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FRFHF vs. BN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FRFHF vs. BN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fairfax Financial Holdings Ltd (FRFHF) and Brookfield Corp (BN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FRFHF achieves a -17.28% return, which is significantly lower than BN's -4.21% return. Over the past 10 years, FRFHF has underperformed BN with an annualized return of 13.74%, while BN has yielded a comparatively higher 14.57% annualized return.


FRFHF

1D
-0.06%
1M
-3.72%
YTD
-17.28%
6M
-7.11%
1Y
-6.05%
3Y*
30.24%
5Y*
28.91%
10Y*
13.74%

BN

1D
-3.75%
1M
-2.45%
YTD
-4.21%
6M
-5.38%
1Y
13.79%
3Y*
29.32%
5Y*
11.24%
10Y*
14.57%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FRFHF vs. BN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FRFHF
Fairfax Financial Holdings Ltd
-17.28%38.79%53.39%57.56%23.17%48.23%-25.75%8.88%-15.44%11.34%
BN
Brookfield Corp
-4.21%20.54%44.18%28.60%-34.80%49.30%8.99%52.68%-10.65%33.82%

Correlation

The correlation between FRFHF and BN is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.27

Correlation (3Y)
Calculated over the trailing 3-year period

0.33

Correlation (5Y)
Calculated over the trailing 5-year period

0.39

Correlation (10Y)
Calculated over the trailing 10-year period

0.35

Correlation (All Time)
Calculated using the full available price history since Dec 19, 2002

0.30

The correlation between FRFHF and BN shifts across timeframes, from 0.27 (1 year) to 0.39 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

FRFHF:

$35.01B

BN:

$103.86B

EPS

FRFHF:

$218.52

BN:

$0.56

PE Ratio

FRFHF:

7.16

BN:

77.69

PEG Ratio

FRFHF:

0.18

BN:

170.26

PS Ratio

FRFHF:

1.10

BN:

1.35

PB Ratio

FRFHF:

1.36

BN:

2.42

Total Revenue (TTM)

FRFHF:

$29.68B

BN:

$76.58B

Gross Profit (TTM)

FRFHF:

$6.18B

BN:

$27.02B

EBITDA (TTM)

FRFHF:

$7.97B

BN:

$31.07B

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Return for Risk

FRFHF vs. BN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FRFHF
FRFHF Risk / Return Rank: 2727
Overall Rank
FRFHF Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
FRFHF Sortino Ratio Rank: 2525
Sortino Ratio Rank
FRFHF Omega Ratio Rank: 2525
Omega Ratio Rank
FRFHF Calmar Ratio Rank: 3030
Calmar Ratio Rank
FRFHF Martin Ratio Rank: 2727
Martin Ratio Rank

BN
BN Risk / Return Rank: 5353
Overall Rank
BN Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
BN Sortino Ratio Rank: 4949
Sortino Ratio Rank
BN Omega Ratio Rank: 4949
Omega Ratio Rank
BN Calmar Ratio Rank: 5454
Calmar Ratio Rank
BN Martin Ratio Rank: 5757
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FRFHF vs. BN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fairfax Financial Holdings Ltd (FRFHF) and Brookfield Corp (BN). 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.


FRFHFBNDifference
Sharpe ratioReturn per unit of total volatility

-0.76

Sortino ratioReturn per unit of downside risk

-1.08

Omega ratioGain probability vs. loss probability

0.97

1.11

-0.14

Calmar ratioReturn relative to maximum drawdown

-0.31

0.63

-0.94

Martin ratioReturn relative to average drawdown

-0.71

1.76

-2.47

FRFHF vs. BN - Sharpe Ratio Comparison

The current FRFHF Sharpe Ratio is -0.28, which is lower than the BN Sharpe Ratio of 0.49. The chart below compares the historical Sharpe Ratios of FRFHF and BN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FRFHFBNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.28

0.49

-0.76

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.13

0.36

+0.77

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

0.48

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.30

+0.20

Drawdowns

FRFHF vs. BN - Drawdown Comparison

The maximum FRFHF drawdown since its inception was -58.92%, smaller than the maximum BN drawdown of -82.22%. Use the drawdown chart below to compare losses from any high point for FRFHF and BN.


