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BX vs. SCHW: Blackstone vs. Charles Schwab Stock Comparison

How do Blackstone (BX) and Charles Schwab (SCHW) 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 Charles Schwab (SCHW) both belong to the Capital Markets industry, though BX is classified under Asset Management & Custody Banks while SCHW falls under Investment Banking & Brokerage.

Company profile comparison for Blackstone (BX) and Charles Schwab (SCHW)
Profile ItemBXSCHW
NameBlackstone Inc.The Charles Schwab Corporation
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksInvestment Banking & Brokerage
Market Capitalization148.61 billion USD158.22 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJune 22, 2007September 22, 1987
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

BX
SCHW
GSPC
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Blackstone (BX) vs. Charles Schwab (SCHW), 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 Charles Schwab (SCHW). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Blackstone (BX) and Charles Schwab (SCHW)
MetricBXSCHW
Total Return (1Y)-11.29%-0.80%
Total Return (3Y, Annualized)12.22%21.35%
Total Return (5Y, Annualized)0.26%4.31%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Blackstone (BX) and Charles Schwab (SCHW)
MetricBXSCHW
Volatility (1Y, Annualized)38.63%26.01%
Beta (5Y)1.500.74
Max Drawdown (5Y)-49.29%-49.70%
Avg. Volume (3M)4.75M8.22M

Risk-Adjusted Performance

Risk-Return Positioning

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BX and SCHW 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 Charles Schwab (SCHW)
MetricBXSCHW
Sharpe Ratio (1Y)-0.40-0.20
Sortino Ratio (1Y)-0.57-0.26

Profitability

ROE (TTM)

Blackstone (BX) at 32.38% sits in the top ROE quartile, while Charles Schwab (SCHW) at 21.12% 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%

SCHW

Financial Services industry group

21.12%

Max
44.78%
Q3
21.85%
SCHW
21.12%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Blackstone (BX) vs. Charles Schwab (SCHW): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Charles Schwab (SCHW) at 39.33% 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%

SCHW

Financial Services industry group

39.33%

Max
62.84%
SCHW
39.33%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Blackstone (BX) vs. Charles Schwab (SCHW): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Blackstone (BX) at 48.86% and Charles Schwab (SCHW) at 52.67% 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%

SCHW

Financial Services industry group

52.67%

Max
107.33%
Q3
55.90%
SCHW
52.67%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Blackstone (BX) vs. Charles Schwab (SCHW): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Blackstone (BX) and Charles Schwab (SCHW)
MetricBXSCHW
ROE (TTM)32.38%21.12%
ROA (TTM)14.27%2.16%
Net Margin (TTM)22.99%39.33%
Operating Margin (TTM)48.86%52.67%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Blackstone (BX) at 13.54% and Charles Schwab (SCHW) at 22.01% 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. Charles Schwab (SCHW): A comparison of their Revenue Growth across different time periods.

EPS Growth

Charles Schwab (SCHW) at 55.52% sits in the top EPS growth quartile, while Blackstone (BX) at 6.91% is closer to the peer norm — faster per-share earnings growth for SCHW.

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

Growth Metrics

Growth metrics for Blackstone (BX) and Charles Schwab (SCHW)
MetricBXSCHW
Revenue Growth (YoY)13.54%22.01%
Revenue Growth (3Y CAGR)20.27%4.83%
EPS Growth (YoY)6.91%55.52%
EPS Growth (3Y CAGR)17.92%9.93%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Blackstone (BX) in Financial Services and Charles Schwab (SCHW) 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 Charles Schwab (SCHW) 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 Charles Schwab (SCHW)
MetricBXSCHW
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 Charles Schwab (SCHW) at 1.33% 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%

SCHW

Financial Services industry group

1.33%

Max
9.77%
Q3
3.92%
SCHW
1.33%
Median
1.09%
Q1
0.00%
Min
0.00%
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Blackstone (BX) vs. Charles Schwab (SCHW): 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 Charles Schwab (SCHW) reports 21.03%, 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%

SCHW

Financial Services industry group

21.03%

Max
241.07%
Q3
97.36%
Median
25.77%
SCHW
21.03%
Q1
0.00%
Min
0.00%
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Blackstone (BX) vs. Charles Schwab (SCHW): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Blackstone (BX) and Charles Schwab (SCHW)
MetricBXSCHW
Dividend Yield (TTM)4.22%1.33%
Dividend Payout Ratio (TTM)111.19%21.03%

Valuation

P/E Ratio (TTM)

Charles Schwab (SCHW) at 15.64 is near its industry’s usual P/E ratio, while Blackstone (BX) at 26.61 sits in the richer quartile — BX needs stronger growth or earnings quality to justify the premium.

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

SCHW

Financial Services industry group

15.64

Max
45.85
Q3
24.64
SCHW
15.64
Median
15.37
Q1
9.68
Min
0.16
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Blackstone (BX) vs. Charles Schwab (SCHW): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Both look expensive on sales: Charles Schwab (SCHW) at 5.85 sits in the upper P/S ratio quartile, and Blackstone (BX) at 9.61 prices even higher, above its industry 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

SCHW

Financial Services industry group

5.85

Max
9.23
SCHW
5.85
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Blackstone (BX) vs. Charles Schwab (SCHW): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Charles Schwab (SCHW) at 3.08 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

SCHW

Financial Services industry group

3.08

Max
7.79
Q3
3.63
SCHW
3.08
Median
1.57
Q1
0.81
Min
-0.39
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Blackstone (BX) vs. Charles Schwab (SCHW): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Blackstone (BX) and Charles Schwab (SCHW)
MetricBXSCHW
P/E Ratio (TTM)26.6115.64
P/S Ratio (TTM)9.615.85
P/B Ratio (MRQ)10.813.08
Free Cash Flow Yield (TTM)----