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BRO vs MRSH
Which Stock Would AI Choose? Brown & Brown (BRO) vs. Marsh McLennan (MRSH) Stock Comparison
Key Takeaways
- BRO is an acquisition-driven insurance brokerage trading at a lower valuation, while MRSH is a diversified global risk and consulting leader commanding a premium multiple.
- Both names face a softer property and casualty (P&C) pricing cycle, but their recent relative performance has diverged meaningfully.
- BRO has shown faster headline revenue growth from acquisitions yet flat organic growth, weighing on sentiment.
- MRSH offers steadier underlying growth and a longer dividend track record, supported by its consulting and asset-management segments.
- The comparison centers on value versus stability: a cheaper, more volatile growth story against a larger, more diversified franchise.
Introduction
Brown & Brown (BRO) and Marsh McLennan (MRSH) both operate in the insurance brokerage and risk advisory industry, yet they represent very different investment profiles. One is a mid-sized, acquisition-heavy brokerage; the other is a global professional-services powerhouse spanning insurance, reinsurance, consulting, and wealth management. This stock comparison is most relevant to investors weighing growth against stability, and to traders monitoring how valuation, momentum, and market positioning are shifting across the insurance services sector during a period of softening P&C pricing.
BRO Overview and Recent Performance
Brown & Brown (BRO) is a Daytona Beach-based insurance brokerage that has grown primarily through acquisitions, completing hundreds of intermediary deals over the decades. In its most recent quarter, total revenues rose sharply year over year on higher commissions and fees, yet organic revenue was essentially flat — a sign that headline growth has leaned heavily on mergers and acquisitions (M&A) rather than internal expansion.
That mix has shaped sentiment. In recent weeks, the stock has traded with meaningful volatility and has lagged the broader market over the trailing year, with analysts citing flat organic growth, margin pressure, and rising expenses as key concerns. On the positive side, BRO trades at a discounted forward price-to-earnings (P/E) multiple relative to its industry peers, and it maintains a strong track record of dividend growth. A recent analyst upgrade to Outperform highlighted the potential for valuation upside if execution improves.
MRSH Overview and Recent Performance
Marsh McLennan (MRSH) is a global professional-services firm operating two segments — Risk and Insurance Services, which includes Marsh and Guy Carpenter, and Consulting, which includes Mercer and Oliver Wyman. In its latest quarter, revenue and adjusted operating income both grew at a mid-to-high single-digit pace, supported by underlying growth in consulting and solid new business in its risk businesses.
Recent market activity for MRSH has been steadier than for many insurance peers, though the stock has also pulled back over the trailing year amid softer insurance and reinsurance pricing. The company carries a premium valuation, reflecting its scale, diversification, and roughly decade-and-a-half streak of dividend increases. Recent developments include continued capital returns through buybacks and selective acquisitions, balanced against a large litigation-related charge and higher interest expenses that have tempered earnings in some periods.
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Head-to-Head Comparison
The clearest contrast between the two is scale and business mix. MRSH is a much larger, more diversified franchise, combining insurance brokerage and reinsurance with consulting and wealth management — segments that can offset weakness in any single line. BRO is more concentrated in U.S. retail and specialty insurance distribution, giving it purer exposure to the P&C pricing cycle but less diversification.
Growth drivers also differ. BRO relies heavily on M&A to generate headline growth, which can compress near-term organic momentum and lift expenses. MRSH combines modest organic growth with disciplined capital deployment and scale advantages in a softening pricing environment.
On risk and valuation, BRO trades at a lower forward P/E and has been more volatile, appealing to value-oriented investors willing to tolerate drawdowns. MRSH carries a premium multiple and a higher dividend yield, reflecting steadier earnings and broader diversification. Both face the shared headwind of declining property and casualty rates, which pressures commission-based revenue across the sector.
Tickeron AI Verdict
Based on observable trend consistency, stability, and relative positioning, Tickeron's AI would likely lean toward MRSH in the current environment. The company's steadier underlying growth, diversified revenue base, and more consistent technical profile generally align with signals the AI prioritizes for trend-following strategies. That said, BRO is not without appeal — its discounted valuation and recent analyst upgrades create a potential catalyst if organic growth and margins stabilize. The verdict is probabilistic rather than definitive: MRSH currently appears better positioned on stability and trend quality, while BRO offers a higher-risk, potentially higher-reward value profile.
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 StrongBuy and MRSH is a StrongBuy.
Momentum Indicator for BRO turns positive, indicating new upward trend
BRO saw its Momentum Indicator move above the 0 level on October 07, 2026. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 80 similar instances where the indicator turned positive. In 45 of the 80 cases, the stock moved higher in the following days. The odds of a move higher are at 56%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Moving Average Convergence Divergence (MACD) for BRO just turned positive on October 07, 2026. Looking at past instances where BRO's MACD turned positive, the stock continued to rise in 20 of 43 cases over the following month. The odds of a continued upward trend are 47%.
BRO moved above its 50-day moving average on October 15, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +7.10% 3-day Advance, the price is estimated to grow further. Considering data from situations where BRO advanced for three days, in 174 of 327 cases, the price rose further within the following month. The odds of a continued upward trend are 53%.
Bearish Trend Analysis
The RSI Indicator demonstrates that the ticker has stayed in the overbought zone for 4 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 9 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BRO declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 55%.
