Brown & Brown Inc (BRO)vsMarsh & McLennan Companies Inc (MMC)
BRO
Brown & Brown Inc
$66.50
-0.33%
FINANCIAL SERVICES · Cap: $22.89B
MMC
Marsh & McLennan Companies Inc
$182.70
-1.58%
FINANCIAL SERVICES · Cap: $89.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Marsh & McLennan Companies Inc generates 359% more annual revenue ($26.45B vs $5.76B). BRO leads profitability with a 18.3% profit margin vs 15.6%. BRO appears more attractively valued with a PEG of 1.51. BRO earns a higher WallStSmart Score of 69/100 (B-).
BRO
Strong Buy69
out of 100
Grade: B-
MMC
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-210.0%
Fair Value
$21.62
Current Price
$66.50
$44.88 premium
Margin of Safety
-222.6%
Fair Value
$56.64
Current Price
$182.70
$126.06 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 36.2% year-over-year
Reasonable price relative to book value
Strong operational efficiency at 23.2%
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Generating 2.3B in free cash flow
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Earnings declined 16.2%
Expensive relative to growth rate
0.0% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BRO
The strongest argument for BRO centers on Revenue Growth, Price/Book, Operating Margin. Profitability is solid with margins at 18.3% and operating margin at 23.2%. Revenue growth of 36.2% demonstrates continued momentum.
Bull Case : MMC
The strongest argument for MMC centers on Market Cap, Return on Equity, Free Cash Flow. Profitability is solid with margins at 15.6% and operating margin at 19.2%. Revenue growth of 11.5% demonstrates continued momentum.
Bear Case : BRO
The primary concerns for BRO are PEG Ratio, Piotroski F-Score, EPS Growth.
Bear Case : MMC
The primary concerns for MMC are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
BRO profiles as a growth stock while MMC is a mature play — different risk/reward profiles.
BRO carries more volatility with a beta of 0.80 — expect wider price swings.
BRO is growing revenue faster at 36.2% — sustainability is the question.
MMC generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
BRO scores higher overall (69/100 vs 62/100), backed by strong 18.3% margins and 36.2% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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.
Marsh & McLennan Companies Inc
FINANCIAL SERVICES · INSURANCE BROKERS · USA
Marsh McLennan (formerly known as Marsh & McLennan Companies) is a global professional services firm, headquartered in New York City with businesses in insurance brokerage, risk management, reinsurance services, talent management, investment advisory, and management consulting. Its four main operating companies are Marsh, Guy Carpenter, Mercer, and Oliver Wyman.
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