BRO vs PFG
Comparison between Brown & Brown Inc (BRO, Company) and Principal Financial Group Inc (PFG, Company).
Both BRO and PFG are from the Financial Services sector.
5-Year PerformancePFG has outperformed BRO, delivering a return of +16.9% compared to +6.6%
BRO vs PFG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BRO vs PFG - Historical Returns
Returns include dividend reinvestment.
BRO vs PFG - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BRO | PFG |
|---|---|---|
| 2026 | -7.04% | +30.96% |
| 2025 | -20.22% | +18.35% |
| 2024 | +45.05% | +1.32% |
| 2023 | +26.44% | -2.65% |
| 2022 | -16.62% | +18.61% |
| 2021 | +52.72% | +55.49% |
| 2020 | +20.66% | -6.29% |
| 2019 | +47.28% | +29.23% |
| 2018 | +9.09% | -34.82% |
| 2017 | +16.25% | +23.96% |
| 2016 | +43.90% | +35.95% |
| 2015 | -0.03% | -10.53% |
| 2014 | +7.11% | +9.56% |
| 2013 | +21.39% | +73.71% |
| 2012 | +13.55% | +16.26% |
| 2011 | -6.51% | -24.66% |
| 2010 | +35.03% | +32.83% |
| 2009 | -10.54% | +3.84% |
| 2008 | -9.41% | -65.93% |
| 2007 | -15.96% | +17.59% |
| 2006 | -8.18% | +24.67% |
| 2005 | +39.84% | +18.46% |
| 2004 | +33.50% | +26.09% |
| 2003 | -0.18% | +9.71% |
| 2002 | +19.52% | +27.56% |
| 2001 | +64.42% | +14.29% |
| 2000 | +86.89% | N/A |
| 1999 | +15.22% | N/A |
BRO vs PFG 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 PFG was -91.47%, occurring on Mar 9, 2009. Recovery took 2237 trading sessions.
The current BRO drawdown is -41.72%.
| Rank | BRO | PFG |
|---|---|---|
| #1 | -55.85% Apr 3, 2025 - May 13, 2026 | -91.47% Dec 24, 2007 - Nov 10, 2016 |
| #2 | -54.10% Apr 21, 2006 - May 13, 2013 | -64.71% Jan 26, 2018 - May 5, 2021 |
| #3 | -34.74% Feb 20, 2020 - Apr 13, 2021 | -29.31% Nov 11, 2022 - Oct 11, 2024 |
| #4 | -31.53% May 8, 2002 - Apr 14, 2003 | -26.00% Jun 28, 2002 - Dec 23, 2002 |
| #5 | -27.28% Apr 7, 2022 - Aug 23, 2023 | -22.42% Oct 17, 2024 - Dec 5, 2025 |
| #6 | -21.87% Dec 16, 1999 - Apr 10, 2000 | -21.12% Feb 9, 2022 - Aug 12, 2022 |
| #7 | -21.27% Feb 21, 2001 - Apr 23, 2001 | -17.66% Apr 27, 2007 - Oct 1, 2007 |
| #8 | -20.68% Nov 27, 2001 - Jan 24, 2002 | -16.25% Dec 23, 2002 - May 15, 2003 |
| #9 | -20.37% Apr 23, 2003 - Mar 1, 2004 | -13.46% Jan 28, 2002 - Apr 4, 2002 |
| #10 | -17.73% Aug 1, 2001 - Sep 28, 2001 | -12.59% Feb 17, 2004 - Oct 4, 2004 |
| #11 | -16.58% Sep 13, 2018 - Apr 23, 2019 | -11.96% Feb 26, 2026 - Apr 22, 2026 |
| #12 | -16.37% Jul 19, 2013 - Jun 11, 2015 | -11.61% Feb 7, 2005 - Jun 27, 2005 |
| #13 | -16.20% Feb 6, 2002 - May 6, 2002 | -11.55% Jun 16, 2003 - Dec 2, 2003 |
| #14 | -15.88% Aug 18, 2015 - Mar 11, 2016 | -10.65% May 17, 2021 - Aug 11, 2021 |
| #15 | -15.07% Oct 6, 2004 - Feb 11, 2005 | -10.58% Sep 12, 2022 - Oct 18, 2022 |
Correlation
Correlation between BRO and PFG is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
BRO vs PFG dividend yield comparison.
| Year | BRO | PFG |
|---|---|---|
| 2026 | 0.46% | 1.41% |
| 2025 | 0.77% | 3.49% |
| 2024 | 0.53% | 3.68% |
| 2023 | 0.67% | 3.30% |
| 2022 | 0.74% | 3.05% |
| 2021 | 0.54% | 3.37% |
| 2020 | 0.73% | 4.52% |
| 2019 | 0.82% | 3.96% |
| 2018 | 1.11% | 4.75% |
| 2017 | 1.08% | 2.65% |
| 2016 | 1.12% | 2.78% |
| 2015 | 1.41% | 3.33% |
| 2014 | 1.25% | 2.46% |
| 2013 | 1.18% | 1.99% |
| 2012 | 1.36% | 2.73% |
| 2011 | 1.44% | 2.85% |
| 2010 | 1.31% | 1.69% |
| 2009 | 1.68% | 2.08% |
| 2008 | 1.36% | 1.99% |
| 2007 | 1.06% | 1.31% |
| 2006 | 0.74% | 1.36% |
| 2005 | 0.56% | 1.37% |
| 2004 | 0.67% | 1.34% |
| 2003 | 0.74% | 1.36% |
| 2002 | 0.62% | 0.83% |
| 2001 | 0.59% | 0.00% |
| 2000 | 0.77% | 0.00% |
| 1999 | 0.34% | 0.00% |
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