BX vs. APO
Compare and contrast key facts about The Blackstone Group Inc. (BX) and Apollo Global Management, Inc. (APO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BX or APO.
Performance
BX vs. APO - Performance Comparison
Returns By Period
In the year-to-date period, BX achieves a 42.11% return, which is significantly lower than APO's 77.70% return. Over the past 10 years, BX has underperformed APO with an annualized return of 25.16%, while APO has yielded a comparatively higher 27.66% annualized return.
BX
42.11%
5.79%
45.94%
77.26%
33.11%
25.16%
APO
77.70%
12.84%
45.31%
90.70%
34.79%
27.66%
Fundamentals
| BX | APO | |
|---|---|---|
| Market Cap | $219.12B | $92.65B |
| EPS | $2.91 | $9.46 |
| PE Ratio | 62.08 | 17.31 |
| PEG Ratio | 2.25 | 1.37 |
| Total Revenue (TTM) | $10.44B | $31.88B |
| Gross Profit (TTM) | $10.38B | $29.78B |
| EBITDA (TTM) | $5.55B | $13.28B |
Key characteristics
| BX | APO | |
|---|---|---|
| Sharpe Ratio | 2.69 | 2.95 |
| Sortino Ratio | 3.42 | 3.51 |
| Omega Ratio | 1.42 | 1.52 |
| Calmar Ratio | 3.20 | 4.38 |
| Martin Ratio | 14.61 | 17.56 |
| Ulcer Index | 5.37% | 5.20% |
| Daily Std Dev | 29.10% | 30.96% |
| Max Drawdown | -87.65% | -56.98% |
| Current Drawdown | -0.96% | -1.87% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Correlation
The correlation between BX and APO is 0.58, 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.
Risk-Adjusted Performance
BX vs. APO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Blackstone Group Inc. (BX) and Apollo Global Management, Inc. (APO). 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
BX vs. APO - Dividend Comparison
BX's dividend yield for the trailing twelve months is around 1.90%, more than APO's 0.83% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BX The Blackstone Group Inc. | 1.90% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 8.44% | 9.92% | 5.68% | 3.75% |
APO Apollo Global Management, Inc. | 0.83% | 1.81% | 2.51% | 2.90% | 4.72% | 4.23% | 7.86% | 5.53% | 6.46% | 12.91% | 13.19% | 12.50% |
Drawdowns
BX vs. APO - Drawdown Comparison
The maximum BX drawdown since its inception was -87.65%, which is greater than APO's maximum drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for BX and APO. For additional features, visit the drawdowns tool.
Volatility
BX vs. APO - Volatility Comparison
The current volatility for The Blackstone Group Inc. (BX) is 7.13%, while Apollo Global Management, Inc. (APO) has a volatility of 13.04%. This indicates that BX experiences smaller price fluctuations and is considered to be less risky than APO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BX vs. APO - Financials Comparison
This section allows you to compare key financial metrics between The Blackstone Group Inc. and Apollo Global Management, 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