+18.08%
2024+45.05%+41.04%
2023+26.44%+0.38%
2022-16.62%+2.96%
2021+52.72%+26.74%
2020+20.66%-12.79%
2019+47.28%+14.29%
2018+9.09%+3.17%
2017+16.25%+19.01%
2016+43.90%+16.64%
2015-0.03%+24.11%
2014+7.11%+34.99%
2013+21.39%+34.52%
2012+13.55%+9.70%
2011-6.51%+39.75%
2010+35.03%+20.25%
2009-10.54%+49.16%
2008-9.41%-38.53%
2007-15.96%-18.81%
2006-8.18%+17.85%
2005+39.84%-2.99%
2004+33.50%+9.85%
2003-0.18%+12.97%
2002+19.52%-9.69%
2001+64.42%-20.03%
2000+86.89%+84.02%
1999+15.22%-14.08%

BRO vs NI 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 NI was -65.72%, occurring on Mar 5, 2009. Recovery took 1002 trading sessions.

The current BRO drawdown is -44.46%. The current NI drawdown is -4.54%.

RankBRONI
#1-55.85%
Apr 3, 2025 - May 13, 2026
-65.72%
May 18, 2007 - May 10, 2011
#2-54.10%
Apr 21, 2006 - May 13, 2013
-50.72%
Apr 10, 2001 - Nov 29, 2006
#3-34.74%
Feb 20, 2020 - Apr 13, 2021
-38.71%
Jan 24, 2000 - Aug 9, 2000
#4-31.53%
May 8, 2002 - Apr 14, 2003
-30.95%
Feb 14, 2020 - Jan 28, 2022
#5-27.28%
Apr 7, 2022 - Aug 23, 2023
-24.82%
Apr 6, 2022 - Jul 12, 2024
#6-21.87%
Dec 16, 1999 - Apr 10, 2000
-21.37%
Nov 4, 1999 - Jan 24, 2000
#7-21.27%
Feb 21, 2001 - Apr 23, 2001
-18.91%
Jul 5, 2016 - May 31, 2017
#8-20.68%
Nov 27, 2001 - Jan 24, 2002
-17.68%
Nov 14, 2017 - Aug 14, 2018
#9-20.37%
Apr 23, 2003 - Mar 1, 2004
-16.80%
Dec 26, 2000 - Apr 2, 2001
#10-17.73%
Aug 1, 2001 - Sep 28, 2001
-14.17%
Sep 26, 2019 - Feb 13, 2020
#11-16.58%
Sep 13, 2018 - Apr 23, 2019
-13.43%
Sep 13, 2018 - Mar 11, 2019
#12-16.37%
Jul 19, 2013 - Jun 11, 2015
-13.09%
Jul 21, 2011 - Aug 29, 2011
#13-16.20%
Feb 6, 2002 - May 6, 2002
-12.12%
Jun 18, 2015 - Sep 30, 2015
#14-15.88%
Aug 18, 2015 - Mar 11, 2016
-12.09%
Sep 13, 2000 - Dec 1, 2000
#15-15.07%
Oct 6, 2004 - Feb 11, 2005
-11.33%
Apr 29, 2013 - Jul 25, 2013

Correlation

Correlation between BRO and NI is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

BRO vs NI dividend yield comparison.

YearBRONI
20260.48%1.28%
20250.77%2.68%
20240.53%2.88%
20230.67%3.77%
20220.74%3.43%
20210.54%3.19%
20200.73%3.66%
20190.82%2.87%
20181.11%3.08%
20171.08%2.73%
20161.12%2.89%
20151.41%145.67%
20141.25%2.40%
20131.18%2.98%
20121.36%2.81%
20111.44%3.86%
20101.31%5.22%
20091.68%5.98%
20081.36%8.39%
20071.06%4.87%
20060.74%3.82%
20050.56%4.41%
20040.67%4.04%
20030.74%5.01%
20020.62%5.80%
20010.59%5.03%
20000.77%3.51%
19990.34%0.00%

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