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BRO Stock Analysis - BROWN & BROWN, INC. AI Rating

BRO NYSE Insurance Agents, Brokers & Service FL CIK: 0000079282
Recently Updated • Analysis: Mar 21, 2026 • SEC Data: 2025-12-31
AI Rating
BUY
78% Confidence

📊 BRO Key Takeaways

Revenue: $5.9B
Net Margin: 17.9%
Free Cash Flow: $1.4B
Current Ratio: 1.04x
Debt/Equity: 0.61x
EPS: $3.16
AI Rating: BUY with 78% confidence

Investment Thesis

Brown & Brown demonstrates strong fundamental health with robust revenue growth of 22.8% YoY, healthy net margins of 17.9%, and excellent free cash flow generation of $1.4B (23.4% FCF margin). The company maintains solid financial stability with manageable leverage (0.61x Debt/Equity), strong interest coverage of 14.1x, and operates a capital-light model with minimal capex requirements relative to cash generation.

BRO Strengths

  • + Strong revenue growth of 22.8% YoY indicating solid organic and acquisition-driven expansion
  • + Excellent free cash flow margin of 23.4% with $1.4B FCF demonstrating high-quality earnings and cash conversion
  • + Conservative leverage profile with 0.61x Debt/Equity ratio and 14.1x interest coverage providing financial flexibility
  • + Capital-light business model with capex of only $68M representing 1.2% of revenue
  • + Consistent profitability with 23.2% operating margin and 17.9% net margin

BRO Risks

  • ! Diluted EPS declined 8.7% YoY despite revenue and net income growth, suggesting significant dilution from share issuance or acquisitions
  • ! Thin liquidity position with current ratio of 1.04x leaves minimal cushion for operational disruptions
  • ! High long-term debt of $7.6B (61% of equity) indicates acquisition-funded growth strategy with refinancing risk
  • ! ROE of 8.4% and ROA of 3.5% are modest, suggesting capital deployment efficiency concerns despite strong cash generation
  • ! Insider trading activity with 20 Form 4 filings in last 90 days warrants monitoring for potential sentiment concerns

Key Metrics to Watch

BRO Financial Metrics

Revenue
$5.9B
Net Income
$1.1B
EPS (Diluted)
$3.16
Free Cash Flow
$1.4B
Total Assets
$30.0B
Cash Position
$1.1B

💡 AI Analyst Insight

The 23.4% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments.

BRO Profitability Ratios

Gross Margin N/A
Operating Margin 23.2%
Net Margin 17.9%
ROE 8.4%
ROA 3.5%
FCF Margin 23.4%

BRO vs Finance Sector

How BROWN & BROWN, INC. compares to Finance sector averages

Net Margin
BRO 17.9%
vs
Sector Avg 25.0%
BRO Sector
ROE
BRO 8.4%
vs
Sector Avg 12.0%
BRO Sector
Current Ratio
BRO 1.0x
vs
Sector Avg 1.2x
BRO Sector
Debt/Equity
BRO 0.6x
vs
Sector Avg 2.0x
BRO Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

BRO Balance Sheet & Liquidity

Current Ratio
1.04x
Quick Ratio
1.04x
Debt/Equity
0.61x
Debt/Assets
12.9%
Interest Coverage
14.13x
Long-term Debt
$7.6B

BRO 5-Year Financial Trend

BRO 5-year financial data: Year 2021: Revenue $3.1B, Net Income $398.5M, EPS $1.40. Year 2022: Revenue $3.6B, Net Income $480.5M, EPS $1.69. Year 2023: Revenue $4.3B, Net Income $587.1M, EPS $2.07. Year 2024: Revenue $4.8B, Net Income $672.0M, EPS $2.37. Year 2025: Revenue $5.9B, Net Income $871.0M, EPS $3.05.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: BROWN & BROWN, INC.'s revenue has grown significantly by 93% over the 5-year period, indicating strong business expansion. The most recent EPS of $3.05 reflects profitable operations.

BRO Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
23.4%
Free cash flow / Revenue

BRO Quarterly Performance

Quarterly financial performance data for BROWN & BROWN, INC. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.2B $227.0M $0.68
Q2 2025 $1.2B $231.0M $0.78
Q1 2025 $1.3B $293.0M $1.02
Q3 2024 $1.1B $176.0M $0.62
Q2 2024 $1.0B $190.0M $0.67
Q1 2024 $1.1B $236.0M $0.83
Q3 2023 $927.6M $145.2M $0.57
Q2 2023 $839.7M $145.2M $0.51

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

BRO Capital Allocation

Operating Cash Flow
$1.5B
Cash generated from operations
Stock Buybacks
$100.0M
Shares repurchased (TTM)
Capital Expenditures
$68.0M
Investment in assets
Dividends Paid
$193.0M
Returned to shareholders

BRO SEC Filings

Access official SEC EDGAR filings for BROWN & BROWN, INC. (CIK: 0000079282)

📋 Recent SEC Filings

Date Form Document Action
Mar 4, 2026 8-K bro-20260226.htm View →
Mar 2, 2026 4 xslF345X05/ownership.xml View →
Mar 2, 2026 4 xslF345X05/ownership.xml View →
Mar 2, 2026 4 xslF345X05/ownership.xml View →
Mar 2, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about BRO

What is the AI rating for BRO?

BROWN & BROWN, INC. (BRO) has an AI rating of BUY with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are BRO's key strengths?

Strong revenue growth of 22.8% YoY indicating solid organic and acquisition-driven expansion. Excellent free cash flow margin of 23.4% with $1.4B FCF demonstrating high-quality earnings and cash conversion.

What are the risks of investing in BRO?

Diluted EPS declined 8.7% YoY despite revenue and net income growth, suggesting significant dilution from share issuance or acquisitions. Thin liquidity position with current ratio of 1.04x leaves minimal cushion for operational disruptions.

What is BRO's revenue and growth?

BROWN & BROWN, INC. reported revenue of $5.9B.

Does BRO pay dividends?

BROWN & BROWN, INC. pays dividends, with $193.0M distributed to shareholders in the trailing twelve months.

Where can I find BRO SEC filings?

Official SEC filings for BROWN & BROWN, INC. (CIK: 0000079282) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BRO's EPS?

BROWN & BROWN, INC. has a diluted EPS of $3.16.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 21, 2026 | Data as of: 2025-12-31 | Powered by Claude AI