BRO · Brown & Brown
Family-led insurance brokerage running on fees and commissions, serial acquirer
Risiko 4/10 · MODERATE RISK · acquisitive insurance broker · $71.42 ▼ 1.57%Von KI geschrieben
Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren
Kennzahlen
- Price $71.42
- Market cap $23.9B
- P/E (ttm) 22.82
- Div yield 0.92%
- 52-wk range $53.81 – $96.55
- Index rank #403 / —
Wichtigste Risiken
- Record acquisition integration disappoints (Shareholders) — MED
- Softening premium cycle slows organic growth (Shareholders) — MED
- Deal debt lifts leverage above its historical norm (Bondholders) — MED
- Regulatory scrutiny of broker fee practices (Regulators) — LOW
Fazit
A decades-long compounder caught between its biggest deal and a softening cycle — the business model is toll-booth quality, the next two years are the proof.
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