Correlation
The correlation between BLK and BX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
BLK vs. BX
Compare and contrast key facts about BlackRock, Inc. (BLK) and The Blackstone Group Inc. (BX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BLK or BX.
Performance
BLK vs. BX - Performance Comparison
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Key characteristics
BLK:
1.22
BX:
0.51
BLK:
1.66
BX:
0.89
BLK:
1.24
BX:
1.12
BLK:
1.26
BX:
0.45
BLK:
3.96
BX:
1.08
BLK:
7.56%
BX:
16.30%
BLK:
26.01%
BX:
38.27%
BLK:
-60.36%
BX:
-87.65%
BLK:
-8.39%
BX:
-29.20%
Fundamentals
BLK:
$151.81B
BX:
$168.35B
BLK:
$41.16
BX:
$3.30
BLK:
23.81
BX:
42.05
BLK:
2.09
BX:
2.46
BLK:
7.24
BX:
13.61
BLK:
3.16
BX:
13.30
BLK:
$21.13B
BX:
$11.16B
BLK:
$13.89B
BX:
$10.71B
BLK:
$8.15B
BX:
$6.07B
Returns By Period
In the year-to-date period, BLK achieves a -3.89% return, which is significantly higher than BX's -18.26% return. Over the past 10 years, BLK has underperformed BX with an annualized return of 13.26%, while BX has yielded a comparatively higher 18.12% annualized return.
BLK
-3.89%
5.46%
-3.20%
29.86%
16.59%
15.95%
13.26%
BX
-18.26%
0.98%
-26.25%
18.24%
9.12%
23.79%
18.12%
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Risk-Adjusted Performance
BLK vs. BX — Risk-Adjusted Performance Rank
BLK
BX
BLK vs. BX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock, Inc. (BLK) and The Blackstone Group Inc. (BX). 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.
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Dividends
BLK vs. BX - Dividend Comparison
BLK's dividend yield for the trailing twelve months is around 2.09%, less than BX's 2.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLK BlackRock, Inc. | 2.09% | 1.99% | 2.46% | 2.75% | 1.80% | 2.01% | 2.63% | 3.06% | 1.95% | 2.41% | 2.56% | 2.16% |
BX The Blackstone Group Inc. | 2.92% | 2.00% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 8.44% | 9.76% | 5.57% |
Drawdowns
BLK vs. BX - Drawdown Comparison
The maximum BLK drawdown since its inception was -60.36%, smaller than the maximum BX drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for BLK and BX.
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Volatility
BLK vs. BX - Volatility Comparison
The current volatility for BlackRock, Inc. (BLK) is 5.80%, while The Blackstone Group Inc. (BX) has a volatility of 10.17%. This indicates that BLK experiences smaller price fluctuations and is considered to be less risky than BX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
BLK vs. BX - Financials Comparison
This section allows you to compare key financial metrics between BlackRock, Inc. and The Blackstone Group Inc.. 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
BLK vs. BX - Profitability Comparison
BLK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, BlackRock, Inc. reported a gross profit of 3.42B and revenue of 5.28B. Therefore, the gross margin over that period was 64.8%.
BX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, The Blackstone Group Inc. reported a gross profit of 2.83B and revenue of 2.94B. Therefore, the gross margin over that period was 96.0%.
BLK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, BlackRock, Inc. reported an operating income of 1.70B and revenue of 5.28B, resulting in an operating margin of 32.2%.
BX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, The Blackstone Group Inc. reported an operating income of 1.45B and revenue of 2.94B, resulting in an operating margin of 49.3%.
BLK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, BlackRock, Inc. reported a net income of 1.51B and revenue of 5.28B, resulting in a net margin of 28.6%.
BX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, The Blackstone Group Inc. reported a net income of 614.85M and revenue of 2.94B, resulting in a net margin of 20.9%.