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SFTBY vs. BX
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

SFTBY vs. BX - Performance Comparison

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

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SFTBY vs. BX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SFTBY
SoftBank Group Corp.
-15.70%97.32%31.21%4.09%-12.04%-37.79%79.48%33.08%-17.63%21.00%
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

Market Cap

SFTBY:

$136.25B

BX:

$89.28B

EPS

SFTBY:

$392.16

BX:

$5.09

PE Ratio

SFTBY:

0.03

BX:

22.47

PEG Ratio

SFTBY:

0.00

BX:

0.20

PS Ratio

SFTBY:

0.01

BX:

6.46

PB Ratio

SFTBY:

0.01

BX:

10.30

Total Revenue (TTM)

SFTBY:

$7.73T

BX:

$13.83B

Gross Profit (TTM)

SFTBY:

$3.99T

BX:

$13.45B

EBITDA (TTM)

SFTBY:

$4.56T

BX:

$7.21B

Returns By Period

In the year-to-date period, SFTBY achieves a -15.70% return, which is significantly higher than BX's -24.97% return. Over the past 10 years, SFTBY has underperformed BX with an annualized return of 14.92%, while BX has yielded a comparatively higher 20.32% annualized return.


SFTBY

1D
-1.16%
1M
-7.40%
YTD
-15.70%
6M
-25.73%
1Y
89.19%
3Y*
34.73%
5Y*
2.21%
10Y*
14.92%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

SFTBY vs. BX — Risk / Return Rank

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

SFTBY
SFTBY Risk / Return Rank: 7575
Overall Rank
SFTBY Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
SFTBY Sortino Ratio Rank: 7878
Sortino Ratio Rank
SFTBY Omega Ratio Rank: 7474
Omega Ratio Rank
SFTBY Calmar Ratio Rank: 7474
Calmar Ratio Rank
SFTBY Martin Ratio Rank: 6969
Martin Ratio Rank

BX
BX Risk / Return Rank: 2424
Overall Rank
BX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
BX Sortino Ratio Rank: 2121
Sortino Ratio Rank
BX Omega Ratio Rank: 2121
Omega Ratio Rank
BX Calmar Ratio Rank: 3030
Calmar Ratio Rank
BX Martin Ratio Rank: 2727
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.

SFTBY vs. BX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoftBank Group Corp. (SFTBY) 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.


SFTBYBXDifference

Sharpe ratio

Return per unit of total volatility

1.40

-0.44

+1.84

Sortino ratio

Return per unit of downside risk

2.04

-0.39

+2.43

Omega ratio

Gain probability vs. loss probability

1.25

0.95

+0.30

Calmar ratio

Return relative to maximum drawdown

1.76

-0.34

+2.11

Martin ratio

Return relative to average drawdown

3.59

-0.81

+4.39

SFTBY vs. BX - Sharpe Ratio Comparison

The current SFTBY Sharpe Ratio is 1.40, which is higher than the BX Sharpe Ratio of -0.44. The chart below compares the historical Sharpe Ratios of SFTBY 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.


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Sharpe Ratios by Period


SFTBYBXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.40

-0.44

+1.84

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.05

0.32

-0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.35

0.57

-0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.28

+0.01

Correlation

The correlation between SFTBY and BX is 0.32, 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

SFTBY vs. BX - Dividend Comparison

SFTBY has not paid dividends to shareholders, while BX's dividend yield for the trailing twelve months is around 4.15%.


TTM20252024202320222021202020192018201720162015
SFTBY
SoftBank Group Corp.
0.00%0.13%0.26%0.00%0.00%0.00%0.00%0.71%0.61%0.49%0.59%0.65%
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

SFTBY vs. BX - Drawdown Comparison

The maximum SFTBY drawdown since its inception was -65.94%, smaller than the maximum BX drawdown of -87.62%. Use the drawdown chart below to compare losses from any high point for SFTBY and BX.


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Drawdown Indicators


SFTBYBXDifference

Max Drawdown

Largest peak-to-trough decline

-65.94%

-87.62%

+21.68%

Max Drawdown (1Y)

Largest decline over 1 year

-50.78%

-44.76%

-6.02%

Max Drawdown (5Y)

Largest decline over 5 years

-64.26%

-49.29%

-14.97%

Max Drawdown (10Y)

Largest decline over 10 years

-65.94%

-49.29%

-16.65%

Current Drawdown

Current decline from peak

-46.09%

-40.10%

-5.99%

Average Drawdown

Average peak-to-trough decline

-26.69%

-25.60%

-1.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

24.95%

19.11%

+5.84%

Volatility

SFTBY vs. BX - Volatility Comparison

SoftBank Group Corp. (SFTBY) has a higher volatility of 23.02% compared to The Blackstone Group Inc. (BX) at 11.93%. This indicates that SFTBY'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.


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Volatility by Period


SFTBYBXDifference

Volatility (1M)

Calculated over the trailing 1-month period

23.02%

11.93%

+11.09%

Volatility (6M)

Calculated over the trailing 6-month period

50.06%

25.39%

+24.67%

Volatility (1Y)

Calculated over the trailing 1-year period

63.97%

39.68%

+24.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

46.41%

38.83%

+7.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

42.61%

35.55%

+7.06%

Financials

SFTBY vs. BX - Financials Comparison

This section allows you to compare key financial metrics between SoftBank Group Corp. 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


0.00500.00B1.00T1.50T2.00TAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
2.02T
4.36B
(SFTBY) Total Revenue
(BX) Total Revenue
Values in USD except per share items

SFTBY vs. BX - Profitability Comparison

The chart below illustrates the profitability comparison between SoftBank Group Corp. 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

40.0%50.0%60.0%70.0%80.0%90.0%100.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
51.7%
100.0%
Portfolio components
SFTBY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, SoftBank Group Corp. reported a gross profit of 1.04T and revenue of 2.02T. Therefore, the gross margin over that period was 51.7%.

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%.

SFTBY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, SoftBank Group Corp. reported an operating income of 77.46B and revenue of 2.02T, resulting in an operating margin of 3.8%.

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%.

SFTBY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, SoftBank Group Corp. reported a net income of 253.07B and revenue of 2.02T, resulting in a net margin of 12.5%.

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%.