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AON vs BRO
Which Stock Would AI Choose? Aon plc (AON) vs. Brown & Brown, Inc. (BRO) Stock Comparison
Key Takeaways
- Aon plc (AON) commands a significantly larger market capitalization of approximately $70 billion compared to Brown & Brown, Inc. (BRO)'s $21 billion, underscoring AON's broader global footprint.
- BRO recently reported robust first-quarter 2026 revenue growth of 35.4% year-over-year to $1.9 billion, though organic growth remained flat.
- AON announced a 10% increase in its quarterly dividend amid expansions in data center insurance capacity to $3.5 billion, signaling confidence in cash flows.
- Year-to-date performance shows BRO ahead at +20.89% versus AON's +7.62%, though both stocks have faced sector headwinds in recent market activity.
- Valuations are comparable with trailing P/E ratios (price-to-earnings) around 19-20 for both, alongside similar dividend yields near 1%.
- AON exhibits lower volatility with a beta of 0.82, appealing to stability-focused investors relative to broader market swings.
Introduction
Aon plc (AON) and Brown & Brown, Inc. (BRO) are prominent players in the insurance brokerage sector, providing risk management and specialty insurance solutions to diverse clients. This comparison is particularly relevant for investors tracking financial services stocks amid evolving market dynamics, such as rising demand for cyber and data center coverage. Traders seeking relative performance insights or sector exposure will find value in evaluating their business models, recent momentum, and growth trajectories in the current environment.
AON Overview and Recent Performance
Aon plc (AON) is a global professional services firm specializing in risk management, insurance brokerage, and human capital solutions through its Risk Capital and Human Capital segments. It serves multinational corporations with commercial risk solutions, health consulting, wealth management, and reinsurance services. In recent market activity, AON shares have traded within a 52-week range of $304.59 to $381.00, reflecting resilience despite broader sector pressures. Key influences include a 10% quarterly dividend hike to $0.655 per share and expansion of its Data Center Lifecycle Insurance Program to $3.5 billion in capacity, addressing surging demand in digital infrastructure. Sentiment remains supported by analyst targets averaging near $390, with first-quarter 2026 earnings anticipated to show EPS growth. Price behavior indicates modest pullbacks in recent weeks, tied to valuation concerns post-rally, yet lower beta underscores defensive positioning.
BRO Overview and Recent Performance
Brown & Brown, Inc. (BRO) focuses on marketing insurance products via Retail and Specialty Distribution segments, offering property/casualty, employee benefits, and wholesale brokerage to commercial and individual clients primarily in the U.S. and U.K. Recent quarters highlighted strong top-line expansion, with first-quarter 2026 revenues reaching $1.9 billion, up 35.4% year-over-year, driven by acquisitions despite flat core organic growth (2.2% including contingents). Adjusted EPS hit $1.39, beating estimates, alongside a quarterly dividend of $0.165 per share. Shares have navigated a 52-week range of $62.51 to $113.84, with recent weeks showing pressure near lows amid profit-taking. Positive analyst sentiment persists, with average targets around $79, though momentum reflects mixed reactions to M&A-driven (mergers and acquisitions) results in a competitive brokerage landscape.
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Head-to-Head Comparison
Both AON and BRO thrive in insurance brokerage but diverge in scale and focus: AON's integrated global platform targets Fortune 500 clients with risk consulting and reinsurance, while BRO emphasizes U.S.-centric retail distribution and specialty programs via acquisitions. Growth drivers contrast with BRO's inorganic boosts (35% revenue surge) versus AON's organic stability and product innovations like data center coverage. Recent momentum favors BRO year-to-date (+21% vs. +8%), yet AON shows superior 12-month relative returns amid downturns. Risk profiles highlight AON's lower beta (0.82) for reduced volatility versus BRO's higher sensitivity. Sector exposure is similar—property/casualty and specialties—but AON benefits from international diversification. Market sentiment tilts positive for both, with comparable P/E ratios, though AON's dividend growth signals stronger capital returns.
Tickeron AI Verdict
Tickeron's AI analysis currently leans toward AON in this matchup, based on its trend consistency, lower risk via beta, robust dividend policy, and relative stability amid recent sector volatility. While BRO's earnings momentum presents upside potential, AON's scale and catalysts like upcoming results position it favorably with higher probability for sustained outperformance in the near term.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AON is a StrongBuy and BRO is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AON’s FA Score shows that 1 FA rating(s) are green whileBRO’s FA Score has 0 green FA rating(s).
- AON’s FA Score: 1 green, 4 red.
- BRO’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AON’s TA Score shows that 4 TA indicator(s) are bullish while BRO’s TA Score has 3 bullish TA indicator(s).
- AON’s TA Score: 4 bullish, 5 bearish.
- BRO’s TA Score: 3 bullish, 4 bearish.
