Brown & Brown vs Annaly Capital Management
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KIRAβs take AI analyst
I put Brown & Brown and Annaly Capital Management side by side, using each oneβs latest annual report. Here is what stands out:
- Annaly Capital Management is the larger business, with $6.0B of revenue in fiscal 2025 against $5.9B for Brown & Brown.
- Investors pay more for each dollar of Brown & Brownβs earnings: a P/E of 22.4x against 4.5x for Annaly Capital Management.
Who comes out ahead
Of the 5 measures where higher (or lower) is clearly better, how many each company leads.
Brown & Brown
BRO
1/5
Share count change
Annaly Capital Management
NLY
4/5
Revenue growth5-year growthNet marginReturn on equity
Side by side
Best in the row
| Latest fiscal year | BRO FY25 | NLY FY25 |
|---|---|---|
| Size | ||
| Market cap | $23.7B | $13.5B |
| Revenue | $5.9B | $6.0B |
| Free cash flow | $1.4B | β |
| Net income | $1.1B | $2.0B |
| Growth | ||
| Revenue growth | 22.8% | 23.1% |
| 5-year growth | 17.7% | 21.7% |
| Share count change | 10.2% | 22.6% |
| Profitability | ||
| Gross margin | β | β |
| Operating margin | β | β |
| Net margin | 17.9% | 34.0% |
| FCF margin | 23.4% | β |
| Return on capital | 9.1% | β |
| Return on equity | 11.1% | 14.1% |
| Balance sheet | ||
| Net debt | $6.5B | β |
| Net debt / EBITDA | 3.8x | β |
| Dividends and buybacks | $293M | $495M |
| Valuation & quality | ||
| P/E | 22.4x | 4.5x |
| Piotroski F-score | 4 | β |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.