PGHN.SW vs. BX
Compare and contrast key facts about Partners Group Holding AG (PGHN.SW) and The Blackstone Group Inc. (BX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PGHN.SW or BX.
Key characteristics
| PGHN.SW | BX | |
|---|---|---|
| YTD Return | 3.71% | -2.62% |
| 1Y Return | 59.54% | 55.74% |
| 3Y Return (Ann) | 1.75% | 16.74% |
| 5Y Return (Ann) | 14.51% | 30.04% |
| 10Y Return (Ann) | 21.83% | 21.93% |
| Sharpe Ratio | 2.22 | 1.79 |
| Daily Std Dev | 26.36% | 30.54% |
| Max Drawdown | -68.48% | -87.65% |
| Current Drawdown | -17.90% | -7.21% |
Fundamentals
| PGHN.SW | BX | |
|---|---|---|
| Market Cap | CHF 32.70B | $149.97B |
| EPS | CHF 38.76 | $2.84 |
| PE Ratio | 32.47 | 43.68 |
| PEG Ratio | 0.00 | 1.75 |
| Revenue (TTM) | CHF 1.94B | $9.93B |
| Gross Profit (TTM) | CHF 1.76B | $7.05B |
Correlation
The correlation between PGHN.SW and BX is 0.31, 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
PGHN.SW vs. BX - Performance Comparison
In the year-to-date period, PGHN.SW achieves a 3.71% return, which is significantly higher than BX's -2.62% return. Both investments have delivered pretty close results over the past 10 years, with PGHN.SW having a 21.83% annualized return and BX not far ahead at 21.93%. 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
PGHN.SW vs. BX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Partners Group Holding AG (PGHN.SW) 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
PGHN.SW vs. BX - Dividend Comparison
PGHN.SW's dividend yield for the trailing twelve months is around 2.94%, more than BX's 2.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGHN.SW Partners Group Holding AG | 2.94% | 3.05% | 4.04% | 1.82% | 2.45% | 2.48% | 3.19% | 2.25% | 2.20% | 2.35% | 2.50% | 2.63% |
BX The Blackstone Group Inc. | 2.67% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 8.44% | 9.92% | 5.63% | 3.67% |
Drawdowns
PGHN.SW vs. BX - Drawdown Comparison
The maximum PGHN.SW drawdown since its inception was -68.48%, smaller than the maximum BX drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for PGHN.SW and BX. For additional features, visit the drawdowns tool.
Volatility
PGHN.SW vs. BX - Volatility Comparison
The current volatility for Partners Group Holding AG (PGHN.SW) is 7.19%, while The Blackstone Group Inc. (BX) has a volatility of 9.58%. This indicates that PGHN.SW 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.
Financials
PGHN.SW vs. BX - Financials Comparison
This section allows you to compare key financial metrics between Partners Group Holding AG 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