BN vs. EVR: Brookfield vs. Evercore Stock Comparison
How do Brookfield (BN) and Evercore (EVR) 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 Evercore (EVR) both belong to the Capital Markets industry, though BN is classified under Asset Management & Custody Banks while EVR falls under Investment Banking & Brokerage.
| Profile Item | BN | EVR |
|---|---|---|
| Name | Brookfield Corporation | Evercore Inc. Class A Common Stock |
| Country/Region | Canada | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Asset Management & Custody Banks | Investment Banking & Brokerage |
| Market Capitalization | 92.37 billion USD | 10.81 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | December 30, 1983 | August 14, 2006 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BN | EVR |
|---|---|---|
| Total Return (1Y) | -5.98% | -2.40% |
| Total Return (3Y, Annualized) | 26.70% | 30.98% |
| Total Return (5Y, Annualized) | 6.17% | 16.41% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BN | EVR |
|---|---|---|
| Volatility (1Y, Annualized) | 29.18% | 39.76% |
| Beta (5Y) | 1.49 | 1.45 |
| Max Drawdown (5Y) | -41.29% | -47.86% |
| Avg. Volume (3M) | 4.91M | 546.56K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BN | EVR |
|---|---|---|
| Sharpe Ratio (1Y) | -0.35 | -0.17 |
| Sortino Ratio (1Y) | -0.50 | -0.23 |
Profitability
ROE (TTM)
Evercore (EVR) at 37.97% sits in the top ROE quartile, while Brookfield (BN) at 2.26% is in the bottom quartile, showing a clear gap in returns on 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%
EVR
Financial Services industry group
37.97%
- Max
- 44.78%
- EVR
- 37.97%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Evercore (EVR) at 15.73% 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%
EVR
Financial Services industry group
15.73%
- Max
- 62.84%
- Q3
- 28.05%
- EVR
- 15.73%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Brookfield (BN) at 25.67% and Evercore (EVR) at 21.94% 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%
EVR
Financial Services industry group
21.94%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- EVR
- 21.94%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BN | EVR |
|---|---|---|
| ROE (TTM) | 2.26% | 37.97% |
| ROA (TTM) | 2.66% | 17.07% |
| Net Margin (TTM) | 1.77% | 15.73% |
| Operating Margin (TTM) | 25.67% | 21.94% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Evercore (EVR) at 29.41% sits in the top revenue growth quartile, while Brookfield (BN) at -12.68% is in the bottom quartile, showing a clear gap in revenue momentum.
EPS Growth
Both Brookfield (BN) at 137.06% and Evercore (EVR) at 54.74% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.
Growth Metrics
| Metric | BN | EVR |
|---|---|---|
| Revenue Growth (YoY) | -12.68% | 29.41% |
| Revenue Growth (3Y CAGR) | -6.80% | 11.76% |
| EPS Growth (YoY) | 137.06% | 54.74% |
| EPS Growth (3Y CAGR) | -25.60% | 6.57% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Brookfield (BN) in Financial Services and Evercore (EVR) 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 Evercore (EVR) 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 | EVR |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Brookfield (BN) at 0.62% and Evercore (EVR) at 1.21% 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%
EVR
Financial Services industry group
1.21%
- Max
- 9.77%
- Q3
- 3.92%
- EVR
- 1.21%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Brookfield (BN) at 48.15% and Evercore (EVR) at 18.93% 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%
EVR
Financial Services industry group
18.93%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- EVR
- 18.93%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BN | EVR |
|---|---|---|
| Dividend Yield (TTM) | 0.62% | 1.21% |
| Dividend Payout Ratio (TTM) | 48.15% | 18.93% |
Valuation
P/E Ratio (TTM)
Evercore (EVR) at 15.57 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
EVR
Financial Services industry group
15.57
- Max
- 45.85
- Q3
- 24.64
- EVR
- 15.57
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Brookfield (BN) at 1.14 sits in the cheaper P/S ratio quartile while Evercore (EVR) at 2.23 prices around its industry’s middle — BN costs less per dollar of sales, though read it alongside growth and margins.
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
EVR
Financial Services industry group
2.23
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- EVR
- 2.23
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Brookfield (BN) at 2.18 is valued about in line with its industry on P/B ratio, while Evercore (EVR) at 5.56 carries an above-peer premium to book — EVR is pricier on assets.
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
EVR
Financial Services industry group
5.56
- Max
- 7.79
- EVR
- 5.56
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BN | EVR |
|---|---|---|
| P/E Ratio (TTM) | 76.63 | 15.57 |
| P/S Ratio (TTM) | 1.14 | 2.23 |
| P/B Ratio (MRQ) | 2.18 | 5.56 |
| Free Cash Flow Yield (TTM) | -- | -- |