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BRO vs MRSH
Which Stock Would AI Choose? Brown & Brown (BRO) vs. Marsh McLennan (MRSH) Stock Comparison
Key Takeaways
- Brown & Brown (BRO) is an acquisition-driven insurance brokerage delivering roughly 35% revenue growth in its latest quarter, but with flat organic growth and recent share-price weakness.
- Marsh McLennan (MRSH) is a larger, more diversified global risk and consulting firm with steadier mid-single-digit organic growth and a recent dividend increase.
- BRO trades at a lower forward price-to-earnings (P/E) multiple, while MRSH commands a premium valuation but offers greater business diversification.
- Both names operate in the same insurance-brokerage sector and face similar headwinds, including softer commercial insurance pricing and expense pressure.
- MRSH has shown more consistent relative momentum in recent weeks, whereas BRO has experienced a sharper short-term pullback.
Introduction
Insurance brokers occupy a distinctive niche: they generate fee- and commission-based revenue without bearing underwriting risk, making them appealing to investors seeking defensive growth. BRO and MRSH are two well-known names in this space, yet their business models, scale, and recent market positioning differ meaningfully. This stock comparison examines relative performance, growth drivers, and risk factors to help both long-term investors and active traders understand how these two companies stack up in the current market environment.
BRO Overview and Recent Performance
Brown & Brown, Inc. is a U.S.-headquartered insurance brokerage founded in 1939, operating more than 700 locations with roughly 23,000 professionals. The company has long relied on acquisitions to expand, completing hundreds of insurance intermediary deals over the decades. In its most recent quarter, total revenues rose approximately 35% year over year, driven heavily by acquired operations, while organic revenue growth remained essentially flat. Adjusted earnings per share (EPS) increased about 8% year over year.
Despite solid reported results, BRO shares have faced pressure in recent weeks, with investors weighing slowing organic growth, higher operating expenses, and concerns about a softening insurance pricing environment. The stock has meaningfully underperformed its industry over the past year and currently trades at a discount to peers on a forward P/E basis.
MRSH Overview and Recent Performance
Marsh McLennan is a global leader in risk, strategy, and people, advising clients across more than 130 countries with roughly 95,000 colleagues and annual revenue of about $27 billion. Its diversified model spans risk and insurance services (Marsh and Guy Carpenter) and consulting (Mercer and Marsh Management Consulting), which reduces reliance on any single market. Recent quarters have shown steady mid-single-digit underlying revenue growth, supported by the consulting segment.
In recent weeks, MRSH has demonstrated comparatively resilient momentum, outperforming the broader market following its latest earnings report. The company also raised its quarterly dividend by 10%, and it maintains an active share repurchase program. Over the past year, however, the stock has still declined alongside the broader insurance-brokerage industry, reflecting sector-wide valuation compression.
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Head-to-Head Comparison
The most visible contrast between these two stocks is scale and diversification. MRSH generates substantially more revenue and blends insurance brokerage with consulting, giving it multiple revenue streams and a more globally balanced footprint. BRO is more concentrated in U.S. insurance distribution and leans more heavily on acquisitions for top-line expansion, which can produce faster reported growth but also adds integration and debt-related costs.
On valuation, BRO generally trades at a lower forward P/E, which some investors interpret as a margin of safety, while MRSH's premium multiple reflects its larger scale, diversification, and stronger return on equity. Risk profiles differ as well: BRO carries exposure to acquisition execution and flat organic growth, whereas MRSH faces foreign-exchange sensitivity and pressure in segments such as reinsurance (Guy Carpenter). Market sentiment has favored MRSH's steadier organic trajectory in recent weeks, even as both stocks contend with industry-wide concerns about commercial pricing and expense inflation.
Tickeron AI Verdict
Based on observable trend consistency, diversification, and recent relative positioning, Tickeron's AI would likely lean toward MRSH in the current environment. Its steadier organic revenue growth, broader business mix, and more resilient recent momentum provide a smoother trend profile compared with BRO's sharper pullback and flatter organic growth. That said, the verdict is probabilistic rather than absolute: BRO's lower valuation and acquisition-driven growth could appeal to AI models that favor mean-reversion or value-oriented setups. Traders should monitor trend signals and sector catalysts closely as conditions evolve.
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.
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 BRO is a Hold and MRSH is a Buy.
