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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 Blackstone 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 9.14% return, which is significantly higher than BX's -15.38% return. Over the past 10 years, SFTBY has underperformed BX with an annualized return of 15.69%, while BX has yielded a comparatively higher 22.48% annualized return.


SFTBY

1D
0.20%
1M
-16.13%
6M
12.03%
YTD
9.14%
1Y
63.32%
3Y*
35.28%
5Y*
14.66%
10Y*
15.69%
ALL TIME*
13.34%

BX

1D
-0.25%
1M
4.05%
6M
-8.42%
YTD
-15.38%
1Y
-22.31%
3Y*
9.46%
5Y*
5.49%
10Y*
22.48%
ALL TIME*
12.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$746.59M$603.17M$618.74M
$71.61M$74.06M$75.38M

SFTBY vs. BX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SFTBY
SoftBank Group Corp.
9.14%97.32%31.21%4.09%-12.04%-37.79%79.48%33.08%-17.63%21.00%
BX
Blackstone Inc.
-15.38%-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 0.22, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.22

Correlation (3Y)
Balances recent behavior with more history.

0.32

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.36

Correlation (10Y)
Provides a long-term view across more market conditions.

0.34

Correlation (All Time)
Calculated using the full available price history since Feb 16, 2011

0.32

The correlation between SFTBY and BX shifts across timeframes, from 0.22 (1 year) to 0.36 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

SFTBY:

$176.75B

BX:

$154.30B

EPS

SFTBY:

¥445.05

BX:

$6.00

PE Ratio

SFTBY:

5.47

BX:

21.30

PEG Ratio

SFTBY:

0.05

BX:

7.83

PS Ratio

SFTBY:

3.52

BX:

4.59

Total Revenue (TTM)

SFTBY:

¥7.91T

BX:

$16.32B

Gross Profit (TTM)

SFTBY:

¥4.07T

BX:

$13.72B

EBITDA (TTM)

SFTBY:

¥4.00T

BX:

$8.25B

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Return for Risk

SFTBY vs. BX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

SFTBY
SFTBY Risk / Return Rank: 6969
Overall Rank
SFTBY Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
SFTBY Sortino Ratio Rank: 7272
Sortino Ratio Rank
SFTBY Omega Ratio Rank: 6767
Omega Ratio Rank
SFTBY Calmar Ratio Rank: 7070
Calmar Ratio Rank
SFTBY Martin Ratio Rank: 6565
Martin Ratio Rank

BX
BX Risk / Return Rank: 2020
Overall Rank
BX Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
BX Sortino Ratio Rank: 1616
Sortino Ratio Rank
BX Omega Ratio Rank: 1717
Omega Ratio Rank
BX Calmar Ratio Rank: 2525
Calmar Ratio Rank
BX Martin Ratio Rank: 2626
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

SFTBY vs. BX - Risk-Adjusted Trends Comparison

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

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SFTBYBXDifference
Sharpe ratioReturn per unit of total volatility

+1.44

Sortino ratioReturn per unit of downside risk

+2.39

Omega ratioGain probability vs. loss probability

1.18

0.91

+0.27

Calmar ratioReturn relative to maximum drawdown

1.23

-0.53

+1.76

Martin ratioReturn relative to average drawdown

2.06

-0.87

+2.93

SFTBY vs. BX - Sharpe Ratio Comparison

The current SFTBY Sharpe Ratio is 0.77, which is higher than the BX Sharpe Ratio of -0.67. 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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Drawdowns

SFTBY vs. BX - Drawdown Comparison

The maximum SFTBY drawdown since its inception was -65.94%, smaller than the maximum BX drawdown of -88.09%. 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%

-88.09%

+22.15%

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

-50.78%

-49.29%

-1.49%

Max Drawdown (10Y)

Largest decline over 10 years

-65.94%

-49.29%

-16.65%

Current Drawdown

Current decline from peak

-46.05%

-32.45%

-13.60%

Average Drawdown

Average peak-to-trough decline

-26.70%

-26.44%

-0.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

30.27%

26.92%

+3.35%

Volatility

SFTBY vs. BX - Volatility Comparison

SoftBank Group Corp. (SFTBY) has a higher volatility of 21.33% compared to Blackstone Inc. (BX) at 9.31%. 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

21.33%

9.31%

+12.02%

Volatility (6M)

Calculated over the trailing 6-month period

63.54%

28.89%

+34.65%

Volatility (1Y)

Calculated over the trailing 1-year period

81.17%

35.16%

+46.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

52.53%

39.56%

+12.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.01%

35.77%

+10.24%

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 3.89%.


PositionTTM20252024202320222021202020192018201720162015
BX
Blackstone Inc.
3.89%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 Blackstone 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


Values in USD except per share items

SFTBY vs. BX - Profitability Comparison

The chart below illustrates the profitability comparison between SoftBank Group Corp. and Blackstone Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

SFTBY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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 Aug 2026, Blackstone Inc. reported a gross profit of 4.18B and revenue of 5.04B. Therefore, the gross margin over that period was 82.9%.

SFTBY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 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 Aug 2026, Blackstone Inc. reported an operating income of 2.81B and revenue of 5.04B, resulting in an operating margin of 55.7%.

SFTBY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 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 Aug 2026, Blackstone Inc. reported a net income of 1.23B and revenue of 5.04B, resulting in a net margin of 24.4%.


Frequently Asked Questions


SFTBY and BX have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SFTBY has higher volatility (21.33%) compared to BX (9.31%). In terms of maximum drawdown, SFTBY dropped -65.94% vs BX's -88.09%.

SFTBY currently has the higher Sharpe Ratio (0.77 vs -0.67), 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.

Portfolio Optimizer

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