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BX vs. MSCI: Blackstone vs. MSCI Stock Comparison

How do Blackstone (BX) and MSCI (MSCI) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Blackstone (BX) and MSCI (MSCI) both belong to the Capital Markets industry, though BX is classified under Asset Management & Custody Banks while MSCI falls under Financial Exchanges & Data.

Company profile comparison for Blackstone (BX) and MSCI (MSCI)
Profile ItemBXMSCI
NameBlackstone Inc.MSCI Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksFinancial Exchanges & Data
Market Capitalization148.61 billion USD46.60 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJune 22, 2007November 15, 2007
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

BX
MSCI
GSPC
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Blackstone (BX) vs. MSCI (MSCI), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Blackstone (BX) and MSCI (MSCI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Blackstone (BX) and MSCI (MSCI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Blackstone (BX) and MSCI (MSCI)
MetricBXMSCI
Total Return (1Y)-11.29%12.76%
Total Return (3Y, Annualized)12.22%9.86%
Total Return (5Y, Annualized)0.26%1.00%

Risk Profile

Drawdown History

BX
MSCI
GSPC
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Blackstone (BX) vs. MSCI (MSCI), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Blackstone (BX) and MSCI (MSCI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Blackstone (BX) and MSCI (MSCI)
MetricBXMSCI
Volatility (1Y, Annualized)38.63%29.82%
Beta (5Y)1.501.17
Max Drawdown (5Y)-49.29%-43.74%
Avg. Volume (3M)4.75M590.34K

Risk-Adjusted Performance

Risk-Return Positioning

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BX and MSCI are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Blackstone (BX) and MSCI (MSCI)
MetricBXMSCI
Sharpe Ratio (1Y)-0.400.28
Sortino Ratio (1Y)-0.570.40

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Blackstone (BX) earns 32.38% on shareholders’ equity, ranked against its industry; MSCI (MSCI) has no ROE this period.

BX

Financial Services industry group

32.38%

Max
44.78%
BX
32.38%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%

MSCI

Financial Services industry group

--

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
MSCI
--
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Blackstone (BX) vs. MSCI (MSCI): MSCI does not report ROE, so it has no value marker; BX is benchmarked against the Financial Services industry group.

Net Margin (TTM)

MSCI (MSCI) at 40.31% retains a top-quartile share of revenue as profit, ahead of Blackstone (BX) at 22.99%, which keeps about the industry-typical share.

BX

Financial Services industry group

22.99%

Max
62.84%
Q3
28.05%
BX
22.99%
Median
15.36%
Q1
4.82%
Min
-28.52%

MSCI

Financial Services industry group

40.31%

Max
62.84%
MSCI
40.31%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Blackstone (BX) vs. MSCI (MSCI): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

MSCI (MSCI) at 56.41% operates in the top operating margin quartile, ahead of Blackstone (BX) at 48.86%, which runs around its industry’s norm.

BX

Financial Services industry group

48.86%

Max
107.33%
Q3
55.90%
BX
48.86%
Median
30.09%
Q1
14.60%
Min
-44.34%

MSCI

Financial Services industry group

56.41%

Max
107.33%
MSCI
56.41%
Q3
55.90%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Blackstone (BX) vs. MSCI (MSCI): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Blackstone (BX) and MSCI (MSCI)
MetricBXMSCI
ROE (TTM)32.38%--
ROA (TTM)14.27%21.75%
Net Margin (TTM)22.99%40.31%
Operating Margin (TTM)48.86%56.41%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Blackstone (BX) at 13.54% and MSCI (MSCI) at 9.75% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Blackstone (BX) vs. MSCI (MSCI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Blackstone (BX) at 6.91% and MSCI (MSCI) at 11.67% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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Blackstone (BX) vs. MSCI (MSCI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Blackstone (BX) and MSCI (MSCI)
MetricBXMSCI
Revenue Growth (YoY)13.54%9.75%
Revenue Growth (3Y CAGR)20.27%11.71%
EPS Growth (YoY)6.91%11.67%
EPS Growth (3Y CAGR)17.92%13.54%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Blackstone (BX) in Financial Services and MSCI (MSCI) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for both: Blackstone (BX) in Financial Services and MSCI (MSCI) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Financial strength metrics for Blackstone (BX) and MSCI (MSCI)
MetricBXMSCI
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Blackstone (BX) at 4.22% delivers top-quartile income for its industry, while MSCI (MSCI) at 1.21% pays a more typical yield — both are credible income propositions, BX the richer one.

BX

Financial Services industry group

4.22%

Max
9.77%
BX
4.22%
Q3
3.92%
Median
1.09%
Q1
0.00%
Min
0.00%

MSCI

Financial Services industry group

1.21%

Max
9.77%
Q3
3.92%
MSCI
1.21%
Median
1.09%
Q1
0.00%
Min
0.00%
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Blackstone (BX) vs. MSCI (MSCI): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Blackstone (BX) reports payout ratio above 100% at 111.19%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile MSCI (MSCI) reports 42.04%, ranking against industry peers normally.

BX

Financial Services industry group

111.19%

Max
241.07%
BX
111.19%
Q3
97.36%
Median
25.77%
Q1
0.00%
Min
0.00%

MSCI

Financial Services industry group

42.04%

Max
241.07%
Q3
97.36%
MSCI
42.04%
Median
25.77%
Q1
0.00%
Min
0.00%
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Blackstone (BX) vs. MSCI (MSCI): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Blackstone (BX) and MSCI (MSCI)
MetricBXMSCI
Dividend Yield (TTM)4.22%1.21%
Dividend Payout Ratio (TTM)111.19%42.04%

Valuation

P/E Ratio (TTM)

Both Blackstone (BX) at 26.61 and MSCI (MSCI) at 33.90 sit in the richer earnings-multiple quartile for P/E ratio, so investors are paying more for TTM earnings than they pay for typical peers.

BX

Financial Services industry group

26.61

Max
45.85
BX
26.61
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16

MSCI

Financial Services industry group

33.90

Max
45.85
MSCI
33.90
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Blackstone (BX) vs. MSCI (MSCI): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Investors are paying well above the peer range per dollar of sales for both Blackstone (BX) at 9.61 and MSCI (MSCI) at 13.58 — each P/S ratio clears its industry’s benchmark range.

BX

Financial Services industry group

9.61

BX
9.61
Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55

MSCI

Financial Services industry group

13.58

MSCI
13.58
Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Blackstone (BX) vs. MSCI (MSCI): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

MSCI (MSCI) reports a negative P/B ratio of -15.24, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Blackstone (BX) reports 10.81, ranking against industry peers normally.

BX

Financial Services industry group

10.81

BX
10.81
Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39

MSCI

Financial Services industry group

-15.24

Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
MSCI
-15.24
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Blackstone (BX) vs. MSCI (MSCI): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Blackstone (BX) and MSCI (MSCI)
MetricBXMSCI
P/E Ratio (TTM)26.6133.90
P/S Ratio (TTM)9.6113.58
P/B Ratio (MRQ)10.81-15.24
Free Cash Flow Yield (TTM)----