Is Brown & Brown Stock (BRO) a Good Investment?

By AAII Staff
September 05, 2026
Featured Tickers:
BRO

Learn more about whether Brown & Brown, Inc. is a good stock to buy or sell based on recent news as well as its key financial metrics. Read on to find out how (BRO) grades on certain investment factors and determine whether it meets your investment needs.

Latest Brown & Brown, Inc. Stock News

As of September 04, 2026, Brown & Brown, Inc. had a $23.9 billion market capitalization, putting it in the 87th percentile of companies in the Insurance industry.

Currently, Brown & Brown, Inc.’s price-earnings ratio is 22.5. Brown & Brown, Inc.’s trailing 12-month revenue is $6.7 billion with a 18.1% profit margin. Year-over-year quarterly sales growth most recently was 32.4%. Analysts expect adjusted earnings to reach $4.482 per share for the current fiscal year. Brown & Brown, Inc. currently has a 0.9% dividend yield.



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Grading Brown & Brown, Inc. Stock

Before you choose to buy, sell or hold Brown & Brown, Inc. stock, you’ll want to analyze how it has been graded. Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, making sense of financial ratios, reading income statements and analyzing recent stock movement. To help individual investors decide whether or not to buy (BRO) stock, AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way that is suitable for investors of all knowledge levels.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings revisions and quality. Here, we’ll take a closer look at Brown & Brown, Inc.’s stock grades for value, growth and quality. Learn more about A+ Investor here!

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Brown & Brown, Inc. Stock Quality Grade

Quality Grade:

Metric Score BRO Sector Median
Return on Assets (ROA) 68 4.3% 1.2%
Return on Invested Capital (ROIC) 97 147.4% (1.6%)
Gross Income to Assets 40 12.6% 4.1%
Buyback Yield 26 (12.7%) 0.0%
Change in Total Liabilities to Assets 20 10.9% 5.0%
Accruals to Assets 27 (1.1%) (0.3%)
Z Double Prime Bankruptcy Risk (Z) Score 57 5.59 (0.04)
F-Score 67 6 5

Like the Value Grade, AAII’s A+ Investor Quality Grade comes from the percentile rank of key metrics. Specifically, the Quality Grade is the percentile rank of the average of the percentile ranks of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and F-Score.

The score is variable, meaning it can consider all eight measures or, should any of the eight measures not be valid, the remaining measures that are valid. To be assigned a Quality Score, stocks must have a valid (non-null) measure and corresponding ranking for at least four of the eight quality measures.

The Quality Score is used to assess the underlying “quality” of a particular stock. A higher quality stock possesses traits associated with upside potential and reduced downside risk. Backtesting of the Quality Grade shows that stocks with higher grades, on average, outperformed stocks with lower grades over the period of 1998 through 2019.

Stocks receive better grades (higher scores) for having higher scores for the quality subcomponents and worse grades (lower scores) for lower scores for the subcomponents.

Brown & Brown, Inc. has a Quality Score of 53, which is Average.

Brown & Brown, Inc. Stock Momentum Grade

Momentum Grade:

Metric Score BRO Sector Median
Relative Price Strength (Q1) 81 18.2% 7.1%
Relative Price Strength (Q2) 21 (25.1%) (2.8%)
Relative Price Strength (Q3) 34 (9.9%) 1.0%
Relative Price Strength (Q4) 23 (20.5%) (4.8%)
Relative Price Strength (weighted 4 qtr) 39 (3.9%) 2.1%

Momentum grades help uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming. Momentum is based on the price change of a stock over a specified period relative to all other stocks.

Typically, AAII looks at the weighted relative strength over the trailing four quarters. The weighted four-quarter relative strength rank is the relative price change for each of the past four quarters. The most recent quarterly price change is given a weight of 40% and each of the three previous quarters are given a weighting of 20%.

Brown & Brown, Inc. has a Momentum Score of 39, which is Weak.

Brown & Brown, Inc. Stock Earnings Estimate Revisions Grade

Estimate Revisions Grade:

Metric Score BRO Sector Median
Quarterly Surprise SUE Latest Qtr 26 0.0 1.8
Quarterly Surprise SUE Prior Qtr 47 1.1 1.3
EPS Est Current Year % Rev Last Month 35 0.0% 0.0%
EPS Est Current Year % Rev 3 Mos 39 (0.3%) 1.0%

The Earnings Estimate Revisions Score considers the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, positive surprises beget further positive surprises‐or at least continued sales growth (the exact opposite is generally true, too).

Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. The Earnings Estimate Revisions Score is based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.

Brown & Brown, Inc. has an Earnings Estimate Revisions Score of 37, which is Negative.

Other Brown & Brown, Inc. Stock Grades

In addition to Momentum, Estimate Revisions and Quality, A+ Investor also provides grades for Value and Growth.

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Growth investing builds on the idea that stocks of companies exhibiting strong, consistent and prolonged growth outperform those of slower—growth companies. AAII measures several dimensions of growth in its Growth Grade, including year—over—year increases in sales and earnings, long(er)—term historical sales and earnings growth rates and analyst‐forecasted long—term earnings growth.

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection. Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

These 2 key factors, when combined with the above, provide a holistic view into a stock. Further, by joining A+ Investor you can see whether Brown & Brown, Inc.’s stock passes any of our 60+ stock screens that have outperformed the market since their creation.

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Should I Buy Brown & Brown, Inc. Stock?

Overall, Brown & Brown, Inc. stock has a Quality Grade of C, Momentum Grade of D, and Earnings Estimate Revisions Grade of D.

Whether or not you should buy Brown & Brown, Inc. stock will ultimately depend on your individual goals, risk tolerance and allocation. AAII can help you figure these out and identify which investments align with what works best for you.

Lastly, it’s important to evaluate a stock by comparing it against others in the same industry. Review the table below to see how Brown & Brown, Inc. stock stands up against its competitors. Click into any of the below tickers to see their stock grades for value, momentum, quality and EPS revisions.

Brown & Brown, Inc. (BRO) Competitors

Companies similar to Brown & Brown, Inc. in the Insurance industry.

Company name Ticker Market Cap
Loews Corporation L $22.34Bil
Markel Group Inc. MKL $22.63Bil
Unipol Assicurazioni S.p.A. UFGSY $13.69Bil
NN Group N.V. NNGRY $25.48Bil
Principal Financial Group, Inc. PFG $24.98Bil

Brown & Brown, Inc. Stock: Bottom Line

You can use the information about how Brown & Brown, Inc. is graded to determine if you should invest in this stock. However, you should decide whether Brown & Brown, Inc.’s stock is a buy, sell or hold based on a combination of grades, metrics, ratios and U.S. Securities and Exchange Commission (SEC) reports.

Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets—without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.

So, if you’re still on the fence about whether Brown & Brown, Inc. is a buy, sell or hold, you can utilize AAII’s expansive and robust screening tools like A+ Investor to help with your decision.

A+ Investor adds to its qualitative teaching by giving you a powerful data suite that helps you whittle down investment decisions, find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

Learn More About A+ Investor

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