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Brookfield (BN) Competitors

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$36.88 +0.25 (+0.67%)
Closing price 09/25/2026 03:59 PM Eastern
Extended Trading
$36.98 +0.10 (+0.27%)
As of 09/25/2026 07:55 PM Eastern
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BN vs. CG, CSQ, TPG, ARES, and BAM

Should you buy Brookfield stock or one of its competitors? Brookfield's main competitors and comparable companies include Carlyle Group (CG), Calamos Strategic Total Return Fund (CSQ), TPG (TPG), Ares Management (ARES), and Brookfield Asset Management (BAM). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does Brookfield compare to Carlyle Group?

Carlyle Group (NASDAQ:CG) and Brookfield (NYSE:BN) are both large-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, dividends, media sentiment, valuation, profitability, institutional ownership, risk and analyst recommendations.

Carlyle Group has a net margin of 10.08% compared to Brookfield's net margin of 1.85%. Carlyle Group's return on equity of 22.52% beat Brookfield's return on equity.

Company Net Margins Return on Equity Return on Assets
Carlyle Group10.08% 22.52% 5.62%
Brookfield 1.85%3.93%1.22%

Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.5%. Brookfield pays an annual dividend of $0.28 per share and has a dividend yield of 0.8%. Carlyle Group pays out 145.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Brookfield pays out 50.9% of its earnings in the form of a dividend. Carlyle Group has increased its dividend for 4 consecutive years and Brookfield has increased its dividend for 2 consecutive years. Carlyle Group is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Carlyle Group has a beta of 1.84, meaning that its stock price is 84% more volatile than the broader market. Comparatively, Brookfield has a beta of 1.53, meaning that its stock price is 53% more volatile than the broader market.

55.9% of Carlyle Group shares are held by institutional investors. Comparatively, 61.6% of Brookfield shares are held by institutional investors. 25.4% of Carlyle Group shares are held by insiders. Comparatively, 11.0% of Brookfield shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Brookfield has higher revenue and earnings than Carlyle Group. Carlyle Group is trading at a lower price-to-earnings ratio than Brookfield, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Carlyle Group$4.78B2.98$808.70M$0.9641.70
Brookfield$77.06B1.17$1.31B$0.5567.05

In the previous week, Brookfield had 3 more articles in the media than Carlyle Group. MarketBeat recorded 17 mentions for Brookfield and 14 mentions for Carlyle Group. Brookfield's average media sentiment score of 0.31 beat Carlyle Group's score of 0.25 indicating that Brookfield is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Carlyle Group
1 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Neutral
Brookfield
3 Very Positive mention(s)
2 Positive mention(s)
10 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral

Carlyle Group presently has a consensus price target of $58.93, suggesting a potential upside of 47.21%. Brookfield has a consensus price target of $57.40, suggesting a potential upside of 55.66%. Given Brookfield's stronger consensus rating and higher probable upside, analysts clearly believe Brookfield is more favorable than Carlyle Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Carlyle Group
1 Sell rating(s)
7 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.44
Brookfield
0 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.92

Summary

Brookfield beats Carlyle Group on 11 of the 20 factors compared between the two stocks.

How does Brookfield compare to Calamos Strategic Total Return Fund?

Brookfield (NYSE:BN) and Calamos Strategic Total Return Fund (NASDAQ:CSQ) are both finance companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, risk, earnings, valuation, media sentiment, analyst recommendations, institutional ownership and profitability.

Brookfield has a net margin of 1.85% compared to Calamos Strategic Total Return Fund's net margin of 0.00%. Brookfield's return on equity of 3.93% beat Calamos Strategic Total Return Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Brookfield1.85% 3.93% 1.22%
Calamos Strategic Total Return Fund N/A N/A N/A

61.6% of Brookfield shares are owned by institutional investors. 11.0% of Brookfield shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Brookfield currently has a consensus target price of $57.40, suggesting a potential upside of 55.66%. Given Brookfield's stronger consensus rating and higher probable upside, analysts clearly believe Brookfield is more favorable than Calamos Strategic Total Return Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Brookfield
0 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.92
Calamos Strategic Total Return Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

In the previous week, Brookfield had 16 more articles in the media than Calamos Strategic Total Return Fund. MarketBeat recorded 17 mentions for Brookfield and 1 mentions for Calamos Strategic Total Return Fund. Calamos Strategic Total Return Fund's average media sentiment score of 0.89 beat Brookfield's score of 0.31 indicating that Calamos Strategic Total Return Fund is being referred to more favorably in the news media.

Company Overall Sentiment
Brookfield Neutral
Calamos Strategic Total Return Fund Positive

Brookfield has higher revenue and earnings than Calamos Strategic Total Return Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Brookfield$77.06B1.17$1.31B$0.5567.05
Calamos Strategic Total Return Fund$1.06BN/AN/AN/AN/A

Brookfield pays an annual dividend of $0.28 per share and has a dividend yield of 0.8%. Calamos Strategic Total Return Fund pays an annual dividend of $1.44 per share and has a dividend yield of 6.9%. Brookfield pays out 50.9% of its earnings in the form of a dividend. Brookfield has raised its dividend for 2 consecutive years.

