Accelerant Holdings (ARX)vsBrown & Brown Inc (BRO)
ARX
Accelerant Holdings
$19.89
+0.05%
FINANCIAL SERVICES · Cap: $4.30B
BRO
Brown & Brown Inc
$72.12
-3.04%
FINANCIAL SERVICES · Cap: $21.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Brown & Brown Inc generates 536% more annual revenue ($6.81B vs $1.07B). BRO leads profitability with a 17.9% profit margin vs -127.5%. BRO earns a higher WallStSmart Score of 61/100 (C+).
ARX
Hold45
out of 100
Grade: D
BRO
Buy61
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 57.2% year-over-year
Earnings expanding 800.0% YoY
Conservative balance sheet, low leverage
Conservative balance sheet, low leverage
Reasonable price relative to book value
Strong operational efficiency at 24.0%
Areas to Watch
ROE of -197.2% — below average capital efficiency
Negative free cash flow — burning cash
Distress zone — elevated risk
Currently unprofitable
Expensive relative to growth rate
Weak financial health signals
Earnings declined 1.0%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ARX
The strongest argument for ARX centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 57.2% demonstrates continued momentum.
Bull Case : BRO
The strongest argument for BRO centers on Debt/Equity, Price/Book, Operating Margin. Profitability is solid with margins at 17.9% and operating margin at 24.0%.
Bear Case : ARX
The primary concerns for ARX are Return on Equity, Free Cash Flow, Altman Z-Score.
Bear Case : BRO
The primary concerns for BRO are PEG Ratio, Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
ARX profiles as a hypergrowth stock while BRO is a mature play — different risk/reward profiles.
ARX is growing revenue faster at 57.2% — sustainability is the question.
Monitor INSURANCE BROKERS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BRO scores higher overall (61/100 vs 45/100), backed by strong 17.9% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Accelerant Holdings
FINANCIAL SERVICES · INSURANCE BROKERS · USA
Accelerant Holdings (ARX) is an innovative specialty insurance and reinsurance provider committed to serving underserved markets with a collaborative membership model. Utilizing advanced data analytics and cutting-edge technology, the company enhances underwriting performance and fosters innovation in risk management alongside its insurance partners. This strategic framework allows Accelerant to agilely adapt to the evolving insurance landscape, thereby positioning itself for sustained long-term growth anchored in operational excellence.
Visit Website →Brown & Brown Inc
FINANCIAL SERVICES · INSURANCE BROKERS · USA
Brown & Brown, Inc. markets and sells insurance products and services in the United States, Bermuda, Canada, the Cayman Islands, Ireland, and the United Kingdom. The company is headquartered in Daytona Beach, Florida.
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