PortfoliosLab logoPortfoliosLab logo
IPAR vs. BX
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

IPAR vs. BX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Inter Parfums, Inc. (IPAR) and The Blackstone Group Inc. (BX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

IPAR vs. BX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IPAR
Inter Parfums, Inc.
8.03%-33.59%-6.45%52.00%-7.40%79.01%-16.23%12.74%53.32%35.12%
BX
The Blackstone Group Inc.
-24.53%-7.84%35.07%82.75%-40.01%107.11%19.78%96.33%0.10%27.34%

Fundamentals

Market Cap

IPAR:

$2.91B

BX:

$89.80B

EPS

IPAR:

$5.24

BX:

$5.09

PE Ratio

IPAR:

17.33

BX:

22.60

PEG Ratio

IPAR:

0.95

BX:

0.20

PS Ratio

IPAR:

1.96

BX:

6.50

PB Ratio

IPAR:

3.31

BX:

10.36

Total Revenue (TTM)

IPAR:

$1.49B

BX:

$13.83B

Gross Profit (TTM)

IPAR:

$947.22M

BX:

$13.45B

EBITDA (TTM)

IPAR:

$297.73M

BX:

$7.21B

Returns By Period

In the year-to-date period, IPAR achieves a 8.03% return, which is significantly higher than BX's -24.53% return. Over the past 10 years, IPAR has underperformed BX with an annualized return of 13.57%, while BX has yielded a comparatively higher 20.39% annualized return.


IPAR

1D
0.44%
1M
-9.07%
YTD
8.03%
6M
-5.96%
1Y
-17.67%
3Y*
-11.68%
5Y*
7.35%
10Y*
13.57%

BX

1D
3.04%
1M
1.43%
YTD
-24.53%
6M
-31.31%
1Y
-14.93%
3Y*
12.84%
5Y*
12.65%
10Y*
20.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

IPAR vs. BX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IPAR
IPAR Risk / Return Rank: 2222
Overall Rank
IPAR Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
IPAR Sortino Ratio Rank: 1717
Sortino Ratio Rank
IPAR Omega Ratio Rank: 1818
Omega Ratio Rank
IPAR Calmar Ratio Rank: 2727
Calmar Ratio Rank
IPAR Martin Ratio Rank: 3030
Martin Ratio Rank

BX
BX Risk / Return Rank: 2727
Overall Rank
BX Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
BX Sortino Ratio Rank: 2424
Sortino Ratio Rank
BX Omega Ratio Rank: 2424
Omega Ratio Rank
BX Calmar Ratio Rank: 3333
Calmar Ratio Rank
BX Martin Ratio Rank: 3030
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IPAR vs. BX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Inter Parfums, Inc. (IPAR) 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.


IPARBXDifference

Sharpe ratio

Return per unit of total volatility

-0.57

-0.38

-0.20

Sortino ratio

Return per unit of downside risk

-0.65

-0.29

-0.35

Omega ratio

Gain probability vs. loss probability

0.92

0.96

-0.04

Calmar ratio

Return relative to maximum drawdown

-0.47

-0.31

-0.16

Martin ratio

Return relative to average drawdown

-0.77

-0.73

-0.04

IPAR vs. BX - Sharpe Ratio Comparison

The current IPAR Sharpe Ratio is -0.57, which is lower than the BX Sharpe Ratio of -0.38. The chart below compares the historical Sharpe Ratios of IPAR and BX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


IPARBXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.57

-0.38

-0.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.22

0.33

-0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.58

-0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.28

+0.02

Correlation

The correlation between IPAR and BX is 0.34, 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.


Dividends

IPAR vs. BX - Dividend Comparison

IPAR's dividend yield for the trailing twelve months is around 3.52%, less than BX's 4.12% yield.


TTM20252024202320222021202020192018201720162015
IPAR
Inter Parfums, Inc.
3.52%3.77%2.28%1.74%2.07%0.94%0.55%1.59%1.38%1.66%1.89%2.18%
BX
The Blackstone Group Inc.
4.12%3.04%2.00%2.54%6.66%2.76%2.95%3.43%8.12%7.25%6.14%11.76%

Drawdowns

IPAR vs. BX - Drawdown Comparison

The maximum IPAR drawdown since its inception was -81.82%, smaller than the maximum BX drawdown of -87.62%. Use the drawdown chart below to compare losses from any high point for IPAR and BX.


Loading graphics...

Drawdown Indicators


IPARBXDifference

Max Drawdown

Largest peak-to-trough decline

-81.82%

-87.62%

+5.80%

Max Drawdown (1Y)

Largest decline over 1 year

-43.01%

-44.76%

+1.75%

Max Drawdown (5Y)

Largest decline over 5 years

-46.51%

-49.29%

+2.78%

Max Drawdown (10Y)

Largest decline over 10 years

-54.94%

-49.29%

-5.65%

Current Drawdown

Current decline from peak

-37.81%

-39.75%

+1.94%

Average Drawdown

Average peak-to-trough decline

-28.39%

-25.60%

-2.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

26.04%

18.96%

+7.08%

Volatility

IPAR vs. BX - Volatility Comparison

The current volatility for Inter Parfums, Inc. (IPAR) is 7.14%, while The Blackstone Group Inc. (BX) has a volatility of 12.58%. This indicates that IPAR experiences smaller price fluctuations and is considered to be less risky than BX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


IPARBXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.14%

12.58%

-5.44%

Volatility (6M)

Calculated over the trailing 6-month period

19.51%

25.53%

-6.02%

Volatility (1Y)

Calculated over the trailing 1-year period

31.06%

39.69%

-8.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.25%

38.83%

-5.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.78%

35.56%

+1.22%

Financials

IPAR vs. BX - Financials Comparison

This section allows you to compare key financial metrics between Inter Parfums, Inc. 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00B5.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
386.18M
4.36B
(IPAR) Total Revenue
(BX) Total Revenue
Values in USD except per share items

IPAR vs. BX - Profitability Comparison

The chart below illustrates the profitability comparison between Inter Parfums, Inc. and The Blackstone Group Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

60.0%70.0%80.0%90.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
61.5%
100.0%
Portfolio components
IPAR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Inter Parfums, Inc. reported a gross profit of 237.34M and revenue of 386.18M. Therefore, the gross margin over that period was 61.5%.

BX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, The Blackstone Group Inc. reported a gross profit of 4.36B and revenue of 4.36B. Therefore, the gross margin over that period was 100.0%.

IPAR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Inter Parfums, Inc. reported an operating income of 27.51M and revenue of 386.18M, resulting in an operating margin of 7.1%.

BX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, The Blackstone Group Inc. reported an operating income of 2.36B and revenue of 4.36B, resulting in an operating margin of 54.2%.

IPAR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Inter Parfums, Inc. reported a net income of 28.10M and revenue of 386.18M, resulting in a net margin of 7.3%.

BX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, The Blackstone Group Inc. reported a net income of 1.97B and revenue of 4.36B, resulting in a net margin of 45.3%.