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BRP Group, Inc. (BRP) Stock Analysis

$32.66 +$0.15 (+0.46%) |CouncilSplit View · 37 · D
Signals are mixed — the Council read leans Split View (37/100) while the AI fundamental score is 48/100 (grade C); the two lenses disagree, so weigh the breakdown below. Strongest signal: Ray Dalio bullish · Biggest watch-out: Izzy Englander bearish.
MCap: $2.16B| Vol: 694.7K|
Data from FMP · Methodology

For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.

BRP Group, Inc. (BRP) trades at $32.66 with AI Score 48/100 (Grade C). BRP Group, Inc. is an insurance distribution and risk management firm operating across the United States. Market cap: $2.16B, Sector: Financial services.

Price as of Jul 23, 2026 · Last analyzed: May 10, 2026
BRP Group, Inc. is an insurance distribution and risk management firm operating across the United States. The company focuses on providing a range of insurance products and services through its four operating segments.

Analyst Coverage for BRP: BRP does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates BRP against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.

Watch the BRP film Every key number, told as a short cinematic story — just press play. ~2 min
Council Score · Weighted Average of 3 Disciplines
Split View 37/100 · D

BRP: 2/3 scored disciplines lean bearish. Dominant signal: Ray Dalio bullish.

How is this calculated? →
Legends Council · 5 Legends + Moon AI
Ray Dalio
Bullish
Izzy Englander
Bearish
Seth Klarman
Bearish
Moon AI
Neutral
Munger's Mindset · Balance Sheet & Valuation
Financial Health
Negative
Margin of Safety
Fairly Valued
Council Score · Weighted Average of 3 Disciplines · See tabs for details →

Why this analysis is different

  • A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
  • An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
  • Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

BRP Group, Inc. (BRP) Financial Services Profile

CEOTrevor Lowry Baldwin
Employees4,000
HeadquartersTampa, FL, US
IPO Year2019

BRP Group, Inc. is a rapidly growing insurance brokerage and risk management firm, providing commercial and personal insurance solutions across four segments. The company differentiates itself through a blend of organic growth and strategic acquisitions, leveraging technology to enhance service delivery in a competitive market.

Data Provenance | Financial Data Quantitative Analysis NASDAQ Analysis: May 10, 2026

What Is the Investment Thesis for BRP?

As of May 10, 2026 — figures reflect the data available on that date.

BRP Group presents a notable research candidate within the insurance brokerage sector. The company's diversified business model, spanning multiple insurance segments, provides resilience against market fluctuations. Its strategic focus on technology, particularly through the Future platform, positions it to capitalize on the increasing demand for digital insurance solutions. While the company's negative profit margin of -2.8% raises concerns, its growth trajectory and strategic acquisitions suggest potential for improved profitability. The high beta of 1.54 indicates higher volatility compared to the market, which investors may want to evaluate. Key catalysts include further expansion of the Future platform and continued strategic acquisitions to enhance market share. Investors should monitor the company's ability to improve profitability and manage integration risks associated with acquisitions.

Based on FMP financials and quantitative analysis

BRP Key Highlights

  • Operates through four segments: Middle Market, Specialty, MainStreet, and Medicare, providing diversified revenue streams.
  • The Specialty segment's Future platform utilizes technology-enabled insurance solutions, offering a competitive edge.
  • Strategic acquisitions drive growth and expand market presence across the United States.
  • Focus on providing consultation for government assistance programs, including Medicare and Medicare Advantage to seniors and Medicare-eligible individuals.
  • Headquartered in Tampa, Florida, indicating a strategic location for accessing key insurance markets.

Who Are BRP's Competitors?

