BN vs. RJF: Brookfield vs. Raymond James Financial Stock Comparison
How do Brookfield (BN) and Raymond James Financial (RJF) 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 Raymond James Financial (RJF) both belong to the Capital Markets industry, though BN is classified under Asset Management & Custody Banks while RJF falls under Investment Banking & Brokerage.
| Profile Item | BN | RJF |
|---|---|---|
| Name | Brookfield Corporation | Raymond James Financial, 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 | 31.28 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | December 30, 1983 | July 1, 1983 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BN | RJF |
|---|---|---|
| Total Return (1Y) | -5.98% | 3.99% |
| Total Return (3Y, Annualized) | 26.70% | 20.73% |
| Total Return (5Y, Annualized) | 6.17% | 12.47% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BN | RJF |
|---|---|---|
| Volatility (1Y, Annualized) | 29.18% | 25.94% |
| Beta (5Y) | 1.49 | 0.91 |
| Max Drawdown (5Y) | -41.29% | -32.11% |
| Avg. Volume (3M) | 4.91M | 1.20M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BN | RJF |
|---|---|---|
| Sharpe Ratio (1Y) | -0.35 | -0.01 |
| Sortino Ratio (1Y) | -0.50 | -0.02 |
Profitability
ROE (TTM)
Raymond James Financial (RJF) at 18.73% is around its peer norm for ROE, while Brookfield (BN) at 2.26% drops into the bottom quartile, signaling weaker returns on shareholders’ 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%
RJF
Financial Services industry group
18.73%
- Max
- 44.78%
- Q3
- 21.85%
- RJF
- 18.73%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Raymond James Financial (RJF) at 14.97% 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%
RJF
Financial Services industry group
14.97%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- RJF
- 14.97%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Brookfield (BN) at 25.67% and Raymond James Financial (RJF) at 20.88% 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%
RJF
Financial Services industry group
20.88%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- RJF
- 20.88%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | BN | RJF |
|---|---|---|
| ROE (TTM) | 2.26% | 18.73% |
| ROA (TTM) | 2.66% | -- |
| Net Margin (TTM) | 1.77% | 14.97% |
| Operating Margin (TTM) | 25.67% | 20.88% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Only one side can be read here: Brookfield (BN) reports revenue growth of -12.68%, ranked against its industry; Raymond James Financial (RJF) has no revenue growth figure this period.
EPS Growth
Brookfield (BN) at 137.06% sits in the top EPS growth quartile, while Raymond James Financial (RJF) at 15.63% is closer to the peer norm — faster per-share earnings growth for BN.
Growth Metrics
| Metric | BN | RJF |
|---|---|---|
| Revenue Growth (YoY) | -12.68% | -- |
| Revenue Growth (3Y CAGR) | -6.80% | -- |
| EPS Growth (YoY) | 137.06% | 15.63% |
| EPS Growth (3Y CAGR) | -25.60% | 14.33% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Brookfield (BN) in Financial Services and Raymond James Financial (RJF) 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 Raymond James Financial (RJF) 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 | RJF |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Raymond James Financial (RJF) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Brookfield (BN) reports a yield of 0.62%, ranking against industry peers normally.
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%
RJF
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- RJF
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Brookfield (BN) at 48.15% and Raymond James Financial (RJF) at 18.48% 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%
RJF
Financial Services industry group
18.48%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- RJF
- 18.48%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BN | RJF |
|---|---|---|
| Dividend Yield (TTM) | 0.62% | 0.00% |
| Dividend Payout Ratio (TTM) | 48.15% | 18.48% |
Valuation
P/E Ratio (TTM)
Raymond James Financial (RJF) at 13.67 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
RJF
Financial Services industry group
13.67
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- RJF
- 13.67
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Brookfield (BN) at 1.14 sits in the cheaper P/S ratio quartile while Raymond James Financial (RJF) at 1.98 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
RJF
Financial Services industry group
1.98
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- RJF
- 1.98
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
On P/B ratio, both Brookfield (BN) at 2.18 and Raymond James Financial (RJF) at 2.46 are valued close to their industries’ norm against book — neither stands out from peers.
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
RJF
Financial Services industry group
2.46
- Max
- 7.79
- Q3
- 3.63
- RJF
- 2.46
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BN | RJF |
|---|---|---|
| P/E Ratio (TTM) | 76.63 | 13.67 |
| P/S Ratio (TTM) | 1.14 | 1.98 |
| P/B Ratio (MRQ) | 2.18 | 2.46 |
| Free Cash Flow Yield (TTM) | -- | -- |