Summary

Brookfield beats Calamos Strategic Total Return Fund on 12 of the 15 factors compared between the two stocks.

How does Brookfield compare to TPG?

Brookfield (NYSE:BN) and TPG (NASDAQ:TPG) are both large-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their institutional ownership, valuation, analyst recommendations, media sentiment, earnings, profitability, risk and dividends.

Brookfield has higher revenue and earnings than TPG. Brookfield is trading at a lower price-to-earnings ratio than TPG, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Brookfield$77.06B1.17$1.31B$0.5567.05
TPG$4.67B3.65$184.59M$0.6667.26

61.6% of Brookfield shares are owned by institutional investors. Comparatively, 94.0% of TPG shares are owned by institutional investors. 11.0% of Brookfield shares are owned by insiders. Comparatively, 61.4% of TPG shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Brookfield currently has a consensus price target of $57.40, indicating a potential upside of 55.66%. TPG has a consensus price target of $63.33, indicating a potential upside of 42.67%. Given Brookfield's stronger consensus rating and higher probable upside, research analysts plainly believe Brookfield is more favorable than TPG.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Brookfield
0 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.92
TPG
0 Sell rating(s)
4 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.76

TPG has a net margin of 4.67% compared to Brookfield's net margin of 1.85%. TPG's return on equity of 28.10% beat Brookfield's return on equity.

Company Net Margins Return on Equity Return on Assets
Brookfield1.85% 3.93% 1.22%
TPG 4.67%28.10%8.03%

Brookfield pays an annual dividend of $0.28 per share and has a dividend yield of 0.8%. TPG pays an annual dividend of $2.36 per share and has a dividend yield of 5.3%. Brookfield pays out 50.9% of its earnings in the form of a dividend. TPG pays out 357.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Brookfield has raised its dividend for 2 consecutive years.

In the previous week, Brookfield had 10 more articles in the media than TPG. MarketBeat recorded 17 mentions for Brookfield and 7 mentions for TPG. TPG's average media sentiment score of 0.78 beat Brookfield's score of 0.31 indicating that TPG is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Brookfield
3 Very Positive mention(s)
2 Positive mention(s)
10 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
TPG
2 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Brookfield has a beta of 1.53, suggesting that its stock price is 53% more volatile than the broader market. Comparatively, TPG has a beta of 1.47, suggesting that its stock price is 47% more volatile than the broader market.

Summary

TPG beats Brookfield on 11 of the 20 factors compared between the two stocks.

How does Brookfield compare to Ares Management?

Brookfield (NYSE:BN) and Ares Management (NYSE:ARES) are both large-cap finance companies, but which is the better business? We will contrast the two businesses based on the strength of their media sentiment, institutional ownership, dividends, analyst recommendations, profitability, earnings, valuation and risk.

61.6% of Brookfield shares are owned by institutional investors. Comparatively, 50.0% of Ares Management shares are owned by institutional investors. 11.0% of Brookfield shares are owned by company insiders. Comparatively, 34.7% of Ares Management shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Brookfield pays an annual dividend of $0.28 per share and has a dividend yield of 0.8%. Ares Management pays an annual dividend of $5.40 per share and has a dividend yield of 4.4%. Brookfield pays out 50.9% of its earnings in the form of a dividend. Ares Management pays out 247.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Brookfield has raised its dividend for 2 consecutive years and Ares Management has raised its dividend for 7 consecutive years. Ares Management is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Ares Management has a net margin of 10.63% compared to Brookfield's net margin of 1.85%. Ares Management's return on equity of 25.42% beat Brookfield's return on equity.

Company Net Margins Return on Equity Return on Assets
Brookfield1.85% 3.93% 1.22%
Ares Management 10.63%25.42%6.35%

Brookfield has higher revenue and earnings than Ares Management. Ares Management is trading at a lower price-to-earnings ratio than Brookfield, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Brookfield$77.06B1.17$1.31B$0.5567.05
Ares Management$5.60B7.20$527.36M$2.1856.02

In the previous week, Brookfield had 7 more articles in the media than Ares Management. MarketBeat recorded 17 mentions for Brookfield and 10 mentions for Ares Management. Ares Management's average media sentiment score of 0.53 beat Brookfield's score of 0.31 indicating that Ares Management is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Brookfield
3 Very Positive mention(s)
2 Positive mention(s)
10 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
Ares Management
1 Very Positive mention(s)
3 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Brookfield has a beta of 1.53, suggesting that its stock price is 53% more volatile than the broader market. Comparatively, Ares Management has a beta of 1.49, suggesting that its stock price is 49% more volatile than the broader market.

