Brown & Brown (BRO)
NYSEFinancialsInsurance - BrokersSnapshot 2026-11-05
$74.38+0.66%
Close 2026-11-05 · 1-day change
NYSEFinancialsInsurance - BrokersSnapshot 2026-11-05
Research Workspace
Put BRO beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Financials is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Increase Adjusted Diluted Net Income Per Share: Comparison needs review.
View ThesisRevenue growth is accelerating — up about 26% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 31%, softest on share dilution.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskBRO's organic growth engine has to keep compounding to justify the price. Revenue growth is slowing sharply, from 35.4% to 7.4% year over year. The latest quarter missed expectations by 0.9%. The stock trades at 17 times earnings versus a 12 times peer median. This premium is in line with its own 16 times historical average. The price reflects less growth than we forecast. The primary pillar is under pressure, but the comparison needs review. The thesis comparison is not yet verified. Peer multiples imply a price roughly in line with where it trades. The thesis is on watch, and this read is provisional.
Trailing returns as of 2026-11-05. BRO is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 21 analysts currently covering BRO (as of Nov 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare BRO with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BRO Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-11-05. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Insurance Brokers — fair value, gap to price, and forward P/E.
Compare the value case
Put BRO next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Integrate Accession and expand through acquisitions
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-05. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Synergy target supports acquisition integration, while projected 2027 retail organic growth remains modest.
Advances: Increase Organic Revenue with Contingents
Partnership enhances organic revenue growth potential.
Advances: Increase Organic Revenue with Contingents
Bullish rating supports growth in organic revenue.
Advances: Increase Organic Revenue with Contingents
Strong Q2 results support organic revenue growth objective.
Advances: Increase Organic Revenue with Contingents
AI partnerships enhance growth potential and organic revenue.
Threatens: Increase Organic Revenue with Contingents
Missed revenue estimates indicate potential growth issues.
Threatens: Increase Organic Revenue with Contingents
Downgrade indicates potential growth concerns impacting revenue.
Threatens: Increase Organic Revenue with Contingents
Softness in organic growth impacts revenue objectives.