RJF vs. BX
Compare and contrast key facts about Raymond James Financial, Inc. (RJF) and The Blackstone Group Inc. (BX).
Performance
RJF vs. BX - Performance Comparison
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RJF vs. BX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RJF Raymond James Financial, Inc. | -10.07% | 4.74% | 40.83% | 6.12% | 8.32% | 59.48% | 8.70% | 22.80% | -15.65% | 29.99% |
BX The Blackstone Group Inc. | -24.97% | -7.84% | 35.07% | 82.75% | -40.01% | 107.11% | 19.78% | 96.33% | 0.10% | 27.34% |
Fundamentals
RJF:
$28.88B
BX:
$89.28B
RJF:
$10.26
BX:
$5.09
RJF:
13.98
BX:
22.47
RJF:
1.19
BX:
0.20
RJF:
1.82
BX:
6.46
RJF:
$16.11B
BX:
$13.83B
RJF:
$10.54B
BX:
$13.45B
RJF:
$3.96B
BX:
$7.21B
Returns By Period
In the year-to-date period, RJF achieves a -10.07% return, which is significantly higher than BX's -24.97% return. Over the past 10 years, RJF has underperformed BX with an annualized return of 17.96%, while BX has yielded a comparatively higher 20.32% annualized return.
RJF
- 1D
- -0.59%
- 1M
- -6.79%
- YTD
- -10.07%
- 6M
- -12.95%
- 1Y
- 5.23%
- 3Y*
- 17.09%
- 5Y*
- 12.79%
- 10Y*
- 17.96%
BX
- 1D
- -0.57%
- 1M
- -0.87%
- YTD
- -24.97%
- 6M
- -30.59%
- 1Y
- -17.21%
- 3Y*
- 12.62%
- 5Y*
- 12.52%
- 10Y*
- 20.32%
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Return for Risk
RJF vs. BX — Risk / Return Rank
RJF
BX
RJF vs. BX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Raymond James Financial, Inc. (RJF) 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.
| RJF | BX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.19 | -0.44 | +0.63 |
Sortino ratioReturn per unit of downside risk | 0.44 | -0.39 | +0.83 |
Omega ratioGain probability vs. loss probability | 1.06 | 0.95 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.25 | -0.34 | +0.60 |
Martin ratioReturn relative to average drawdown | 0.67 | -0.81 | +1.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RJF | BX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.19 | -0.44 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.32 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.57 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.28 | +0.22 |
Correlation
The correlation between RJF and BX is 0.52, 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.
Dividends
RJF vs. BX - Dividend Comparison
RJF's dividend yield for the trailing twelve months is around 1.45%, less than BX's 4.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RJF Raymond James Financial, Inc. | 1.45% | 1.25% | 0.87% | 1.53% | 1.67% | 1.04% | 1.16% | 1.93% | 1.48% | 0.74% | 1.18% | 1.28% |
BX The Blackstone Group Inc. | 4.15% | 3.04% | 2.00% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 6.14% | 11.76% |
Drawdowns
RJF vs. BX - Drawdown Comparison
The maximum RJF drawdown since its inception was -69.68%, smaller than the maximum BX drawdown of -87.62%. Use the drawdown chart below to compare losses from any high point for RJF and BX.
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Drawdown Indicators
| RJF | BX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.68% | -87.62% | +17.94% |
Max Drawdown (1Y)Largest decline over 1 year | -19.64% | -44.76% | +25.12% |
Max Drawdown (5Y)Largest decline over 5 years | -32.11% | -49.29% | +17.18% |
Max Drawdown (10Y)Largest decline over 10 years | -45.59% | -49.29% | +3.70% |
Current DrawdownCurrent decline from peak | -17.90% | -40.10% | +22.20% |
Average DrawdownAverage peak-to-trough decline | -14.63% | -25.60% | +10.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.49% | 19.11% | -11.62% |
Volatility
RJF vs. BX - Volatility Comparison
The current volatility for Raymond James Financial, Inc. (RJF) is 6.36%, while The Blackstone Group Inc. (BX) has a volatility of 11.93%. This indicates that RJF 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.
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Volatility by Period
| RJF | BX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.36% | 11.93% | -5.57% |
Volatility (6M)Calculated over the trailing 6-month period | 18.60% | 25.39% | -6.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.68% | 39.68% | -12.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.84% | 38.83% | -10.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.15% | 35.55% | -4.40% |
Financials
RJF vs. BX - Financials Comparison
This section allows you to compare key financial metrics between Raymond James Financial, 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.
Total Revenue: Total amount of money received from sales and other business activities
RJF vs. BX - Profitability Comparison
RJF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Raymond James Financial, Inc. reported a gross profit of 0.00 and revenue of 4.18B. Therefore, the gross margin over that period was 0.0%.
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%.
RJF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Raymond James Financial, Inc. reported an operating income of 0.00 and revenue of 4.18B, resulting in an operating margin of 0.0%.
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%.
RJF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Raymond James Financial, Inc. reported a net income of 563.00M and revenue of 4.18B, resulting in a net margin of 13.5%.
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%.