The total return over the past 12 months is -33.60% vs. +17.77% for the S&P 500. So far it's up -14.66% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (34.19%) | (1.42%) | +4.48% | +13.81% | +12.94% | +8.21% |
| Total Return CAGR | (33.60%) | (0.73%) | +5.21% | +14.81% | +14.12% | +9.41% |
| Revenue CAGR | +33.46% | +19.48% | +18.73% | +14.39% | +13.33% | +10.91% |
| Net Income CAGR | +11.24% | +18.79% | +16.82% | +16.54% | +13.85% | +10.44% |
| EPS CAGR | (2.30%) | +12.62% | +14.87% | +14.73% | +12.64% | +9.54% |
| Free Cash Flow CAGR | +14.52% | +23.49% | +14.18% | +14.66% | +12.19% | +10.73% |
| Operating Cash Flow CAGR | +9.10% | +21.40% | +12.67% | +14.29% | +12.00% | +10.42% |
| Dividends CAGR | +13.90% | +13.33% | +12.10% | +10.50% | +9.56% | +10.40% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Brown & Brown, Inc. (BRO)
| Year | Start Value | End Value | BRO Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 10723.35 | 9150.90 | (14.66%) | +8.94% | (23.60%) |
| 2025 | 13638.35 | 10723.35 | (21.37%) | +17.72% | (39.09%) |
| 2024 | 9450.35 | 13638.35 | +44.32% | +24.89% | +19.43% |
| 2023 | 7516.67 | 9450.35 | +25.73% | +26.19% | (0.46%) |
| 2022 | 9209.80 | 7516.67 | (18.38%) | (18.17%) | (0.21%) |
| 2021 | 6168.60 | 9209.80 | +49.30% | +28.74% | +20.56% |
| 2020 | 5095.63 | 6168.60 | +21.06% | +18.37% | +2.69% |
| 2019 | 3522.38 | 5095.63 | +44.66% | +31.22% | +13.44% |
| 2018 | 3252.75 | 3522.38 | +8.29% | (4.56%) | +12.85% |
| 2017 | 2800.49 | 3252.75 | +16.15% | +21.70% | (5.55%) |
