Added to YB: 2025-09-01
Pitch date: 2025-07-10
BRO [bullish]
Brown & Brown, Inc.
-23.95%
current return
Author Info
No bio for this author
Company Info
Brown & Brown, Inc. markets and sells insurance products and services in the United States, Canada, Ireland, the United Kingdom, and internationally.
Market Cap
$26.8B
Pitch Price
$107.32
Price Target
N/A
Dividend
0.84%
EV/EBITDA
18.30
P/E
23.70
EV/Sales
6.28
Sector
Insurance
Category
growth
Brown & Brown, Inc. - $BRO
BRO: 4th largest US insurance broker trading at 5% 2026 FCF yield. Mission-critical business with 4-6% organic growth, +10% total growth via tuck-in M&A at 10-12x vs BRO's 16x multiple. Just acquired Accession for $9.4B at 12x EBITDA. 90%+ client retention, 35% EBITDA margins, 65% FCF conversion. Risk: 75% revenue tied to premiums facing potential rate softening after 6yr price increases.
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