BN vs. UNP
BN (Brookfield Corporation) and UNP (Union Pacific Corporation) are both stocks. BN operates in Asset Management (Financial Services), while UNP operates in Railroads (Industrials). Over the past 10 years, BN returned 14.55%/yr vs 14.20%/yr for UNP. At a 0.34 correlation, their price movements are largely independent.
Performance
BN vs. UNP - Performance Comparison
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Returns By Period
In the year-to-date period, BN achieves a -3.44% return, which is significantly lower than UNP's 17.36% return. Both investments have delivered pretty close results over the past 10 years, with BN having a 14.55% annualized return and UNP not far behind at 14.20%.
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%
UNP
- 1D
- -1.34%
- 1M
- 2.05%
- YTD
- 17.36%
- 6M
- 15.31%
- 1Y
- 22.98%
- 3Y*
- 12.90%
- 5Y*
- 6.31%
- 10Y*
- 14.20%
BN vs. UNP - 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% |
UNP Union Pacific Corporation | 17.36% | 3.86% | -5.10% | 21.61% | -15.93% | 23.31% | 17.64% | 33.70% | 5.26% | 32.30% |
Correlation
The correlation between BN and UNP is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 1984 | 0.34 |
The correlation between BN and UNP shifts across timeframes, from 0.30 (1 year) to 0.46 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BN:
$104.69B
UNP:
$159.48B
BN:
$0.56
UNP:
$9.29
BN:
78.31
UNP:
28.93
BN:
171.62
UNP:
5.79
BN:
1.36
UNP:
8.63
BN:
2.44
UNP:
8.21K
BN:
$76.58B
UNP:
$18.49B
BN:
$27.02B
UNP:
$8.47B
BN:
$31.07B
UNP:
$9.89B
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Return for Risk
BN vs. UNP — Risk / Return Rank
BN
UNP
BN vs. UNP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookfield Corporation (BN) and Union Pacific Corporation (UNP). 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 | UNP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.61 | ||
| Sortino ratioReturn per unit of downside risk | -0.81 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.21 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.61 | 1.88 | -1.27 |
| Martin ratioReturn relative to average drawdown | 1.68 | 4.56 | -2.88 |
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 | UNP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 1.07 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.28 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.56 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.42 | -0.12 |
Drawdowns
BN vs. UNP - Drawdown Comparison
The maximum BN drawdown since its inception was -82.22%, which is greater than UNP's maximum drawdown of -67.49%. Use the drawdown chart below to compare losses from any high point for BN and UNP.
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Drawdown Indicators
| BN | UNP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.22% | -67.49% | -14.73% |
Max Drawdown (1Y)Largest decline over 1 year | -22.05% | -12.28% | -9.77% |
Max Drawdown (3Y)Largest decline over 3 years | -27.84% | -17.75% | -10.09% |
Max Drawdown (5Y)Largest decline over 5 years | -41.85% | -31.83% | -10.02% |
Max Drawdown (10Y)Largest decline over 10 years | -51.42% | -38.72% | -12.70% |
Current DrawdownCurrent decline from peak | -9.89% | -3.34% | -6.55% |
Average DrawdownAverage peak-to-trough decline | -28.52% | -17.08% | -11.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.93% | 5.05% | +2.88% |
Volatility
BN vs. UNP - Volatility Comparison
Brookfield Corporation (BN) has a higher volatility of 9.72% compared to Union Pacific Corporation (UNP) at 8.03%. This indicates that BN's price experiences larger fluctuations and is considered to be riskier than UNP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BN | UNP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.72% | 8.03% | +1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 22.37% | 17.34% | +5.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.67% | 21.55% | +7.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.24% | 22.79% | +8.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.20% | 25.32% | +4.88% |
Dividends
BN vs. UNP - Dividend Comparison
BN's dividend yield for the trailing twelve months is around 0.57%, less than UNP's 2.05% 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% |
UNP Union Pacific Corporation | 2.05% | 2.35% | 2.32% | 2.12% | 2.45% | 1.70% | 1.86% | 2.05% | 2.21% | 1.85% | 2.17% | 2.81% |
Financials
BN vs. UNP - Financials Comparison
This section allows you to compare key financial metrics between Brookfield Corporation and Union Pacific Corporation. 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. UNP - 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%.
UNP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Union Pacific Corporation reported a gross profit of 4.35M and revenue of 6.22M. Therefore, the gross margin over that period was 69.9%.
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%.
UNP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Union Pacific Corporation reported an operating income of 2.46M and revenue of 6.22M, resulting in an operating margin of 39.5%.
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%.
UNP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Union Pacific Corporation reported a net income of 1.70M and revenue of 6.22M, resulting in a net margin of 27.4%.
Frequently Asked Questions
BN and UNP have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BN has higher volatility (9.72%) compared to UNP (8.03%). In terms of maximum drawdown, BN dropped -82.22% vs UNP's -67.49%.
UNP currently has the higher Sharpe Ratio (1.07 vs 0.47), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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