BN vs. FDS: Brookfield vs. FactSet Research Systems Stock Comparison
How do Brookfield (BN) and FactSet Research Systems (FDS) 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 FactSet Research Systems (FDS) both belong to the Capital Markets industry, though BN is classified under Asset Management & Custody Banks while FDS falls under Financial Exchanges & Data.
| Profile Item | BN | FDS |
|---|---|---|
| Name | Brookfield Corporation | FactSet Research Systems Inc. |
| 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 | Financial Exchanges & Data |
| Market Capitalization | 92.37 billion USD | 11.56 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | December 30, 1983 | June 28, 1996 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BN | FDS |
|---|---|---|
| Total Return (1Y) | -5.98% | 27.49% |
| Total Return (3Y, Annualized) | 26.70% | -8.71% |
| Total Return (5Y, Annualized) | 6.17% | -4.88% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Brookfield (BN) has an aggressive beta of 1.49, indicating higher sensitivity to broad-market moves, while FactSet Research Systems (FDS) is defensive at 0.69 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.
| Metric | BN | FDS |
|---|---|---|
| Volatility (1Y, Annualized) | 29.18% | 48.03% |
| Beta (5Y) | 1.49 | 0.69 |
| Max Drawdown (5Y) | -41.29% | -61.13% |
| Avg. Volume (3M) | 4.91M | 803.71K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BN | FDS |
|---|---|---|
| Sharpe Ratio (1Y) | -0.35 | 0.48 |
| Sortino Ratio (1Y) | -0.50 | 0.71 |
Profitability
ROE (TTM)
FactSet Research Systems (FDS) at 25.48% 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%
FDS
Financial Services industry group
25.48%
- Max
- 44.78%
- FDS
- 25.48%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
FactSet Research Systems (FDS) at 21.54% 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%
FDS
Financial Services industry group
21.54%
- Max
- 62.84%
- Q3
- 28.05%
- FDS
- 21.54%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Brookfield (BN) at 25.67% and FactSet Research Systems (FDS) at 22.22% 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%
FDS
Financial Services industry group
22.22%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- FDS
- 22.22%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BN | FDS |
|---|---|---|
| ROE (TTM) | 2.26% | 25.48% |
| ROA (TTM) | 2.66% | 10.65% |
| Net Margin (TTM) | 1.77% | 21.54% |
| Operating Margin (TTM) | 25.67% | 22.22% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
FactSet Research Systems (FDS) at 6.65% is around its peer norm for revenue growth, while Brookfield (BN) at -12.68% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Brookfield (BN) at 137.06% sits in the top EPS growth quartile, while FactSet Research Systems (FDS) at -6.30% is closer to the peer norm — faster per-share earnings growth for BN.
Growth Metrics
| Metric | BN | FDS |
|---|---|---|
| Revenue Growth (YoY) | -12.68% | 6.65% |
| Revenue Growth (3Y CAGR) | -6.80% | 5.89% |
| EPS Growth (YoY) | 137.06% | -6.30% |
| EPS Growth (3Y CAGR) | -25.60% | 6.59% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Brookfield (BN) in Financial Services and FactSet Research Systems (FDS) 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 FactSet Research Systems (FDS) 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 | FDS |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Brookfield (BN) at 0.62% and FactSet Research Systems (FDS) at 1.33% 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%
FDS
Financial Services industry group
1.33%
- Max
- 9.77%
- Q3
- 3.92%
- FDS
- 1.33%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Brookfield (BN) at 48.15% and FactSet Research Systems (FDS) at 31.02% 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%
FDS
Financial Services industry group
31.02%
- Max
- 241.07%
- Q3
- 97.36%
- FDS
- 31.02%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BN | FDS |
|---|---|---|
| Dividend Yield (TTM) | 0.62% | 1.33% |
| Dividend Payout Ratio (TTM) | 48.15% | 31.02% |
Valuation
P/E Ratio (TTM)
FactSet Research Systems (FDS) at 22.50 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
FDS
Financial Services industry group
22.50
- Max
- 45.85
- Q3
- 24.64
- FDS
- 22.50
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Brookfield (BN) at 1.14 looks cheap on sales in the lower P/S ratio quartile, while FactSet Research Systems (FDS) at 4.67 looks rich in the upper quartile — a clear gap in price per dollar of revenue.
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
FDS
Financial Services industry group
4.67
- Max
- 9.23
- FDS
- 4.67
- Q3
- 4.57
- Median
- 2.72
- 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 FactSet Research Systems (FDS) at 5.77 carries an above-peer premium to book — FDS 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
FDS
Financial Services industry group
5.77
- Max
- 7.79
- FDS
- 5.77
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BN | FDS |
|---|---|---|
| P/E Ratio (TTM) | 76.63 | 22.50 |
| P/S Ratio (TTM) | 1.14 | 4.67 |
| P/B Ratio (MRQ) | 2.18 | 5.77 |
| Free Cash Flow Yield (TTM) | -- | -- |