BX vs. SMFG: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at BX and SMFG, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
BX is a standard domestic listing, while SMFG trades as an American Depositary Receipt (ADR), offering U.S. investors access to its foreign-listed shares.
Symbol | BX | SMFG |
---|---|---|
Company Name | Blackstone Inc. | Sumitomo Mitsui Financial Group, Inc. |
Country | United States | Japan |
GICS Sector | Financials | Financials |
GICS Industry | Capital Markets | Banks |
Market Capitalization | 216.92 billion USD | 104.50 billion USD |
Exchange | NYSE | NYSE |
Listing Date | June 22, 2007 | January 27, 2006 |
Security Type | Common Stock | ADR |
Historical Performance
This chart compares the performance of BX and SMFG by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.
Historical Performance at a Glance
Symbol | BX | SMFG |
---|---|---|
5-Day Price Return | 5.36% | 6.12% |
13-Week Price Return | 18.54% | 12.54% |
26-Week Price Return | 1.19% | 6.63% |
52-Week Price Return | 36.62% | 58.60% |
Month-to-Date Return | 2.12% | 3.87% |
Year-to-Date Return | 2.44% | 6.38% |
10-Day Avg. Volume | 3.61M | 12.95M |
3-Month Avg. Volume | 4.40M | 15.07M |
3-Month Volatility | 30.42% | 23.81% |
Beta | 1.81 | 1.44 |
Profitability
Return on Equity (TTM)
BX
36.31%
Capital Markets Industry
- Max
- 38.97%
- Q3
- 21.61%
- Median
- 13.77%
- Q1
- 8.31%
- Min
- -4.25%
In the upper quartile for the Capital Markets industry, BX’s Return on Equity of 36.31% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.
SMFG
7.91%
Banks Industry
- Max
- 26.37%
- Q3
- 15.92%
- Median
- 12.25%
- Q1
- 8.69%
- Min
- 0.15%
SMFG’s Return on Equity of 7.91% is in the lower quartile for the Banks industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.
Net Profit Margin (TTM)
BX
20.83%
Capital Markets Industry
- Max
- 66.67%
- Q3
- 35.11%
- Median
- 23.49%
- Q1
- 13.63%
- Min
- -15.18%
BX’s Net Profit Margin of 20.83% is aligned with the median group of its peers in the Capital Markets industry. This indicates its ability to convert revenue into profit is typical for the sector.
SMFG
19.05%
Banks Industry
- Max
- 54.20%
- Q3
- 35.70%
- Median
- 28.97%
- Q1
- 22.53%
- Min
- 6.98%
Falling into the lower quartile for the Banks industry, SMFG’s Net Profit Margin of 19.05% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.
Operating Profit Margin (TTM)
BX
47.16%
Capital Markets Industry
- Max
- 86.40%
- Q3
- 46.46%
- Median
- 32.80%
- Q1
- 18.32%
- Min
- -21.87%
An Operating Profit Margin of 47.16% places BX in the upper quartile for the Capital Markets industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.
SMFG
25.28%
Banks Industry
- Max
- 63.35%
- Q3
- 44.59%
- Median
- 37.24%
- Q1
- 28.25%
- Min
- 13.37%
SMFG’s Operating Profit Margin of 25.28% is in the lower quartile for the Banks industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.
Profitability at a Glance
Symbol | BX | SMFG |
---|---|---|
Return on Equity (TTM) | 36.31% | 7.91% |
Return on Assets (TTM) | 6.48% | 0.39% |
Net Profit Margin (TTM) | 20.83% | 19.05% |
Operating Profit Margin (TTM) | 47.16% | 25.28% |
Gross Profit Margin (TTM) | 83.07% | -- |
Financial Strength
Current Ratio (MRQ)
BX
0.69
Capital Markets Industry
- Max
- 3.76
- Q3
- 1.89
- Median
- 1.01
- Q1
- 0.54
- Min
- -0.41
For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
SMFG
--
Banks Industry
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
For the Banks industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
Debt-to-Equity Ratio (MRQ)
BX
1.44
Capital Markets Industry
- Max
- 6.62
- Q3
- 2.84
- Median
- 1.02
- Q1
- 0.32
- Min
- 0.00
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.
SMFG
4.30
Banks Industry
- Max
- 4.75
- Q3
- 2.62
- Median
- 1.02
- Q1
- 0.39
- Min
- 0.00
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Banks industry.
Interest Coverage Ratio (TTM)
BX
7.05
Capital Markets Industry
- Max
- 126.03
- Q3
- 60.98
- Median
- 11.77
- Q1
- 4.95
- Min
- -36.26
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.
