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Brookfield (BN) Competitors

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$40.30 -0.01 (-0.02%)
As of 09/4/2026 03:58 PM Eastern

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?

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

In the previous week, Carlyle Group had 2 more articles in the media than Brookfield. MarketBeat recorded 9 mentions for Carlyle Group and 7 mentions for Brookfield. Brookfield's average media sentiment score of 1.52 beat Carlyle Group's score of 1.04 indicating that Brookfield is being referred to more favorably in the media.

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

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

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
Brookfield1.85% 3.93% 1.22%
Carlyle Group 10.08%22.52%5.62%

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

Brookfield presently has a consensus price target of $57.40, indicating a potential upside of 42.43%. Carlyle Group has a consensus price target of $59.31, indicating a potential upside of 26.27%. 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
Brookfield
0 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.92
Carlyle Group
1 Sell rating(s)
7 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.40

Brookfield pays an annual dividend of $0.28 per share and has a dividend yield of 0.7%. Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.0%. Brookfield pays out 50.9% of its earnings in the form of a dividend. 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 has raised its dividend for 2 consecutive years and Carlyle Group has raised its dividend for 4 consecutive years. Carlyle Group is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

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
Brookfield$75.10B1.32$1.31B$0.5573.27
Carlyle Group$4.78B3.50$808.70M$0.9648.93

Summary

Brookfield and Carlyle Group tied by winning 10 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 stock? We will compare the two companies based on the strength of their profitability, valuation, analyst recommendations, earnings, media sentiment, institutional ownership, risk and dividends.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Brookfield$75.10B1.32$1.31B$0.5573.27
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 0.7%. Calamos Strategic Total Return Fund pays an annual dividend of $1.55 per share and has a dividend yield of 7.3%. Brookfield pays out 50.9% of its earnings in the form of a dividend. Brookfield has raised its dividend for 2 consecutive years.

In the previous week, Brookfield had 4 more articles in the media than Calamos Strategic Total Return Fund. MarketBeat recorded 7 mentions for Brookfield and 3 mentions for Calamos Strategic Total Return Fund. Brookfield's average media sentiment score of 1.52 beat Calamos Strategic Total Return Fund's score of 0.56 indicating that Brookfield is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Brookfield
6 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Calamos Strategic Total Return Fund
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

Brookfield currently has a consensus price target of $57.40, suggesting a potential upside of 42.43%. Given Brookfield's stronger consensus rating and higher probable upside, equities research 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

Summary

Brookfield beats Calamos Strategic Total Return Fund on 13 of the 15 factors compared between the two stocks.

How does Brookfield compare to TPG?

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

In the previous week, TPG had 2 more articles in the media than Brookfield. MarketBeat recorded 9 mentions for TPG and 7 mentions for Brookfield. Brookfield's average media sentiment score of 1.52 beat TPG's score of 0.74 indicating that Brookfield is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
TPG
5 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Brookfield
6 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

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
TPG4.67% 28.10% 8.03%
Brookfield 1.85%3.93%1.22%

TPG presently has a consensus price target of $63.33, suggesting a potential upside of 20.29%. Brookfield has a consensus price target of $57.40, suggesting a potential upside of 42.43%. Given Brookfield's stronger consensus rating and higher probable upside, analysts clearly believe Brookfield is more favorable than TPG.

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

TPG pays an annual dividend of $2.36 per share and has a dividend yield of 4.5%. Brookfield pays an annual dividend of $0.28 per share and has a dividend yield of 0.7%. 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 pays out 50.9% of its earnings in the form of a dividend. Brookfield has raised its dividend for 2 consecutive years.

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
TPG$4.67B4.33$184.59M$0.6679.77
Brookfield$75.10B1.32$1.31B$0.5573.27

94.0% of TPG shares are held by institutional investors. Comparatively, 61.6% of Brookfield shares are held by institutional investors. 61.4% of TPG shares are held by insiders. Comparatively, 11.0% of Brookfield shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

TPG has a beta of 1.47, meaning that its stock price is 47% 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.

Summary

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

How does Brookfield compare to Ares Management?

