Profitability
Weight: 25%
A
89
Scored using ROA (NIM proxy) — financial-archetype substitution.
- 5yr Avg ROA 2.8%
- Operating Margin Trend +0.29 pp/yr
BRO
Brown & Brown, Inc.
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 20%
D+
40
Scored using ROTCE — financial-archetype substitution.
- 5yr Avg ROTCE 6.7%
- 5yr Share-Count CAGR 3.1%
Growth Quality
Weight: 10%
A
93
Scored using BVPS — financial-archetype substitution.
- 5yr BVPS CAGR 12.7%
- 5yr EPS CAGR 11.2%
- Positive-EPS Years (5) 5/5
Cash Generation
Weight: 5%
A+
99
Scored using OCF/NI — banks have no FCF concept.
- 5yr OCF/NI 1.28x
Balance Sheet
Weight: 30%
A
90
Scored using Equity/Assets — financial-archetype substitution.
- Equity / Assets 41.8%
- Interest Coverage (EBIT/Int) 5.62x
Stability
Weight: 10%
C
57
- EPS Volatility (σ/μ) 0.47
- Piotroski F-Score 5
- Negative-Revenue Years (5) 0/5
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.2 of 3 gurus held; 1 added; 1 trimmed; 2 full exits.
- Holders
- 2 -1
- Avg Δ position
- +0.2%
- New buys
- 0
- Full exits
- 2
- Soros sold -100%
- Laffont sold -100%
- Greenblatt increased +70%