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BROBrown & Brown Inc

Financials · Insurance Brokers · Large

$72.97−2.04%
As of 23 Oct 2026Mkt cap $24.1B
Stage 13
AVOID
Fundamentals
38.9/75
Technical
10.5/15
Independent
49.4/90

GCAE viewFundamental /75 is below the Stage 13 acceptable-business floor

Price

1M
+21.0%
3M
+4.7%
6M
+10.7%
1Y
−18.2%

Financials & valuation

Cached filing evidence · as of 2026-10-02

Valuation

P/E
22.9xHist median 27.5x
Forward P/E
—No validated forward-estimate source
Price / FCF
15.8x
FCF yield
6.3%

Quality

ROIC
—
Operating margin
—
FCF margin
23.4%
Current ratio
1.0x

Growth

Revenue growth
+22.8%Latest FY YoY
Revenue CAGR
+17.9%
EPS CAGR
+11.2%
FCF CAGR
+16.0%

Capital

Share-count trend
+5.5%3Y annualised
Net debt
$6.0B4.1x OCF

Annual trend

CAGR 2021–2025
+17.9%
Latest · 2025
$6B
YoY
+22.8%
Quality Research
NOT FLAGGED
Acceleration Radar
NOT FLAGGED
THE ONE
NOT FLAGGED
Final / Opportunity
WATCH · RECHECK REQUIRED

Key takeaway

Acquisition-led scale remains valuable, but Q2 organic revenue fell 0.7% and adjusted margin compressed; completed research does not establish a thesis break, only weaker organic momentum and integration risk.

Unresolved question

No reliable unresolved question is available from the current committed evidence.

Watch next

  • Next earnings · 2026-10-26
  • Price moved +18.3% since the last four-lens research baseline.
More details & evidence

Production decision

Stage 13
AVOID
Technical state
early-recovery
Rotation
headwind
Evidence
fresh

Presentation freshness

Stage 11 market
2026-10-23 · Massive
Financial cache
2026-10-02
Quality Research
NOT FLAGGED
THE ONE
NOT FLAGGED

Authority

Company page
Presentation only
Scores
Frozen GCAE production outputs
Research
Research-only lanes; no score override
Private portfolio
Not loaded