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SFTBY vs. BX
Performance
Return for Risk
Drawdowns
Volatility
Dividends
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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Returns By Period

In the year-to-date period, SFTBY achieves a 84.83% return, which is significantly higher than BX's -26.95% return. Over the past 10 years, SFTBY has outperformed BX with an annualized return of 22.73%, while BX has yielded a comparatively lower 20.78% annualized return.


SFTBY

1D
-4.31%
1M
45.39%
YTD
84.83%
6M
90.75%
1Y
303.08%
3Y*
69.36%
5Y*
22.95%
10Y*
22.73%

BX

1D
-4.03%
1M
-10.41%
YTD
-26.95%
6M
-25.69%
1Y
-17.79%
3Y*
10.78%
5Y*
7.01%
10Y*
20.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SFTBY vs. BX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SFTBY
SoftBank Group Corp.
84.83%97.32%31.21%4.09%-12.04%-37.79%79.48%33.08%-17.63%21.00%
BX
The Blackstone Group Inc.
-26.95%-7.84%35.07%82.75%-40.01%107.11%19.78%96.33%0.10%27.34%

Correlation

The correlation between SFTBY and BX is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.28

Correlation (3Y)
Calculated over the trailing 3-year period

0.34

Correlation (5Y)
Calculated over the trailing 5-year period

0.37

Correlation (10Y)
Calculated over the trailing 10-year period

0.35

Correlation (All Time)
Calculated using the full available price history since Feb 17, 2011

0.32

Fundamentals

Market Cap

SFTBY:

$298.89B

BX:

$86.42B

EPS

SFTBY:

$508.34

BX:

$3.90

PE Ratio

SFTBY:

0.05

BX:

28.25

PEG Ratio

SFTBY:

0.00

BX:

10.39

PS Ratio

SFTBY:

0.03

BX:

5.76

PB Ratio

SFTBY:

0.02

BX:

10.32

Total Revenue (TTM)

SFTBY:

$7.91T

BX:

$14.99B

Gross Profit (TTM)

SFTBY:

$4.07T

BX:

$13.12B

EBITDA (TTM)

SFTBY:

$4.00T

BX:

$7.37B

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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: 9393
Overall Rank
SFTBY Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
SFTBY Sortino Ratio Rank: 9393
Sortino Ratio Rank
SFTBY Omega Ratio Rank: 9191
Omega Ratio Rank
SFTBY Calmar Ratio Rank: 9393
Calmar Ratio Rank
SFTBY Martin Ratio Rank: 8989
Martin Ratio Rank

BX
BX Risk / Return Rank: 2222
Overall Rank
BX Sharpe Ratio Rank: 1818
Sharpe Ratio Rank
BX Sortino Ratio Rank: 1818
Sortino Ratio Rank
BX Omega Ratio Rank: 1919
Omega Ratio Rank
BX Calmar Ratio Rank: 2727
Calmar Ratio Rank
BX Martin Ratio Rank: 2626
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 ratioReturn per unit of total volatility

+4.59

Sortino ratioReturn per unit of downside risk

+4.38

Omega ratioGain probability vs. loss probability

1.45

0.93

+0.52

Calmar ratioReturn relative to maximum drawdown

6.01

-0.40

+6.41

Martin ratioReturn relative to average drawdown

11.25

-0.76

+12.01

SFTBY vs. BX - Sharpe Ratio Comparison

The current SFTBY Sharpe Ratio is 4.06, which is higher than the BX Sharpe Ratio of -0.53. The chart below compares the historical Sharpe Ratios of SFTBY and BX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SFTBYBXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

4.06

-0.53

+4.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

0.18

+0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

0.58

-0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.42

0.27

+0.15

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 (3Y)

Largest decline over 3 years

-50.78%

-46.50%

-4.28%

Max Drawdown (5Y)

Largest decline over 5 years

-55.04%

-49.29%

-5.75%

Max Drawdown (10Y)

Largest decline over 10 years

-65.94%

-49.29%

-16.65%

Current Drawdown

Current decline from peak

-8.64%

-41.69%

+33.05%

Average Drawdown

Average peak-to-trough decline

-26.64%

-25.70%

-0.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

27.08%

23.49%

+3.59%

Volatility

SFTBY vs. BX - Volatility Comparison

SoftBank Group Corp. (SFTBY) has a higher volatility of 34.97% compared to The Blackstone Group Inc. (BX) at 8.58%. 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

34.97%

8.58%

+26.39%

Volatility (6M)

Calculated over the trailing 6-month period

58.23%

27.10%

+31.13%

Volatility (1Y)

Calculated over the trailing 1-year period

75.17%

33.63%

+41.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

50.45%

39.18%

+11.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

45.02%

35.67%

+9.35%

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 4.51%.


PositionTTM20252024202320222021202020192018201720162015
BX
The Blackstone Group Inc.
4.51%3.04%2.00%2.54%6.66%2.76%2.95%3.43%8.12%7.25%6.14%11.76%
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%

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


0.00500.00B1.00T1.50T2.00T20222023202420252026
2.12T
4.10B
(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%20222023202420252026
49.6%
98.5%
Portfolio components
SFTBY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, SoftBank Group Corp. reported a gross profit of 1.05T and revenue of 2.12T. Therefore, the gross margin over that period was 49.6%.

BX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Blackstone Group Inc. reported a gross profit of 4.04B and revenue of 4.10B. Therefore, the gross margin over that period was 98.5%.

SFTBY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, SoftBank Group Corp. reported an operating income of -432.04B and revenue of 2.12T, resulting in an operating margin of -20.4%.

BX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Blackstone Group Inc. reported an operating income of 1.59B and revenue of 4.10B, resulting in an operating margin of 38.8%.

SFTBY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, SoftBank Group Corp. reported a net income of 1.86T and revenue of 2.12T, resulting in a net margin of 88.0%.

BX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Blackstone Group Inc. reported a net income of 649.73M and revenue of 4.10B, resulting in a net margin of 15.8%.


Frequently Asked Questions


SFTBY and BX have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SFTBY has higher volatility (34.97%) compared to BX (8.58%). In terms of maximum drawdown, SFTBY dropped -65.94% vs BX's -87.62%.

SFTBY currently has the higher Sharpe Ratio (4.06 vs -0.53), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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