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BX vs. SMFG: A Head-to-Head Stock Comparison

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Here’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.

SymbolBXSMFG
Company NameBlackstone Inc.Sumitomo Mitsui Financial Group, Inc.
CountryUnited StatesJapan
GICS SectorFinancialsFinancials
GICS IndustryCapital MarketsBanks
Market Capitalization206.89 billion USD106.35 billion USD
ExchangeNYSENYSE
Listing DateJune 22, 2007January 27, 2006
Security TypeCommon StockADR

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.

BX vs. SMFG: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolBXSMFG
5-Day Price Return-4.37%-1.39%
13-Week Price Return8.59%11.48%
26-Week Price Return20.51%-0.49%
52-Week Price Return10.67%58.60%
Month-to-Date Return-1.40%-3.07%
Year-to-Date Return-2.30%7.55%
10-Day Avg. Volume3.36M14.07M
3-Month Avg. Volume3.66M12.05M
3-Month Volatility28.15%27.47%
Beta1.811.61

Profitability

Return on Equity (TTM)

BX

36.31%

Capital Markets Industry

Max
38.97%
Q3
22.24%
Median
13.52%
Q1
8.61%
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

8.01%

Banks Industry

Max
25.40%
Q3
15.55%
Median
12.00%
Q1
8.98%
Min
-0.10%

SMFG’s Return on Equity of 8.01% 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.

BX vs. SMFG: A comparison of their Return on Equity (TTM) against their respective Capital Markets and Banks industry benchmarks.

Net Profit Margin (TTM)

BX

20.83%

Capital Markets Industry

Max
69.91%
Q3
37.24%
Median
24.30%
Q1
13.06%
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
35.73%
Median
28.97%
Q1
22.56%
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.

BX vs. SMFG: A comparison of their Net Profit Margin (TTM) against their respective Capital Markets and Banks industry benchmarks.

Operating Profit Margin (TTM)

BX

47.16%

Capital Markets Industry

Max
84.86%
Q3
47.16%
Median
32.23%
Q1
18.65%
Min
-21.87%

BX’s Operating Profit Margin of 47.16% is around the midpoint for the Capital Markets industry, indicating that its efficiency in managing core business operations is typical for the sector.

SMFG

25.28%

Banks Industry

Max
63.35%
Q3
44.73%
Median
37.24%
Q1
28.25%
Min
12.28%

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.

BX vs. SMFG: A comparison of their Operating Profit Margin (TTM) against their respective Capital Markets and Banks industry benchmarks.

Profitability at a Glance

SymbolBXSMFG
Return on Equity (TTM)36.31%8.01%
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

0.70

Capital Markets Industry

Max
3.37
Q3
1.81
Median
1.01
Q1
0.56
Min
0.04

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.

BX vs. SMFG: A comparison of their Current Ratio (MRQ) against their respective Capital Markets and Banks industry benchmarks.

Debt-to-Equity Ratio (MRQ)

BX

1.44

Capital Markets Industry

Max
6.52
Q3
2.79
Median
0.96
Q1
0.28
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

SMFG

4.16

Banks Industry

Max
5.78
Q3
2.66
Median
1.05
Q1
0.40
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Banks industry.

BX vs. SMFG: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Capital Markets and Banks industry benchmarks.

Interest Coverage Ratio (TTM)

BX

7.05

Capital Markets Industry

Max
107.59
Q3
48.41
Median
10.85
Q1
4.56
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.

BX vs. SMFG: A comparison of their Interest Coverage Ratio (TTM) against their respective Capital Markets and Banks industry benchmarks.

Financial Strength at a Glance

SymbolBXSMFG
Current Ratio (MRQ)0.70--
Quick Ratio (MRQ)0.69--
Debt-to-Equity Ratio (MRQ)1.444.16
Interest Coverage Ratio (TTM)7.05--

Growth

Revenue Growth

BX vs. SMFG: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

BX vs. SMFG: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

BX

2.53%

Capital Markets Industry

Max
9.02%
Q3
4.54%
Median
2.55%
Q1
1.27%
Min
0.00%

BX’s Dividend Yield of 2.53% 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
11.03%
Q3
6.00%
Median
3.87%
Q1
2.41%
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.

BX vs. SMFG: A comparison of their Dividend Yield (TTM) against their respective Capital Markets and Banks industry benchmarks.

Dividend Payout Ratio (TTM)

BX

182.75%

Capital Markets Industry

Max
199.38%
Q3
99.28%
Median
60.67%
Q1
32.00%
Min
0.00%

BX’s Dividend Payout Ratio of 182.75% 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
134.24%
Q3
79.39%
Median
55.09%
Q1
36.09%
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.

BX vs. SMFG: A comparison of their Dividend Payout Ratio (TTM) against their respective Capital Markets and Banks industry benchmarks.

Dividend at a Glance

SymbolBXSMFG
Dividend Yield (TTM)2.53%2.67%
Dividend Payout Ratio (TTM)182.75%104.11%

Valuation

Price-to-Earnings Ratio (TTM)

BX

72.19

Capital Markets Industry

Max
51.69
Q3
29.42
Median
17.58
Q1
12.55
Min
5.59

At 72.19, 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

13.04

Banks Industry

Max
22.69
Q3
13.75
Median
10.32
Q1
7.73
Min
2.59

SMFG’s P/E Ratio of 13.04 is within the middle range for the Banks industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

BX vs. SMFG: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Capital Markets and Banks industry benchmarks.

Price-to-Sales Ratio (TTM)

BX

15.04

Capital Markets Industry

Max
14.65
Q3
7.29
Median
4.53
Q1
2.26
Min
0.04

With a P/S Ratio of 15.04, 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
4.90
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.

BX vs. SMFG: A comparison of their Price-to-Sales Ratio (TTM) against their respective Capital Markets and Banks industry benchmarks.

Price-to-Book Ratio (MRQ)

BX

21.73

Capital Markets Industry

Max
10.83
Q3
5.12
Median
2.66
Q1
1.19
Min
0.37

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

0.98

Banks Industry

Max
2.09
Q3
1.40
Median
1.11
Q1
0.86
Min
0.29

SMFG’s P/B Ratio of 0.98 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.

BX vs. SMFG: A comparison of their Price-to-Book Ratio (MRQ) against their respective Capital Markets and Banks industry benchmarks.

Valuation at a Glance

SymbolBXSMFG
Price-to-Earnings Ratio (TTM)72.1913.04
Price-to-Sales Ratio (TTM)15.042.32
Price-to-Book Ratio (MRQ)21.730.98
Price-to-Free Cash Flow Ratio (TTM)63.023.44
BX vs. SMFG: A Head-to-Head Stock Comparison