VTS vs. BX
Compare and contrast key facts about Vitesse Energy Inc (VTS) and The Blackstone Group Inc. (BX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTS or BX.
Key characteristics
| VTS | BX | |
|---|---|---|
| YTD Return | 31.84% | 41.53% |
| 1Y Return | 33.16% | 89.59% |
| Sharpe Ratio | 1.16 | 2.97 |
| Sortino Ratio | 1.78 | 3.70 |
| Omega Ratio | 1.21 | 1.45 |
| Calmar Ratio | 1.78 | 3.04 |
| Martin Ratio | 5.67 | 16.37 |
| Ulcer Index | 5.93% | 5.37% |
| Daily Std Dev | 28.91% | 29.53% |
| Max Drawdown | -18.91% | -87.65% |
| Current Drawdown | -2.06% | -1.36% |
Fundamentals
| VTS | BX | |
|---|---|---|
| Market Cap | $810.38M | $219.12B |
| EPS | $1.47 | $2.91 |
| PE Ratio | 18.66 | 62.08 |
| Total Revenue (TTM) | $255.37M | $10.44B |
| Gross Profit (TTM) | $86.42M | $10.38B |
| EBITDA (TTM) | $157.60M | $5.55B |
Correlation
The correlation between VTS and BX is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VTS vs. BX - Performance Comparison
In the year-to-date period, VTS achieves a 31.84% return, which is significantly lower than BX's 41.53% 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
VTS vs. BX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vitesse Energy Inc (VTS) 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
VTS vs. BX - Dividend Comparison
VTS's dividend yield for the trailing twelve months is around 7.58%, more than BX's 1.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTS Vitesse Energy Inc | 7.58% | 9.14% | 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. | 1.91% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 8.44% | 9.92% | 5.68% | 3.75% |
Drawdowns
VTS vs. BX - Drawdown Comparison
The maximum VTS drawdown since its inception was -18.91%, smaller than the maximum BX drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for VTS and BX. For additional features, visit the drawdowns tool.
Volatility
VTS vs. BX - Volatility Comparison
The current volatility for Vitesse Energy Inc (VTS) is 7.41%, while The Blackstone Group Inc. (BX) has a volatility of 9.22%. This indicates that VTS 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.
Financials
VTS vs. BX - Financials Comparison
This section allows you to compare key financial metrics between Vitesse Energy 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