III.L vs. BX
Compare and contrast key facts about 3I Group plc (III.L) and The Blackstone Group Inc. (BX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: III.L or BX.
Key characteristics
| III.L | BX | |
|---|---|---|
| YTD Return | 41.48% | 39.02% |
| 1Y Return | 71.43% | 87.92% |
| 3Y Return (Ann) | 40.24% | 10.47% |
| 5Y Return (Ann) | 28.44% | 32.69% |
| 10Y Return (Ann) | 27.99% | 25.34% |
| Sharpe Ratio | 3.06 | 2.83 |
| Sortino Ratio | 3.83 | 3.56 |
| Omega Ratio | 1.54 | 1.43 |
| Calmar Ratio | 8.38 | 2.83 |
| Martin Ratio | 23.86 | 15.57 |
| Ulcer Index | 2.98% | 5.37% |
| Daily Std Dev | 23.19% | 29.50% |
| Max Drawdown | -87.59% | -87.65% |
| Current Drawdown | -3.03% | 0.00% |
Fundamentals
| III.L | BX | |
|---|---|---|
| Market Cap | £32.66B | $215.24B |
| EPS | £3.97 | $2.91 |
| PE Ratio | 8.53 | 60.98 |
| Total Revenue (TTM) | £2.24B | $10.44B |
| Gross Profit (TTM) | £2.23B | $10.38B |
| EBITDA (TTM) | £2.15B | $5.55B |
Correlation
The correlation between III.L and BX is 0.36, 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
III.L vs. BX - Performance Comparison
In the year-to-date period, III.L achieves a 41.48% return, which is significantly higher than BX's 39.02% return. Over the past 10 years, III.L has outperformed BX with an annualized return of 27.99%, while BX has yielded a comparatively lower 25.34% 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
III.L vs. BX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for 3I Group plc (III.L) and The Blackstone Group 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.
Dividends
III.L vs. BX - Dividend Comparison
III.L's dividend yield for the trailing twelve months is around 1.80%, less than BX's 1.94% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
III.L 3I Group plc | 1.80% | 2.32% | 3.76% | 2.78% | 3.02% | 3.42% | 4.78% | 2.90% | 3.41% | 4.15% | 4.29% | 3.14% |
BX The Blackstone Group Inc. | 1.94% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 8.44% | 9.92% | 5.68% | 3.75% |
Drawdowns
III.L vs. BX - Drawdown Comparison
The maximum III.L drawdown since its inception was -87.59%, roughly equal to the maximum BX drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for III.L and BX. For additional features, visit the drawdowns tool.
Volatility
III.L vs. BX - Volatility Comparison
3I Group plc (III.L) and The Blackstone Group Inc. (BX) have volatilities of 8.69% and 8.86%, 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.
Financials
III.L vs. BX - Financials Comparison
This section allows you to compare key financial metrics between 3I Group plc and The Blackstone 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