BX vs. VRTX
Compare and contrast key facts about The Blackstone Group Inc. (BX) and Vertex Pharmaceuticals Incorporated (VRTX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BX or VRTX.
Key characteristics
| BX | VRTX | |
|---|---|---|
| YTD Return | -7.80% | -1.17% |
| 1Y Return | 47.78% | 16.22% |
| 3Y Return (Ann) | 14.46% | 22.64% |
| 5Y Return (Ann) | 29.03% | 18.31% |
| 10Y Return (Ann) | 21.49% | 19.78% |
| Sharpe Ratio | 1.48 | 0.71 |
| Daily Std Dev | 30.40% | 23.28% |
| Max Drawdown | -87.65% | -91.77% |
| Current Drawdown | -12.15% | -9.85% |
Fundamentals
| BX | VRTX | |
|---|---|---|
| Market Cap | $149.16B | $102.73B |
| EPS | $2.84 | $13.87 |
| PE Ratio | 43.13 | 28.66 |
| PEG Ratio | 1.75 | 0.53 |
| Revenue (TTM) | $9.93B | $9.87B |
| Gross Profit (TTM) | $7.05B | $5.32B |
Correlation
The correlation between BX and VRTX is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BX vs. VRTX - Performance Comparison
In the year-to-date period, BX achieves a -7.80% return, which is significantly lower than VRTX's -1.17% return. Over the past 10 years, BX has outperformed VRTX with an annualized return of 21.49%, while VRTX has yielded a comparatively lower 19.78% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BX vs. VRTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Blackstone Group Inc. (BX) and Vertex Pharmaceuticals Incorporated (VRTX). 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. VRTX - Dividend Comparison
BX's dividend yield for the trailing twelve months is around 2.82%, while VRTX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BX The Blackstone Group Inc. | 2.82% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 8.44% | 9.92% | 5.63% | 3.67% |
VRTX Vertex Pharmaceuticals Incorporated | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BX vs. VRTX - Drawdown Comparison
The maximum BX drawdown since its inception was -87.65%, roughly equal to the maximum VRTX drawdown of -91.77%. Use the drawdown chart below to compare losses from any high point for BX and VRTX. For additional features, visit the drawdowns tool.
Volatility
BX vs. VRTX - Volatility Comparison
The Blackstone Group Inc. (BX) has a higher volatility of 9.01% compared to Vertex Pharmaceuticals Incorporated (VRTX) at 4.43%. This indicates that BX's price experiences larger fluctuations and is considered to be riskier than VRTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BX vs. VRTX - Financials Comparison
This section allows you to compare key financial metrics between The Blackstone Group Inc. and Vertex Pharmaceuticals 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