CAPD.L vs. BX
CAPD.L (Capital Limited) and BX (Blackstone Inc.) are both stocks. CAPD.L operates in Other Industrial Metals & Mining (Basic Materials), while BX operates in Asset Management (Financial Services). Over the past 10 years, CAPD.L returned 15.87%/yr vs 22.09%/yr for BX. At a 0.03 correlation, their price movements are largely independent.
Performance
CAPD.L vs. BX - Performance Comparison
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Different Trading Currencies
CAPD.L is traded in GBp, while BX is traded in USD. To make them comparable, the BX values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, CAPD.L achieves a 0.34% return, which is significantly higher than BX's -22.83% return. Over the past 10 years, CAPD.L has underperformed BX with an annualized return of 15.87%, while BX has yielded a comparatively higher 22.09% annualized return.
CAPD.L
- 1D
- -2.99%
- 1M
- -2.99%
- YTD
- 0.34%
- 6M
- -2.23%
- 1Y
- 56.70%
- 3Y*
- 8.51%
- 5Y*
- 9.56%
- 10Y*
- 15.87%
BX
- 1D
- -2.09%
- 1M
- -5.74%
- YTD
- -22.83%
- 6M
- -22.65%
- 1Y
- -11.71%
- 3Y*
- 10.48%
- 5Y*
- 9.28%
- 10Y*
- 22.09%
CAPD.L vs. BX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAPD.L Capital Limited | 0.34% | 44.42% | -7.06% | -4.20% | 18.58% | 29.01% | 3.54% | 72.51% | 8.99% | -31.89% |
BX Blackstone Inc. | -22.83% | -14.41% | 37.43% | 73.61% | -32.87% | 109.07% | 16.26% | 88.86% | 6.04% | 16.33% |
Correlation
The correlation between CAPD.L and BX is 0.08, 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 | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.01 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.02 |
Correlation (All Time) Calculated using the full available price history since Jun 8, 2010 | 0.03 |
Fundamentals
CAPD.L:
£234.16M
BX:
$90.39B
CAPD.L:
£0.43
BX:
$3.90
CAPD.L:
2.63
BX:
29.55
CAPD.L:
0.04
BX:
10.86
CAPD.L:
0.33
BX:
6.02
CAPD.L:
0.62
BX:
10.80
CAPD.L:
£694.67M
BX:
$14.99B
CAPD.L:
£271.90M
BX:
$13.12B
CAPD.L:
£160.84M
BX:
$7.37B
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Return for Risk
CAPD.L vs. BX — Risk / Return Rank
CAPD.L
BX
CAPD.L vs. BX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Limited (CAPD.L) and Blackstone Inc. (BX). 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.
| CAPD.L | BX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.86 | ||
| Sortino ratioReturn per unit of downside risk | +2.34 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 0.97 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 2.32 | -0.27 | +2.58 |
| Martin ratioReturn relative to average drawdown | 5.42 | -0.51 | +5.93 |
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
| CAPD.L | BX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | -0.35 | +1.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.25 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.63 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.37 | -0.20 |
Drawdowns
CAPD.L vs. BX - Drawdown Comparison
The maximum CAPD.L drawdown since its inception was -84.83%, which is greater than BX's maximum drawdown of -80.77%. Use the drawdown chart below to compare losses from any high point for CAPD.L and BX.
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Drawdown Indicators
| CAPD.L | BX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.83% | -80.77% | -4.06% |
Max Drawdown (1Y)Largest decline over 1 year | -27.00% | -43.92% | +16.92% |
Max Drawdown (3Y)Largest decline over 3 years | -42.62% | -49.76% | +7.14% |
Max Drawdown (5Y)Largest decline over 5 years | -45.77% | -49.76% | +3.99% |
Max Drawdown (10Y)Largest decline over 10 years | -60.27% | -49.76% | -10.51% |
Current DrawdownCurrent decline from peak | -26.68% | -42.70% | +16.02% |
Average DrawdownAverage peak-to-trough decline | -35.17% | -18.97% | -16.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.57% | 23.15% | -11.58% |
Volatility
CAPD.L vs. BX - Volatility Comparison
Capital Limited (CAPD.L) and Blackstone Inc. (BX) have volatilities of 11.40% and 11.43%, 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
| CAPD.L | BX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.40% | 11.43% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 31.10% | 27.73% | +3.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.26% | 34.01% | +7.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.52% | 37.65% | -1.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.42% | 34.93% | +4.49% |
Dividends
CAPD.L vs. BX - Dividend Comparison
CAPD.L's dividend yield for the trailing twelve months is around 1.71%, less than BX's 4.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BX Blackstone Inc. | 4.31% | 3.04% | 2.00% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 6.14% | 11.76% |
CAPD.L Capital Limited | 1.71% | 1.70% | 3.59% | 3.23% | 2.84% | 2.21% | 1.78% | 2.48% | 3.39% | 5.65% | 5.18% | 9.71% |
Financials
CAPD.L vs. BX - Financials Comparison
This section allows you to compare key financial metrics between Capital Limited and Blackstone 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
CAPD.L vs. BX - Profitability Comparison
CAPD.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Capital Limited reported a gross profit of 62.41M and revenue of 187.47M. Therefore, the gross margin over that period was 33.3%.
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%.
CAPD.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Capital Limited reported an operating income of 30.54M and revenue of 187.47M, resulting in an operating margin of 16.3%.
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%.
CAPD.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Capital Limited reported a net income of 54.77M and revenue of 187.47M, resulting in a net margin of 29.2%.
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%.
Frequently Asked Questions
CAPD.L and BX have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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