BRO | MRSH | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 55 | 80 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 77 Overvalued | 82 Overvalued | |
PROFIT vs RISK RATING 1..100 | 93 | 86 | |
SMR RATING 1..100 | 71 | 37 | |
PRICE GROWTH RATING 1..100 | 64 | 70 | |
P/E GROWTH RATING 1..100 | 73 | 47 | |
SEASONALITY SCORE 1..100 | 65 | 50 |
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 (77) in the Insurance Brokers Or Services industry is in the same range as MRSH (82) in the null industry. This means that BRO’s stock grew similarly to MRSH’s over the last 12 months.
MRSH's Profit vs Risk Rating (86) in the null industry is in the same range as BRO (93) in the Insurance Brokers Or Services industry. This means that MRSH’s stock grew similarly to BRO’s over the last 12 months.
MRSH's SMR Rating (37) in the null industry is somewhat better than the same rating for BRO (71) in the Insurance Brokers Or Services industry. This means that MRSH’s stock grew somewhat faster than BRO’s over the last 12 months.
BRO's Price Growth Rating (64) in the Insurance Brokers Or Services industry is in the same range as MRSH (70) in the null industry. This means that BRO’s stock grew similarly to MRSH’s over the last 12 months.
MRSH's P/E Growth Rating (47) in the null industry is in the same range as BRO (73) in the Insurance Brokers Or Services industry. This means that MRSH’s stock grew similarly to BRO’s over the last 12 months.
| BRO | MRSH | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 70% | 2 days ago 61% |
| Stochastic ODDS (%) | 2 days ago 67% | 2 days ago 64% |
| Momentum ODDS (%) | 2 days ago 48% | 2 days ago 47% |
| MACD ODDS (%) | 4 days ago 52% | N/A |
| TrendWeek ODDS (%) | 2 days ago 57% | 2 days ago 48% |
| TrendMonth ODDS (%) | 2 days ago 57% | 2 days ago 47% |
| Advances ODDS (%) | 2 days ago 54% | 2 days ago 48% |
| Declines ODDS (%) | 9 days ago 55% | 11 days ago 43% |
| BollingerBands ODDS (%) | 2 days ago 61% | 2 days ago 69% |
| Aroon ODDS (%) | 2 days ago 61% | 2 days ago 41% |
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 overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BRO’s FA Score shows that 0 FA rating(s) are green while MRSH’s FA Score has 0 green FA rating(s).
- BRO’s FA Score: 0 green, 5 red.
- MRSH’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.
BRO’s TA Score shows that 5 TA indicator(s) are bullish while MRSH’s TA Score has 4 bullish TA indicator(s).
- BRO’s TA Score: 5 bullish, 6 bearish.
- MRSH’s TA Score: 4 bullish, 5 bearish.
Price Growth
BRO (@Insurance Brokers/Services) experienced а +2.39% price change this week, while MRSH (@Insurance Brokers/Services) price change was +1.13% for the same time period.
The average weekly price growth across all stocks in the @Insurance Brokers/Services industry was -2.05%. For the same industry, the average monthly price growth was -17.43%, and the average quarterly price growth was +6.36%.
Reported Earning Dates
BRO is expected to report earnings on Nov 02, 2026.
MRSH is expected to report earnings on Oct 15, 2026.
Industries' Descriptions
@Insurance Brokers/Services (-2.05% 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.
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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 80% 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% | +1.43% | ||
| AJG - BRO | 80% Closely correlated | +1.63% | ||
| MRSH - BRO | 80% Closely correlated | +0.66% | ||
| RYAN - BRO | 68% Closely correlated | +3.76% | ||
| WTW - BRO | 63% Loosely correlated | +1.17% | ||
| GSHD - BRO | 63% Loosely correlated | +3.95% | ||
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MRSH and
Correlation & Price change
A.I.dvisor indicates that over the last year, MRSH has been closely correlated with BRO. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if MRSH jumps, then BRO could also see price increases.
| Ticker / NAME | Correlation To MRSH | 1D Price Change % | ||
|---|---|---|---|---|
| MRSH | 100% | +0.66% | ||
| BRO - MRSH | 80% Closely correlated | +1.43% | ||
| AJG - MRSH | 78% Closely correlated | +1.63% | ||
| AON - MRSH | 77% Closely correlated | -0.30% | ||
| WTW - MRSH | 65% Loosely correlated | +1.17% | ||
| RYAN - MRSH | 58% Loosely correlated | +3.76% | ||
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