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BN vs EQH
Which Stock Would AI Choose? Brookfield Corporation (BN) vs. Equitable Holdings (EQH) Stock Comparison
Key Takeaways
- BN trades at around $47 with a market cap exceeding $105 billion, showing YTD gains of about 2% and 1-year returns near 23%, supported by recent acquisitions and dividend hikes.
- EQH is priced near $43 with a $12 billion market cap, delivering stronger YTD performance around 10% but lagging 1-year returns at roughly 15%, boosted by Q1 earnings beats and a major merger announcement.
- Brookfield Corporation (BN) focuses on alternative assets like real estate and infrastructure, while Equitable Holdings (EQH) emphasizes retirement solutions and asset management.
- Analyst targets suggest upside potential: $54+ for BN (15%+), $58 for EQH (35%+), reflecting relative growth prospects.
- Recent momentum favors BN amid deal activity, while EQH benefits from merger synergies in financial services.
- Diversification and stability position BN for long-term compounding, contrasting EQH's higher dividend yield (2.5%).
Introduction
Brookfield Corporation (BN) and Equitable Holdings (EQH) represent distinct approaches within the financial services landscape, with BN as a global alternative asset manager and EQH focused on retirement and wealth management. This stock comparison analyzes their recent performance, business models, and market positioning in the current environment of interest rate shifts and M&A (mergers and acquisitions) activity. Traders seeking momentum plays and investors eyeing income or growth may find value in evaluating their relative strengths, such as BN's infrastructure exposure versus EQH's annuity-driven inflows.
BN Overview and Recent Performance
Brookfield Corporation (BN) is a leading alternative asset manager with operations in real estate, infrastructure, renewable power, and private equity. In recent market activity, BN shares have climbed toward the upper end of their 52-week range ($37.54–$49.57), reflecting approximately 18% gains from mid-March levels. Key drivers include the April completion of the Air Lease Corporation acquisition alongside partners, bolstering its aviation leasing portfolio, and a 17% quarterly dividend increase to $0.07 per share (annualized yield ~0.6%). Strong fundraising of $112 billion in 2025 and portfolio realizations underscore robust capital deployment. Sentiment remains positive, with analysts lifting targets amid fee-bearing capital growth to $614 billion, though elevated P/E (around 96) signals growth pricing.
EQH Overview and Recent Performance
Equitable Holdings (EQH), a diversified financial services firm, operates through segments like Individual Retirement (variable annuities), Asset Management (via AllianceBernstein), and Wealth Management. Shares have navigated volatility, trading around $43 within a 52-week range of $35.20–$56.61, with recent Q1 2026 results showing non-GAAP operating EPS of $1.68 (beating estimates) and AUM/A (assets under management/administration) up 9% to $1.1 trillion. Net inflows in Retirement ($1.3 billion) and Wealth ($2.0 billion) offset AllianceBernstein outflows. The March announcement of an all-stock merger with Corebridge Financial, targeting $500 million in synergies, has spurred optimism, alongside $223 million returned to shareholders. Despite a negative EPS (TTM -$2.85), forward growth and a 2.5% yield support sentiment.
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Head-to-Head Comparison
BN and EQH diverge in business models: BN's multi-asset platform emphasizes long-term infrastructure and renewables for stable fee growth, contrasting EQH's focus on annuities and retirement products sensitive to interest rates and inflows. Growth drivers include BN's $126 billion in 2025 acquisitions versus EQH's Corebridge merger for scale in AUM/A. Recent momentum tilts to BN with steadier uptrend, while EQH shows volatility post-earnings. Risk factors: BN faces real asset cyclicality (beta 1.85), EQH integration hurdles (beta 1.13). Sector exposure favors BN in transition assets; sentiment leans positive for both amid analyst upgrades, with EQH's higher yield appealing for income.
