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

BRO leads on 11 of 13 compared metrics.

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 June 13, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Total return — BRO vs SOFI

growth of $100 · last 6y
BRO +33.2%SOFI +58.2%SOFI compounded faster
100200300Start $100202120222023202420252026$133$158
BRO SOFI

BRO vs SOFI: by the numbers

  • SOFI is the larger company ($21.27B vs $20.33B market cap).
  • BRO trades at the lower earnings multiple (18.12 vs 37.47 P/E).
  • BRO converts more revenue to profit (17.87% vs 11.22% net margin).
  • SOFI grew revenue faster over the past five years (43.20% vs 18.73% CAGR).
  • BRO pays a dividend (1.08% yield) while SOFI does not currently pay one.

Which is better, BRO or SOFI?

Metric tally: BRO 11 · SOFI 2

It depends on what you're optimizing for:

ValueBRO(lower P/E)
GrowthSOFI(faster 5Y revenue CAGR)
QualityBRO(higher ROIC)

Valuation

MetricBROSOFI
P/E ratio18.1237.47
Forward P/E13.3027.78
P/S ratio3.174.44
P/B ratio1.622.11
PEG ratio1.22
EV / EBITDA12.6423.54
FCF yield7.25%

Profitability

MetricBROSOFI
Gross margin59.38%76.02%
Operating margin26.79%12.56%
Net margin17.87%11.22%
ROE9.12%5.34%
ROIC5.87%0.95%

Dividends

MetricBROSOFI
Dividend yield1.08%
Payout ratio18.97%

Growth (annualized)

MetricBROSOFI
Revenue CAGR (5Y)18.73%43.20%
EPS CAGR (5Y)14.87%-15.53%
FCF CAGR (5Y)14.18%
Total return CAGR (5Y)3.55%-5.84%

Frequently asked

Which is better, BRO or SOFI?
It depends on your goal. value: BRO (lower P/E); growth: SOFI (faster 5Y revenue CAGR); quality: BRO (higher ROIC). Across all compared metrics, BRO leads 11 to 2.
Is BRO or SOFI cheaper?
On trailing earnings, BRO is cheaper: BRO trades at a 18.12 P/E and SOFI at 37.47.
Which has grown faster, BRO or SOFI?
Over the past five years, SOFI grew revenue faster — BRO at a 18.73% CAGR versus SOFI at 43.20%.
Does BRO or SOFI pay a bigger dividend?
BRO pays a dividend (1.08% yield) while SOFI does not currently pay one.
Is BRO or SOFI more profitable?
BRO runs the higher net margin — BRO at 17.87% versus SOFI at 11.22%.
Which has been the better investment, BRO or SOFI?
Over the past 5-year, BRO delivered the higher annualized total return — BRO at 13.65% versus SOFI at -5.84%. 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 June 13, 2026.