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BRO vs MRSH
Which Stock Would AI Choose? Brown & Brown, Inc. (BRO) vs. Marsh & McLennan Companies, Inc. (MRSH) Stock Comparison
Key Takeaways
- BRO, a mid-cap insurance brokerage, trades near its 52-week low around $67 with a market cap of $22.7 billion, reflecting a 43% decline over the past year but positive YTD return of 16%.
- MRSH, a large-cap professional services firm, trades around $174 with a market cap of $84 billion, down 20% over the past year and up 6% YTD.
- Both stocks operate in the insurance brokerage sector, with similar trailing P/E ratios around 21, but MRSH recently beat Q1 earnings expectations while BRO approaches its Q1 report with strong revenue growth projected.
- In recent market activity, MRSH showed resilience with a 6% one-month gain from lows, contrasting BRO's flat to slightly higher movement near lows.
- Tickeron's Trending AI Robots feature high-performing bots with win rates up to 88% and returns exceeding 100% annualized in select strategies.
Introduction
This stock comparison examines BRO and MRSH, two prominent players in the insurance brokerage and professional services sectors. Both companies provide risk management and insurance solutions amid a challenging market for financial services stocks. Investors tracking relative performance in property and casualty insurance, or those evaluating sector exposure for diversification, will find insights into recent momentum, valuation metrics, and growth drivers. With broader economic pressures influencing sentiment, understanding their positioning aids informed portfolio decisions in the current environment.
BRO Overview and Recent Performance
Brown & Brown, Inc. (BRO) is a leading independent insurance agency, wholesale brokerage, and services organization focused on property and casualty insurance products for individual and corporate clients across the U.S. and internationally. In recent weeks, the stock has hovered near its 52-week low of $63.29, trading around $67 with a market capitalization of approximately $22.7 billion. This reflects ongoing pressure from a 43% one-year decline, though YTD performance stands at +16%. Key influences include anticipation for Q1 2026 earnings on April 27, projecting 33.5% revenue growth to $1.87 billion and EPS of $1.36, driven by acquisitions boosting commissions and fees. Recent leadership changes, such as the appointment of Eileen Akerson as chief legal officer, signal operational stability. Sentiment remains cautious amid sector headwinds, with shares trading at a forward P/E (price-to-earnings ratio) of 13.6X, below industry averages.
MRSH Overview and Recent Performance
Marsh & McLennan Companies, Inc. (MRSH) is a global professional services firm offering risk, strategy, and human capital solutions through insurance brokerage, consulting, and investment management. The stock trades around $174, with a market cap of $84 billion, down 20% over the past year but up 6% YTD. Recent market activity shows resilience, with a 6% gain over the past month from April lows near $165. This follows a Q1 earnings beat on April 16, reporting EPS of $3.29 versus $3.21 expected, supported by steady revenue growth in core brokerage operations. Broader factors like favorable sector dynamics post-earnings have bolstered sentiment, though shares reflect a trailing P/E of 21.75 amid moderated one-year losses compared to peers. Ongoing integration of recent acquisitions contributes to stable performance in volatile conditions.
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Head-to-Head Comparison
BRO and MRSH both thrive in insurance brokerage but differ in scale and scope: BRO emphasizes U.S.-centric property/casualty agency services with aggressive M&A (mergers and acquisitions), while MRSH provides global risk advisory, consulting, and broader human capital solutions. Growth drivers contrast with BRO's acquisition-fueled 33% revenue projection versus MRSH's organic brokerage expansion post-earnings beat. Recent momentum favors MRSH with short-term gains amid stability, while BRO lags near lows despite YTD positivity. Risk factors include higher volatility for smaller BRO (43% annual drop) versus MRSH's steadier profile. Sector exposure ties both to insurance cycles, but MRSH's diversification tempers downturns. Market sentiment leans toward MRSH for relative outperformance in recent activity.
Tickeron AI Verdict
Tickeron’s AI currently favors MRSH over BRO based on superior recent earnings execution, shorter-term price momentum, and lower relative volatility in the insurance brokerage sector. While BRO offers potential upside from anticipated Q1 growth and discounted valuation, MRSH's trend consistency and scale position it more favorably amid current market conditions.
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 BRO is a StrongBuy and MRSH 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).
BRO’s FA Score shows that 0 FA rating(s) are green whileMRSH’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 3 TA indicator(s) are bullish while MRSH’s TA Score has 2 bullish TA indicator(s).
- BRO’s TA Score: 3 bullish, 4 bearish.
- MRSH’s TA Score: 2 bullish, 5 bearish.
Price Growth
BRO (@Insurance Brokers/Services) experienced а -1.75% price change this week, while MRSH (@Insurance Brokers/Services) price change was -3.65% 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
BRO is expected to report earnings on Jul 27, 2026.
MRSH is expected to report earnings on Jul 16, 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.
| BRO | MRSH | BRO / MRSH | |
| Capitalization | 20.5B | 78.9B | 26% |
| EBITDA | 2.28B | 7.16B | 32% |
| Gain YTD | -26.543 | -12.807 | 207% |
| P/E Ratio | 18.97 | 20.02 | 95% |
| Revenue | 6.26B | 27.5B | 23% |
| Total Cash | 1B | 1.61B | 62% |
| Total Debt | 8.06B | 22.5B | 36% |
BRO | MRSH | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 8 | 8 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 79 Overvalued | 83 Overvalued | |
PROFIT vs RISK RATING 1..100 | 90 | 80 | |
SMR RATING 1..100 | 66 | 35 | |
PRICE GROWTH RATING 1..100 | 63 | 71 | |
P/E GROWTH RATING 1..100 | 87 | 62 | |
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 (79) in the Insurance Brokers Or Services industry is in the same range as MRSH (83) 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 (80) in the null industry is in the same range as BRO (90) 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 (35) 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's Price Growth Rating (63) in the Insurance Brokers Or Services industry is in the same range as MRSH (71) 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 (62) in the null industry is in the same range as BRO (87) 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 (%) | N/A | N/A |
| Stochastic ODDS (%) | 2 days ago 58% | 2 days ago 56% |
| Momentum ODDS (%) | 2 days ago 60% | 2 days ago 57% |
| MACD ODDS (%) | 6 days ago 60% | 2 days ago 57% |
| TrendWeek ODDS (%) | 2 days ago 55% | 2 days ago 48% |
| TrendMonth ODDS (%) | 2 days ago 56% | 2 days ago 46% |
| Advances ODDS (%) | 14 days ago 55% | 12 days ago 50% |
| Declines ODDS (%) | 21 days ago 53% | 2 days ago 43% |
| BollingerBands ODDS (%) | 2 days ago 46% | N/A |
| Aroon ODDS (%) | 2 days ago 54% | 2 days ago 42% |
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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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MRSH and
Correlation & Price change
A.I.dvisor indicates that over the last year, MRSH has been closely correlated with AON. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if MRSH jumps, then AON could also see price increases.
| Ticker / NAME | Correlation To MRSH | 1D Price Change % | ||
|---|---|---|---|---|
| MRSH | 100% | -1.41% | ||
| AON - MRSH | 78% Closely correlated | -1.29% | ||
| AJG - MRSH | 73% Closely correlated | -2.33% | ||
| BRO - MRSH | 70% Closely correlated | -1.46% | ||
| WTW - MRSH | 65% Loosely correlated | -0.90% | ||
| ERIE - MRSH | 48% Loosely correlated | -4.37% | ||
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