Seek Returns

BN vs. UBS: Brookfield vs. UBS Stock Comparison

How do Brookfield (BN) and UBS (UBS) 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 UBS (UBS) both belong to the Capital Markets industry, though BN is classified under Asset Management & Custody Banks while UBS falls under Diversified Capital Markets.

Company profile comparison for Brookfield (BN) and UBS (UBS)
Profile ItemBNUBS
NameBrookfield CorporationUBS Group AG
Country/RegionCanadaSwitzerland
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksDiversified Capital Markets
Market Capitalization92.37 billion USD144.79 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateDecember 30, 1983May 16, 2000
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

BN
UBS
GSPC
Loading price history…
Brookfield (BN) vs. UBS (UBS), 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

Loading price history…
Trailing total returns for Brookfield (BN) and UBS (UBS). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for Brookfield (BN) and UBS (UBS). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Brookfield (BN) and UBS (UBS)
MetricBNUBS
Total Return (1Y)-5.98%30.78%
Total Return (3Y, Annualized)26.70%29.39%
Total Return (5Y, Annualized)6.17%25.00%

Risk Profile

Drawdown History

BN
UBS
GSPC
Loading price history…
Brookfield (BN) vs. UBS (UBS), 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

Loading price history…
Distribution of monthly total returns for Brookfield (BN) and UBS (UBS). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Brookfield (BN) and UBS (UBS)
MetricBNUBS
Volatility (1Y, Annualized)29.18%27.78%
Beta (5Y)1.491.15
Max Drawdown (5Y)-41.29%-32.48%
Avg. Volume (3M)4.91M1.93M

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
BN and UBS 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 UBS (UBS)
MetricBNUBS
Sharpe Ratio (1Y)-0.350.95
Sortino Ratio (1Y)-0.501.44

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Brookfield (BN) earns 2.26% on shareholders’ equity, ranked against its industry; UBS (UBS) has no ROE this period.

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%

UBS

Financial Services industry group

--

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
UBS
--
Loading chart…
Brookfield (BN) vs. UBS (UBS): UBS does not report ROE, so it has no value marker; BN is benchmarked against the Financial Services industry group.

Net Margin (TTM)

UBS (UBS) at 18.18% 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%

UBS

Financial Services industry group

18.18%

Max
62.84%
Q3
28.05%
UBS
18.18%
Median
15.36%
Q1
4.82%
Min
-28.52%
Loading chart…
Brookfield (BN) vs. UBS (UBS): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Brookfield (BN) at 25.67% and UBS (UBS) at 27.10% 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%

UBS

Financial Services industry group

27.10%

Max
107.33%
Q3
55.90%
Median
30.09%
UBS
27.10%
Q1
14.60%
Min
-44.34%
Loading chart…
Brookfield (BN) vs. UBS (UBS): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Brookfield (BN) and UBS (UBS)
MetricBNUBS
ROE (TTM)2.26%--
ROA (TTM)2.66%--
Net Margin (TTM)1.77%18.18%
Operating Margin (TTM)25.67%27.10%
Gross Margin (TTM)----

Growth

Revenue Growth

UBS (UBS) at 4.30% 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.

Loading chart…
Brookfield (BN) vs. UBS (UBS): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Brookfield (BN) at 137.06% and UBS (UBS) at 55.26% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.

Loading chart…
Brookfield (BN) vs. UBS (UBS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Brookfield (BN) and UBS (UBS)
MetricBNUBS
Revenue Growth (YoY)-12.68%4.30%
Revenue Growth (3Y CAGR)-6.80%12.44%
EPS Growth (YoY)137.06%55.26%
EPS Growth (3Y CAGR)-25.60%1.60%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Brookfield (BN) in Financial Services and UBS (UBS) 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 UBS (UBS) 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 UBS (UBS)
MetricBNUBS
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

UBS (UBS) 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%

UBS

Financial Services industry group

0.00%

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

Dividend Payout Ratio (TTM)

Both Brookfield (BN) at 48.15% and UBS (UBS) at 36.30% 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%

UBS

Financial Services industry group

36.30%

Max
241.07%
Q3
97.36%
UBS
36.30%
Median
25.77%
Q1
0.00%
Min
0.00%
Loading chart…
Brookfield (BN) vs. UBS (UBS): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Brookfield (BN) and UBS (UBS)
MetricBNUBS
Dividend Yield (TTM)0.62%0.00%
Dividend Payout Ratio (TTM)48.15%36.30%

Valuation

P/E Ratio (TTM)

UBS (UBS) at 15.77 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

UBS

Financial Services industry group

15.77

Max
45.85
Q3
24.64
UBS
15.77
Median
15.37
Q1
9.68
Min
0.16
Loading chart…
Brookfield (BN) vs. UBS (UBS): 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 UBS (UBS) at 2.71 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

UBS

Financial Services industry group

2.71

Max
9.23
Q3
4.57
Median
2.72
UBS
2.71
Q1
1.28
Min
-0.55
Loading chart…
Brookfield (BN) vs. UBS (UBS): 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 UBS (UBS) at 1.64 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

UBS

Financial Services industry group

1.64

Max
7.79
Q3
3.63
UBS
1.64
Median
1.57
Q1
0.81
Min
-0.39
Loading chart…
Brookfield (BN) vs. UBS (UBS): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Brookfield (BN) and UBS (UBS)
MetricBNUBS
P/E Ratio (TTM)76.6315.77
P/S Ratio (TTM)1.142.71
P/B Ratio (MRQ)2.181.64
Free Cash Flow Yield (TTM)----