Fundamentals · 2026-09-09S&P 500ANNUAL BASIS

Brown & Brown

BRO stock analysis · Financials · Insurance Brokers

FY 2025-12-31ANNUAL FILINGS
Compare ⇄
These are research estimates based on annual filings. Valuation uses a cash-flow proxy and explicit assumptions; prices are not live. Published valuations use annual periods first filed by the price date, with later restatements retained.
Reference share price · USD
$64.15HISTORICAL SNAPSHOT

As of · fund-implied per-share value

Fund holding value ÷ shares held. Not a live quote; not adjusted for later stock splits.

View SEC fund filing ↗
Estimated issuer market cap
$21.2B

Price × SEC outstanding shares. Shares measured 2026-06-30. Approximate; share and price dates can differ.

View share-count filing ↗
Reviewed cash-flow model

Reviewed operating-business exception limited to this annual period. Brown & Brown operates insurance distribution, wholesale/specialty and related service businesses. The reviewed consolidated cash flow and capital expenditure support an operating-business FCF proxy. Fiduciary balances, acquisition spending and earnout payments remain important interpretation limits. No operating-income total is manufactured from pretax income, and ROIC may remain unavailable. The cash flow includes subsidiary minority owners and is a consolidated ownership proxy; DCF and reverse DCF await a dated claim bridge. Business description ↗

Valuation

DCF value

Consolidated cash flow includes noncontrolling interests. A dated valuation bridge for those claims has not been reviewed, so per-share DCF and reverse DCF remain unavailable.

Consolidated cash flow includes noncontrolling interests. A dated valuation bridge for those claims has not been reviewed, so per-share DCF and reverse DCF remain unavailable.

How this is calculated ↗
Valuation

Reverse DCF

Consolidated cash flow includes noncontrolling interests. A dated valuation bridge for those claims has not been reviewed, so per-share DCF and reverse DCF remain unavailable.

Consolidated cash flow includes noncontrolling interests. A dated valuation bridge for those claims has not been reviewed, so per-share DCF and reverse DCF remain unavailable.

How this is calculated ↗
Valuation

Relative valuation

-16.2%

69 sector peers · median 17.0×

How this is calculated ↗
Valuation

Historical multiples

29.4×

6 annual observations · snapshot P/E 20.3× · -31.0% versus history

How this is calculated ↗
Valuation

Free cash flow yield

6.5%

Annual basis · read assumptions below

How this is calculated ↗
Quality

ROIC / quality

Requires two adjacent years of positive average capital, equity, cash, debt and operating income.

Requires two adjacent years of positive average capital, equity, cash, debt and operating income.

How this is calculated ↗
Valuation

Value composite

62/100

Annual basis · read assumptions below

How this is calculated ↗
Momentum

12–1 price momentum

Split and corporate-action verification is incomplete for these fund observations. Verified adjusted endpoints are required for 12–1 momentum.

Split and corporate-action verification is incomplete for these fund observations. Verified adjusted endpoints are required for 12–1 momentum.

How this is calculated ↗
Investment

Asset growth

70.3%

Annual basis · read assumptions below

How this is calculated ↗
Investment

Net payout yield

-19.0%

Annual basis · read assumptions below

How this is calculated ↗
Quality

Accrual quality

-1.6%

Annual basis · read assumptions below

How this is calculated ↗
Momentum

Fundamental momentum

Requires two adjacent years of revenue, operating income and cash flow.

Requires two adjacent years of revenue, operating income and cash flow.

How this is calculated ↗

Follow the cash

ANNUAL · USD

Operating cash flow and reinvestment over time

USD · bar maximum 1.5B2020-12-31: cfo $713,000,000.002020-12-31: capex $70,700,000.0020202021-12-31: cfo $808,800,000.002021-12-31: capex $45,000,000.0020212022-12-31: cfo $881,000,000.002022-12-31: capex $52,000,000.0020222023-12-31: cfo $1,010,000,000.002023-12-31: capex $69,000,000.0020232024-12-31: cfo $1,174,000,000.002024-12-31: capex $82,000,000.0020242025-12-31: cfo $1,450,000,000.002025-12-31: capex $68,000,000.002025
Operating cash flowCapital expenditure

Annual USD. Negative bars use a compressed lower scale. Hover or inspect the financial history table for exact values.

Make the assumptions yours

Personal inputs stay in this browser. Blank fields retain published inputs. Five-year forecast; zero net borrowing. Required return must exceed terminal growth.

How sensitive is the valuation?

DCF per-share sensitivity · includes reviewed preferred and minority-owner claims · rows: required return · columns: growth
Return / Growth3.0%5.0%7.0%
8.0%
10.0%
12.0%

Annual financial history

Open SEC filings ↗
Fiscal year-endRevenueNet incomeOperating cash flowCapital expenditureAssets
2025-12-315.9B1.1B1.5B68M30B
2024-12-314.8B1B1.2B82M17.6B
2023-12-314.3B871M1B69M14.9B
2022-12-313.6B672M881M52M14B
2021-12-313.1B587.1M808.8M45M9.8B
2020-12-312.6B480.5M713M70.7M9B
2019-12-312.4B398.5M678.2M73.1M7.6B
2018-12-312B344.3M567.5M41.5M6.7B

USD, abbreviated. Restated annual history; not a point-in-time backtest. Missing values appear as dashes.

Trace the inputs

MODEL ANNUAL PERIOD
InputValueSEC tag / sourceFiled
revenue5.9BRevenues2026-02-12
netIncome1.1BProfitLoss
Explicit consolidated amount, including the portion attributable to noncontrolling interests.
2026-02-12
Parent/common earnings proxy1BNetIncomeLossAvailableToCommonStockholdersBasic2026-02-12
cfo1.5BNetCashProvidedByUsedInOperatingActivities2026-02-12
capex68MPaymentsToAcquirePropertyPlantAndEquipment2026-02-12
operatingIncomeNot reported under a supported tag
assets30BAssets2026-02-12
equity12.6BStockholdersEquityIncludingPortionAttributableToNoncontrollingInterest
Explicit consolidated amount, including the portion attributable to noncontrolling interests.
2026-02-12
Parent book equity proxy12.5BStockholdersEquityIncludingPortionAttributableToNoncontrollingInterest − MinorityInterest
Parent stockholders' equity derived by removing explicitly reported noncontrolling interests; preferred equity may remain included.
2026-02-12
debt7.6BLongTermDebt2026-02-12
shortDebtNot reported under a supported tag
cash1.1BCashAndCashEquivalentsAtCarryingValue2026-02-12
shares313MWeightedAverageNumberOfDilutedSharesOutstanding2026-02-12
dividends193MPaymentsOfDividends2026-02-12
buybacks100MPaymentsForRepurchaseOfCommonStock2026-02-12
issuance4.3BProceedsFromIssuanceOfCommonStock2026-02-12