Asset Management
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NHIC vs BN
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
NHIC vs BN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $221M | $104.26B |
| Revenue (TTM) | $0.00 | $77.66B |
| Net Income (TTM) | $3M | $1.31B |
| Gross Margin | — | 40.0% |
| Operating Margin | — | 39.9% |
| Forward P/E | 525.9x | 16.7x |
| Total Debt | $0.00 | $263.42B |
| Cash & Equiv. | $986K | $16.24B |
NHIC vs BN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Apr 25 | May 26 | Return |
|---|---|---|---|
| NewHold Investment … (NHIC) | 100 | 105.8 | +5.8% |
| Brookfield Corporat… (BN) | 100 | 129.8 | +29.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: NHIC vs BN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
NHIC is the clearest fit if your priority is income & stability and growth exposure.
- beta 0.03
- EPS growth 131.2%
- Lower volatility, beta 0.03, current ratio 9.74x
BN carries the broadest edge in this set and is the clearest fit for long-term compounding.
- 305.3% 10Y total return vs NHIC's 6.4%
- Lower P/E (16.7x vs 525.9x)
- 1.7% margin vs NHIC's 1.3%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Value | Lower P/E (16.7x vs 525.9x) | |
| Quality / Margins | 1.7% margin vs NHIC's 1.3% | |
| Stability / Safety | Beta 0.03 vs BN's 1.57 | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | +28.5% vs NHIC's +5.7% | |
| Efficiency (ROA) | 1.5% ROA vs BN's 0.3%, ROIC -0.7% vs 5.6% |
NHIC vs BN — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Insufficient data to determine a leader in this category.
Income & Cash Flow (Last 12 Months)
BN and NHIC operate at a comparable scale, with $77.7B and $0 in trailing revenue.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $0 | $77.7B |
| EBITDAEarnings before interest/tax | $833,081 | $32.1B |
| Net IncomeAfter-tax profit | $3M | $1.3B |
| Free Cash FlowCash after capex | -$2M | -$2.8B |
| Gross MarginGross profit ÷ Revenue | — | +40.0% |
| Operating MarginEBIT ÷ Revenue | — | +39.9% |
| Net MarginNet income ÷ Revenue | — | +1.7% |
| FCF MarginFCF ÷ Revenue | — | — |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | — | +73.1% |
Valuation Metrics
Evenly matched — NHIC and BN each lead in 1 of 2 comparable metrics.
Valuation Metrics
At 525.9x trailing earnings, NHIC trades at a 95% valuation discount to BN's 9999.0x P/E.
| Metric | ||
|---|---|---|
| Market CapShares × price | $221M | $104.3B |
| Enterprise ValueMkt cap + debt − cash | $220M | $351.4B |
| Trailing P/EPrice ÷ TTM EPS | 525.87x | 9999.00x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 16.66x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | 8.52x |
| Price / SalesMarket cap ÷ Revenue | — | 1.34x |
| Price / BookPrice ÷ Book value/share | 1.07x | 0.66x |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
NHIC leads this category, winning 4 of 7 comparable metrics.
Profitability & Efficiency
NHIC delivers a 1.6% return on equity — every $100 of shareholder capital generates $2 in annual profit, vs $1 for BN. On the Piotroski fundamental quality scale (0–9), BN scores 5/9 vs NHIC's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +1.6% | +0.8% |
| ROA (TTM)Return on assets | +1.5% | +0.3% |
| ROICReturn on invested capital | -0.7% | +5.6% |
| ROCEReturn on capital employed | -0.9% | +7.2% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 |
| Debt / EquityFinancial leverage | — | 1.59x |
| Net DebtTotal debt minus cash | -$986,000 | $247.2B |
| Cash & Equiv.Liquid assets | $986,000 | $16.2B |
| Total DebtShort + long-term debt | $0 | $263.4B |
| Interest CoverageEBIT ÷ Interest expense | — | 1.64x |
Total Returns (Dividends Reinvested)
BN leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BN five years ago would be worth $19,191 today (with dividends reinvested), compared to $10,644 for NHIC. Over the past 12 months, BN leads with a +28.5% total return vs NHIC's +5.7%. The 3-year compound annual growth rate (CAGR) favors BN at 30.4% vs NHIC's 2.1% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +2.0% | -0.2% |
| 1-Year ReturnPast 12 months | +5.7% | +28.5% |
| 3-Year ReturnCumulative with dividends | +6.4% | +121.8% |
| 5-Year ReturnCumulative with dividends | +6.4% | +91.9% |
| 10-Year ReturnCumulative with dividends | +6.4% | +305.3% |
| CAGR (3Y)Annualised 3-year return | +2.1% | +30.4% |
Risk & Volatility
NHIC leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
NHIC is the less volatile stock with a 0.03 beta — it tends to amplify market swings less than BN's 1.57 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. NHIC currently trades 97.3% from its 52-week high vs BN's 93.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.03x | 1.57x |
| 52-Week HighHighest price in past year | $10.87 | $49.57 |
| 52-Week LowLowest price in past year | $9.98 | $35.95 |
| % of 52W HighCurrent price vs 52-week peak | +97.3% | +93.7% |
| RSI (14)Momentum oscillator 0–100 | 67.0 | 59.8 |
| Avg Volume (50D)Average daily shares traded | 21K | 5.9M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $54.40 |
| # AnalystsCovering analysts | — | 9 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | 1 |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
NHIC leads in 2 of 6 categories (Profitability & Efficiency, Risk & Volatility). BN leads in 1 (Total Returns). 1 tied.
NHIC vs BN: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is NHIC or BN a better buy right now?
NewHold Investment Corp III (NHIC) offers the better valuation at 525.
9x trailing P/E, making it the more compelling value choice. Analysts rate Brookfield Corporation (BN) a "Buy" — based on 9 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — NHIC or BN?
On trailing P/E, NewHold Investment Corp III (NHIC) is the cheapest at 525.
9x versus Brookfield Corporation at 9999. 0x.
03Which is the better long-term investment — NHIC or BN?
Over the past 5 years, Brookfield Corporation (BN) delivered a total return of +91.
9%, compared to +6. 4% for NewHold Investment Corp III (NHIC). Over 10 years, the gap is even starker: BN returned +305. 3% versus NHIC's +6. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — NHIC or BN?
By beta (market sensitivity over 5 years), NewHold Investment Corp III (NHIC) is the lower-risk stock at 0.
03β versus Brookfield Corporation's 1. 57β — meaning BN is approximately 5107% more volatile than NHIC relative to the S&P 500.
05Which is growing faster — NHIC or BN?
On earnings-per-share growth, the picture is similar: NewHold Investment Corp III grew EPS 131.
2% year-over-year, compared to -99. 8% for Brookfield Corporation. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — NHIC or BN?
Brookfield Corporation (BN) is the more profitable company, earning 1.
7% net margin versus 0. 0% for NewHold Investment Corp III — meaning it keeps 1. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BN leads at 39. 9% versus 0. 0% for NHIC. At the gross margin level — before operating expenses — BN leads at 40. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Which pays a better dividend — NHIC or BN?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
08Is NHIC or BN better for a retirement portfolio?
For long-horizon retirement investors, NewHold Investment Corp III (NHIC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
03)). Brookfield Corporation (BN) carries a higher beta of 1. 57 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (NHIC: +6. 4%, BN: +305. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between NHIC and BN?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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