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

Correlation

The correlation between VRTX and BX is 0.45, 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.


Performance

VRTX vs. BX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vertex Pharmaceuticals Incorporated (VRTX) 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

VRTX:

-0.03

BX:

0.39

Sortino Ratio

VRTX:

0.23

BX:

1.08

Omega Ratio

VRTX:

1.03

BX:

1.14

Calmar Ratio

VRTX:

0.04

BX:

0.60

Martin Ratio

VRTX:

0.11

BX:

1.51

Ulcer Index

VRTX:

9.06%

BX:

15.51%

Daily Std Dev

VRTX:

28.64%

BX:

38.68%

Max Drawdown

VRTX:

-91.77%

BX:

-87.65%

Current Drawdown

VRTX:

-15.94%

BX:

-25.12%

Fundamentals

Market Cap

VRTX:

$108.15B

BX:

$180.07B

EPS

VRTX:

-$3.80

BX:

$3.29

PEG Ratio

VRTX:

2.57

BX:

2.18

PS Ratio

VRTX:

9.74

BX:

14.55

PB Ratio

VRTX:

6.72

BX:

14.23

Total Revenue (TTM)

VRTX:

$11.09B

BX:

$11.95B

Gross Profit (TTM)

VRTX:

$9.54B

BX:

$11.95B

EBITDA (TTM)

VRTX:

-$228.00M

BX:

$6.03B

Returns By Period

In the year-to-date period, VRTX achieves a 7.87% return, which is significantly higher than BX's -13.56% return. Over the past 10 years, VRTX has underperformed BX with an annualized return of 13.09%, while BX has yielded a comparatively higher 18.66% annualized return.


VRTX

YTD

7.87%

1M

-13.21%

6M

-10.24%

1Y

-0.71%

5Y*

8.54%

10Y*

13.09%

BX

YTD

-13.56%

1M

10.67%

6M

-17.75%

1Y

14.75%

5Y*

27.98%

10Y*

18.66%

*Annualized

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Risk-Adjusted Performance

VRTX vs. BX — Risk-Adjusted Performance Rank

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

VRTX
The Risk-Adjusted Performance Rank of VRTX is 4848
Overall Rank
The Sharpe Ratio Rank of VRTX is 5050
Sharpe Ratio Rank
The Sortino Ratio Rank of VRTX is 4242
Sortino Ratio Rank
The Omega Ratio Rank of VRTX is 4343
Omega Ratio Rank
The Calmar Ratio Rank of VRTX is 5353
Calmar Ratio Rank
The Martin Ratio Rank of VRTX is 5252
Martin Ratio Rank

BX
The Risk-Adjusted Performance Rank of BX is 6969
Overall Rank
The Sharpe Ratio Rank of BX is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of BX is 6868
Sortino Ratio Rank
The Omega Ratio Rank of BX is 6666
Omega Ratio Rank
The Calmar Ratio Rank of BX is 7575
Calmar Ratio Rank
The Martin Ratio Rank of BX is 6969
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.

VRTX vs. BX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vertex Pharmaceuticals Incorporated (VRTX) 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 VRTX Sharpe Ratio is -0.03, which is lower than the BX Sharpe Ratio of 0.39. The chart below compares the historical Sharpe Ratios of VRTX 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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Dividends

VRTX vs. BX - Dividend Comparison

VRTX has not paid dividends to shareholders, while BX's dividend yield for the trailing twelve months is around 2.76%.


TTM20242023202220212020201920182017201620152014
VRTX
Vertex Pharmaceuticals Incorporated
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BX
The Blackstone Group Inc.
2.76%2.00%2.54%6.66%2.76%2.95%3.43%8.12%7.25%8.44%9.76%5.57%

Drawdowns

VRTX vs. BX - Drawdown Comparison

The maximum VRTX drawdown since its inception was -91.77%, roughly equal to the maximum BX drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for VRTX and BX. For additional features, visit the drawdowns tool.


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Volatility

VRTX vs. BX - Volatility Comparison

The current volatility for Vertex Pharmaceuticals Incorporated (VRTX) is 13.64%, while The Blackstone Group Inc. (BX) has a volatility of 14.37%. This indicates that VRTX experiences smaller price fluctuations and is considered to be less risky than BX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

VRTX vs. BX - Financials Comparison

This section allows you to compare key financial metrics between Vertex Pharmaceuticals Incorporated 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


-4.00B-2.00B0.002.00B4.00B6.00B20212022202320242025
2.77B
2.83B
(VRTX) Total Revenue
(BX) Total Revenue
Values in USD except per share items

VRTX vs. BX - Profitability Comparison

The chart below illustrates the profitability comparison between Vertex Pharmaceuticals Incorporated 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

85.0%90.0%95.0%100.0%20212022202320242025
86.9%
100.0%
(VRTX) Gross Margin
(BX) Gross Margin
VRTX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Vertex Pharmaceuticals Incorporated reported a gross profit of 2.41B and revenue of 2.77B. Therefore, the gross margin over that period was 86.9%.

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%.

VRTX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Vertex Pharmaceuticals Incorporated reported an operating income of 630.10M and revenue of 2.77B, resulting in an operating margin of 22.8%.

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%.

VRTX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Vertex Pharmaceuticals Incorporated reported a net income of 646.30M and revenue of 2.77B, resulting in a net margin of 23.3%.

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%.