Brown & Brown, Inc. (BRO) vs SoFi Technologies, Inc. (SOFI)

A side-by-side comparison of Brown & Brown, Inc. and SoFi Technologies, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 10, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnBRO vs SOFI

growth of $100 · dividends reinvested · last 6y
BRO +63.1% (+8.5%/yr)SOFI +65.4% (+8.7%/yr)SOFI compounded faster over this window
100200300Start $100202120222023202420252026$163$165
BRO SOFI

BRO vs SOFI: by the numbers

  • SOFI is the larger company ($22.22B vs $22.15B market cap).
  • BRO trades at the lower trailing earnings multiple (19.58 vs 36.08 P/E), one valuation lens rather than an overall verdict.
  • BRO converts more revenue to profit (17.59% vs 11.40% net margin).
  • SOFI grew revenue faster over the past five years (42.36% vs 19.16% CAGR).
  • BRO pays a dividend (1.00% yield), while SOFI has no payments in the available dividend history.

Metrics side by side

Valuation

MetricBROSOFI
P/E ratio19.5836.08
Forward P/E14.7429.34
P/S ratio3.233.98
P/B ratio1.762.01

Profitability

MetricBROSOFI
Gross margin87.68%76.46%
Operating margin28.47%13.22%
Net margin17.59%11.40%
ROE9.58%5.74%

Dividends

MetricBROSOFI
Dividend yield1.00%N/A
Payout ratio19.53%N/A

Growth (annualized)

MetricBROSOFI
Revenue CAGR (5Y)19.16%42.36%
EPS CAGR (5Y)14.87%N/A
Total return CAGR (5Y)3.54%2.01%

Frequently asked

Which has the lower trailing P/E, BRO or SOFI?
BRO has the lower trailing P/E: BRO trades at 19.58 and SOFI at 36.08. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, BRO or SOFI?
Over the past five years, SOFI grew revenue faster — BRO at a 19.16% CAGR versus SOFI at 42.36%.
Does BRO or SOFI pay a bigger dividend?
BRO pays a dividend (1.00% yield), while SOFI has no payments in the available dividend history.
Is BRO or SOFI more profitable?
BRO runs the higher net margin — BRO at 17.59% versus SOFI at 11.40%.
How have BRO and SOFI total returns compared?
Over the past 5 years, BRO delivered 3.54% and SOFI delivered 2.01% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 10, 2026.