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Drawdown Indicators


FRFHFBNDifference

Max Drawdown

Largest peak-to-trough decline

-58.92%

-82.22%

+23.30%

Max Drawdown (1Y)

Largest decline over 1 year

-19.55%

-22.05%

+2.50%

Max Drawdown (3Y)

Largest decline over 3 years

-19.55%

-27.84%

+8.29%

Max Drawdown (5Y)

Largest decline over 5 years

-20.88%

-41.85%

+20.97%

Max Drawdown (10Y)

Largest decline over 10 years

-58.92%

-51.42%

-7.50%

Current Drawdown

Current decline from peak

-17.65%

-10.60%

-7.05%

Average Drawdown

Average peak-to-trough decline

-12.48%

-28.53%

+16.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.50%

7.87%

+0.63%

Volatility

FRFHF vs. BN - Volatility Comparison

The current volatility for Fairfax Financial Holdings Ltd (FRFHF) is 6.13%, while Brookfield Corp (BN) has a volatility of 9.59%. This indicates that FRFHF experiences smaller price fluctuations and is considered to be less risky than BN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FRFHFBNDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.13%

9.59%

-3.46%

Volatility (6M)

Calculated over the trailing 6-month period

17.35%

22.18%

-4.83%

Volatility (1Y)

Calculated over the trailing 1-year period

21.86%

28.50%

-6.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.66%

31.22%

-5.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.19%

30.18%

-2.99%

Dividends

FRFHF vs. BN - Dividend Comparison

FRFHF's dividend yield for the trailing twelve months is around 0.96%, more than BN's 0.57% yield.


PositionTTM20252024202320222021202020192018201720162015
BN
Brookfield Corp
0.57%0.52%0.56%0.70%1.44%1.12%1.55%1.11%1.56%1.29%1.58%1.50%
FRFHF
Fairfax Financial Holdings Ltd
0.96%0.79%1.08%1.09%1.68%2.03%2.93%2.13%2.27%1.89%2.09%2.12%

Financials

FRFHF vs. BN - Financials Comparison

This section allows you to compare key financial metrics between Fairfax Financial Holdings Ltd and Brookfield Corp. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


5.00B10.00B15.00B20.00B25.00B20222023202420252026
6.41B
18.39B
(FRFHF) Total Revenue
(BN) Total Revenue
Values in USD except per share items

FRFHF vs. BN - Profitability Comparison

The chart below illustrates the profitability comparison between Fairfax Financial Holdings Ltd and Brookfield Corp over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-100.0%-50.0%0.0%50.0%100.0%20222023202420252026
15.4%
24.1%
Portfolio components
FRFHF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fairfax Financial Holdings Ltd reported a gross profit of 986.70M and revenue of 6.41B. Therefore, the gross margin over that period was 15.4%.

BN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brookfield Corp reported a gross profit of 4.43B and revenue of 18.39B. Therefore, the gross margin over that period was 24.1%.

FRFHF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fairfax Financial Holdings Ltd reported an operating income of 1.04B and revenue of 6.41B, resulting in an operating margin of 16.2%.

BN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brookfield Corp reported an operating income of 4.39B and revenue of 18.39B, resulting in an operating margin of 23.9%.

FRFHF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fairfax Financial Holdings Ltd reported a net income of 695.70M and revenue of 6.41B, resulting in a net margin of 10.9%.

BN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brookfield Corp reported a net income of 100.59M and revenue of 18.39B, resulting in a net margin of 0.6%.


Frequently Asked Questions


FRFHF and BN have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BN has higher volatility (9.59%) compared to FRFHF (6.13%). In terms of maximum drawdown, FRFHF dropped -58.92% vs BN's -82.22%.

BN currently has the higher Sharpe Ratio (0.49 vs -0.28), 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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