Company / Return on Assets (ROA)
Brown & Brown Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
3.5%
FY2025
5-year range
3.5% / 6.0%
FY2021-FY2025
Trend
-37.8%
vs FY2024
Sector context
#107 of 402
Financials
What the data says
At 3.5%, Brown & Brown's return on assets (roa) ranks #107 of 402 in the Financials sector. Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 3.5% in FY2025 to 6.0% in FY2021.
Based on SEC 10-K filings.
3.5% in FY2025 with a 5-year CAGR of -1.9%.
Declined from 5.9% to 3.5% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- -1.3pp
- 5-Year Change
- -1.9pp
- 10-Year Change
- -
Sector benchmark
#107 of 402 in FinancialsTop 27% of 402This company 3.5% Sector average 2.8%
▼
+27.3% above sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) decreased 37.8% year-over-year.
- Currently 0.8pp above the Financials sector average.
- Peak return on assets (roa) was recorded in FY2021.
Company context
Key Data Points
- Altman Z-Score 0.70 (distress zone, below 1.8 threshold)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 3.5% | -37.8% |
| FY2024 | 5.6% | -3.6% |
| FY2023 | 5.9% | +21.6% |
| FY2022 | 4.8% | -19.7% |
| FY2021 | 6.0% | +11.8% |
| FY2020 | 5.4% | +2.5% |
| FY2019 | 5.2% | +16.7% |
| FY2018 | 4.5% | -3.0% |
| FY2017 | 4.6% | -5.5% |
| FY2016 | 4.9% | +0.0% |
As of FY2025 · SEC Form 10-K · Last checked Jun 30, 2026