BN vs. XYZ: Brookfield vs. Block Stock Comparison
How do Brookfield (BN) and Block (XYZ) 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 Block (XYZ) both fall under the Financial Services industry group, but BN is classified in Capital Markets while XYZ is classified in Financial Services.
| Profile Item | BN | XYZ |
|---|---|---|
| Name | Brookfield Corporation | Block Inc. Class A Common Stock |
| Country/Region | Canada | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Financial Services |
| GICS Sub-Industry | Asset Management & Custody Banks | Transaction & Payment Processing Services |
| Market Capitalization | 92.37 billion USD | 51.67 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | December 30, 1983 | November 19, 2015 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BN | XYZ |
|---|---|---|
| Total Return (1Y) | -5.98% | 35.34% |
| Total Return (3Y, Annualized) | 26.70% | 20.17% |
| Total Return (5Y, Annualized) | 6.17% | -17.43% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BN | XYZ |
|---|---|---|
| Volatility (1Y, Annualized) | 29.18% | 48.01% |
| Beta (5Y) | 1.49 | 2.48 |
| Max Drawdown (5Y) | -41.29% | -83.55% |
| Avg. Volume (3M) | 4.91M | 4.73M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BN | XYZ |
|---|---|---|
| Sharpe Ratio (1Y) | -0.35 | 0.65 |
| Sortino Ratio (1Y) | -0.50 | 1.03 |
Profitability
ROE (TTM)
Both Brookfield (BN) at 2.26% and Block (XYZ) at 2.02% produce bottom-quartile ROE versus peers, pointing to weaker profit generation 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%
XYZ
Financial Services industry group
2.02%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- XYZ
- 2.02%
- Min
- -18.71%
Net Margin (TTM)
Both Brookfield (BN) at 1.77% and Block (XYZ) at 1.80% let more of each sales dollar slip away before the bottom line than peers do, sitting in the lower net margin quartile of their industries.
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%
XYZ
Financial Services industry group
1.80%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- XYZ
- 1.80%
- Min
- -28.52%
Operating Margin (TTM)
Brookfield (BN) at 25.67% runs core operations around its industry’s norm, while Block (XYZ) at 6.65% 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%
XYZ
Financial Services industry group
6.65%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- XYZ
- 6.65%
- Min
- -44.34%
Profitability Metrics
| Metric | BN | XYZ |
|---|---|---|
| ROE (TTM) | 2.26% | 2.02% |
| ROA (TTM) | 2.66% | 1.94% |
| Net Margin (TTM) | 1.77% | 1.80% |
| Operating Margin (TTM) | 25.67% | 6.65% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Brookfield (BN) at -12.68% and Block (XYZ) at 0.30% post bottom-quartile revenue growth versus peers, pointing to weaker demand or pricing momentum than typical rivals.
EPS Growth
Brookfield (BN) at 137.06% sits in the top EPS growth quartile, while Block (XYZ) at -53.95% is in the bottom quartile, showing a clear gap in earnings momentum.
Growth Metrics
| Metric | BN | XYZ |
|---|---|---|
| Revenue Growth (YoY) | -12.68% | 0.30% |
| Revenue Growth (3Y CAGR) | -6.80% | 11.33% |
| EPS Growth (YoY) | 137.06% | -53.95% |
| 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 Block (XYZ) 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 Block (XYZ) 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 | XYZ |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Block (XYZ) 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%
XYZ
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- XYZ
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Block (XYZ) 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%
XYZ
Financial Services industry group
0.00%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- XYZ
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BN | XYZ |
|---|---|---|
| Dividend Yield (TTM) | 0.62% | 0.00% |
| Dividend Payout Ratio (TTM) | 48.15% | 0.00% |
Valuation
P/E Ratio (TTM)
Both Brookfield (BN) at 76.63 and Block (XYZ) at 112.47 trade above their industries’ P/E ratio peer ranges, pointing to unusually expensive trailing earnings relative to peers.
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
XYZ
Financial Services industry group
112.47
- XYZ
- 112.47
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Brookfield (BN) at 1.14 sits in the cheaper P/S ratio quartile while Block (XYZ) at 2.01 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
XYZ
Financial Services industry group
2.01
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- XYZ
- 2.01
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
On P/B ratio, both Brookfield (BN) at 2.18 and Block (XYZ) at 2.26 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
XYZ
Financial Services industry group
2.26
- Max
- 7.79
- Q3
- 3.63
- XYZ
- 2.26
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | BN | XYZ |
|---|---|---|
| P/E Ratio (TTM) | 76.63 | 112.47 |
| P/S Ratio (TTM) | 1.14 | 2.01 |
| P/B Ratio (MRQ) | 2.18 | 2.26 |
| Free Cash Flow Yield (TTM) | -- | -- |