Brookfield presently has a consensus target price of $57.40, indicating a potential upside of 55.66%. Ares Management has a consensus target price of $159.81, indicating a potential upside of 30.87%. Given Brookfield's stronger consensus rating and higher possible upside, analysts clearly believe Brookfield is more favorable than Ares Management.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Brookfield
0 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.92
Ares Management
0 Sell rating(s)
6 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.74

Summary

Ares Management beats Brookfield on 10 of the 19 factors compared between the two stocks.

How does Brookfield compare to Brookfield Asset Management?

Brookfield (NYSE:BN) and Brookfield Asset Management (NYSE:BAM) are both large-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their valuation, profitability, media sentiment, risk, institutional ownership, earnings, dividends and analyst recommendations.

Brookfield Asset Management has a net margin of 48.89% compared to Brookfield's net margin of 1.85%. Brookfield Asset Management's return on equity of 31.50% beat Brookfield's return on equity.

Company Net Margins Return on Equity Return on Assets
Brookfield1.85% 3.93% 1.22%
Brookfield Asset Management 48.89%31.50%15.75%

Brookfield has a beta of 1.53, suggesting that its share price is 53% more volatile than the broader market. Comparatively, Brookfield Asset Management has a beta of 1.27, suggesting that its share price is 27% more volatile than the broader market.

In the previous week, Brookfield had 10 more articles in the media than Brookfield Asset Management. MarketBeat recorded 17 mentions for Brookfield and 7 mentions for Brookfield Asset Management. Brookfield Asset Management's average media sentiment score of 0.88 beat Brookfield's score of 0.31 indicating that Brookfield Asset Management is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Brookfield
3 Very Positive mention(s)
2 Positive mention(s)
10 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
Brookfield Asset Management
3 Very Positive mention(s)
4 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Brookfield Asset Management has lower revenue, but higher earnings than Brookfield. Brookfield Asset Management is trading at a lower price-to-earnings ratio than Brookfield, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Brookfield$77.06B1.17$1.31B$0.5567.05
Brookfield Asset Management$4.82B15.16$2.49B$1.7225.92

Brookfield presently has a consensus target price of $57.40, suggesting a potential upside of 55.66%. Brookfield Asset Management has a consensus target price of $58.65, suggesting a potential upside of 31.57%. Given Brookfield's stronger consensus rating and higher possible upside, equities analysts clearly believe Brookfield is more favorable than Brookfield Asset Management.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Brookfield
0 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.92
Brookfield Asset Management
1 Sell rating(s)
6 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.46

61.6% of Brookfield shares are owned by institutional investors. Comparatively, 68.4% of Brookfield Asset Management shares are owned by institutional investors. 11.0% of Brookfield shares are owned by company insiders. Comparatively, 11.0% of Brookfield Asset Management shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Brookfield pays an annual dividend of $0.28 per share and has a dividend yield of 0.8%. Brookfield Asset Management pays an annual dividend of $2.01 per share and has a dividend yield of 4.5%. Brookfield pays out 50.9% of its earnings in the form of a dividend. Brookfield Asset Management pays out 116.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Brookfield has increased its dividend for 2 consecutive years and Brookfield Asset Management has increased its dividend for 2 consecutive years.

Summary

Brookfield Asset Management beats Brookfield on 9 of the 17 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding BN and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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BN vs. The Competition

MetricBrookfieldCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$90.40B$5.30B$13.76B$22.98B
Dividend Yield0.76%7.53%6.00%3.68%
P/E Ratio67.0529.3524.5728.00
Price / Sales1.171,220.53509.5988.74
Price / Cash5.5247.8849.5541.27
Price / Book0.563.502.714.66
Net Income$1.31B$417.50M$1.32B$1.07B
7 Day Performance-1.70%-0.15%-0.52%-1.12%
1 Month Performance-11.05%-2.50%-1.91%-5.10%
1 Year Performance-19.09%1.67%7.75%7.73%

Brookfield Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BN
Brookfield
4.7723 of 5 stars
$36.88
+0.7%
$57.40
+55.7%
-19.1%$90.40B$77.06B67.05250,000
CG
Carlyle Group
4.3232 of 5 stars
$39.77
+0.9%
$58.93
+48.2%
-37.4%$14.18B$2.78B41.442,500
CSQ
Calamos Strategic Total Return Fund
N/A$20.79
+0.6%
N/A+8.4%$0.00$1.06BN/AN/A
TPG
TPG
4.5943 of 5 stars
$44.40
+1.8%
$63.33
+42.7%
-24.2%$17.06B$4.67B67.271,900
ARES
Ares Management
4.5799 of 5 stars
$121.47
+1.1%
$159.81
+31.6%
-25.1%$40.13B$5.60B55.734,250

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This page (NYSE:BN) was last updated on 9/27/2026 by MarketBeat.com Staff.
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