BRO vs OKTA

Comparison between Brown & Brown Inc (BRO, Company) and Okta Inc - Class A (OKTA, Company).

BRO is from the Financial Services sector, while OKTA is from the Technology sector.

5-Year PerformanceBRO has outperformed OKTA, delivering a return of +3.5% compared to -12.3%

BRO vs OKTA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BRO(COMPANY)	OKTA(COMPANY)
Market Cap	$20B	$20B
Max Drawdown	56.30%	84.57%
Sharpe Ratio	-1.94	0.47
5Y Beta	0.26	1.17
Industry	Insurance Brokers	Software - Infrastructure
P/E Ratio	17.53	81.99
Forward P/E	12.84	31.35
PEG Ratio	1.51	1.14
Dividend Yield	1.05%	N/A
5Y Dividends CAGR	17.01%	N/A
5Y EPS CAGR	12.98%	N/A
Debt to Equity	62.02%	5.07%
Free Cash Flow Yield	7.08%	4.50%
P/S Ratio	3.20	6.86
P/B Ratio	1.58	3.02

Market Cap

BRO

$20B

Winner

OKTA

$20B

Max Drawdown

Winner

BRO

56.30%

OKTA

84.57%

Sharpe Ratio

BRO

-1.94

Winner

OKTA

0.47

5Y Beta

Winner

BRO

0.26

OKTA

1.17

Industry

BRO

Insurance Brokers

OKTA

Software - Infrastructure

P/E Ratio

Winner

BRO

17.53

OKTA

81.99

Forward P/E

Winner

BRO

12.84

OKTA

31.35

PEG Ratio

BRO

1.51

Winner

OKTA

1.14

Dividend Yield

BRO

1.05%

OKTA

N/A

5Y Dividends CAGR

BRO

17.01%

OKTA

N/A

5Y EPS CAGR

BRO

12.98%

OKTA

N/A

Debt to Equity

BRO

62.02%

Winner

OKTA

5.07%

Free Cash Flow Yield

Winner

BRO

7.08%

OKTA

4.50%

P/S Ratio

Winner

BRO

3.20

OKTA

6.86

P/B Ratio

Winner

BRO

1.58

OKTA

3.02

BRO vs OKTA - Historical Returns

Returns include dividend reinvestment.

Period	BRO	OKTA
1 month	+8.27%	+43.84%
3 months	-12.10%	+45.33%
6 months	-24.27%	+29.71%
1 year	-42.13%	+16.99%
5 years(CAGR)	+3.53%	-12.29%
10 years(CAGR)	+13.64%	+19.16%
Max(CAGR)	+14.63%	+19.16%

BRO

+8.27%

Winner

OKTA

+43.84%

BRO

-12.10%

Winner

OKTA

+45.33%

BRO

-24.27%

Winner

OKTA

+29.71%

BRO

-42.13%

Winner

OKTA

+16.99%

5Y(CAGR)

Winner

BRO

+3.53%

OKTA

-12.29%

10Y(CAGR)

BRO

+13.64%

Winner

OKTA

+19.16%

Max(CAGR)

BRO

+14.63%

Winner

OKTA

+19.16%

BRO vs OKTA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BRO	OKTA
2026	-22.39%	+40.48%
2025	-20.22%	+9.69%
2024	+45.05%	-9.43%
2023	+26.44%	+30.17%
2022	-16.62%	-69.31%
2021	+52.72%	-10.57%
2020	+20.66%	+116.74%
2019	+47.28%	+82.37%
2018	+9.09%	+141.12%
2017	+16.25%	+8.93%
2016	+43.90%	N/A
2015	-0.03%	N/A
2014	+7.11%	N/A
2013	+21.39%	N/A
2012	+13.55%	N/A
2011	-6.51%	N/A
2010	+35.03%	N/A
2009	-10.54%	N/A
2008	-9.41%	N/A
2007	-15.96%	N/A
2006	-8.18%	N/A
2005	+39.84%	N/A
2004	+33.50%	N/A
2003	-0.18%	N/A
2002	+19.52%	N/A
2001	+64.42%	N/A
2000	+86.89%	N/A
1999	+15.22%	N/A

BRO vs OKTA 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 OKTA was -84.57%, occurring on Nov 4, 2022. This drawdown has not yet recovered.

The current BRO drawdown is -51.34%. The current OKTA drawdown is -59.73%.

Rank	BRO	OKTA
#1	-55.85% Apr 3, 2025 - May 13, 2026	-84.57% Feb 12, 2021 - Nov 4, 2022
#2	-54.10% Apr 21, 2006 - May 13, 2013	-35.53% Sep 12, 2018 - Jan 17, 2019
#3	-34.74% Feb 20, 2020 - Apr 13, 2021	-31.63% Jul 26, 2019 - Apr 15, 2020
#4	-31.53% May 8, 2002 - Apr 14, 2003	-19.63% Jun 19, 2017 - Sep 8, 2017
#5	-27.28% Apr 7, 2022 - Aug 23, 2023	-19.34% Nov 24, 2017 - Feb 13, 2018
#6	-21.87% Dec 16, 1999 - Apr 10, 2000	-17.45% Oct 13, 2020 - Dec 8, 2020
#7	-21.27% Feb 21, 2001 - Apr 23, 2001	-16.24% Sep 2, 2020 - Oct 6, 2020
#8	-20.68% Nov 27, 2001 - Jan 24, 2002	-16.06% Dec 22, 2020 - Feb 10, 2021
#9	-20.37% Apr 23, 2003 - Mar 1, 2004	-15.78% Jun 4, 2018 - Jul 25, 2018
#10	-17.73% Aug 1, 2001 - Sep 28, 2001	-14.09% Jul 26, 2018 - Aug 23, 2018
#11	-16.58% Sep 13, 2018 - Apr 23, 2019	-12.96% Apr 27, 2017 - Jun 8, 2017
#12	-16.37% Jul 19, 2013 - Jun 11, 2015	-12.65% Jun 1, 2020 - Jul 1, 2020
#13	-16.20% Feb 6, 2002 - May 6, 2002	-12.30% Jun 8, 2017 - Jun 19, 2017
#14	-15.88% Aug 18, 2015 - Mar 11, 2016	-12.28% Sep 8, 2017 - Nov 24, 2017
#15	-15.07% Oct 6, 2004 - Feb 11, 2005	-12.25% Aug 5, 2020 - Aug 26, 2020