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BX vs. RKT: Blackstone vs. Rocket Stock Comparison

How do Blackstone (BX) and Rocket (RKT) 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 Rocket (RKT) both fall under the Financial Services industry group, but BX is classified in Capital Markets while RKT is classified in Financial Services.

Company profile comparison for Blackstone (BX) and Rocket (RKT)
Profile ItemBXRKT
NameBlackstone Inc.Rocket Companies Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsFinancial Services
GICS Sub-IndustryAsset Management & Custody BanksCommercial & Residential Mortgage Finance
Market Capitalization148.61 billion USD42.74 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJune 22, 2007August 6, 2020
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

BX
RKT
GSPC
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Blackstone (BX) vs. Rocket (RKT), 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 Rocket (RKT). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Blackstone (BX) and Rocket (RKT)
MetricBXRKT
Total Return (1Y)-11.29%-7.27%
Total Return (3Y, Annualized)12.22%26.30%
Total Return (5Y, Annualized)0.26%0.22%

Risk Profile

Drawdown History

BX
RKT
GSPC
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Blackstone (BX) vs. Rocket (RKT), 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 Rocket (RKT). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Blackstone (BX) and Rocket (RKT)
MetricBXRKT
Volatility (1Y, Annualized)38.63%58.88%
Beta (5Y)1.502.19
Max Drawdown (5Y)-49.29%-59.90%
Avg. Volume (3M)4.75M34.27M

Risk-Adjusted Performance

Risk-Return Positioning

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BX and RKT 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 Rocket (RKT)
MetricBXRKT
Sharpe Ratio (1Y)-0.40-0.20
Sortino Ratio (1Y)-0.57-0.29

Profitability

ROE (TTM)

Blackstone (BX) at 32.38% sits in the top ROE quartile, while Rocket (RKT) at 7.86% is closer to the peer norm — stronger capital efficiency for BX.

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%

RKT

Financial Services industry group

7.86%

Max
44.78%
Q3
21.85%
Median
12.91%
RKT
7.86%
Q1
4.48%
Min
-18.71%
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Blackstone (BX) vs. Rocket (RKT): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both Blackstone (BX) at 22.99% and Rocket (RKT) at 11.02% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

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%

RKT

Financial Services industry group

11.02%

Max
62.84%
Q3
28.05%
Median
15.36%
RKT
11.02%
Q1
4.82%
Min
-28.52%
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Blackstone (BX) vs. Rocket (RKT): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Blackstone (BX) at 48.86% and Rocket (RKT) at 43.54% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

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%

RKT

Financial Services industry group

43.54%

Max
107.33%
Q3
55.90%
RKT
43.54%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Blackstone (BX) vs. Rocket (RKT): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Blackstone (BX) and Rocket (RKT)
MetricBXRKT
ROE (TTM)32.38%7.86%
ROA (TTM)14.27%4.45%
Net Margin (TTM)22.99%11.02%
Operating Margin (TTM)48.86%43.54%
Gross Margin (TTM)----

Growth

Revenue Growth

Rocket (RKT) at 26.87% sits in the top revenue growth quartile, while Blackstone (BX) at 13.54% is closer to the peer norm — faster top-line expansion for RKT.

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

EPS Growth

Blackstone (BX) at 6.91% is around its peer norm for EPS growth, while Rocket (RKT) at -123.81% drops into the bottom quartile, signaling weaker earnings momentum.

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

Growth Metrics

Growth metrics for Blackstone (BX) and Rocket (RKT)
MetricBXRKT
Revenue Growth (YoY)13.54%26.87%
Revenue Growth (3Y CAGR)20.27%3.25%
EPS Growth (YoY)6.91%-123.81%
EPS Growth (3Y CAGR)17.92%--

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Blackstone (BX) in Financial Services and Rocket (RKT) 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 Rocket (RKT) 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 Rocket (RKT)
MetricBXRKT
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Rocket (RKT) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Blackstone (BX) reports a yield of 4.22%, ranking against industry peers normally.

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%

RKT

Financial Services industry group

0.00%

Max
9.77%
Q3
3.92%
Median
1.09%
RKT
0.00%
Q1
0.00%
Min
0.00%
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Blackstone (BX) vs. Rocket (RKT): 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; Rocket (RKT) pays no dividend (payout 0.00%).

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%

RKT

Financial Services industry group

0.00%

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

Dividend Metrics

Dividend metrics for Blackstone (BX) and Rocket (RKT)
MetricBXRKT
Dividend Yield (TTM)4.22%0.00%
Dividend Payout Ratio (TTM)111.19%0.00%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: Blackstone (BX) trades at 26.61 times trailing earnings, ranked against its peers, while Rocket (RKT) has no P/E ratio this period.

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

RKT

Financial Services industry group

--

Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
RKT
--
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Blackstone (BX) vs. Rocket (RKT): RKT does not report P/E ratio, so it has no value marker; BX is benchmarked against the Financial Services industry group.

P/S Ratio (TTM)

Rocket (RKT) at 3.61 prices around its industry’s typical P/S ratio, while Blackstone (BX) at 9.61 clears its benchmark range — BX looks notably rich on sales.

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

RKT

Financial Services industry group

3.61

Max
9.23
Q3
4.57
RKT
3.61
Median
2.72
Q1
1.28
Min
-0.55
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Blackstone (BX) vs. Rocket (RKT): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Rocket (RKT) at 1.76 sits near its industry’s typical P/B ratio, while Blackstone (BX) at 10.81 prices above its benchmark range — BX looks rich relative to book.

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

RKT

Financial Services industry group

1.76

Max
7.79
Q3
3.63
RKT
1.76
Median
1.57
Q1
0.81
Min
-0.39
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Blackstone (BX) vs. Rocket (RKT): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Blackstone (BX) and Rocket (RKT)
MetricBXRKT
P/E Ratio (TTM)26.61--
P/S Ratio (TTM)9.613.61
P/B Ratio (MRQ)10.811.76
Free Cash Flow Yield (TTM)----