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Brown & Brown, Inc.. (BRO) Stock Fundamental Analysis & AI Rating 2026

BRO NYSE Insurance Agents, Brokers & Service FL CIK: 0000079282
Recently Updated • Analysis: Apr 29, 2026 • SEC Data: 2026-03-31
Combined AI Rating
BUY
76% Confidence
AGREEMENT
HOLD
68% Conf
BUY
84% Conf

📊 BRO Key Takeaways

Revenue: $1.9B
Net Margin: 22.4%
Free Cash Flow: $241.0M
Current Ratio: 1.02x
Debt/Equity: 0.62x
EPS: $1.06
AI Rating: HOLD with 68% confidence
Brown & Brown, Inc.. (BRO) receives a BUY rating with 76% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.9B, net profit margin of 22.4%, and return on equity (ROE) of 3.4%, Brown & Brown, Inc.. demonstrates strong fundamentals in the Finance sector. Below is our complete BRO stock analysis for 2026.

Is Brown & Brown, Inc.. (BRO) a Good Investment?

Claude

Brown & Brown demonstrates strong operational profitability (28% operating margin, 22.4% net margin) and solid revenue growth (22.8% YoY), but earnings quality deteriorates with net income growth of only 1.1% YoY and diluted EPS declining 8.7% YoY. The combination of very weak capital returns (3.4% ROE, 1.4% ROA) and tight liquidity (1.02x current ratio) offset operational strengths, indicating capital deployment challenges and shareholder dilution concerns.

ChatGPT

Brown & Brown shows strong fundamental quality with double-digit revenue growth, high operating and free cash flow margins, and solid interest coverage. The business converts revenue into cash efficiently and maintains manageable leverage, but the weak net income growth and declining diluted EPS suggest acquisition integration, financing, or share-count-related pressure that tempers an otherwise strong profile.

Why Buy Brown & Brown, Inc.. Stock? BRO Key Strengths

Claude
  • + Strong revenue growth at 22.8% YoY demonstrates market momentum and business acquisition success
  • + Excellent net profit margin of 22.4% and operating margin of 28.0% reflect disciplined cost management and high-margin insurance broker operations
  • + Solid free cash flow generation of $241M (12.7% FCF margin) provides capital flexibility and shareholder return capacity
  • + Moderate leverage (0.62x Debt/Equity) with adequate interest coverage (5.5x) demonstrates financial stability
ChatGPT
  • + Revenue growth of 22.8% with operating margin of 23.2% indicates strong scale and resilient core profitability
  • + Free cash flow of $1.38B and a 23.4% FCF margin show excellent cash generation and low capital intensity
  • + Debt appears manageable with debt-to-equity of 0.61x and interest coverage of 14.1x

BRO Stock Risks: Brown & Brown, Inc.. Investment Risks

Claude
  • ! Significant divergence between revenue growth (22.8%) and earnings growth (1.1%) indicates operational deleverage or integration challenges from acquisitions
  • ! Severely depressed capital returns (3.4% ROE, 1.4% ROA) suggest poor capital efficiency and value destruction despite profitability
  • ! Diluted EPS declining 8.7% YoY while net income grows indicates substantial share dilution eroding shareholder value
  • ! Tight liquidity position (1.02x current ratio) alongside $7.8B long-term debt limits financial flexibility for downturns or opportunities
ChatGPT
  • ! Net income grew only 1.1% while diluted EPS fell 8.7%, pointing to weaker earnings quality versus top-line growth
  • ! Liquidity is adequate but not strong, with current and quick ratios both at 1.04x
  • ! ROE of 8.4% and ROA of 3.5% are only moderate relative to the company’s scale and asset base

Key Metrics to Watch

Claude
  • * Operating leverage recovery: Monitor if revenue growth begins flowing through to net income and EPS expansion
  • * Return on equity trend: Watch if ROE can improve toward industry benchmarks (10%+) through cost discipline or organic growth prioritization
  • * Liquidity position: Track if current ratio improves above 1.2x and cash generation remains robust
  • * Acquisition integration: Assess whether recent M&A begins contributing meaningfully to earnings accretion
ChatGPT
  • * Diluted EPS growth relative to revenue growth
  • * Free cash flow conversion and debt reduction trend

