BXMT vs. MO
BXMT (Blackstone Mortgage Trust, Inc.) and MO (Altria Group, Inc.) are both stocks. BXMT operates in REIT - Mortgage (Real Estate), while MO operates in Tobacco (Consumer Defensive). Over the past 10 years, BXMT returned 5.22%/yr vs 7.93%/yr for MO. At a 0.12 correlation, their price movements are largely independent.
Performance
BXMT vs. MO - Performance Comparison
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Returns By Period
In the year-to-date period, BXMT achieves a -1.63% return, which is significantly lower than MO's 26.86% return. Over the past 10 years, BXMT has underperformed MO with an annualized return of 5.22%, while MO has yielded a comparatively higher 7.93% annualized return.
BXMT
- 1D
- 0.93%
- 1M
- 1.66%
- YTD
- -1.63%
- 6M
- -5.73%
- 1Y
- 5.94%
- 3Y*
- 8.79%
- 5Y*
- -1.79%
- 10Y*
- 5.22%
MO
- 1D
- 0.74%
- 1M
- -1.57%
- YTD
- 26.86%
- 6M
- 26.78%
- 1Y
- 28.74%
- 3Y*
- 25.73%
- 5Y*
- 16.36%
- 10Y*
- 7.93%
BXMT vs. MO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BXMT Blackstone Mortgage Trust, Inc. | -1.63% | 21.13% | -7.90% | 13.46% | -24.03% | 20.27% | -17.83% | 25.16% | 6.95% | 15.77% |
MO Altria Group, Inc. | 26.86% | 18.17% | 40.76% | -3.70% | 4.37% | 24.18% | -10.21% | 7.87% | -27.14% | 9.45% |
Correlation
The correlation between BXMT and MO is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Nov 5, 1987 | 0.12 |
The correlation between BXMT and MO shifts across timeframes, from 0.02 (1 year) to 0.26 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
BXMT:
$3.10B
MO:
$120.36B
BXMT:
$0.61
MO:
$4.79
BXMT:
30.28
MO:
15.00
BXMT:
1.50
MO:
0.32
BXMT:
2.04
MO:
5.54
BXMT:
$1.54B
MO:
$21.82B
BXMT:
$960.53M
MO:
$14.80B
BXMT:
$957.49M
MO:
$11.70B
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Return for Risk
BXMT vs. MO — Risk / Return Rank
BXMT
MO
BXMT vs. MO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackstone Mortgage Trust, Inc. (BXMT) and Altria Group, Inc. (MO). 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.
| BXMT | MO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.09 | ||
| Sortino ratioReturn per unit of downside risk | -1.36 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.24 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.33 | 1.75 | -1.42 |
| Martin ratioReturn relative to average drawdown | 0.74 | 4.39 | -3.65 |
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Drawdowns
BXMT vs. MO - Drawdown Comparison
The maximum BXMT drawdown since its inception was -97.98%, which is greater than MO's maximum drawdown of -65.43%. Use the drawdown chart below to compare losses from any high point for BXMT and MO.
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Drawdown Indicators
| BXMT | MO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.98% | -65.43% | -32.55% |
Max Drawdown (1Y)Largest decline over 1 year | -12.02% | -16.40% | +4.38% |
Max Drawdown (3Y)Largest decline over 3 years | -23.29% | -16.40% | -6.89% |
Max Drawdown (5Y)Largest decline over 5 years | -43.02% | -25.83% | -17.19% |
Max Drawdown (10Y)Largest decline over 10 years | -67.86% | -53.69% | -14.17% |
Current DrawdownCurrent decline from peak | -33.97% | -3.50% | -30.47% |
Average DrawdownAverage peak-to-trough decline | -49.05% | -11.92% | -37.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.32% | 6.50% | -1.18% |
Volatility
BXMT vs. MO - Volatility Comparison
Blackstone Mortgage Trust, Inc. (BXMT) and Altria Group, Inc. (MO) have volatilities of 6.99% and 6.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BXMT | MO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.99% | 6.71% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 16.58% | 17.60% | -1.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.73% | 22.59% | -0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.74% | 20.68% | +7.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.62% | 22.97% | +9.65% |
Dividends
BXMT vs. MO - Dividend Comparison
BXMT's dividend yield for the trailing twelve months is around 10.24%, more than MO's 5.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BXMT Blackstone Mortgage Trust, Inc. | 10.24% | 9.83% | 12.52% | 11.66% | 11.71% | 8.10% | 9.01% | 6.66% | 7.78% | 7.71% | 8.25% | 8.52% |
MO Altria Group, Inc. | 5.84% | 7.21% | 7.65% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% |
Financials
BXMT vs. MO - Financials Comparison
This section allows you to compare key financial metrics between Blackstone Mortgage Trust, Inc. and Altria Group, 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.
Total Revenue: Total amount of money received from sales and other business activities
BXMT vs. MO - Profitability Comparison
BXMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Blackstone Mortgage Trust, Inc. reported a gross profit of 77.44M and revenue of 380.15M. Therefore, the gross margin over that period was 20.4%.
MO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Altria Group, Inc. reported a gross profit of 3.51B and revenue of 5.43B. Therefore, the gross margin over that period was 64.6%.
BXMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Blackstone Mortgage Trust, Inc. reported an operating income of 48.65M and revenue of 380.15M, resulting in an operating margin of 12.8%.
MO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Altria Group, Inc. reported an operating income of 2.96B and revenue of 5.43B, resulting in an operating margin of 54.5%.
BXMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Blackstone Mortgage Trust, Inc. reported a net income of -6.30M and revenue of 380.15M, resulting in a net margin of -1.7%.
MO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Altria Group, Inc. reported a net income of 2.18B and revenue of 5.43B, resulting in a net margin of 40.2%.
Frequently Asked Questions
BXMT and MO have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BXMT has higher volatility (6.99%) compared to MO (6.71%). In terms of maximum drawdown, BXMT dropped -97.98% vs MO's -65.43%.
MO currently has the higher Sharpe Ratio (1.27 vs 0.18), 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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