Tickeron AI Verdict
Tickeron’s AI currently favors BN due to its trend consistency, diversified catalysts like recent M&A, and stronger relative positioning in alternative assets amid infrastructure tailwinds. While EQH offers merger-driven upside and earnings momentum, BN's stability and capital deployment provide a probabilistic edge in the near term for momentum-focused strategies.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BN is a Buy and EQH is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BN’s FA Score shows that 0 FA rating(s) are green whileEQH’s FA Score has 2 green FA rating(s).
- BN’s FA Score: 0 green, 5 red.
- EQH’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BN’s TA Score shows that 3 TA indicator(s) are bullish while EQH’s TA Score has 5 bullish TA indicator(s).
- BN’s TA Score: 3 bullish, 6 bearish.
- EQH’s TA Score: 5 bullish, 4 bearish.
Price Growth
BN (@Investment Managers) experienced а -3.79% price change this week, while EQH (@Investment Managers) price change was -0.79% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.37%. For the same industry, the average monthly price growth was -2.55%, and the average quarterly price growth was -8.16%.
Reported Earning Dates
BN is expected to report earnings on Aug 06, 2026.
EQH is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Investment Managers (-2.37% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
| BN | EQH | BN / EQH | |
| Capitalization | 108B | 12.6B | 857% |
| EBITDA | 33.1B | N/A | - |
| Gain YTD | -3.929 | -4.362 | 90% |
| P/E Ratio | 86.53 | 37.88 | 228% |
| Revenue | 75.7B | 11.3B | 670% |
| Total Cash | N/A | 41.1B | - |
| Total Debt | 264B | 6.93B | 3,811% |
BN | EQH | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 66 | 37 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 87 Overvalued | 13 Undervalued | |
PROFIT vs RISK RATING 1..100 | 34 | 52 | |
SMR RATING 1..100 | 89 | 100 | |
PRICE GROWTH RATING 1..100 | 52 | 50 | |
P/E GROWTH RATING 1..100 | 95 | 10 | |
SEASONALITY SCORE 1..100 | 85 | 33 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
EQH's Valuation (13) in the Financial Conglomerates industry is significantly better than the same rating for BN (87) in the Investment Managers industry. This means that EQH’s stock grew significantly faster than BN’s over the last 12 months.
BN's Profit vs Risk Rating (34) in the Investment Managers industry is in the same range as EQH (52) in the Financial Conglomerates industry. This means that BN’s stock grew similarly to EQH’s over the last 12 months.
BN's SMR Rating (89) in the Investment Managers industry is in the same range as EQH (100) in the Financial Conglomerates industry. This means that BN’s stock grew similarly to EQH’s over the last 12 months.
EQH's Price Growth Rating (50) in the Financial Conglomerates industry is in the same range as BN (52) in the Investment Managers industry. This means that EQH’s stock grew similarly to BN’s over the last 12 months.
EQH's P/E Growth Rating (10) in the Financial Conglomerates industry is significantly better than the same rating for BN (95) in the Investment Managers industry. This means that EQH’s stock grew significantly faster than BN’s over the last 12 months.
| BN | EQH | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 69% |
| Stochastic ODDS (%) | 1 day ago 63% | 1 day ago 66% |
| Momentum ODDS (%) | 1 day ago 56% | 1 day ago 74% |
| MACD ODDS (%) | 1 day ago 57% | 1 day ago 71% |
| TrendWeek ODDS (%) | 1 day ago 63% | 1 day ago 68% |
| TrendMonth ODDS (%) | 1 day ago 56% | 1 day ago 62% |
| Advances ODDS (%) | 9 days ago 68% | 8 days ago 66% |
| Declines ODDS (%) | 1 day ago 66% | 1 day ago 69% |
| BollingerBands ODDS (%) | N/A | 1 day ago 67% |
| Aroon ODDS (%) | 1 day ago 57% | 1 day ago 58% |
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BN and
Correlation & Price change
A.I.dvisor indicates that over the last year, BN has been closely correlated with BAM. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if BN jumps, then BAM could also see price increases.
EQH and
Correlation & Price change
A.I.dvisor indicates that over the last year, EQH has been closely correlated with CRBG. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if EQH jumps, then CRBG could also see price increases.