Accelerant Holdings (ARX)vsBrown & Brown Inc (BRO)
ARX
Accelerant Holdings
$12.89
+1.63%
FINANCIAL SERVICES · Cap: $2.84B
BRO
Brown & Brown Inc
$58.86
+2.58%
FINANCIAL SERVICES · Cap: $20.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Brown & Brown Inc generates 556% more annual revenue ($6.26B vs $953.90M). BRO leads profitability with a 18.4% profit margin vs -150.6%. BRO earns a higher WallStSmart Score of 71/100 (B).
ARX
Avoid34
out of 100
Grade: F
BRO
Strong Buy71
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 59.7% year-over-year
Conservative balance sheet, low leverage
Strong operational efficiency at 47.2%
Revenue surging 35.7% year-over-year
Reasonable price relative to book value
Areas to Watch
ROE of -197.2% — below average capital efficiency
Earnings declined 11.1%
Negative free cash flow — burning cash
Distress zone — elevated risk
Expensive relative to growth rate
Weak financial health signals
Earnings declined 7.9%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ARX
The strongest argument for ARX centers on Revenue Growth, Debt/Equity. Revenue growth of 59.7% demonstrates continued momentum.
Bull Case : BRO
The strongest argument for BRO centers on Operating Margin, Revenue Growth, Price/Book. Profitability is solid with margins at 18.4% and operating margin at 47.2%. Revenue growth of 35.7% demonstrates continued momentum.
Bear Case : ARX
The primary concerns for ARX are Return on Equity, EPS Growth, Free Cash Flow.
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 growth play — different risk/reward profiles.
ARX is growing revenue faster at 59.7% — sustainability is the question.
BRO generates stronger free cash flow (241M), providing more financial flexibility.
Monitor INSURANCE BROKERS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BRO scores higher overall (71/100 vs 34/100), backed by strong 18.4% margins and 35.7% revenue growth. Both earn "Strong Buy" and "Avoid" 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 meeting the unique demands of underserved markets. By leveraging advanced data analytics and technology, the company enhances underwriting performance through a collaborative membership model that promotes innovation among its insurance partners. This strategic focus on optimizing risk management positions Accelerant for sustainable growth in a dynamic insurance landscape, allowing it to capitalize on emerging opportunities while reinforcing its commitment to operational excellence and agility.
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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