SMFG
--
Banks Industry
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Banks industry.
Financial Strength at a Glance
Symbol | BX | SMFG |
---|---|---|
Current Ratio (MRQ) | 0.69 | -- |
Quick Ratio (MRQ) | 0.69 | -- |
Debt-to-Equity Ratio (MRQ) | 1.44 | 4.30 |
Interest Coverage Ratio (TTM) | 7.05 | -- |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
BX
2.35%
Capital Markets Industry
- Max
- 10.26%
- Q3
- 4.86%
- Median
- 2.78%
- Q1
- 1.22%
- Min
- 0.00%
BX’s Dividend Yield of 2.35% is consistent with its peers in the Capital Markets industry, providing a dividend return that is standard for its sector.
SMFG
2.67%
Banks Industry
- Max
- 10.27%
- Q3
- 5.83%
- Median
- 3.81%
- Q1
- 2.50%
- Min
- 0.00%
SMFG’s Dividend Yield of 2.67% is consistent with its peers in the Banks industry, providing a dividend return that is standard for its sector.
Dividend Payout Ratio (TTM)
BX
200.72%
Capital Markets Industry
- Max
- 200.72%
- Q3
- 101.92%
- Median
- 57.97%
- Q1
- 32.36%
- Min
- 0.00%
BX’s Dividend Payout Ratio of 200.72% is in the upper quartile for the Capital Markets industry. This indicates a strong commitment to shareholder returns but also suggests that a smaller portion of earnings is retained for reinvestment compared to many peers.
SMFG
104.11%
Banks Industry
- Max
- 147.07%
- Q3
- 80.55%
- Median
- 54.40%
- Q1
- 35.71%
- Min
- 0.00%
SMFG’s Dividend Payout Ratio of 104.11% is in the upper quartile for the Banks industry. This indicates a strong commitment to shareholder returns but also suggests that a smaller portion of earnings is retained for reinvestment compared to many peers.
Dividend at a Glance
Symbol | BX | SMFG |
---|---|---|
Dividend Yield (TTM) | 2.35% | 2.67% |
Dividend Payout Ratio (TTM) | 200.72% | 104.11% |
Valuation
Price-to-Earnings Ratio (TTM)
BX
75.93
Capital Markets Industry
- Max
- 58.89
- Q3
- 31.00
- Median
- 18.54
- Q1
- 12.09
- Min
- 5.24
At 75.93, BX’s P/E Ratio is exceptionally high, exceeding the typical maximum for the Capital Markets industry. This suggests the stock may be significantly overvalued compared to its peers and implies high market expectations that could be difficult to meet.
SMFG
13.09
Banks Industry
- Max
- 20.05
- Q3
- 12.65
- Median
- 10.21
- Q1
- 7.54
- Min
- 2.74
A P/E Ratio of 13.09 places SMFG in the upper quartile for the Banks industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.
Price-to-Sales Ratio (TTM)
BX
15.82
Capital Markets Industry
- Max
- 14.49
- Q3
- 7.41
- Median
- 4.68
- Q1
- 2.25
- Min
- 0.04
With a P/S Ratio of 15.82, BX trades at a valuation that eclipses even the highest in the Capital Markets industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.
SMFG
2.32
Banks Industry
- Max
- 5.06
- Q3
- 2.98
- Median
- 2.24
- Q1
- 1.59
- Min
- 0.45
The P/S Ratio is often not a primary valuation tool in the Banks industry.
Price-to-Book Ratio (MRQ)
BX
21.73
Capital Markets Industry
- Max
- 9.48
- Q3
- 4.94
- Median
- 2.42
- Q1
- 1.21
- Min
- 0.38
At 21.73, BX’s P/B Ratio is at an extreme premium to the Capital Markets industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.
SMFG
1.00
Banks Industry
- Max
- 2.18
- Q3
- 1.36
- Median
- 1.09
- Q1
- 0.81
- Min
- 0.20
SMFG’s P/B Ratio of 1.00 is within the conventional range for the Banks industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
Valuation at a Glance
Symbol | BX | SMFG |
---|---|---|
Price-to-Earnings Ratio (TTM) | 75.93 | 13.09 |
Price-to-Sales Ratio (TTM) | 15.82 | 2.32 |
Price-to-Book Ratio (MRQ) | 21.73 | 1.00 |
Price-to-Free Cash Flow Ratio (TTM) | 60.78 | 3.35 |