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 July 28, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnBRO vs SOFI

growth of $100 · dividends reinvested · last 6y
BRO +65.9%SOFI +59.8%BRO compounded faster
100200300Start $100202120222023202420252026$166$160
BRO SOFI

BRO vs SOFI: by the numbers

  • BRO is the larger company ($24.96B vs $21.47B market cap).
  • BRO trades at the lower trailing earnings multiple (20.62 vs 38.15 P/E), one valuation lens rather than an overall verdict.
  • BRO converts more revenue to profit (17.59% vs 11.22% net margin).
  • SOFI grew revenue faster over the past five years (43.20% vs 19.16% CAGR).
  • BRO pays a dividend (0.93% yield), while SOFI has no payments in the available dividend history.

Metrics side by side

Valuation

MetricBROSOFI
P/E ratio20.6238.15
Forward P/E15.5228.28
P/S ratio3.454.52
P/B ratio1.882.15
PEG ratio1.39N/A

Profitability

MetricBROSOFI
Gross margin87.68%76.02%
Operating margin28.47%12.56%
Net margin17.59%11.22%
ROE9.58%5.34%
ROIC5.87%3.79%

Dividends

MetricBROSOFI
Dividend yield0.93%N/A
Payout ratio18.97%N/A

Growth (annualized)

MetricBROSOFI
Revenue CAGR (5Y)19.16%43.20%
EPS CAGR (5Y)14.87%N/A
Total return CAGR (5Y)7.25%1.73%

Frequently asked

Which has the lower trailing P/E, BRO or SOFI?
BRO has the lower trailing P/E: BRO trades at 20.62 and SOFI at 38.15. 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 43.20%.
Does BRO or SOFI pay a bigger dividend?
BRO pays a dividend (0.93% 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 11.22%.
How have BRO and SOFI total returns compared?
Over the past 5 years, BRO delivered 15.95% and SOFI delivered 1.73% 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 July 28, 2026.