COMP <GO>
BRO vs V // 10Y YIELD & FRED MACRO BETA
Brown & Brown Inc. (NYSE) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: BRO 5
— V 6
▲ 10Y YIELD & FRED MACRO BETA LEADER: V
LAST: $71.88 (+3.04%) • MKT CAP: $23.14B
macro-sensitivity
0.91
LAST: $425.51 (+2.88%) • MKT CAP: $738.98B
macro-sensitivity
1.06
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BRO VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BRO | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.70% | 32.30% | -27.60 | V | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.1x | 28.9x | -7.80 | BRO | /valuation <GO> |
| Free Cash Flow Yield | 6.14% | 2.90% | +3.24 | BRO | /fcf-yield <GO> |
| Operating Margin | 21.80% | 60.00% | -38.20 | V | /operating-margins <GO> |
| Net Profit Margin | 17.90% | 50.10% | -32.20 | V | /net-margins <GO> |
| Revenue Growth (YoY) | 22.80% | 11.30% | +11.50 | BRO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.86% | 0.63% | +0.23 | BRO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 9.09 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 9/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.6 | 67.7 | -12.10 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.91 | 1.06 | -0.15 | V | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.9x | 34.0x | -16.10 | BRO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $23.14B | $738.98B | -$715.85B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BRO REV | V REV | BRO GROSS % | V GROSS % | BRO FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.90B | $40.00B | — | — | $1.38B | $21.26B |
| FY 2024 | $4.80B | $35.93B | — | — | $1.09B | $18.33B |
| FY 2023 | $4.26B | $32.65B | — | — | $818.4M | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BRO // BETA 0.91
V // BETA 1.06