BRO vs SOJE

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

5-Year PerformanceBRO has outperformed SOJE, delivering a return of +3.5% compared to -2.9%

BRO vs SOJE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BRO(COMPANY)	SOJE(COMPANY)
Market Cap	$20B	$20B
Max Drawdown	56.30%	37.82%
Sharpe Ratio	-1.94	-0.04
5Y Beta	0.26	0.18
Industry	Insurance Brokers	N/A
P/E Ratio	17.53	4.63
Forward P/E	12.84	N/A
PEG Ratio	1.51	N/A
Dividend Yield	1.05%	5.94%
5Y Dividends CAGR	17.01%	N/A
5Y EPS CAGR	12.98%	-0.02%
Debt to Equity	62.02%	2.00%
Free Cash Flow Yield	7.08%	-14.59%
P/S Ratio	3.20	N/A
P/B Ratio	1.58	N/A

Market Cap

Winner

BRO

$20B

SOJE

$20B

Max Drawdown

BRO

56.30%

Winner

SOJE

37.82%

Sharpe Ratio

BRO

-1.94

Winner

SOJE

-0.04

5Y Beta

BRO

0.26

Winner

SOJE

0.18

Industry

BRO

Insurance Brokers

SOJE

N/A

P/E Ratio

BRO

17.53

Winner

SOJE

4.63

Forward P/E

BRO

12.84

SOJE

N/A

PEG Ratio

BRO

1.51

SOJE

N/A

Dividend Yield

BRO

1.05%

Winner

SOJE

5.94%

5Y Dividends CAGR

BRO

17.01%

SOJE

N/A

5Y EPS CAGR

Winner

BRO

12.98%

SOJE

-0.02%

Debt to Equity

BRO

62.02%

Winner

SOJE

2.00%

Free Cash Flow Yield

Winner

BRO

7.08%

SOJE

-14.59%

P/S Ratio

BRO

3.20

SOJE

N/A

P/B Ratio

BRO

1.58

SOJE

N/A

BRO vs SOJE - Historical Returns

Returns include dividend reinvestment.

Period	BRO	SOJE
1 month	+8.27%	-2.65%
3 months	-12.10%	-5.02%
6 months	-24.27%	-3.43%
1 year	-42.13%	+3.25%
5 years(CAGR)	+3.53%	-2.92%
10 years(CAGR)	+13.64%	N/A
Max(CAGR)	+14.63%	-1.96%

Winner

BRO

+8.27%

SOJE

-2.65%

BRO

-12.10%

Winner

SOJE

-5.02%

BRO

-24.27%

Winner

SOJE

-3.43%

BRO

-42.13%

Winner

SOJE

+3.25%

5Y(CAGR)

Winner

BRO

+3.53%

SOJE

-2.92%

10Y(CAGR)

BRO

+13.64%

SOJE

N/A

Max(CAGR)

Winner

BRO

+14.63%

SOJE

-1.96%

BRO vs SOJE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BRO	SOJE
2026	-22.39%	-3.43%
2025	-20.22%	-2.30%
2024	+45.05%	+0.43%
2023	+26.44%	+18.13%
2022	-16.62%	-29.39%
2021	+52.72%	-0.74%
2020	+20.66%	+9.25%
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 SOJE 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 SOJE was -30.95%, occurring on Nov 4, 2022. This drawdown has not yet recovered.

The current BRO drawdown is -51.34%. The current SOJE drawdown is -18.28%.

Rank	BRO	SOJE
#1	-55.85% Apr 3, 2025 - May 13, 2026	-30.95% Dec 31, 2020 - Nov 4, 2022
#2	-54.10% Apr 21, 2006 - May 13, 2013	-1.03% Dec 4, 2020 - Dec 18, 2020
#3	-34.74% Feb 20, 2020 - Apr 13, 2021	-0.87% Dec 21, 2020 - Dec 29, 2020
#4	-31.53% May 8, 2002 - Apr 14, 2003	-0.86% Oct 23, 2020 - Nov 4, 2020
#5	-27.28% Apr 7, 2022 - Aug 23, 2023	-0.85% Nov 23, 2020 - Dec 2, 2020
#6	-21.87% Dec 16, 1999 - Apr 10, 2000	-0.59% Oct 15, 2020 - Oct 23, 2020
#7	-21.27% Feb 21, 2001 - Apr 23, 2001	-0.47% Nov 9, 2020 - Nov 17, 2020
#8	-20.68% Nov 27, 2001 - Jan 24, 2002	-0.28% Oct 8, 2020 - Oct 15, 2020
#9	-20.37% Apr 23, 2003 - Mar 1, 2004	-0.20% Oct 2, 2020 - Oct 7, 2020
#10	-17.73% Aug 1, 2001 - Sep 28, 2001	-0.16% Nov 4, 2020 - Nov 9, 2020
#11	-16.58% Sep 13, 2018 - Apr 23, 2019	-0.16% Nov 17, 2020 - Nov 19, 2020
#12	-16.37% Jul 19, 2013 - Jun 11, 2015	N/A
#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 SOJE is -0.14 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.14

-101

Dividend Comparison (1999 - 2026)

BRO vs SOJE dividend yield comparison.

Year	BRO	SOJE
2026	0.55%	3.11%
2025	0.77%	5.92%
2024	0.53%	5.55%
2023	0.67%	5.30%
2022	0.74%	6.05%
2021	0.54%	2.02%
2020	0.73%	0.00%
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%