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.
Key characteristics
| BLK | BX | |
|---|---|---|
| YTD Return | 12.35% | 20.46% |
| 1Y Return | 31.65% | 39.80% |
| 3Y Return (Ann) | 2.89% | 8.48% |
| 5Y Return (Ann) | 18.31% | 28.23% |
| 10Y Return (Ann) | 13.25% | 23.15% |
| Sharpe Ratio | 1.52 | 1.33 |
| Daily Std Dev | 19.66% | 30.98% |
| Max Drawdown | -60.36% | -87.65% |
| Current Drawdown | -0.21% | 0.00% |
Fundamentals
| BLK | BX | |
|---|---|---|
| Market Cap | $131.20B | $184.66B |
| EPS | $40.30 | $2.62 |
| PE Ratio | 21.98 | 57.71 |
| PEG Ratio | 2.32 | 1.84 |
| Total Revenue (TTM) | $19.29B | $9.10B |
| Gross Profit (TTM) | $15.70B | $9.01B |
| EBITDA (TTM) | $7.29B | $4.87B |
Correlation
The correlation between BLK and BX is 0.55, 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.
Performance
BLK vs. BX - Performance Comparison
In the year-to-date period, BLK achieves a 12.35% return, which is significantly lower than BX's 20.46% return. Over the past 10 years, BLK has underperformed BX with an annualized return of 13.25%, while BX has yielded a comparatively higher 23.15% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
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.
Dividends
BLK vs. BX - Dividend Comparison
BLK's dividend yield for the trailing twelve months is around 2.27%, more than BX's 2.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLK BlackRock, Inc. | 2.27% | 2.46% | 2.75% | 1.80% | 2.01% | 2.63% | 3.06% | 1.95% | 2.41% | 2.56% | 2.16% | 2.12% |
BX The Blackstone Group Inc. | 2.19% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 8.44% | 9.92% | 5.63% | 3.67% |
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. For additional features, visit the drawdowns tool.
Volatility
BLK vs. BX - Volatility Comparison
The current volatility for BlackRock, Inc. (BLK) is 4.35%, while The Blackstone Group Inc. (BX) has a volatility of 7.38%. 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.
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