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BX vs. APO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

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.


-0.50.00.51.00.6

Performance

BX vs. APO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Blackstone Group Inc. (BX) and Apollo Global Management, Inc. (APO). The values are adjusted to include any dividend payments, if applicable.

-20.00%0.00%20.00%40.00%AugustSeptemberOctoberNovemberDecember2025
28.86%
35.63%
BX
APO

Key characteristics

Sharpe Ratio

BX:

1.98

APO:

2.35

Sortino Ratio

BX:

2.55

APO:

2.90

Omega Ratio

BX:

1.32

APO:

1.41

Calmar Ratio

BX:

3.36

APO:

3.66

Martin Ratio

BX:

9.61

APO:

13.66

Ulcer Index

BX:

6.01%

APO:

5.60%

Daily Std Dev

BX:

29.19%

APO:

32.54%

Max Drawdown

BX:

-87.65%

APO:

-56.98%

Current Drawdown

BX:

-9.60%

APO:

-6.51%

Fundamentals

Market Cap

BX:

$214.34B

APO:

$94.49B

EPS

BX:

$2.97

APO:

$9.47

PE Ratio

BX:

60.59

APO:

17.63

PEG Ratio

BX:

2.22

APO:

1.37

Total Revenue (TTM)

BX:

$7.11B

APO:

$20.83B

Gross Profit (TTM)

BX:

$5.64B

APO:

$19.00B

EBITDA (TTM)

BX:

$3.31B

APO:

$6.78B

Returns By Period

In the year-to-date period, BX achieves a 4.37% return, which is significantly higher than APO's 1.11% return. Over the past 10 years, BX has underperformed APO with an annualized return of 23.91%, while APO has yielded a comparatively higher 27.51% annualized return.


BX

YTD

4.37%

1M

5.33%

6M

28.86%

1Y

54.99%

5Y*

27.94%

10Y*

23.91%

APO

YTD

1.11%

1M

-2.36%

6M

35.63%

1Y

71.30%

5Y*

30.26%

10Y*

27.51%

*Annualized

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

BX vs. APO — Risk-Adjusted Performance Rank

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

BX
The Risk-Adjusted Performance Rank of BX is 9090
Overall Rank
The Sharpe Ratio Rank of BX is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of BX is 8787
Sortino Ratio Rank
The Omega Ratio Rank of BX is 8585
Omega Ratio Rank
The Calmar Ratio Rank of BX is 9595
Calmar Ratio Rank
The Martin Ratio Rank of BX is 9191
Martin Ratio Rank

APO
The Risk-Adjusted Performance Rank of APO is 9494
Overall Rank
The Sharpe Ratio Rank of APO is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of APO is 9191
Sortino Ratio Rank
The Omega Ratio Rank of APO is 9191
Omega Ratio Rank
The Calmar Ratio Rank of APO is 9696
Calmar Ratio Rank
The Martin Ratio Rank of APO is 9595
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for BX, currently valued at 1.98, compared to the broader market-2.000.002.004.001.982.35
The chart of Sortino ratio for BX, currently valued at 2.55, compared to the broader market-4.00-2.000.002.004.002.552.90
The chart of Omega ratio for BX, currently valued at 1.32, compared to the broader market0.501.001.502.001.321.41
The chart of Calmar ratio for BX, currently valued at 3.36, compared to the broader market0.002.004.006.003.363.66
The chart of Martin ratio for BX, currently valued at 9.61, compared to the broader market-10.000.0010.0020.0030.009.6113.66
BX
APO

The current BX Sharpe Ratio is 1.98, which is comparable to the APO Sharpe Ratio of 2.35. The chart below compares the historical Sharpe Ratios of BX and APO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00AugustSeptemberOctoberNovemberDecember2025
1.98
2.35
BX
APO

Dividends

BX vs. APO - Dividend Comparison

BX's dividend yield for the trailing twelve months is around 1.92%, more than APO's 1.09% yield.


TTM20242023202220212020201920182017201620152014
BX
The Blackstone Group Inc.
1.92%2.00%2.54%6.66%2.76%2.95%3.43%8.12%7.25%8.44%9.87%5.65%
APO
Apollo Global Management, Inc.
1.09%1.10%1.81%2.51%2.90%4.72%4.23%7.86%5.53%6.46%12.91%13.19%

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.


-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-9.60%
-6.51%
BX
APO

Volatility

BX vs. APO - Volatility Comparison

The Blackstone Group Inc. (BX) has a higher volatility of 11.17% compared to Apollo Global Management, Inc. (APO) at 10.31%. This indicates that BX's price experiences larger fluctuations and is considered to be riskier than APO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


6.00%8.00%10.00%12.00%14.00%16.00%AugustSeptemberOctoberNovemberDecember2025
11.17%
10.31%
BX
APO

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.


Quarterly
Annual

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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