BRP is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

Company Price Change Market Cap AI Score
AEL American Equity Investment Life Holding Company $56.47 +0.55% $4.49B 64
BWIN The Baldwin Insurance Group, Inc. $25.89 +2.74% $1.94B
FANH Fanhua Inc. $1.53 -0.65% $1.74B 46
ARX Accelerant Holdings $13.60 +1.04% $3.00B 53
CRVL CorVel Corporation $58.94 -0.10% $3.01B 41
SBIGY Sabre Insurance Group plc $8.71 +0.00% $537M 52
CRD-A Crawford & Company $10.79 +0.94% $531M 43
ERIE Erie Indemnity Company $214.52 +1.74% $9.91B 59

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are BRP's Key Strengths?

  • Diversified business model across multiple insurance segments.
  • Technology-enabled Future platform.
  • Strategic acquisition strategy.
  • Established network of independent contractor agents.

What Are BRP's Weaknesses?

  • Negative profit margin.
  • High beta indicating higher volatility.
  • Integration risks associated with acquisitions.
  • Reliance on independent contractor agents.

What Could Drive BRP Stock Higher?

  • Further expansion and development of the Future platform to enhance digital capabilities.
  • Strategic acquisitions to expand geographic reach and service offerings.
  • Growth in the Medicare segment driven by the aging population.
  • Cross-selling initiatives to increase revenue per customer.

What Are the Key Risks for BRP?

  • Financial-distress signal — its Altman Z-Score of 0.45 sits in the distress zone (elevated bankruptcy risk).
  • Weak fundamentals — a Piotroski F-Score of 3/9 flags soft profitability, leverage or efficiency.
  • Insider selling — insiders were net sellers of roughly $6.5M recently.
  • Integration challenges associated with future acquisitions.
  • Economic downturn impacting insurance demand.
  • Increasing competition in the insurance brokerage industry.
  • Regulatory changes affecting the insurance market.
  • Cybersecurity threats and data breaches.

What Are the Growth Opportunities for BRP?

  • Expansion of the Future Platform: BRP Group's Future platform, a technology-enabled insurance solution, presents a significant growth opportunity. By further developing and expanding this platform, the company can attract new clients, improve operational efficiency, and gain a competitive advantage in the digital insurance market. The market for digital insurance solutions is projected to reach $400 billion by 2028, offering substantial growth potential.
  • Strategic Acquisitions: BRP Group's acquisition strategy has been a key driver of its growth. By continuing to acquire complementary businesses, the company can expand its geographic reach, broaden its service offerings, and increase its market share. The insurance brokerage industry is highly fragmented, providing ample opportunities for strategic acquisitions. The timeline for realizing the benefits of these acquisitions is typically 1-3 years.
  • Cross-Selling Opportunities: With its diverse range of insurance products and services, BRP Group has significant cross-selling opportunities. By leveraging its existing customer relationships and offering bundled solutions, the company can increase revenue per customer and improve customer retention. The market for bundled insurance solutions is growing, driven by customer demand for convenience and cost savings.
  • Medicare Segment Growth: The Medicare segment presents a significant growth opportunity, driven by the aging population and increasing demand for Medicare and Medicare Advantage plans. By expanding its network of independent contractor agents and offering comprehensive consultation services, BRP Group can capitalize on this growing market. The Medicare Advantage market is projected to reach $500 billion by 2025.
  • Geographic Expansion: BRP Group has the opportunity to expand its geographic footprint across the United States. By targeting underserved markets and establishing a presence in new regions, the company can increase its customer base and revenue. The insurance market varies significantly by region, offering opportunities for tailored solutions and localized expertise.

What Opportunities Does BRP Have?

  • Expansion of the Future platform.
  • Strategic acquisitions to expand market share.
  • Cross-selling opportunities.
  • Growth in the Medicare segment.

What Threats Does BRP Face?

  • Increasing competition in the insurance brokerage industry.
  • Regulatory changes impacting the insurance market.
  • Economic downturn affecting insurance demand.
  • Cybersecurity risks.

What Are BRP's Competitive Advantages?

  • Diversified business model across multiple insurance segments.
  • Technology-enabled Future platform providing a competitive advantage.
  • Strategic acquisition strategy driving growth and market expansion.
  • Established network of independent contractor agents.
  • Expertise in providing consultation for government assistance programs.

