BX vs. VRTX
BX (The Blackstone Group Inc.) and VRTX (Vertex Pharmaceuticals Incorporated) are both stocks. BX operates in Asset Management (Financial Services), while VRTX operates in Biotechnology (Healthcare). Over the past 10 years, BX returned 20.78%/yr vs 16.38%/yr for VRTX. At a 0.27 correlation, their price movements are largely independent.
Performance
BX vs. VRTX - Performance Comparison
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Returns By Period
In the year-to-date period, BX achieves a -26.95% return, which is significantly lower than VRTX's -5.52% return. Over the past 10 years, BX has outperformed VRTX with an annualized return of 20.78%, while VRTX has yielded a comparatively lower 16.38% annualized return.
BX
- 1D
- -4.03%
- 1M
- -10.41%
- YTD
- -26.95%
- 6M
- -25.69%
- 1Y
- -17.79%
- 3Y*
- 10.78%
- 5Y*
- 7.01%
- 10Y*
- 20.78%
VRTX
- 1D
- 0.76%
- 1M
- -0.35%
- YTD
- -5.52%
- 6M
- -7.51%
- 1Y
- -4.06%
- 3Y*
- 8.67%
- 5Y*
- 15.33%
- 10Y*
- 16.38%
BX vs. VRTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BX The Blackstone Group Inc. | -26.95% | -7.84% | 35.07% | 82.75% | -40.01% | 107.11% | 19.78% | 96.33% | 0.10% | 27.34% |
VRTX Vertex Pharmaceuticals Incorporated | -5.52% | 12.58% | -1.03% | 40.90% | 31.50% | -7.08% | 7.94% | 32.13% | 10.58% | 103.42% |
Correlation
The correlation between BX and VRTX is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Jun 25, 2007 | 0.27 |
The correlation between BX and VRTX shifts across timeframes, from 0.16 (1 year) to 0.27 (all time), reflecting how their relationship changes across market environments.
Fundamentals
BX:
$86.42B
VRTX:
$109.78B
BX:
$3.90
VRTX:
$16.87
BX:
28.25
VRTX:
25.40
BX:
10.39
VRTX:
2.11
BX:
5.76
VRTX:
8.99
BX:
10.32
VRTX:
4.15
BX:
$14.99B
VRTX:
$12.26B
BX:
$13.12B
VRTX:
$10.57B
BX:
$7.37B
VRTX:
$5.19B
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Return for Risk
BX vs. VRTX — Risk / Return Rank
BX
VRTX
BX vs. VRTX - Risk-Adjusted Trends 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.
| BX | VRTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.41 | ||
| Sortino ratioReturn per unit of downside risk | -0.64 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.01 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | -0.40 | -0.17 | -0.23 |
| Martin ratioReturn relative to average drawdown | -0.76 | -0.37 | -0.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BX | VRTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.53 | -0.12 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.53 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.50 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.25 | +0.02 |
Drawdowns
BX vs. VRTX - Drawdown Comparison
The maximum BX drawdown since its inception was -87.62%, 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.
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Drawdown Indicators
| BX | VRTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.62% | -91.77% | +4.15% |
Max Drawdown (1Y)Largest decline over 1 year | -44.76% | -23.56% | -21.20% |
Max Drawdown (3Y)Largest decline over 3 years | -46.50% | -29.07% | -17.43% |
Max Drawdown (5Y)Largest decline over 5 years | -49.29% | -29.07% | -20.22% |
Max Drawdown (10Y)Largest decline over 10 years | -49.29% | -41.60% | -7.69% |
Current DrawdownCurrent decline from peak | -41.69% | -17.11% | -24.58% |
Average DrawdownAverage peak-to-trough decline | -25.70% | -37.70% | +12.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.49% | 11.14% | +12.35% |
Volatility
BX vs. VRTX - Volatility Comparison
The Blackstone Group Inc. (BX) has a higher volatility of 8.58% compared to Vertex Pharmaceuticals Incorporated (VRTX) at 7.03%. 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.
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Volatility by Period
| BX | VRTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.58% | 7.03% | +1.55% |
Volatility (6M)Calculated over the trailing 6-month period | 27.10% | 21.69% | +5.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.63% | 33.88% | -0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.18% | 28.90% | +10.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.67% | 32.82% | +2.85% |
Dividends
BX vs. VRTX - Dividend Comparison
BX's dividend yield for the trailing twelve months is around 4.51%, while VRTX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BX The Blackstone Group Inc. | 4.51% | 3.04% | 2.00% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 6.14% | 11.76% |
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% |
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
BX vs. VRTX - Profitability Comparison
BX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Blackstone Group Inc. reported a gross profit of 4.04B and revenue of 4.10B. Therefore, the gross margin over that period was 98.5%.
VRTX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Vertex Pharmaceuticals Incorporated reported a gross profit of 2.59B and revenue of 2.99B. Therefore, the gross margin over that period was 86.9%.
BX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Blackstone Group Inc. reported an operating income of 1.59B and revenue of 4.10B, resulting in an operating margin of 38.8%.
VRTX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Vertex Pharmaceuticals Incorporated reported an operating income of 1.14B and revenue of 2.99B, resulting in an operating margin of 38.1%.
BX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Blackstone Group Inc. reported a net income of 649.73M and revenue of 4.10B, resulting in a net margin of 15.8%.
VRTX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Vertex Pharmaceuticals Incorporated reported a net income of 1.03B and revenue of 2.99B, resulting in a net margin of 34.5%.
Frequently Asked Questions
BX and VRTX have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BX has higher volatility (8.58%) compared to VRTX (7.03%). In terms of maximum drawdown, BX dropped -87.62% vs VRTX's -91.77%.
VRTX currently has the higher Sharpe Ratio (-0.12 vs -0.53), 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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