BN vs. LPLA: Brookfield vs. LPL Financial Stock Comparison
How do Brookfield (BN) and LPL Financial (LPLA) 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 LPL Financial (LPLA) both belong to the Capital Markets industry, though BN is classified under Asset Management & Custody Banks while LPLA falls under Investment Banking & Brokerage.
| Profile Item | BN | LPLA |
|---|---|---|
| Name | Brookfield Corporation | LPL Financial Holdings 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 | Investment Banking & Brokerage |
| Market Capitalization | 92.37 billion USD | 23.01 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | December 30, 1983 | November 18, 2010 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BN | LPLA |
|---|---|---|
| Total Return (1Y) | -5.98% | -17.27% |
| Total Return (3Y, Annualized) | 26.70% | 11.10% |
| Total Return (5Y, Annualized) | 6.17% | 13.92% |
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 LPL Financial (LPLA) is defensive at 0.52 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.
| Metric | BN | LPLA |
|---|---|---|
| Volatility (1Y, Annualized) | 29.18% | 39.22% |
| Beta (5Y) | 1.49 | 0.52 |
| Max Drawdown (5Y) | -41.29% | -33.18% |
| Avg. Volume (3M) | 4.91M | 855.76K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BN | LPLA |
|---|---|---|
| Sharpe Ratio (1Y) | -0.35 | -0.55 |
| Sortino Ratio (1Y) | -0.50 | -0.70 |
Profitability
ROE (TTM)
LPL Financial (LPLA) at 25.66% 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%
LPLA
Financial Services industry group
25.66%
- Max
- 44.78%
- LPLA
- 25.66%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
LPL Financial (LPLA) at 6.97% 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%
LPLA
Financial Services industry group
6.97%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- LPLA
- 6.97%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Brookfield (BN) at 25.67% runs core operations around its industry’s norm, while LPL Financial (LPLA) at 10.85% operates in the bottom quartile.
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%
LPLA
Financial Services industry group
10.85%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- LPLA
- 10.85%
- Min
- -44.34%
Profitability Metrics
| Metric | BN | LPLA |
|---|---|---|
| ROE (TTM) | 2.26% | 25.66% |
| ROA (TTM) | 2.66% | 7.35% |
| Net Margin (TTM) | 1.77% | 6.97% |
| Operating Margin (TTM) | 25.67% | 10.85% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
LPL Financial (LPLA) at 37.18% 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
Brookfield (BN) at 137.06% sits in the top EPS growth quartile, while LPL Financial (LPLA) at -22.17% is closer to the peer norm — faster per-share earnings growth for BN.
Growth Metrics
| Metric | BN | LPLA |
|---|---|---|
| Revenue Growth (YoY) | -12.68% | 37.18% |
| Revenue Growth (3Y CAGR) | -6.80% | 25.47% |
| EPS Growth (YoY) | 137.06% | -22.17% |
| EPS Growth (3Y CAGR) | -25.60% | 1.64% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Brookfield (BN) in Financial Services and LPL Financial (LPLA) 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 LPL Financial (LPLA) 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 | LPLA |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Brookfield (BN) at 0.62% and LPL Financial (LPLA) at 0.40% 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%
LPLA
Financial Services industry group
0.40%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- LPLA
- 0.40%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Brookfield (BN) at 48.15% and LPL Financial (LPLA) at 6.88% 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%
LPLA
Financial Services industry group
6.88%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- LPLA
- 6.88%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BN | LPLA |
|---|---|---|
| Dividend Yield (TTM) | 0.62% | 0.40% |
| Dividend Payout Ratio (TTM) | 48.15% | 6.88% |
Valuation
P/E Ratio (TTM)
LPL Financial (LPLA) at 16.93 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
LPLA
Financial Services industry group
16.93
- Max
- 45.85
- Q3
- 24.64
- LPLA
- 16.93
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Both Brookfield (BN) at 1.14 and LPL Financial (LPLA) at 1.15 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
LPLA
Financial Services industry group
1.15
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- LPLA
- 1.15
- 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 LPL Financial (LPLA) at 3.98 carries an above-peer premium to book — LPLA 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
LPLA
Financial Services industry group
3.98
- Max
- 7.79
- LPLA
- 3.98
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BN | LPLA |
|---|---|---|
| P/E Ratio (TTM) | 76.63 | 16.93 |
| P/S Ratio (TTM) | 1.14 | 1.15 |
| P/B Ratio (MRQ) | 2.18 | 3.98 |
| Free Cash Flow Yield (TTM) | -- | -- |