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TPG vs. BX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between TPG and BX is 0.65, 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.

TPG vs. BX

Last updated May 27, 2025

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.

Performance

TPG vs. BX - Performance Comparison

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

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Key characteristics

Sharpe Ratio

TPG:

0.30

BX:

0.35

Sortino Ratio

TPG:

0.68

BX:

0.61

Omega Ratio

TPG:

1.09

BX:

1.08

Calmar Ratio

TPG:

0.27

BX:

0.24

Martin Ratio

TPG:

0.68

BX:

0.59

Ulcer Index

TPG:

17.20%

BX:

15.95%

Daily Std Dev

TPG:

44.00%

BX:

38.60%

Max Drawdown

TPG:

-43.83%

BX:

-87.65%

Current Drawdown

TPG:

-32.95%

BX:

-30.55%

Fundamentals

Market Cap

TPG:

$16.38B

BX:

$165.14B

EPS

TPG:

-$0.31

BX:

$3.29

PS Ratio

TPG:

4.41

BX:

13.35

PB Ratio

TPG:

7.06

BX:

13.05

Total Revenue (TTM)

TPG:

$2.82B

BX:

$11.95B

Gross Profit (TTM)

TPG:

$1.89B

BX:

$11.95B

EBITDA (TTM)

TPG:

$245.52M

BX:

$6.03B

Returns By Period

In the year-to-date period, TPG achieves a -23.94% return, which is significantly lower than BX's -19.82% return.

TPG

YTD

-23.94%

1M

1.77%

6M

-32.95%

1Y

9.63%

3Y*

24.11%

5Y*

N/A

10Y*

N/A

BX

YTD

-19.82%

1M

3.18%

6M

-28.41%

1Y

13.05%

3Y*

11.64%

5Y*

24.59%

10Y*

17.94%

*Annualized

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TPG Inc.

The Blackstone Group Inc.

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

TPG vs. BX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
TPG
The Risk-Adjusted Performance Rank of TPG is 6161
Overall Rank
The Sharpe Ratio Rank of TPG is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of TPG is 5858
Sortino Ratio Rank
The Omega Ratio Rank of TPG is 5757
Omega Ratio Rank
The Calmar Ratio Rank of TPG is 6565
Calmar Ratio Rank
The Martin Ratio Rank of TPG is 6161
Martin Ratio Rank
BX
The Risk-Adjusted Performance Rank of BX is 6060
Overall Rank
The Sharpe Ratio Rank of BX is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of BX is 5555
Sortino Ratio Rank
The Omega Ratio Rank of BX is 5555
Omega Ratio Rank
The Calmar Ratio Rank of BX is 6464
Calmar Ratio Rank
The Martin Ratio Rank of BX is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

The current TPG Sharpe Ratio is 0.30, which is comparable to the BX Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of TPG 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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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

TPG vs. BX - Dividend Comparison

TPG's dividend yield for the trailing twelve months is around 3.70%, more than BX's 2.98% yield.

TTM20242023202220212020201920182017201620152014
TPG
TPG Inc.		3.70%2.63%3.24%3.92%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BX
The Blackstone Group Inc.		2.98%2.00%2.54%6.66%2.76%2.95%3.43%8.12%7.25%8.44%9.76%5.57%

Drawdowns

TPG vs. BX - Drawdown Comparison

The maximum TPG drawdown since its inception was -43.83%, 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.

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

TPG vs. BX - Volatility Comparison

TPG Inc. (TPG) has a higher volatility of 11.22% compared to The Blackstone Group Inc. (BX) at 10.19%. 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.

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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.

Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities

0.001.00B2.00B3.00B4.00B5.00B6.00BJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
743.33M
2.83B
(TPG) Total Revenue
(BX) Total Revenue
Values in USD except per share items

TPG vs. BX - Profitability Comparison

The chart below illustrates the profitability comparison between TPG Inc. 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
-50.0%0.0%50.0%100.0%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
96.8%
100.0%
(TPG) Gross Margin
(BX) Gross Margin
TPG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, TPG Inc. reported a gross profit of 719.27M and revenue of 743.33M. Therefore, the gross margin over that period was 96.8%.

BX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Blackstone Group Inc. reported a gross profit of 2.83B and revenue of 2.83B. Therefore, the gross margin over that period was 100.0%.

TPG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, TPG Inc. reported an operating income of 94.18M and revenue of 743.33M, resulting in an operating margin of 12.7%.

BX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Blackstone Group Inc. reported an operating income of 1.45B and revenue of 2.83B, resulting in an operating margin of 51.4%.

TPG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, TPG Inc. reported a net income of 25.39M and revenue of 743.33M, resulting in a net margin of 3.4%.

BX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Blackstone Group Inc. reported a net income of 614.85M and revenue of 2.83B, resulting in a net margin of 21.8%.