Brown & Brown, Inc.. (BRO) Financial Metrics & Key Ratios

Revenue
$1.9B
Net Income
$426.0M
EPS (Diluted)
$1.06
Free Cash Flow
$241.0M
Total Assets
$29.7B
Cash Position
$1.0B

💡 AI Analyst Insight

Brown & Brown, Inc.. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

BRO Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 28.0%
Net Margin 22.4%
ROE 3.4%
ROA 1.4%
FCF Margin 12.7%

BRO vs Finance Sector: How Brown & Brown, Inc.. Compares

How Brown & Brown, Inc.. compares to Finance sector averages

Net Margin
BRO 22.4%
vs
Sector Avg 25.0%
BRO Sector
ROE
BRO 3.4%
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.

Is Brown & Brown, Inc.. Stock Overvalued? BRO Valuation Analysis 2026

Based on fundamental analysis, Brown & Brown, Inc.. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
3.4%
Sector avg: 12%
Net Profit Margin
22.4%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.62x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Brown & Brown, Inc.. Balance Sheet: BRO Debt, Cash & Liquidity

Current Ratio
1.02x
Quick Ratio
1.02x
Debt/Equity
0.62x
Debt/Assets
13.0%
Interest Coverage
5.49x
Long-term Debt
$7.8B

BRO Revenue & Earnings Growth: 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 Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
12.7%
Free cash flow / Revenue

BRO Quarterly Earnings & Performance

Quarterly financial performance data for Brown & Brown, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $1.4B $331.0M $1.06
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

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

Brown & Brown, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$262.0M
Cash generated from operations
Stock Buybacks
$250.0M
Shares repurchased (TTM)
Capital Expenditures
$21.0M
Investment in assets
Dividends Paid
$57.0M
Returned to shareholders

BRO SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Brown & Brown, Inc.. (CIK: 0000079282)

📋 Recent SEC Filings

Date Form Document Action
Apr 27, 2026 10-Q bro-20260331.htm View →
Apr 27, 2026 8-K bro-20260427.htm View →
Apr 9, 2026 8-K bro-20260408.htm View →
Mar 24, 2026 DEF 14A d30704ddef14a.htm View →
Mar 4, 2026 8-K bro-20260226.htm View →

Frequently Asked Questions about BRO

What is the AI rating for BRO?

Brown & Brown, Inc.. (BRO) has a Combined AI Rating of BUY from Claude (HOLD) and ChatGPT (BUY) with 76% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are BRO's key strengths?

Claude: Strong revenue growth at 22.8% YoY demonstrates market momentum and business acquisition success. Excellent net profit margin of 22.4% and operating margin of 28.0% reflect disciplined cost management and high-margin insurance broker operations. ChatGPT: Revenue growth of 22.8% with operating margin of 23.2% indicates strong scale and resilient core profitability. Free cash flow of $1.38B and a 23.4% FCF margin show excellent cash generation and low capital intensity.

What are the risks of investing in BRO?

Claude: Significant divergence between revenue growth (22.8%) and earnings growth (1.1%) indicates operational deleverage or integration challenges from acquisitions. Severely depressed capital returns (3.4% ROE, 1.4% ROA) suggest poor capital efficiency and value destruction despite profitability. ChatGPT: Net income grew only 1.1% while diluted EPS fell 8.7%, pointing to weaker earnings quality versus top-line growth. Liquidity is adequate but not strong, with current and quick ratios both at 1.04x.

What is BRO's revenue and growth?

Brown & Brown, Inc.. reported revenue of $1.9B.

Does BRO pay dividends?

Brown & Brown, Inc.. pays dividends, with $57.0M 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 $1.06.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is BRO a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Brown & Brown, Inc.. has a BUY rating with 76% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is BRO stock overvalued or undervalued?

Valuation metrics for BRO: ROE of 3.4% (sector avg: 12%), net margin of 22.4% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy BRO stock in 2026?

Our dual AI analysis gives Brown & Brown, Inc.. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is BRO's free cash flow?

Brown & Brown, Inc..'s operating cash flow is $262.0M, with capital expenditures of $21.0M. FCF margin is 12.7%.

How does BRO compare to other Finance stocks?

Vs Finance sector averages: Net margin 22.4% (avg: 25%), ROE 3.4% (avg: 12%), current ratio 1.02 (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) 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: Apr 29, 2026 | Data as of: 2026-03-31 | Powered by Claude AI