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BRO vs SOFI

Comparison between Brown & Brown Inc (BRO, Company) and SoFi Technologies Inc (SOFI, Company).

Both BRO and SOFI are from the Financial Services sector.

5-Year PerformanceBRO has outperformed SOFI, delivering a return of +4.6% compared to +1.2%

BRO vs SOFI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
BRO
$22B
SOFI
$22B
Max Drawdown
Winner
BRO
56.30%
SOFI
83.32%
Sharpe Ratio
BRO
-1.42
Winner
SOFI
-0.20
5Y Beta
Winner
BRO
0.21
SOFI
2.28
Industry
BRO
Insurance Brokers
SOFI
Credit Services
P/E Ratio
Winner
BRO
19.04
SOFI
36.34
Forward P/E
Winner
BRO
15.17
SOFI
29.41
PEG Ratio
Winner
BRO
1.51
SOFI
5.43
Dividend Yield
BRO
0.95%
SOFI
N/A
5Y Dividends CAGR
BRO
17.01%
SOFI
N/A
5Y EPS CAGR
BRO
12.98%
SOFI
N/A
Debt to Equity
BRO
62.02%
Winner
SOFI
0.00%
Free Cash Flow Yield
Winner
BRO
6.52%
SOFI
-27.79%
P/S Ratio
Winner
BRO
3.61
SOFI
5.60
P/B Ratio
Winner
BRO
1.86
SOFI
2.09

BRO vs SOFI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BRO
+8.85%
SOFI
-3.70%
3M
Winner
BRO
-2.38%
SOFI
-9.12%
6M
Winner
BRO
-16.53%
SOFI
-35.59%
1Y
BRO
-35.71%
Winner
SOFI
-22.77%
5Y(CAGR)
Winner
BRO
+4.61%
SOFI
+1.18%
10Y(CAGR)
BRO
+14.49%
SOFI
N/A
Max(CAGR)
Winner
BRO
+14.96%
SOFI
+8.55%

BRO vs SOFI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBROSOFI
2026-14.86%-39.37%
2025-20.22%+85.28%
2024+45.05%+59.59%
2023+26.44%+121.11%
2022-16.62%-70.60%
2021+52.72%+29.59%
2020+20.66%+18.70%
2019+47.28%N/A
2018+9.09%N/A
2017+16.25%N/A
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 SOFI 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 SOFI was -83.32%, occurring on Dec 7, 2022. Recovery took 1146 trading sessions.

The current BRO drawdown is -46.62%. The current SOFI drawdown is -48.31%.

RankBROSOFI
#1-55.85%
Apr 3, 2025 - May 13, 2026
-83.32%
Feb 1, 2021 - Aug 25, 2025
#2-54.10%
Apr 21, 2006 - May 13, 2013
-52.96%
Nov 12, 2025 - Mar 30, 2026
#3-34.74%
Feb 20, 2020 - Apr 13, 2021
-19.52%
Jan 19, 2021 - Jan 29, 2021
#4-31.53%
May 8, 2002 - Apr 14, 2003
-15.33%
Sep 22, 2025 - Oct 27, 2025
#5-27.28%
Apr 7, 2022 - Aug 23, 2023
-14.21%
Oct 28, 2025 - Nov 12, 2025
#6-21.87%
Dec 16, 1999 - Apr 10, 2000
-6.35%
Aug 25, 2025 - Sep 12, 2025
#7-21.27%
Feb 21, 2001 - Apr 23, 2001
-4.27%
Dec 28, 2020 - Jan 7, 2021
#8-20.68%
Nov 27, 2001 - Jan 24, 2002
-3.61%
Jan 7, 2021 - Jan 14, 2021
#9-20.37%
Apr 23, 2003 - Mar 1, 2004
-1.92%
Sep 15, 2025 - Sep 18, 2025
#10-17.73%
Aug 1, 2001 - Sep 28, 2001
-1.79%
Dec 1, 2020 - Dec 7, 2020
#11-16.58%
Sep 13, 2018 - Apr 23, 2019
-1.08%
Dec 14, 2020 - Dec 18, 2020
#12-16.37%
Jul 19, 2013 - Jun 11, 2015
-0.73%
Dec 9, 2020 - Dec 11, 2020
#13-16.20%
Feb 6, 2002 - May 6, 2002
N/A
#14-15.88%
Aug 18, 2015 - Mar 11, 2016
N/A
#15-15.07%
Oct 6, 2004 - Feb 11, 2005
N/A

Correlation

Correlation between BRO and SOFI is 0.08 which considered as a very weak or no correlation - the stocks move independently of each other.

0.08
-101

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