BRO vs VTRS

Comparison between Brown & Brown Inc (BRO, Company) and Viatris Inc (VTRS, Company).

BRO is from the Financial Services sector, while VTRS is from the Healthcare sector.

5-Year PerformanceVTRS has outperformed BRO, delivering a return of +6.0% compared to +2.8%

BRO vs VTRS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BRO(COMPANY)	VTRS(COMPANY)
Market Cap	$19B	$19B
Max Drawdown	56.30%	61.26%
Sharpe Ratio	-2.29	2.31
5Y Beta	0.28	0.80
Industry	Insurance Brokers	Drug Manufacturers - Specialty & Generic
P/E Ratio	16.72	-6.60
Forward P/E	12.53	6.72
PEG Ratio	1.51	0.14
Dividend Yield	1.10%	2.97%
5Y Dividends CAGR	17.01%	40.40%
5Y EPS CAGR	12.98%	N/A
Debt to Equity	62.02%	97.86%
Free Cash Flow Yield	7.42%	9.35%
P/S Ratio	3.11	1.33
P/B Ratio	1.56	1.32

Market Cap

Winner

BRO

$19B

VTRS

$19B

Max Drawdown

Winner

BRO

56.30%

VTRS

61.26%

Sharpe Ratio

BRO

-2.29

Winner

VTRS

2.31

5Y Beta

Winner

BRO

0.28

VTRS

0.80

Industry

BRO

Insurance Brokers

VTRS

Drug Manufacturers - Specialty & Generic

P/E Ratio

BRO

16.72

Winner

VTRS

-6.60

Forward P/E

BRO

12.53

Winner

VTRS

6.72

PEG Ratio

BRO

1.51

Winner

VTRS

0.14

Dividend Yield

BRO

1.10%

Winner

VTRS

2.97%

5Y Dividends CAGR

BRO

17.01%

Winner

VTRS

40.40%

5Y EPS CAGR

BRO

12.98%

VTRS

N/A

Debt to Equity

Winner

BRO

62.02%

VTRS

97.86%

Free Cash Flow Yield

BRO

7.42%

Winner

VTRS

9.35%

P/S Ratio

BRO

3.11

Winner

VTRS

1.33

P/B Ratio

BRO

1.56

Winner

VTRS

1.32

BRO vs VTRS - Historical Returns

Returns include dividend reinvestment.

Period	BRO	VTRS
1 month	-14.57%	+15.50%
3 months	-16.15%	+6.03%
6 months	-27.64%	+63.51%
1 year	-47.17%	+106.43%
5 years(CAGR)	+2.82%	+6.05%
10 years(CAGR)	+13.67%	N/A
Max(CAGR)	+14.51%	+4.94%

BRO

-14.57%

Winner

VTRS

+15.50%

BRO

-16.15%

Winner

VTRS

+6.03%

BRO

-27.64%

Winner

VTRS

+63.51%

BRO

-47.17%

Winner

VTRS

+106.43%

5Y(CAGR)

BRO

+2.82%

Winner

VTRS

+6.05%

10Y(CAGR)

BRO

+13.67%

VTRS

N/A

Max(CAGR)

Winner

BRO

+14.51%

VTRS

+4.94%

BRO vs VTRS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BRO	VTRS
2026	-25.12%	+35.73%
2025	-20.22%	+5.32%
2024	+45.05%	+13.79%
2023	+26.44%	-0.18%
2022	-16.62%	-18.38%
2021	+52.72%	-25.33%
2020	+20.66%	+18.16%
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 VTRS 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 VTRS was -54.33%, occurring on Apr 10, 2025. Recovery took 1281 trading sessions.

The current BRO drawdown is -53.05%. The current VTRS drawdown is -3.57%.

Rank	BRO	VTRS
#1	-55.85% Apr 3, 2025 - May 13, 2026	-54.33% Dec 31, 2020 - Feb 9, 2026
#2	-54.10% Apr 21, 2006 - May 13, 2013	-18.97% Feb 11, 2026 - May 7, 2026
#3	-34.74% Feb 20, 2020 - Apr 13, 2021	-7.40% Nov 19, 2020 - Dec 30, 2020
#4	-31.53% May 8, 2002 - Apr 14, 2003	-7.02% May 7, 2026 - May 19, 2026
#5	-27.28% Apr 7, 2022 - Aug 23, 2023	-0.92% Nov 17, 2020 - Nov 19, 2020
#6	-21.87% Dec 16, 1999 - Apr 10, 2000	N/A
#7	-21.27% Feb 21, 2001 - Apr 23, 2001	N/A
#8	-20.68% Nov 27, 2001 - Jan 24, 2002	N/A
#9	-20.37% Apr 23, 2003 - Mar 1, 2004	N/A
#10	-17.73% Aug 1, 2001 - Sep 28, 2001	N/A
#11	-16.58% Sep 13, 2018 - Apr 23, 2019	N/A
#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 VTRS is -0.25 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.25

-101

Dividend Comparison (1999 - 2026)

BRO vs VTRS dividend yield comparison.

Year	BRO	VTRS
2026	0.57%	1.44%
2025	0.77%	3.86%
2024	0.53%	3.86%
2023	0.67%	4.43%
2022	0.74%	4.31%
2021	0.54%	2.44%
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%