BN vs. EQH: Brookfield vs. Equitable Stock Comparison
How do Brookfield (BN) and Equitable (EQH) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Brookfield (BN) and Equitable (EQH) both fall under the Financial Services industry group, but BN is classified in Capital Markets while EQH is classified in Financial Services.
| Profile Item | BN | EQH |
|---|---|---|
| Name | Brookfield Corporation | Equitable Holdings Inc. |
| Country/Region | Canada | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Financial Services |
| GICS Sub-Industry | Asset Management & Custody Banks | Diversified Financial Services |
| Market Capitalization | 92.37 billion USD | 14.04 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | December 30, 1983 | May 10, 2018 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BN | EQH |
|---|---|---|
| Total Return (1Y) | -5.98% | 26.35% |
| Total Return (3Y, Annualized) | 26.70% | 32.07% |
| Total Return (5Y, Annualized) | 6.17% | 12.88% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BN | EQH |
|---|---|---|
| Volatility (1Y, Annualized) | 29.18% | 33.44% |
| Beta (5Y) | 1.49 | 1.04 |
| Max Drawdown (5Y) | -41.29% | -35.85% |
| Avg. Volume (3M) | 4.91M | 2.71M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BN | EQH |
|---|---|---|
| Sharpe Ratio (1Y) | -0.35 | 0.66 |
| Sortino Ratio (1Y) | -0.50 | 0.94 |
Profitability
ROE (TTM)
Equitable (EQH) at 171.08% delivers above-range ROE, while Brookfield (BN) at 2.26% falls into the bottom quartile — a wide split in profit generated from equity.
BN
Financial Services industry group
2.26%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- BN
- 2.26%
- Min
- -18.71%
EQH
Financial Services industry group
171.08%
- EQH
- 171.08%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Equitable (EQH) at 11.52% keeps about the industry-typical share of revenue as profit, while Brookfield (BN) at 1.77% retains only a bottom-quartile share.
BN
Financial Services industry group
1.77%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- BN
- 1.77%
- Min
- -28.52%
EQH
Financial Services industry group
11.52%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- EQH
- 11.52%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Brookfield (BN) at 25.67% and Equitable (EQH) at 37.18% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
BN
Financial Services industry group
25.67%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- BN
- 25.67%
- Q1
- 14.60%
- Min
- -44.34%
EQH
Financial Services industry group
37.18%
- Max
- 107.33%
- Q3
- 55.90%
- EQH
- 37.18%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BN | EQH |
|---|---|---|
| ROE (TTM) | 2.26% | 171.08% |
| ROA (TTM) | 2.66% | 0.45% |
| Net Margin (TTM) | 1.77% | 11.52% |
| Operating Margin (TTM) | 25.67% | 37.18% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Brookfield (BN) at -12.68% and Equitable (EQH) at -6.12% post bottom-quartile revenue growth versus peers, pointing to weaker demand or pricing momentum than typical rivals.
EPS Growth
Brookfield (BN) at 137.06% sits in the top EPS growth quartile, while Equitable (EQH) at -227.78% falls below its industry range — a large difference in per-share earnings trajectories.
Growth Metrics
| Metric | BN | EQH |
|---|---|---|
| Revenue Growth (YoY) | -12.68% | -6.12% |
| Revenue Growth (3Y CAGR) | -6.80% | -2.65% |
| EPS Growth (YoY) | 137.06% | -227.78% |
| EPS Growth (3Y CAGR) | -25.60% | -- |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Brookfield (BN) in Financial Services and Equitable (EQH) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.
Debt / Equity (MRQ)
debt-to-equity ratio is set aside for both: Brookfield (BN) in Financial Services and Equitable (EQH) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.
Financial Strength Metrics
| Metric | BN | EQH |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Brookfield (BN) at 0.62% and Equitable (EQH) at 0.51% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
BN
Financial Services industry group
0.62%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- BN
- 0.62%
- Q1
- 0.00%
- Min
- 0.00%
EQH
Financial Services industry group
0.51%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- EQH
- 0.51%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Brookfield (BN) at 48.15% and Equitable (EQH) at 22.49% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
BN
Financial Services industry group
48.15%
- Max
- 241.07%
- Q3
- 97.36%
- BN
- 48.15%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
EQH
Financial Services industry group
22.49%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- EQH
- 22.49%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BN | EQH |
|---|---|---|
| Dividend Yield (TTM) | 0.62% | 0.51% |
| Dividend Payout Ratio (TTM) | 48.15% | 22.49% |
Valuation
P/E Ratio (TTM)
Equitable (EQH) at 10.39 is near its industry’s usual P/E ratio, while Brookfield (BN) at 76.63 sits above its peer range — an unusually expensive price for BN’s trailing earnings.
BN
Financial Services industry group
76.63
- BN
- 76.63
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
EQH
Financial Services industry group
10.39
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- EQH
- 10.39
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Both Brookfield (BN) at 1.14 and Equitable (EQH) at 1.08 fetch a relatively low price per dollar of sales, landing in the cheaper P/S ratio quartile of their industries.
BN
Financial Services industry group
1.14
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- BN
- 1.14
- Min
- -0.55
EQH
Financial Services industry group
1.08
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- EQH
- 1.08
- Min
- -0.55
P/B Ratio (MRQ)
Equitable (EQH) reports a negative P/B ratio of -4.92, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Brookfield (BN) reports 2.18, ranking against industry peers normally.
BN
Financial Services industry group
2.18
- Max
- 7.79
- Q3
- 3.63
- BN
- 2.18
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
EQH
Financial Services industry group
-4.92
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
- EQH
- -4.92
Valuation Metrics
| Metric | BN | EQH |
|---|---|---|
| P/E Ratio (TTM) | 76.63 | 10.39 |
| P/S Ratio (TTM) | 1.14 | 1.08 |
| P/B Ratio (MRQ) | 2.18 | -4.92 |
| Free Cash Flow Yield (TTM) | -- | -- |