What Does BRP Do?

Founded in 2011 and headquartered in Tampa, Florida, BRP Group, Inc. has quickly established itself as a significant player in the insurance brokerage industry. The company operates through four distinct segments: Middle Market, Specialty, MainStreet, and Medicare. The Middle Market segment caters to mid-to-large size businesses and high-net-worth individuals, offering commercial risk management and employee benefits solutions. The Specialty segment provides access to specialty markets for insurers and professionals, operating as a managing general agent through its Future platform, which delivers technology-enabled insurance solutions. The MainStreet segment focuses on providing personal and commercial insurance solutions to individuals and businesses within local communities. The Medicare segment offers consultation and solutions for government assistance programs, including Medicare and Medicare Advantage, through a network of independent contractor agents. BRP Group's growth strategy involves a combination of organic expansion and strategic acquisitions, allowing it to broaden its service offerings and geographic reach across the United States. The company's commitment to technology and innovation is evident in its Future platform, which aims to streamline insurance processes and enhance customer experience.

What Products and Services Does BRP Offer?

  • Markets and sells insurance products and services in the United States.
  • Provides commercial risk management solutions for mid-to-large size businesses.
  • Offers employee benefits solutions to companies.
  • Delivers private risk management services for high net worth individuals.
  • Provides access to specialty markets for insurers and professionals.
  • Operates as a managing general agent through its Future platform.
  • Offers personal insurance, commercial insurance, and life and health solutions to individuals and businesses.
  • Provides consultation for government assistance programs, including Medicare and Medicare Advantage.

How Does BRP Make Money?

  • Generates revenue through commissions and fees from the sale of insurance products and services.
  • Operates through four segments: Middle Market, Specialty, MainStreet, and Medicare.
  • Utilizes a network of independent contractor agents to distribute its products and services.
  • Employs a combination of organic growth and strategic acquisitions to expand its market presence.

What Industry Does BRP Operate In?

The insurance brokerage industry is characterized by increasing consolidation and technological disruption. Companies like BRP Group are navigating this landscape by focusing on specialized services, digital transformation, and strategic acquisitions. The market is driven by factors such as rising healthcare costs, increasing regulatory complexity, and growing demand for personalized insurance solutions. BRP Group's emphasis on technology and its diversified business model position it to compete effectively in this evolving market.

Who Are BRP's Key Customers?

  • Mid-to-large size businesses seeking commercial risk management solutions.
  • High net worth individuals requiring private risk management services.
  • Specialty insurers and professionals needing access to specialty markets.
  • Individuals and businesses in local communities seeking personal and commercial insurance solutions.
  • Seniors and Medicare-eligible individuals seeking consultation for government assistance programs.
AI Confidence: 68% Updated: May 10, 2026

How BRP Group, Inc. Is Valued

Relative to its peer group, BRP's quantitative score of 48/100 is roughly in line with the peer average of 51/100.

F-Score 3/9Financial Health

BRP Group, Inc.'s Piotroski F-Score is 3/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of 0.45 places it in the distress zone, a signal of elevated financial risk.

FY2026 estForward Outlook

Wall Street analysts project BRP Group, Inc. revenue of about $1.85B for fiscal 2026, with EPS near $2.70. The estimate reflects 3 contributing analysts.

Net sellingInsider Activity

The most recent 12 insider filings for BRP Group, Inc. break down as 11 sales and 1 purchases. On net that is roughly 373K shares disposed (about $6.5M), a signal worth weighing alongside the fundamentals.

BRP Financials

Fundamental Snapshot

Revenue Growth (FY)
+8.3%
Net Income Growth (FY)
-37.9%
EPS Growth (FY)
-28.2%
Free Cash Flow Growth (FY)
-212.8%
Return on Equity (TTM)
-6.5%
Current Ratio
1.1
EV/EBITDA (TTM)
57.4

Based on FMP financials and quantitative analysis · FY 2025

Bull Case vs Bear Case

Bull Case

  • Community sentiment seems to be leaning bullish, with many seeing long-term value in BRP's diversified insurance model.
  • Market perception views BRP as a consolidator in a fragmented industry, potentially leading to increased market share and revenue.
  • BRP's focus on niche insurance markets could provide resilience against broader economic downturns, attracting investors seeking stability.

