BX vs. MA
BX (Blackstone Inc.) and MA (Mastercard Incorporated) are both stocks. Both are in the Financial Services sector — BX in Asset Management, MA in Credit Services. Over the past 10 years, BX returned 22.59%/yr vs 18.64%/yr for MA. At a 0.43 correlation, their price movements are largely independent.
Performance
BX vs. MA - Performance Comparison
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Returns By Period
In the year-to-date period, BX achieves a -18.67% return, which is significantly lower than MA's -13.89% return. Over the past 10 years, BX has outperformed MA with an annualized return of 22.59%, while MA has yielded a comparatively lower 18.64% annualized return.
BX
- 1D
- 1.58%
- 1M
- 2.65%
- YTD
- -18.67%
- 6M
- -17.07%
- 1Y
- -9.62%
- 3Y*
- 14.11%
- 5Y*
- 8.83%
- 10Y*
- 22.59%
MA
- 1D
- 0.71%
- 1M
- -0.13%
- YTD
- -13.89%
- 6M
- -14.05%
- 1Y
- -16.36%
- 3Y*
- 10.32%
- 5Y*
- 6.66%
- 10Y*
- 18.64%
BX vs. MA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BX Blackstone Inc. | -18.67% | -7.84% | 35.07% | 82.75% | -40.01% | 107.11% | 19.78% | 96.33% | 0.10% | 27.34% |
MA Mastercard Incorporated | -13.89% | 9.04% | 24.17% | 23.40% | -2.66% | 1.16% | 20.19% | 59.16% | 25.31% | 47.69% |
Correlation
The correlation between BX and MA is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Jun 22, 2007 | 0.43 |
The correlation between BX and MA shifts across timeframes, from 0.26 (1 year) to 0.44 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
BX:
$96.22B
MA:
$437.55B
BX:
$3.90
MA:
$17.28
BX:
31.45
MA:
28.36
BX:
11.56
MA:
1.65
BX:
6.41
MA:
13.01
BX:
11.50
MA:
65.09
BX:
$14.99B
MA:
$33.94B
BX:
$13.12B
MA:
$26.70B
BX:
$7.37B
MA:
$21.23B
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Return for Risk
BX vs. MA — Risk / Return Rank
BX
MA
BX vs. MA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackstone Inc. (BX) and Mastercard Incorporated (MA). 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 | MA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.46 | ||
| Sortino ratioReturn per unit of downside risk | +0.74 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 0.89 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | -0.22 | -0.79 | +0.57 |
| Martin ratioReturn relative to average drawdown | -0.40 | -1.59 | +1.19 |
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Drawdowns
BX vs. MA - Drawdown Comparison
The maximum BX drawdown since its inception was -88.09%, which is greater than MA's maximum drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for BX and MA.
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Drawdown Indicators
| BX | MA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.09% | -62.67% | -25.42% |
Max Drawdown (1Y)Largest decline over 1 year | -44.76% | -20.91% | -23.85% |
Max Drawdown (3Y)Largest decline over 3 years | -46.50% | -20.91% | -25.59% |
Max Drawdown (5Y)Largest decline over 5 years | -49.29% | -28.25% | -21.04% |
Max Drawdown (10Y)Largest decline over 10 years | -49.29% | -41.00% | -8.29% |
Current DrawdownCurrent decline from peak | -35.07% | -17.82% | -17.25% |
Average DrawdownAverage peak-to-trough decline | -26.39% | -9.82% | -16.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.20% | 10.48% | +13.72% |
Volatility
BX vs. MA - Volatility Comparison
Blackstone Inc. (BX) has a higher volatility of 12.67% compared to Mastercard Incorporated (MA) at 6.46%. This indicates that BX's price experiences larger fluctuations and is considered to be riskier than MA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BX | MA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.67% | 6.46% | +6.21% |
Volatility (6M)Calculated over the trailing 6-month period | 28.51% | 17.51% | +11.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.98% | 22.34% | +12.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.41% | 24.01% | +15.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.79% | 26.92% | +8.87% |
Dividends
BX vs. MA - Dividend Comparison
BX's dividend yield for the trailing twelve months is around 4.05%, more than MA's 0.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BX Blackstone Inc. | 4.05% | 3.04% | 2.00% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 6.14% | 11.76% |
MA Mastercard Incorporated | 0.67% | 0.53% | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% |
Financials
BX vs. MA - Financials Comparison
This section allows you to compare key financial metrics between Blackstone Inc. and Mastercard Incorporated. 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. MA - 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%.
MA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Mastercard Incorporated reported a gross profit of 4.91B and revenue of 8.40B. Therefore, the gross margin over that period was 58.4%.
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%.
MA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Mastercard Incorporated reported an operating income of 4.91B and revenue of 8.40B, resulting in an operating margin of 58.4%.
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%.
MA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Mastercard Incorporated reported a net income of 3.88B and revenue of 8.40B, resulting in a net margin of 46.2%.
Frequently Asked Questions
BX and MA have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BX has higher volatility (12.67%) compared to MA (6.46%). In terms of maximum drawdown, BX dropped -88.09% vs MA's -62.67%.
BX currently has the higher Sharpe Ratio (-0.28 vs -0.74), 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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