FIX vs. BX
FIX (Comfort Systems USA, Inc.) and BX (Blackstone Inc.) are both stocks. FIX operates in Engineering & Construction (Industrials), while BX operates in Asset Management (Financial Services). Over the past 10 years, FIX returned 51.27%/yr vs 22.59%/yr for BX. At a 0.41 correlation, their price movements are largely independent.
Performance
FIX vs. BX - Performance Comparison
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Returns By Period
In the year-to-date period, FIX achieves a 101.37% return, which is significantly higher than BX's -18.67% return. Over the past 10 years, FIX has outperformed BX with an annualized return of 51.27%, while BX has yielded a comparatively lower 22.59% annualized return.
FIX
- 1D
- 1.85%
- 1M
- -5.78%
- YTD
- 101.37%
- 6M
- 94.15%
- 1Y
- 281.93%
- 3Y*
- 128.82%
- 5Y*
- 86.97%
- 10Y*
- 51.27%
BX
- 1D
- 1.58%
- 1M
- 4.16%
- YTD
- -18.67%
- 6M
- -17.07%
- 1Y
- -6.72%
- 3Y*
- 14.11%
- 5Y*
- 8.83%
- 10Y*
- 22.59%
FIX vs. BX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIX Comfort Systems USA, Inc. | 101.37% | 120.86% | 106.89% | 79.62% | 16.98% | 88.98% | 6.73% | 15.07% | 0.73% | 32.13% |
BX Blackstone Inc. | -18.67% | -7.84% | 35.07% | 82.75% | -40.01% | 107.11% | 19.78% | 96.33% | 0.10% | 27.34% |
Correlation
The correlation between FIX and BX is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Jun 22, 2007 | 0.41 |
Over the past year, the correlation between FIX and BX has dropped to 0.20 - well below their long-term average of 0.41, suggesting their price drivers have been diverging.
Fundamentals
FIX:
$66.19B
BX:
$96.22B
FIX:
$34.64
BX:
$3.90
FIX:
54.21
BX:
31.45
FIX:
0.82
BX:
11.56
FIX:
6.54
BX:
6.41
FIX:
23.51
BX:
11.50
FIX:
$10.14B
BX:
$14.99B
FIX:
$2.55B
BX:
$13.12B
FIX:
$1.70B
BX:
$7.37B
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Return for Risk
FIX vs. BX — Risk / Return Rank
FIX
BX
FIX vs. BX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Comfort Systems USA, Inc. (FIX) 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.
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.
| FIX | BX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +5.41 | ||
| Sortino ratioReturn per unit of downside risk | +5.09 | ||
| Omega ratioGain probability vs. loss probability | 1.66 | 0.98 | +0.68 |
| Calmar ratioReturn relative to maximum drawdown | 17.58 | -0.22 | +17.80 |
| Martin ratioReturn relative to average drawdown | 59.47 | -0.40 | +59.87 |
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Drawdowns
FIX vs. BX - Drawdown Comparison
The maximum FIX drawdown since its inception was -93.36%, which is greater than BX's maximum drawdown of -88.09%. Use the drawdown chart below to compare losses from any high point for FIX and BX.
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Drawdown Indicators
| FIX | BX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.36% | -88.09% | -5.27% |
Max Drawdown (1Y)Largest decline over 1 year | -15.78% | -44.76% | +28.98% |
Max Drawdown (3Y)Largest decline over 3 years | -46.05% | -46.50% | +0.45% |
Max Drawdown (5Y)Largest decline over 5 years | -46.05% | -49.29% | +3.24% |
Max Drawdown (10Y)Largest decline over 10 years | -49.68% | -49.29% | -0.39% |
Current DrawdownCurrent decline from peak | -8.03% | -35.07% | +27.04% |
Average DrawdownAverage peak-to-trough decline | -38.06% | -26.39% | -11.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.66% | 24.20% | -19.54% |
Volatility
FIX vs. BX - Volatility Comparison
Comfort Systems USA, Inc. (FIX) has a higher volatility of 15.34% compared to Blackstone Inc. (BX) at 12.67%. This indicates that FIX's price experiences larger fluctuations and is considered to be riskier than BX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIX | BX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.34% | 12.67% | +2.67% |
Volatility (6M)Calculated over the trailing 6-month period | 38.30% | 28.51% | +9.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 54.05% | 34.98% | +19.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.66% | 39.41% | +5.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.44% | 35.79% | +6.65% |
Dividends
FIX vs. BX - Dividend Comparison
FIX's dividend yield for the trailing twelve months is around 0.14%, less than BX's 4.05% 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% |
FIX Comfort Systems USA, Inc. | 0.14% | 0.21% | 0.28% | 0.41% | 0.49% | 0.49% | 0.81% | 0.79% | 0.76% | 0.68% | 0.83% | 0.88% |
Financials
FIX vs. BX - Financials Comparison
This section allows you to compare key financial metrics between Comfort Systems USA, Inc. 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
FIX vs. BX - Profitability Comparison
FIX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Comfort Systems USA, Inc. reported a gross profit of 754.41M and revenue of 2.87B. Therefore, the gross margin over that period was 26.3%.
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%.
FIX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Comfort Systems USA, Inc. reported an operating income of 485.72M and revenue of 2.87B, resulting in an operating margin of 17.0%.
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%.
FIX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Comfort Systems USA, Inc. reported a net income of 370.38M and revenue of 2.87B, resulting in a net margin of 12.9%.
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
FIX and BX have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FIX has higher volatility (15.34%) compared to BX (12.67%). In terms of maximum drawdown, FIX dropped -93.36% vs BX's -88.09%.
FIX currently has the higher Sharpe Ratio (5.13 vs -0.28), 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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