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

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
Ares Management10.63% 25.42% 6.35%
Brookfield 1.85%3.93%1.22%

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

Ares Management currently has a consensus target price of $160.47, suggesting a potential upside of 14.39%. Brookfield has a consensus target price of $57.40, suggesting a potential upside of 42.43%. Given Brookfield's stronger consensus rating and higher probable upside, analysts plainly believe Brookfield is more favorable than Ares Management.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ares Management
0 Sell rating(s)
6 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.72
Brookfield
0 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.92

Ares Management pays an annual dividend of $5.40 per share and has a dividend yield of 3.8%. Brookfield pays an annual dividend of $0.28 per share and has a dividend yield of 0.7%. 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 pays out 50.9% of its earnings in the form of a dividend. Ares Management has raised its dividend for 7 consecutive years and Brookfield has raised its dividend for 2 consecutive years. Ares Management is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

50.0% of Ares Management shares are held by institutional investors. Comparatively, 61.6% of Brookfield shares are held by institutional investors. 34.7% of Ares Management shares are held by company insiders. Comparatively, 11.0% of Brookfield shares are held by company 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 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
Ares Management$5.60B8.27$527.36M$2.1864.35
Brookfield$75.10B1.32$1.31B$0.5573.27

In the previous week, Ares Management had 14 more articles in the media than Brookfield. MarketBeat recorded 21 mentions for Ares Management and 7 mentions for Brookfield. Brookfield's average media sentiment score of 1.52 beat Ares Management's score of 0.54 indicating that Brookfield is being referred to more favorably in the news media.

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

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 business? We will compare the two businesses based on the strength of their institutional ownership, dividends, media sentiment, valuation, analyst recommendations, profitability, earnings and risk.

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

In the previous week, Brookfield Asset Management had 5 more articles in the media than Brookfield. MarketBeat recorded 12 mentions for Brookfield Asset Management and 7 mentions for Brookfield. Brookfield's average media sentiment score of 1.52 beat Brookfield Asset Management's score of 1.37 indicating that Brookfield is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Brookfield
6 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Brookfield Asset Management
8 Very Positive mention(s)
3 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Brookfield pays an annual dividend of $0.28 per share and has a dividend yield of 0.7%. Brookfield Asset Management pays an annual dividend of $2.01 per share and has a dividend yield of 4.0%. 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 raised its dividend for 2 consecutive years and Brookfield Asset Management has raised its dividend for 2 consecutive years.

Brookfield currently has a consensus price target of $57.40, indicating a potential upside of 42.43%. Brookfield Asset Management has a consensus price target of $58.65, indicating a potential upside of 15.99%. Given Brookfield's stronger consensus rating and higher possible upside, equities analysts plainly 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

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$75.10B1.32$1.31B$0.5573.27
Brookfield Asset Management$4.82B17.20$2.49B$1.7229.40

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%

61.6% of Brookfield shares are held by institutional investors. Comparatively, 68.4% of Brookfield Asset Management shares are held by institutional investors. 11.0% of Brookfield shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Summary

Brookfield and Brookfield Asset Management tied by winning 9 of the 18 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$98.81B$5.70B$14.20B$23.59B
Dividend Yield0.69%7.42%5.89%3.73%
P/E Ratio73.2731.5926.2429.33
Price / Sales1.321,238.88511.6719.82
Price / Cash6.0348.0730.8419.95
Price / Book0.623.602.804.83
Net Income$1.31B$419.48M$1.32B$1.07B
7 Day Performance-2.16%7.34%4.05%0.43%
1 Month Performance-8.63%0.28%1.57%-0.78%
1 Year Performance-9.14%5.61%11.17%12.82%

Brookfield Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BN
Brookfield
4.7907 of 5 stars
$40.30
0.0%
$57.40
+42.4%
-9.1%$98.81B$75.10B73.27250,000
CG
Carlyle Group
4.2555 of 5 stars
$47.02
-1.5%
$59.31
+26.1%
-26.3%$16.75B$4.78B48.982,500
CSQ
Calamos Strategic Total Return Fund
N/A$21.07
+0.0%
N/A+13.3%$0.00$1.06BN/AN/A
TPG
TPG
4.7186 of 5 stars
$52.95
-0.5%
$63.33
+19.6%
-10.0%$20.36B$4.67B80.261,900
ARES
Ares Management
4 of 5 stars
$139.50
-1.4%
$160.47
+15.0%
-20.9%$46.08B$5.60B63.994,250

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This page (NYSE:BN) was last updated on 9/7/2026 by MarketBeat.com Staff.
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