A Look At Brown & Brown (BRO) Valuation After A 42% One Year Shareholder Return Decline

Simply Wall St.04-24

Brown & Brown (BRO) is on many investors’ radars after recent share price moves, with the stock down about 42% over the past year while reporting annual revenue of US$5.76b and net income of US$1.04b....

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In contrast, the 5 year total shareholder return of 32.31% points to a much stronger longer term picture and fading near term momentum.\nIf you are...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","BRO":"Brown & Brown Inc","BK4597":"股息贵族","BK4173":"保险经纪商","BK4585":"ETF&股票定投概念","IE0008368304.USD":"STEWART INVESTORS WORLDWIDE LEADERS SUSTAINABILITY FUND \"I\" (USD) ACC","BK4588":"碎股","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC"},"translate_title":"一年股东回报率下降42%后看看Brown&Brown(BRO)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BRO":1.5},"content_text":"Brown & Brown (BRO) is on many investors’ radars after recent share price moves, with the stock down about 42% over the past year while reporting annual revenue of US$5.76b and net income of US$1.04b. See our latest analysis for Brown & Brown. The recent share price of US$67.55 sits against a 1 year total shareholder return decline of 42.22%. In contrast, the 5 year total shareholder return of 32.31% points to a much stronger longer term picture and fading near term momentum. If you are reassessing your portfolio after Brown & Brown's recent moves, it can be useful to broaden your search and check out 19 top founder-led companies With Brown & Brown trading at US$67.55 after a 42% 1 year total return decline, yet showing a 32% 5 year total return and an indicated intrinsic discount, the question is simple: is there real upside left, or is the market already pricing in future growth? AdvertisementMost Popular Narrative: 15% Undervalued Brown & Brown's most followed valuation narrative points to a fair value of about $79.47 per share versus the recent price of $67.55, framing the current pullback as a potential discount driven by cash flow and margin assumptions rather than sentiment alone.  Strong cash flow from operations, combined with a strategic focus on leveraging a diversified portfolio across geographies and lines of business, positions the company to navigate economic uncertainties and potentially increase future earnings stability and growth.  Read the complete narrative. Curious what sits behind that fair value gap? Revenue expansion assumptions, profit margins and the future earnings multiple are all pushing in the same direction, but the exact mix might surprise you. Result: Fair Value of $79.47 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that potential gap to fair value could shrink quickly if tariffs, inflation, or interest rates hit client activity, or if pharmacy costs squeeze employee benefits margins. Find out about the key risks to this Brown & Brown narrative. Another View: Earnings Multiple Sends a Caution Flag While the SWS model suggests Brown & Brown is trading 52.2% below fair value at $67.55 versus an estimated cash flow value of $141.39, the P/E picture is much less generous. The current 22x P/E is higher than the US Insurance industry at 11.5x and above a fair ratio of 13.5x, which points to valuation risk if sentiment or growth expectations cool. For a closer look at how this gap between price, fair ratio and industry levels is framed, See what the numbers say about this price — find out in our valuation breakdown. NYSE:BRO P/E Ratio as at Apr 2026Next Steps Mixed signals or early opportunity? With investors flagging both risks and rewards, it makes sense to look through the numbers yourself and then weigh the 3 key rewards and 2 important warning signs Looking for more investment ideas? If Brown & Brown has you rethinking your next move, do not stop here, use the Simply Wall St screener to surface fresh opportunities across the market.  Target potential mispricings by reviewing companies ranked in the 58 high quality undervalued stocks and see which names currently sit at a discount relative to their fundamentals. Prioritise resilience by scanning the solid balance sheet and fundamentals stocks screener (42 results) to focus on businesses with stronger financial footing and fewer balance sheet concerns. Hunt for overlooked opportunities with the screener containing 23 high quality undiscovered gems that highlight quality companies getting less attention from the broader market.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Brown &amp; Brown might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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