TPG vs. BX
Compare and contrast key facts about TPG Inc. (TPG) and The Blackstone Group Inc. (BX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TPG or BX.
Key characteristics
| TPG | BX | |
|---|---|---|
| YTD Return | 36.91% | 20.84% |
| 1Y Return | 90.79% | 39.54% |
| Sharpe Ratio | 2.98 | 1.30 |
| Daily Std Dev | 29.90% | 30.92% |
| Max Drawdown | -38.13% | -87.65% |
| Current Drawdown | 0.00% | 0.00% |
Fundamentals
| TPG | BX | |
|---|---|---|
| Market Cap | $20.96B | $188.78B |
| EPS | -$0.13 | $2.63 |
| Total Revenue (TTM) | $2.71B | $9.10B |
| Gross Profit (TTM) | $2.36B | $9.01B |
| EBITDA (TTM) | $86.17M | $4.87B |
Correlation
The correlation between TPG and BX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
TPG vs. BX - Performance Comparison
In the year-to-date period, TPG achieves a 36.91% return, which is significantly higher than BX's 20.84% return. 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
TPG vs. BX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TPG Inc. (TPG) 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
TPG vs. BX - Dividend Comparison
TPG's dividend yield for the trailing twelve months is around 3.05%, more than BX's 2.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TPG TPG Inc. | 3.05% | 3.24% | 3.92% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BX The Blackstone Group Inc. | 2.19% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 8.44% | 9.92% | 5.63% | 3.67% |
Drawdowns
TPG vs. BX - Drawdown Comparison
The maximum TPG drawdown since its inception was -38.13%, smaller than the maximum BX drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for TPG and BX. For additional features, visit the drawdowns tool.
Volatility
TPG vs. BX - Volatility Comparison
TPG Inc. (TPG) has a higher volatility of 8.92% compared to The Blackstone Group Inc. (BX) at 7.06%. This indicates that TPG'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.
Financials
TPG vs. BX - Financials Comparison
This section allows you to compare key financial metrics between TPG 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