LNC vs. BX
Compare and contrast key facts about Lincoln National Corporation (LNC) and The Blackstone Group Inc. (BX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LNC or BX.
Performance
LNC vs. BX - Performance Comparison
Returns By Period
In the year-to-date period, LNC achieves a 34.35% return, which is significantly lower than BX's 44.86% return. Over the past 10 years, LNC has underperformed BX with an annualized return of -1.89%, while BX has yielded a comparatively higher 25.29% annualized return.
LNC
34.35%
1.94%
14.58%
53.14%
-5.52%
-1.89%
BX
44.86%
7.83%
46.38%
78.15%
33.78%
25.29%
Fundamentals
| LNC | BX | |
|---|---|---|
| Market Cap | $6.16B | $220.03B |
| EPS | $1.43 | $2.90 |
| PE Ratio | 25.27 | 62.56 |
| PEG Ratio | 1.24 | 2.26 |
| Total Revenue (TTM) | $13.26B | $9.62B |
| Gross Profit (TTM) | $14.08B | $6.92B |
| EBITDA (TTM) | $1.69B | $5.54B |
Key characteristics
| LNC | BX | |
|---|---|---|
| Sharpe Ratio | 1.48 | 2.77 |
| Sortino Ratio | 2.09 | 3.49 |
| Omega Ratio | 1.27 | 1.43 |
| Calmar Ratio | 0.79 | 3.51 |
| Martin Ratio | 8.01 | 15.03 |
| Ulcer Index | 6.54% | 5.37% |
| Daily Std Dev | 35.33% | 29.09% |
| Max Drawdown | -92.87% | -87.65% |
| Current Drawdown | -47.71% | 0.00% |
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Correlation
The correlation between LNC and BX is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
LNC vs. BX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lincoln National Corporation (LNC) 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
LNC vs. BX - Dividend Comparison
LNC's dividend yield for the trailing twelve months is around 5.27%, more than BX's 1.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LNC Lincoln National Corporation | 5.27% | 6.67% | 5.86% | 2.46% | 3.18% | 2.51% | 2.57% | 1.51% | 1.51% | 1.59% | 1.11% | 0.93% |
BX The Blackstone Group Inc. | 1.87% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 8.44% | 9.92% | 5.68% | 3.75% |
Drawdowns
LNC vs. BX - Drawdown Comparison
The maximum LNC drawdown since its inception was -92.87%, which is greater than BX's maximum drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for LNC and BX. For additional features, visit the drawdowns tool.
Volatility
LNC vs. BX - Volatility Comparison
Lincoln National Corporation (LNC) has a higher volatility of 15.54% compared to The Blackstone Group Inc. (BX) at 6.95%. This indicates that LNC'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.
Financials
LNC vs. BX - Financials Comparison
This section allows you to compare key financial metrics between Lincoln National Corporation 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