BX vs. HESAY
BX (Blackstone Inc.) and HESAY (Hermes International SA) are both stocks. BX operates in Asset Management (Financial Services), while HESAY operates in Luxury Goods (Consumer Cyclical). Over the past 10 years, BX returned 22.84%/yr vs 19.32%/yr for HESAY. At a 0.30 correlation, their price movements are largely independent.
Performance
BX vs. HESAY - Performance Comparison
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Returns By Period
In the year-to-date period, BX achieves a -17.45% return, which is significantly higher than HESAY's -18.99% return. Over the past 10 years, BX has outperformed HESAY with an annualized return of 22.84%, while HESAY has yielded a comparatively lower 19.32% annualized return.
BX
- 1D
- 1.50%
- 1M
- 5.72%
- YTD
- -17.45%
- 6M
- -15.36%
- 1Y
- -5.32%
- 3Y*
- 14.49%
- 5Y*
- 8.46%
- 10Y*
- 22.84%
HESAY
- 1D
- 1.42%
- 1M
- 9.10%
- YTD
- -18.99%
- 6M
- -20.48%
- 1Y
- -23.55%
- 3Y*
- -1.78%
- 5Y*
- 7.50%
- 10Y*
- 19.32%
BX vs. HESAY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BX Blackstone Inc. | -17.45% | -7.84% | 35.07% | 82.75% | -40.01% | 107.11% | 19.78% | 96.33% | 0.10% | 27.34% |
HESAY Hermes International SA | -18.99% | 4.83% | 13.70% | 38.27% | -11.23% | 63.06% | 44.39% | 37.55% | 4.07% | 32.55% |
Correlation
The correlation between BX and HESAY is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.40 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Aug 28, 2009 | 0.31 |
Fundamentals
BX:
$97.66B
HESAY:
$208.86B
BX:
$3.90
HESAY:
€8.67
BX:
31.93
HESAY:
19.76
BX:
11.74
HESAY:
1.19
BX:
6.51
HESAY:
5.79
BX:
11.67
HESAY:
9.55
BX:
$14.99B
HESAY:
€31.11B
BX:
$13.12B
HESAY:
€22.00B
BX:
$7.37B
HESAY:
€15.00B
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Return for Risk
BX vs. HESAY — Risk / Return Rank
BX
HESAY
BX vs. HESAY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackstone Inc. (BX) and Hermes International SA (HESAY). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BX | HESAY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.62 | ||
| Sortino ratioReturn per unit of downside risk | +1.00 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 0.89 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | -0.12 | -0.65 | +0.53 |
| Martin ratioReturn relative to average drawdown | -0.22 | -1.16 | +0.94 |
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Drawdowns
BX vs. HESAY - Drawdown Comparison
The maximum BX drawdown since its inception was -88.09%, which is greater than HESAY's maximum drawdown of -45.60%. Use the drawdown chart below to compare losses from any high point for BX and HESAY.
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Drawdown Indicators
| BX | HESAY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.09% | -45.60% | -42.49% |
Max Drawdown (1Y)Largest decline over 1 year | -44.76% | -36.48% | -8.28% |
Max Drawdown (3Y)Largest decline over 3 years | -46.50% | -38.23% | -8.27% |
Max Drawdown (5Y)Largest decline over 5 years | -49.29% | -45.60% | -3.69% |
Max Drawdown (10Y)Largest decline over 10 years | -49.29% | -45.60% | -3.69% |
Current DrawdownCurrent decline from peak | -34.10% | -32.28% | -1.82% |
Average DrawdownAverage peak-to-trough decline | -26.39% | -10.86% | -15.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.29% | 20.41% | +3.88% |
Volatility
BX vs. HESAY - Volatility Comparison
Blackstone Inc. (BX) has a higher volatility of 12.54% compared to Hermes International SA (HESAY) at 7.28%. This indicates that BX's price experiences larger fluctuations and is considered to be riskier than HESAY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BX | HESAY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.54% | 7.28% | +5.26% |
Volatility (6M)Calculated over the trailing 6-month period | 28.53% | 23.46% | +5.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.94% | 30.45% | +4.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.42% | 31.56% | +7.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.79% | 27.98% | +7.81% |
Dividends
BX vs. HESAY - Dividend Comparison
BX's dividend yield for the trailing twelve months is around 3.99%, more than HESAY's 1.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BX Blackstone Inc. | 3.99% | 3.04% | 2.00% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 6.14% | 11.76% |
HESAY Hermes International SA | 1.05% | 1.18% | 1.13% | 0.67% | 0.57% | 0.31% | 0.46% | 0.68% | 0.91% | 1.55% | 1.81% | 2.54% |
Financials
BX vs. HESAY - Financials Comparison
This section allows you to compare key financial metrics between Blackstone Inc. and Hermes International SA. 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
BX vs. HESAY - Profitability Comparison
BX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Blackstone Inc. reported a gross profit of 4.04B and revenue of 4.10B. Therefore, the gross margin over that period was 98.5%.
HESAY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Hermes International SA reported a gross profit of 5.66B and revenue of 7.91B. Therefore, the gross margin over that period was 71.6%.
BX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Blackstone Inc. reported an operating income of 1.59B and revenue of 4.10B, resulting in an operating margin of 38.8%.
HESAY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Hermes International SA reported an operating income of 3.91B and revenue of 7.91B, resulting in an operating margin of 49.5%.
BX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Blackstone Inc. reported a net income of 649.73M and revenue of 4.10B, resulting in a net margin of 15.8%.
HESAY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Hermes International SA reported a net income of 2.26B and revenue of 7.91B, resulting in a net margin of 28.6%.
Frequently Asked Questions
BX and HESAY have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BX has higher volatility (12.54%) compared to HESAY (7.28%). In terms of maximum drawdown, BX dropped -88.09% vs HESAY's -45.60%.
BX currently has the higher Sharpe Ratio (-0.15 vs -0.78), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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