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BN vs. SOFI: Brookfield vs. SoFi Stock Comparison

How do Brookfield (BN) and SoFi (SOFI) 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 SoFi (SOFI) both fall under the Financial Services industry group, but BN is classified in Capital Markets while SOFI is classified in Consumer Finance.

Brookfield (BN) has more than two decades of public-market history since December 30, 1983, whereas SoFi (SOFI) listed on January 4, 2021 and has a much shorter record to draw on.

Company profile comparison for Brookfield (BN) and SoFi (SOFI)
Profile ItemBNSOFI
NameBrookfield CorporationSoFi Technologies, Inc.
Country/RegionCanadaUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsConsumer Finance
GICS Sub-IndustryAsset Management & Custody BanksConsumer Finance
Market Capitalization92.37 billion USD21.04 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateDecember 30, 1983January 4, 2021
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

BN
SOFI
GSPC
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Brookfield (BN) vs. SoFi (SOFI), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Brookfield (BN) and SoFi (SOFI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Brookfield (BN) and SoFi (SOFI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Brookfield (BN) and SoFi (SOFI)
MetricBNSOFI
Total Return (1Y)-5.98%-40.42%
Total Return (3Y, Annualized)26.70%34.88%
Total Return (5Y, Annualized)6.17%-5.36%

Risk Profile

Drawdown History

BN
SOFI
GSPC
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Brookfield (BN) vs. SoFi (SOFI), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Brookfield (BN) and SoFi (SOFI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Brookfield (BN) and SoFi (SOFI)
MetricBNSOFI
Volatility (1Y, Annualized)29.18%55.56%
Beta (5Y)1.492.22
Max Drawdown (5Y)-41.29%-81.28%
Avg. Volume (3M)4.91M48.09M

Risk-Adjusted Performance

Risk-Return Positioning

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BN and SOFI are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Brookfield (BN) and SoFi (SOFI)
MetricBNSOFI
Sharpe Ratio (1Y)-0.35-0.80
Sortino Ratio (1Y)-0.50-1.09

Profitability

ROE (TTM)

SoFi (SOFI) at 7.35% 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%

SOFI

Financial Services industry group

7.35%

Max
44.78%
Q3
21.85%
Median
12.91%
SOFI
7.35%
Q1
4.48%
Min
-18.71%
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Brookfield (BN) vs. SoFi (SOFI): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

SoFi (SOFI) at 15.75% 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%

SOFI

Financial Services industry group

15.75%

Max
62.84%
Q3
28.05%
SOFI
15.75%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Brookfield (BN) vs. SoFi (SOFI): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Brookfield (BN) at 25.67% and SoFi (SOFI) at 23.19% 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%

SOFI

Financial Services industry group

23.19%

Max
107.33%
Q3
55.90%
Median
30.09%
SOFI
23.19%
Q1
14.60%
Min
-44.34%
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Brookfield (BN) vs. SoFi (SOFI): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Brookfield (BN) and SoFi (SOFI)
MetricBNSOFI
ROE (TTM)2.26%7.35%
ROA (TTM)2.66%1.31%
Net Margin (TTM)1.77%15.75%
Operating Margin (TTM)25.67%23.19%
Gross Margin (TTM)----

Growth

Revenue Growth

SoFi (SOFI) at 38.32% 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.

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Brookfield (BN) vs. SoFi (SOFI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Brookfield (BN) at 137.06% sits in the top EPS growth quartile, while SoFi (SOFI) at 0.00% is closer to the peer norm — faster per-share earnings growth for BN.

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Brookfield (BN) vs. SoFi (SOFI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Brookfield (BN) and SoFi (SOFI)
MetricBNSOFI
Revenue Growth (YoY)-12.68%38.32%
Revenue Growth (3Y CAGR)-6.80%31.93%
EPS Growth (YoY)137.06%0.00%
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 SoFi (SOFI) 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 SoFi (SOFI) 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

Financial strength metrics for Brookfield (BN) and SoFi (SOFI)
MetricBNSOFI
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

SoFi (SOFI) 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%

SOFI

Financial Services industry group

0.00%

Max
9.77%
Q3
3.92%
Median
1.09%
SOFI
0.00%
Q1
0.00%
Min
0.00%
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Brookfield (BN) vs. SoFi (SOFI): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

SoFi (SOFI) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Brookfield (BN) reports a payout of 48.15%, ranking against industry peers normally.

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%

SOFI

Financial Services industry group

0.00%

Max
241.07%
Q3
97.36%
Median
25.77%
SOFI
0.00%
Q1
0.00%
Min
0.00%
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Brookfield (BN) vs. SoFi (SOFI): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Brookfield (BN) and SoFi (SOFI)
MetricBNSOFI
Dividend Yield (TTM)0.62%0.00%
Dividend Payout Ratio (TTM)48.15%0.00%

Valuation

P/E Ratio (TTM)

Both look expensive on trailing earnings: SoFi (SOFI) at 29.47 sits in the richer P/E ratio quartile, and Brookfield (BN) at 76.63 is richer still, above its industry range.

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

SOFI

Financial Services industry group

29.47

Max
45.85
SOFI
29.47
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Brookfield (BN) vs. SoFi (SOFI): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Brookfield (BN) at 1.14 sits in the cheaper P/S ratio quartile while SoFi (SOFI) at 4.49 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

SOFI

Financial Services industry group

4.49

Max
9.23
Q3
4.57
SOFI
4.49
Median
2.72
Q1
1.28
Min
-0.55
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Brookfield (BN) vs. SoFi (SOFI): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Brookfield (BN) at 2.18 and SoFi (SOFI) at 1.86 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

SOFI

Financial Services industry group

1.86

Max
7.79
Q3
3.63
SOFI
1.86
Median
1.57
Q1
0.81
Min
-0.39
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Brookfield (BN) vs. SoFi (SOFI): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Brookfield (BN) and SoFi (SOFI)
MetricBNSOFI
P/E Ratio (TTM)76.6329.47
P/S Ratio (TTM)1.144.49
P/B Ratio (MRQ)2.181.86
Free Cash Flow Yield (TTM)----