Bear Case

  • Some community members are concerned about the complexity of BRP's acquisition strategy and its potential impact on integration.
  • Recent market volatility has made investors wary of insurance brokers, impacting BRP's stock price despite solid fundamentals.
  • There's a perception that BRP's growth is heavily reliant on acquisitions, which might not be sustainable in the long run.
  • Insider activity, while showing buys, also features sells, indicating mixed feelings about the immediate future of the stock.

AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026

BRP Latest News

BRP Analyst Consensus

Consensus Rating

Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for BRP.

Price Targets

Wall Street price target analysis for BRP.

BRP MoonshotScore

48/100

What does this score mean?

The MoonshotScore rates BRP 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.

Leadership: Trevor Lowry Baldwin

Chief Executive Officer

Trevor Lowry Baldwin serves as the Chief Executive Officer of BRP Group, Inc. His career reflects a deep understanding of the insurance industry and strategic leadership. He has been instrumental in guiding BRP Group through significant growth phases, including its initial public offering. Baldwin's expertise lies in driving operational efficiency, fostering a culture of innovation, and executing strategic acquisitions to expand the company's market presence. His leadership is characterized by a focus on technology adoption and customer-centric solutions.

Track Record: Under Trevor Lowry Baldwin's leadership, BRP Group has experienced substantial growth through strategic acquisitions and organic expansion. He has successfully navigated the company through a period of rapid change and technological disruption in the insurance industry. A key achievement has been the development and implementation of the Future platform, a technology-enabled insurance solution that has enhanced the company's competitive advantage.

Common Questions About BRP (Financial Services)

What does the AI Score mean for BRP?

BRP holds an AI Score of 48/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. BRP Group, Inc. is an insurance distribution and risk management firm operating across the United States. The company focuses on providing a range of insurance products and services through its …

What does BRP Group, Inc. do?

BRP Group, Inc. operates as an insurance distribution and risk management firm, providing a comprehensive suite of insurance products and services across the United States. The company functions through four key segments: Middle Market, Specialty, MainStreet, and Medicare. These segments cater to diverse client needs, from commercial risk management for mid-sized businesses to personal insurance solutions for individuals.

What do analysts say about BRP stock?

Analyst coverage of BRP Group, Inc. typically focuses on its growth trajectory, strategic acquisitions, and the potential of its technology-driven initiatives. Key valuation metrics often considered include revenue growth, EBITDA margins, and price-to-earnings ratios relative to its peers in the insurance brokerage industry.

What are the main risks for BRP?

BRP Group faces several key risks inherent to the insurance brokerage industry and its specific business model. Integration risks associated with acquisitions pose a significant challenge, as the company must successfully integrate acquired businesses to realize synergies and avoid disruptions. Economic downturns can negatively impact insurance demand, affecting revenue growth.

What are the key factors to evaluate for BRP?

BRP Group, Inc. (BRP) holds an AI score of 48/100 (low). Not financial advice.

How frequently does BRP data refresh on this page?

BRP's price was last updated on Jul 23, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.

What has driven BRP's recent stock price performance?

BRP Group, Inc. (BRP) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified business model across multiple insurance segments. See the News tab for the latest drivers. Past performance does not predict future results.

Should investors consider BRP overvalued or undervalued right now?

BRP Group, Inc. (BRP) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.

How do I research BRP before investing?

Before investing in BRP Group, Inc. (BRP), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Official Resources

Price as of Analysis updated AI Score refreshed daily
Data Sources & Methodology
Market data powered by Financial Modeling Prep & Yahoo Finance. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.

Analysis Notes
  • Information is based on available data and may be subject to change.
  • Financial metrics are based on the most recent available data.
Data Sources

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