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IPAR vs. BX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

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.


-0.50.00.51.00.3

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.

800.00%900.00%1,000.00%1,100.00%1,200.00%1,300.00%1,400.00%JulyAugustSeptemberOctoberNovemberDecember
889.87%
1,158.71%
IPAR
BX

Key characteristics

Sharpe Ratio

IPAR:

-0.18

BX:

1.35

Sortino Ratio

IPAR:

-0.04

BX:

1.90

Omega Ratio

IPAR:

1.00

BX:

1.23

Calmar Ratio

IPAR:

-0.21

BX:

2.57

Martin Ratio

IPAR:

-0.35

BX:

6.78

Ulcer Index

IPAR:

16.79%

BX:

5.75%

Daily Std Dev

IPAR:

32.29%

BX:

28.87%

Max Drawdown

IPAR:

-81.82%

BX:

-87.65%

Current Drawdown

IPAR:

-15.78%

BX:

-14.17%

Fundamentals

Market Cap

IPAR:

$4.27B

BX:

$228.58B

EPS

IPAR:

$4.67

BX:

$2.90

PE Ratio

IPAR:

28.57

BX:

64.99

PEG Ratio

IPAR:

2.73

BX:

2.34

Total Revenue (TTM)

IPAR:

$1.42B

BX:

$8.40B

Gross Profit (TTM)

IPAR:

$907.01M

BX:

$6.92B

EBITDA (TTM)

IPAR:

$281.23M

BX:

$3.61B

Returns By Period

In the year-to-date period, IPAR achieves a -9.11% return, which is significantly lower than BX's 33.83% return. Over the past 10 years, IPAR has underperformed BX with an annualized return of 18.38%, while BX has yielded a comparatively higher 23.97% annualized return.


IPAR

YTD

-9.11%

1M

1.07%

6M

14.93%

1Y

-7.68%

5Y*

14.19%

10Y*

18.38%

BX

YTD

33.83%

1M

-7.67%

6M

39.15%

1Y

35.68%

5Y*

29.60%

10Y*

23.97%

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Risk-Adjusted Performance

IPAR vs. BX - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for IPAR, currently valued at -0.18, compared to the broader market-4.00-2.000.002.00-0.181.35
The chart of Sortino ratio for IPAR, currently valued at -0.04, compared to the broader market-4.00-2.000.002.004.00-0.041.90
The chart of Omega ratio for IPAR, currently valued at 1.00, compared to the broader market0.501.001.502.001.001.23
The chart of Calmar ratio for IPAR, currently valued at -0.21, compared to the broader market0.002.004.006.00-0.212.57
The chart of Martin ratio for IPAR, currently valued at -0.35, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.356.78
IPAR
BX

The current IPAR Sharpe Ratio is -0.18, which is lower than the BX Sharpe Ratio of 1.35. 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.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.18
1.35
IPAR
BX

Dividends

IPAR vs. BX - Dividend Comparison

IPAR's dividend yield for the trailing twelve months is around 2.35%, more than BX's 2.02% yield.


TTM20232022202120202019201820172016201520142013
IPAR
Inter Parfums, Inc.
2.35%1.74%2.07%0.94%0.55%1.59%1.38%1.66%1.89%2.18%1.75%2.68%
BX
The Blackstone Group Inc.
2.02%2.54%6.66%2.76%2.95%3.43%8.12%7.25%8.44%9.92%5.68%3.75%

Drawdowns

IPAR vs. BX - Drawdown Comparison

The maximum IPAR drawdown since its inception was -81.82%, smaller than the maximum BX drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for IPAR and BX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-15.78%
-14.17%
IPAR
BX

Volatility

IPAR vs. BX - Volatility Comparison

The current volatility for Inter Parfums, Inc. (IPAR) is 7.94%, while The Blackstone Group Inc. (BX) has a volatility of 10.68%. 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.


6.00%8.00%10.00%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
7.94%
10.68%
IPAR
BX

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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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