BRO vs SOJD

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

5-Year PerformanceBRO has outperformed SOJD, delivering a return of +4.6% compared to -1.4%

BRO vs SOJD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BRO(COMPANY)	SOJD(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	56.30%	38.10%
Sharpe Ratio	-1.42	-0.45
5Y Beta	0.21	0.17
Industry	Insurance Brokers	N/A
P/E Ratio	19.04	4.11
Forward P/E	15.17	N/A
PEG Ratio	1.51	N/A
Dividend Yield	0.95%	6.20%
5Y Dividends CAGR	17.01%	4.56%
5Y EPS CAGR	12.98%	3.88%
Debt to Equity	62.02%	4.19%
Free Cash Flow Yield	6.52%	-15.72%
P/S Ratio	3.61	N/A
P/B Ratio	1.86	N/A

Market Cap

BRO

$22B

Winner

SOJD

$22B

Max Drawdown

BRO

56.30%

Winner

SOJD

38.10%

Sharpe Ratio

BRO

-1.42

Winner

SOJD

-0.45

5Y Beta

BRO

0.21

Winner

SOJD

0.17

Industry

BRO

Insurance Brokers

SOJD

N/A

P/E Ratio

BRO

19.04

Winner

SOJD

4.11

Forward P/E

BRO

15.17

SOJD

N/A

PEG Ratio

BRO

1.51

SOJD

N/A

Dividend Yield

BRO

0.95%

Winner

SOJD

6.20%

5Y Dividends CAGR

Winner

BRO

17.01%

SOJD

4.56%

5Y EPS CAGR

Winner

BRO

12.98%

SOJD

3.88%

Debt to Equity

BRO

62.02%

Winner

SOJD

4.19%

Free Cash Flow Yield

Winner

BRO

6.52%

SOJD

-15.72%

P/S Ratio

BRO

3.61

SOJD

N/A

P/B Ratio

BRO

1.86

SOJD

N/A

BRO vs SOJD - Historical Returns

Returns include dividend reinvestment.

Period	BRO	SOJD
1 month	+8.85%	-1.91%
3 months	-2.38%	-6.11%
6 months	-16.53%	-5.98%
1 year	-35.71%	-0.16%
5 years(CAGR)	+4.61%	-1.43%
10 years(CAGR)	+14.49%	N/A
Max(CAGR)	+14.96%	+0.87%

Winner

BRO

+8.85%

SOJD

-1.91%

Winner

BRO

-2.38%

SOJD

-6.11%

BRO

-16.53%

Winner

SOJD

-5.98%

BRO

-35.71%

Winner

SOJD

-0.16%

5Y(CAGR)

Winner

BRO

+4.61%

SOJD

-1.43%

10Y(CAGR)

BRO

+14.49%

SOJD

N/A

Max(CAGR)

Winner

BRO

+14.96%

SOJD

+0.87%

BRO vs SOJD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BRO	SOJD
2026	-14.86%	-4.46%
2025	-20.22%	+0.90%
2024	+45.05%	-2.31%
2023	+26.44%	+18.19%
2022	-16.62%	-23.28%
2021	+52.72%	+3.89%
2020	+20.66%	+12.79%
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 SOJD 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 SOJD was -38.10%, occurring on Mar 18, 2020. Recovery took 78 trading sessions.

The current BRO drawdown is -46.62%. The current SOJD drawdown is -13.89%.

Rank	BRO	SOJD
#1	-55.85% Apr 3, 2025 - May 13, 2026	-38.10% Feb 14, 2020 - Jun 8, 2020
#2	-54.10% Apr 21, 2006 - May 13, 2013	-26.85% Nov 8, 2021 - Sep 4, 2024
#3	-34.74% Feb 20, 2020 - Apr 13, 2021	-16.27% Sep 19, 2024 - Jun 17, 2025
#4	-31.53% May 8, 2002 - Apr 14, 2003	-6.10% Dec 21, 2020 - May 5, 2021
#5	-27.28% Apr 7, 2022 - Aug 23, 2023	-3.26% Sep 3, 2021 - Oct 28, 2021
#6	-21.87% Dec 16, 1999 - Apr 10, 2000	-3.05% Jun 8, 2020 - Jul 8, 2020
#7	-21.27% Feb 21, 2001 - Apr 23, 2001	-2.54% Oct 23, 2020 - Nov 16, 2020
#8	-20.68% Nov 27, 2001 - Jan 24, 2002	-2.26% May 7, 2021 - Jun 1, 2021
#9	-20.37% Apr 23, 2003 - Mar 1, 2004	-2.12% Sep 1, 2020 - Oct 16, 2020
#10	-17.73% Aug 1, 2001 - Sep 28, 2001	-1.43% Jun 2, 2021 - Sep 3, 2021
#11	-16.58% Sep 13, 2018 - Apr 23, 2019	-0.98% Nov 19, 2020 - Dec 21, 2020
#12	-16.37% Jul 19, 2013 - Jun 11, 2015	-0.85% Oct 20, 2020 - Oct 23, 2020
#13	-16.20% Feb 6, 2002 - May 6, 2002	-0.74% Jan 30, 2020 - Feb 5, 2020
#14	-15.88% Aug 18, 2015 - Mar 11, 2016	-0.48% Aug 27, 2020 - Sep 1, 2020
#15	-15.07% Oct 6, 2004 - Feb 11, 2005	-0.45% Oct 28, 2021 - Nov 1, 2021

Correlation

Correlation between BRO and SOJD is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

0.29

-101

Dividend Comparison (1999 - 2026)

BRO vs SOJD dividend yield comparison.

Year	BRO	SOJD
2026	0.50%	3.26%
2025	0.77%	6.11%
2024	0.53%	5.98%
2023	0.67%	5.50%
2022	0.74%	6.30%
2021	0.54%	4.57%
2020	0.73%	3.65%
2019	0.82%	0.00%
2018	1.11%	0.00%
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%