BRO broke above its upper Bollinger Band on October 15, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for BRO entered a downward trend on October 08, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 45 (best 1 - 100 worst), indicating steady price growth. BRO’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 66 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron SMR rating for this company is 71 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 82 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.876) is normal, around the industry mean (2.582). P/E Ratio (19.756) is within average values for comparable stocks, (17.872). Projected Growth (PEG Ratio) (0.910) is also within normal values, averaging (8.322). Dividend Yield (0.009) settles around the average of (0.047) among similar stocks. P/S Ratio (3.322) is also within normal values, averaging (2.968).
The Tickeron Profit vs. Risk Rating rating for this company is 84 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BRO’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 87, placing this stock better than average.
Momentum Indicator for MRSH turns positive, indicating new upward trend
MRSH saw its Momentum Indicator move above the 0 level on October 06, 2026. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 87 similar instances where the indicator turned positive. In 47 of the 87 cases, the stock moved higher in the following days. The odds of a move higher are at 54%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Moving Average Convergence Divergence (MACD) for MRSH just turned positive on October 02, 2026. Looking at past instances where MRSH's MACD turned positive, the stock continued to rise in 27 of 50 cases over the following month. The odds of a continued upward trend are 54%.
MRSH moved above its 50-day moving average on October 15, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for MRSH crossed bullishly above the 50-day moving average on October 20, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 10 of 21 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 48%.
Following a +1.54% 3-day Advance, the price is estimated to grow further. Considering data from situations where MRSH advanced for three days, in 160 of 338 cases, the price rose further within the following month. The odds of a continued upward trend are 47%.
Bearish Trend Analysis
The RSI Indicator demonstrates that the ticker has stayed in the overbought zone for 4 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 10 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where MRSH declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 43%.
MRSH broke above its upper Bollinger Band on October 15, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for MRSH entered a downward trend on October 08, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 34 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron SMR rating for this company is 37 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 42 (best 1 - 100 worst), indicating steady price growth. MRSH’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Profit vs. Risk Rating rating for this company is 72 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. MRSH’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 87, placing this stock better than average.
The Tickeron Valuation Rating of 90 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (5.989) is normal, around the industry mean (2.582). P/E Ratio (23.211) is within average values for comparable stocks, (17.872). Projected Growth (PEG Ratio) (1.486) is also within normal values, averaging (8.322). Dividend Yield (0.021) settles around the average of (0.047) among similar stocks. P/S Ratio (3.089) is also within normal values, averaging (2.968).
BRO | MRSH | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 36 | 44 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 82 Overvalued | 90 Overvalued | |
PROFIT vs RISK RATING 1..100 | 84 | 72 | |
SMR RATING 1..100 | 71 | 37 | |
PRICE GROWTH RATING 1..100 | 45 | 42 | |
P/E GROWTH RATING 1..100 | 66 | 34 | |
SEASONALITY SCORE 1..100 | 75 | 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 (82) in the Insurance Brokers Or Services industry is in the same range as MRSH (90) 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 (72) in the null industry is in the same range as BRO (84) 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.
MRSH's Price Growth Rating (42) in the null industry is in the same range as BRO (45) 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 P/E Growth Rating (34) in the null industry is in the same range as BRO (66) 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 48% | 2 days ago 45% |
| Stochastic ODDS (%) | 2 days ago 58% | 2 days ago 48% |
| Momentum ODDS (%) | 2 days ago 56% | 2 days ago 54% |
| MACD ODDS (%) | 2 days ago 47% | 2 days ago 54% |
| TrendWeek ODDS (%) | 2 days ago 56% | 2 days ago 48% |
| TrendMonth ODDS (%) | 2 days ago 56% | 2 days ago 44% |
| Advances ODDS (%) | 7 days ago 53% | 3 days ago 47% |
| Declines ODDS (%) | 29 days ago 55% | about 1 month ago 43% |
| BollingerBands ODDS (%) | 2 days ago 46% | 2 days ago 48% |
| Aroon ODDS (%) | 2 days ago 62% | 2 days ago 39% |
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 4 TA indicator(s) are bullish while MRSH’s TA Score has 5 bullish TA indicator(s).
- BRO’s TA Score: 4 bullish, 5 bearish.
- MRSH’s TA Score: 5 bullish, 5 bearish.
Price Growth
BRO (@Insurance Brokers/Services) experienced а +8.84% price change this week, while MRSH (@Insurance Brokers/Services) price change was +6.82% for the same time period.
The average weekly price growth across all stocks in the @Insurance Brokers/Services industry was +9.64%. For the same industry, the average monthly price growth was +6.98%, and the average quarterly price growth was +15.47%.
Reported Earning Dates
BRO is expected to report earnings on Oct 26, 2026.
MRSH is expected to report earnings on Jan 28, 2027.
Industries' Descriptions
@Insurance Brokers/Services (+9.64% 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 83% 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% | -0.52% | ||
| AJG - BRO | 83% Closely correlated | -0.34% | ||
| MRSH - BRO | 81% Closely correlated | -0.37% | ||
| RYAN - BRO | 68% Closely correlated | -1.47% | ||
| WTW - BRO | 65% Loosely correlated | -0.35% | ||
| GSHD - BRO | 63% Loosely correlated | -3.59% | ||
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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 81% 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% | -0.37% | ||
| BRO - MRSH | 81% Closely correlated | -0.52% | ||
| AJG - MRSH | 80% Closely correlated | -0.34% | ||
| AON - MRSH | 78% Closely correlated | -0.80% | ||
| WTW - MRSH | 65% Loosely correlated | -0.35% | ||
| RYAN - MRSH | 59% Loosely correlated | -1.47% | ||
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