BN vs. HLMA.L
BN (Brookfield Corporation) and HLMA.L (Halma plc) are both stocks. BN operates in Asset Management (Financial Services), while HLMA.L operates in Conglomerates (Industrials). Over the past 10 years, BN returned 14.55%/yr vs 17.59%/yr for HLMA.L. At a 0.36 correlation, their price movements are largely independent.
Performance
BN vs. HLMA.L - Performance Comparison
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Different Trading Currencies
BN is traded in USD, while HLMA.L is traded in GBp. To make them comparable, the HLMA.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, BN achieves a -3.44% return, which is significantly lower than HLMA.L's 32.29% return. Over the past 10 years, BN has underperformed HLMA.L with an annualized return of 14.55%, while HLMA.L has yielded a comparatively higher 17.59% annualized return.
BN
- 1D
- -0.83%
- 1M
- -6.05%
- YTD
- -3.44%
- 6M
- -4.46%
- 1Y
- 13.31%
- 3Y*
- 28.82%
- 5Y*
- 11.64%
- 10Y*
- 14.55%
HLMA.L
- 1D
- 1.30%
- 1M
- 1.59%
- YTD
- 32.29%
- 6M
- 29.81%
- 1Y
- 57.48%
- 3Y*
- 28.56%
- 5Y*
- 11.63%
- 10Y*
- 17.59%
BN vs. HLMA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BN Brookfield Corporation | -3.44% | 20.54% | 44.18% | 28.60% | -34.80% | 49.30% | 8.99% | 52.68% | -10.65% | 33.82% |
HLMA.L Halma plc | 32.29% | 42.52% | 16.72% | 22.94% | -44.39% | 30.29% | 20.15% | 62.62% | 3.28% | 55.63% |
Correlation
The correlation between BN and HLMA.L is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.43 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Jul 6, 2007 | 0.36 |
Fundamentals
BN:
$104.69B
HLMA.L:
£17.89B
BN:
$0.56
HLMA.L:
£1.46
BN:
78.31
HLMA.L:
32.33
BN:
171.62
HLMA.L:
3.11
BN:
1.36
HLMA.L:
4.49
BN:
2.44
HLMA.L:
9.00
BN:
$76.58B
HLMA.L:
£3.98B
BN:
$27.02B
HLMA.L:
£1.17B
BN:
$31.07B
HLMA.L:
£936.80M
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Return for Risk
BN vs. HLMA.L — Risk / Return Rank
BN
HLMA.L
BN vs. HLMA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookfield Corporation (BN) and Halma plc (HLMA.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BN | HLMA.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.71 | ||
| Sortino ratioReturn per unit of downside risk | -2.24 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.38 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 0.61 | 3.96 | -3.36 |
| Martin ratioReturn relative to average drawdown | 1.68 | 14.76 | -13.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BN | HLMA.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 2.18 | -1.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.41 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.65 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.52 | -0.22 |
Drawdowns
BN vs. HLMA.L - Drawdown Comparison
The maximum BN drawdown since its inception was -82.22%, which is greater than HLMA.L's maximum drawdown of -60.44%. Use the drawdown chart below to compare losses from any high point for BN and HLMA.L.
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Drawdown Indicators
| BN | HLMA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.22% | -60.44% | -21.78% |
Max Drawdown (1Y)Largest decline over 1 year | -22.05% | -14.43% | -7.62% |
Max Drawdown (3Y)Largest decline over 3 years | -27.84% | -28.38% | +0.54% |
Max Drawdown (5Y)Largest decline over 5 years | -41.85% | -49.10% | +7.25% |
Max Drawdown (10Y)Largest decline over 10 years | -51.42% | -49.10% | -2.32% |
Current DrawdownCurrent decline from peak | -9.89% | -3.82% | -6.07% |
Average DrawdownAverage peak-to-trough decline | -28.52% | -13.57% | -14.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.93% | 3.88% | +4.05% |
Volatility
BN vs. HLMA.L - Volatility Comparison
Brookfield Corporation (BN) and Halma plc (HLMA.L) have volatilities of 9.72% and 9.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BN | HLMA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.72% | 9.55% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 22.37% | 20.83% | +1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.67% | 26.27% | +2.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.24% | 28.24% | +3.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.20% | 26.95% | +3.25% |
Dividends
BN vs. HLMA.L - Dividend Comparison
BN's dividend yield for the trailing twelve months is around 0.57%, more than HLMA.L's 0.50% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BN Brookfield Corporation | 0.57% | 0.52% | 0.56% | 0.70% | 1.44% | 1.12% | 1.55% | 1.11% | 1.56% | 1.29% | 1.58% | 1.50% |
HLMA.L Halma plc | 0.50% | 0.67% | 0.83% | 0.91% | 0.98% | 0.57% | 0.69% | 0.76% | 1.11% | 1.12% | 0.00% | 0.00% |
Financials
BN vs. HLMA.L - Financials Comparison
This section allows you to compare key financial metrics between Brookfield Corporation and Halma plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BN vs. HLMA.L - Profitability Comparison
BN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brookfield Corporation reported a gross profit of 4.43B and revenue of 18.39B. Therefore, the gross margin over that period was 24.1%.
HLMA.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Halma plc reported a gross profit of 0.00 and revenue of 1.24B. Therefore, the gross margin over that period was 0.0%.
BN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brookfield Corporation reported an operating income of 4.39B and revenue of 18.39B, resulting in an operating margin of 23.9%.
HLMA.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Halma plc reported an operating income of 256.90M and revenue of 1.24B, resulting in an operating margin of 20.8%.
BN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brookfield Corporation reported a net income of 100.59M and revenue of 18.39B, resulting in a net margin of 0.6%.
HLMA.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Halma plc reported a net income of 186.80M and revenue of 1.24B, resulting in a net margin of 15.1%.
Frequently Asked Questions
BN and HLMA.L have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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