BRO vs SOJC

Comparison between Brown & Brown Inc (BRO, Company) and Southern Company (SOJC, Company).

5-Year PerformanceBRO has outperformed SOJC, delivering a return of +4.6% compared to -0.1%

BRO vs SOJC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BRO(COMPANY)	SOJC(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	56.30%	26.65%
Sharpe Ratio	-1.42	-0.76
5Y Beta	0.21	0.18
Industry	Insurance Brokers	N/A
P/E Ratio	19.04	26.09
Forward P/E	15.17	N/A
PEG Ratio	1.51	N/A
Dividend Yield	0.95%	11.40%
5Y Dividends CAGR	17.01%	4.56%
5Y EPS CAGR	12.98%	N/A
Debt to Equity	62.02%	N/A
Free Cash Flow Yield	6.52%	N/A
P/S Ratio	3.61	N/A
P/B Ratio	1.86	N/A

Market Cap

Winner

BRO

$22B

SOJC

$22B

Max Drawdown

BRO

56.30%

Winner

SOJC

26.65%

Sharpe Ratio

BRO

-1.42

Winner

SOJC

-0.76

5Y Beta

BRO

0.21

Winner

SOJC

0.18

Industry

BRO

Insurance Brokers

SOJC

N/A

P/E Ratio

Winner

BRO

19.04

SOJC

26.09

Forward P/E

BRO

15.17

SOJC

N/A

PEG Ratio

BRO

1.51

SOJC

N/A

Dividend Yield

BRO

0.95%

Winner

SOJC

11.40%

5Y Dividends CAGR

Winner

BRO

17.01%

SOJC

4.56%

5Y EPS CAGR

BRO

12.98%

SOJC

N/A

Debt to Equity

BRO

62.02%

SOJC

N/A

Free Cash Flow Yield

BRO

6.52%

SOJC

N/A

P/S Ratio

BRO

3.61

SOJC

N/A

P/B Ratio

BRO

1.86

SOJC

N/A

BRO vs SOJC - Historical Returns

Returns include dividend reinvestment.

Period	BRO	SOJC
1 month	+8.85%	-2.38%
3 months	-2.38%	-6.19%
6 months	-16.53%	-6.72%
1 year	-35.71%	-2.55%
5 years(CAGR)	+4.61%	-0.07%
10 years(CAGR)	+14.49%	+2.81%
Max(CAGR)	+14.96%	+2.81%

Winner

BRO

+8.85%

SOJC

-2.38%

Winner

BRO

-2.38%

SOJC

-6.19%

BRO

-16.53%

Winner

SOJC

-6.72%

BRO

-35.71%

Winner

SOJC

-2.55%

5Y(CAGR)

Winner

BRO

+4.61%

SOJC

-0.07%

10Y(CAGR)

Winner

BRO

+14.49%

SOJC

+2.81%

Max(CAGR)

Winner

BRO

+14.96%

SOJC

+2.81%

BRO vs SOJC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BRO	SOJC
2026	-14.86%	-5.14%
2025	-20.22%	+2.61%
2024	+45.05%	-2.41%
2023	+26.44%	+17.25%
2022	-16.62%	-14.71%
2021	+52.72%	+1.92%
2020	+20.66%	+7.60%
2019	+47.28%	+24.19%
2018	+9.09%	-8.31%
2017	+16.25%	+1.39%
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 SOJC 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 SOJC was -22.05%, occurring on Mar 18, 2020. Recovery took 73 trading sessions.

The current BRO drawdown is -46.62%. The current SOJC drawdown is -12.26%.

Rank	BRO	SOJC
#1	-55.85% Apr 3, 2025 - May 13, 2026	-22.05% Feb 14, 2020 - Jun 1, 2020
#2	-54.10% Apr 21, 2006 - May 13, 2013	-19.33% Sep 2, 2021 - Apr 6, 2023
#3	-34.74% Feb 20, 2020 - Apr 13, 2021	-15.55% Jun 2, 2023 - Dec 27, 2023
#4	-31.53% May 8, 2002 - Apr 14, 2003	-12.64% Sep 30, 2024 - Sep 11, 2025
#5	-27.28% Apr 7, 2022 - Aug 23, 2023	-12.26% Sep 17, 2025 - Jul 23, 2026
#6	-21.87% Dec 16, 1999 - Apr 10, 2000	-11.42% Aug 30, 2018 - Jan 31, 2019
#7	-21.27% Feb 21, 2001 - Apr 23, 2001	-9.55% Mar 7, 2024 - Sep 4, 2024
#8	-20.68% Nov 27, 2001 - Jan 24, 2002	-7.94% Dec 29, 2017 - Jul 6, 2018
#9	-20.37% Apr 23, 2003 - Mar 1, 2004	-4.83% Jun 1, 2020 - Jul 17, 2020
#10	-17.73% Aug 1, 2001 - Sep 28, 2001	-4.56% Dec 30, 2020 - Jun 17, 2021
#11	-16.58% Sep 13, 2018 - Apr 23, 2019	-4.12% Sep 2, 2020 - Nov 23, 2020
#12	-16.37% Jul 19, 2013 - Jun 11, 2015	-3.92% Sep 27, 2019 - Jan 2, 2020
#13	-16.20% Feb 6, 2002 - May 6, 2002	-3.20% Dec 27, 2023 - Feb 1, 2024
#14	-15.88% Aug 18, 2015 - Mar 11, 2016	-2.92% Sep 6, 2019 - Sep 23, 2019
#15	-15.07% Oct 6, 2004 - Feb 11, 2005	-2.82% Jul 10, 2018 - Aug 30, 2018

Correlation

Correlation between BRO and SOJC is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (1999 - 2026)

BRO vs SOJC dividend yield comparison.

Year	BRO	SOJC
2026	0.50%	3.26%
2025	0.77%	6.07%
2024	0.53%	5.97%
2023	0.67%	5.48%
2022	0.74%	6.18%
2021	0.54%	5.01%
2020	0.73%	4.82%
2019	0.82%	4.99%
2018	1.11%	6.16%
2017	1.08%	0.00%
2016	1.12%	0.00%
2015	1.41%	0.00%
2014	1.25%	0.00%
2013	1.18%	0.00%
2012	1.36%	0.00%
2011	1.44%	0.00%
2010	1.31%	0.00%
2009	1.68%	0.00%
2008	1.36%	0.00%
2007	1.06%	0.00%
2006	0.74%	0.00%
2005	0.56%	0.00%
2004	0.67%	0.00%
2003	0.74%	0.00%
2002	0.62%	0.00%
2001	0.59%	0.00%
2000	0.77%	0.00%
1999	0.34%	0.00%