Price Growth
AON (@Insurance Brokers/Services) experienced а -4.82% price change this week, while BRO (@Insurance Brokers/Services) price change was -1.75% for the same time period.
The average weekly price growth across all stocks in the @Insurance Brokers/Services industry was -1.95%. For the same industry, the average monthly price growth was -5.30%, and the average quarterly price growth was -28.73%.
Reported Earning Dates
AON is expected to report earnings on Jul 24, 2026.
BRO is expected to report earnings on Jul 27, 2026.
Industries' Descriptions
@Insurance Brokers/Services (-1.95% weekly)Insurance brokers sell, solicit, or negotiate insurance for compensation. General insurance brokers mostly cater to insurances on car, house etc. (versus life). Brokers are also often instrumental in helping small employers find health insurance, particularly in more competitive markets. Additionally, brokers may also provide risk assessments, insurance consulting services, insurance-related regulatory and legislative update services. Some of the major names in this industry include Marsh & McLennan Companies, Inc., Aon plc and Verisk Analytics Inc.
| AON | BRO | AON / BRO | |
| Capitalization | 68.5B | 20.5B | 334% |
| EBITDA | 6.77B | 2.28B | 297% |
| Gain YTD | -10.698 | -26.543 | 40% |
| P/E Ratio | 17.21 | 18.97 | 91% |
| Revenue | 17.5B | 6.26B | 280% |
| Total Cash | 1.42B | 1B | 141% |
| Total Debt | 15.5B | 8.06B | 192% |
AON | BRO | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 63 | 8 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 93 Overvalued | 79 Overvalued | |
PROFIT vs RISK RATING 1..100 | 59 | 90 | |
SMR RATING 1..100 | 21 | 66 | |
PRICE GROWTH RATING 1..100 | 60 | 63 | |
P/E GROWTH RATING 1..100 | 90 | 87 | |
SEASONALITY SCORE 1..100 | 50 | 75 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
BRO's Valuation (79) in the Insurance Brokers Or Services industry is in the same range as AON (93). This means that BRO’s stock grew similarly to AON’s over the last 12 months.
AON's Profit vs Risk Rating (59) in the Insurance Brokers Or Services industry is in the same range as BRO (90). This means that AON’s stock grew similarly to BRO’s over the last 12 months.
AON's SMR Rating (21) in the Insurance Brokers Or Services industry is somewhat better than the same rating for BRO (66). This means that AON’s stock grew somewhat faster than BRO’s over the last 12 months.
AON's Price Growth Rating (60) in the Insurance Brokers Or Services industry is in the same range as BRO (63). This means that AON’s stock grew similarly to BRO’s over the last 12 months.
BRO's P/E Growth Rating (87) in the Insurance Brokers Or Services industry is in the same range as AON (90). This means that BRO’s stock grew similarly to AON’s over the last 12 months.
| AON | BRO | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 2 days ago 60% | 2 days ago 58% |
| Momentum ODDS (%) | 2 days ago 48% | 2 days ago 60% |
| MACD ODDS (%) | 2 days ago 57% | 6 days ago 60% |
| TrendWeek ODDS (%) | 2 days ago 52% | 2 days ago 55% |
| TrendMonth ODDS (%) | 2 days ago 49% | 2 days ago 56% |
| Advances ODDS (%) | 14 days ago 49% | 14 days ago 55% |
| Declines ODDS (%) | 2 days ago 52% | 21 days ago 53% |
| BollingerBands ODDS (%) | 2 days ago 53% | 2 days ago 46% |
| Aroon ODDS (%) | 2 days ago 46% | 2 days ago 54% |
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AON and
Correlation & Price change
A.I.dvisor indicates that over the last year, AON has been closely correlated with MRSH. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if AON jumps, then MRSH could also see price increases.
| Ticker / NAME | Correlation To AON | 1D Price Change % | ||
|---|---|---|---|---|
| AON | 100% | -1.29% | ||
| MRSH - AON | 78% Closely correlated | -1.41% | ||
| AJG - AON | 73% Closely correlated | -2.33% | ||
| WTW - AON | 73% Closely correlated | -0.90% | ||
| BRO - AON | 70% Closely correlated | -1.46% | ||
| ERIE - AON | 45% Loosely correlated | -4.37% | ||
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BRO and
Correlation & Price change
A.I.dvisor indicates that over the last year, BRO has been closely correlated with AJG. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if BRO jumps, then AJG could also see price increases.
| Ticker / NAME | Correlation To BRO | 1D Price Change % | ||
|---|---|---|---|---|
| BRO | 100% | -1.46% | ||
| AJG - BRO | 77% Closely correlated | -2.33% | ||
| MRSH - BRO | 70% Closely correlated | -1.41% | ||
| WTW - BRO | 63% Loosely correlated | -0.90% | ||
| AON - BRO | 57% Loosely correlated | -1.29% | ||
| BWIN - BRO | 48% Loosely correlated | +16.16% | ||
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