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BANX vs BX
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
BANX vs BX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $154M | $95.85B |
| Revenue (TTM) | $29M | $13.83B |
| Net Income (TTM) | $38M | $3.02B |
| Gross Margin | 100.0% | 86.0% |
| Operating Margin | 79.7% | 51.9% |
| Forward P/E | 8.7x | 20.5x |
| Total Debt | $47M | $13.31B |
| Cash & Equiv. | $9M | $2.63B |
BANX vs BX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| ArrowMark Financial… (BANX) | 100 | 115.0 | +15.0% |
| Blackstone Inc. (BX) | 100 | 215.4 | +115.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BANX vs BX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BANX carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 0 yrs, beta 0.29, yield 9.5%
- Lower volatility, beta 0.29, Low D/E 30.2%, current ratio 0.57x
- Beta 0.29, yield 9.5%, current ratio 0.57x
BX is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 21.6%, EPS growth 7.2%
- 476.1% 10Y total return vs BANX's 118.5%
- PEG 0.98 vs BANX's 2.11
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 21.6% NII/revenue growth vs BANX's 2.7% | |
| Value | Lower P/E (8.7x vs 20.5x) | |
| Quality / Margins | Efficiency ratio 0.2% vs BX's 0.3% (lower = leaner) | |
| Stability / Safety | Beta 0.29 vs BX's 1.53, lower leverage | |
| Dividends | 9.5% yield, vs BX's 6.3% | |
| Momentum (1Y) | +10.3% vs BX's -6.5% | |
| Efficiency (ROA) | Efficiency ratio 0.2% vs BX's 0.3% |
BANX vs BX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
BANX vs BX — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
BANX leads this category, winning 4 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
BX is the larger business by revenue, generating $13.8B annually — 469.3x BANX's $29M. BANX is the more profitable business, keeping 56.8% of every revenue dollar as net income compared to BX's 21.8%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $29M | $13.8B |
| EBITDAEarnings before interest/tax | $48M | $7.2B |
| Net IncomeAfter-tax profit | $38M | $3.0B |
| Free Cash FlowCash after capex | $31M | $3.5B |
| Gross MarginGross profit ÷ Revenue | +100.0% | +86.0% |
| Operating MarginEBIT ÷ Revenue | +79.7% | +51.9% |
| Net MarginNet income ÷ Revenue | +56.8% | +21.8% |
| FCF MarginFCF ÷ Revenue | +46.8% | +12.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +37.1% | +41.3% |
Valuation Metrics
BANX leads this category, winning 6 of 7 comparable metrics.
Valuation Metrics
At 8.4x trailing earnings, BANX trades at a 73% valuation discount to BX's 31.5x P/E. Adjusting for growth (PEG ratio), BX offers better value at 1.51x vs BANX's 2.04x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $154M | $95.8B |
| Enterprise ValueMkt cap + debt − cash | $192M | $106.5B |
| Trailing P/EPrice ÷ TTM EPS | 8.41x | 31.53x |
| Forward P/EPrice ÷ next-FY EPS est. | 8.71x | 20.50x |
| PEG RatioP/E ÷ EPS growth rate | 2.04x | 1.51x |
| EV / EBITDAEnterprise value multiple | 8.22x | 14.77x |
| Price / SalesMarket cap ÷ Revenue | 5.24x | 6.93x |
| Price / BookPrice ÷ Book value/share | 0.91x | 4.37x |
| Price / FCFMarket cap ÷ FCF | 11.20x | 54.93x |
Profitability & Efficiency
BANX leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
BANX delivers a 24.6% return on equity — every $100 of shareholder capital generates $25 in annual profit, vs $14 for BX. BANX carries lower financial leverage with a 0.30x debt-to-equity ratio, signaling a more conservative balance sheet compared to BX's 0.61x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +24.6% | +14.3% |
| ROA (TTM)Return on assets | +18.0% | +6.5% |
| ROICReturn on invested capital | +8.8% | +16.1% |
| ROCEReturn on capital employed | +11.7% | +16.9% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 |
| Debt / EquityFinancial leverage | 0.30x | 0.61x |
| Net DebtTotal debt minus cash | $38M | $10.7B |
| Cash & Equiv.Liquid assets | $9M | $2.6B |
| Total DebtShort + long-term debt | $47M | $13.3B |
| Interest CoverageEBIT ÷ Interest expense | 6.36x | 14.12x |
Total Returns (Dividends Reinvested)
BANX leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BX five years ago would be worth $15,900 today (with dividends reinvested), compared to $14,295 for BANX. Over the past 12 months, BANX leads with a +10.3% total return vs BX's -6.5%. The 3-year compound annual growth rate (CAGR) favors BANX at 21.2% vs BX's 18.4% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -7.6% | -21.3% |
| 1-Year ReturnPast 12 months | +10.3% | -6.5% |
| 3-Year ReturnCumulative with dividends | +78.1% | +65.9% |
| 5-Year ReturnCumulative with dividends | +43.0% | +59.0% |
| 10-Year ReturnCumulative with dividends | +118.5% | +476.1% |
| CAGR (3Y)Annualised 3-year return | +21.2% | +18.4% |
Risk & Volatility
BANX leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
BANX is the less volatile stock with a 0.29 beta — it tends to amplify market swings less than BX's 1.53 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BANX currently trades 83.5% from its 52-week high vs BX's 64.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.29x | 1.53x |
| 52-Week HighHighest price in past year | $23.67 | $190.09 |
| 52-Week LowLowest price in past year | $18.45 | $101.73 |
| % of 52W HighCurrent price vs 52-week peak | +83.5% | +64.3% |
| RSI (14)Momentum oscillator 0–100 | 58.0 | 54.8 |
| Avg Volume (50D)Average daily shares traded | 44K | 7.1M |
Analyst Outlook
Evenly matched — BANX and BX each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates BANX as "Buy" and BX as "Buy". For income investors, BANX offers the higher dividend yield at 9.49% vs BX's 6.30%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | — | $156.29 |
| # AnalystsCovering analysts | 8 | 29 |
| Dividend YieldAnnual dividend ÷ price | +9.5% | +6.3% |
| Dividend StreakConsecutive years of raises | 0 | 2 |
| Dividend / ShareAnnual DPS | $1.88 | $7.70 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.3% |
BANX leads in 5 of 6 categories — strongest in Income & Cash Flow and Valuation Metrics. 1 category is tied.
BANX vs BX: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is BANX or BX a better buy right now?
For growth investors, Blackstone Inc.
(BX) is the stronger pick with 21. 6% revenue growth year-over-year, versus 2. 7% for ArrowMark Financial Corp. (BANX). ArrowMark Financial Corp. (BANX) offers the better valuation at 8. 4x trailing P/E (8. 7x forward), making it the more compelling value choice. Analysts rate ArrowMark Financial Corp. (BANX) a "Buy" — based on 8 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — BANX or BX?
On trailing P/E, ArrowMark Financial Corp.
(BANX) is the cheapest at 8. 4x versus Blackstone Inc. at 31. 5x. On forward P/E, ArrowMark Financial Corp. is actually cheaper at 8. 7x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Blackstone Inc. wins at 0. 98x versus ArrowMark Financial Corp. 's 2. 11x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — BANX or BX?
Over the past 5 years, Blackstone Inc.
(BX) delivered a total return of +59. 0%, compared to +43. 0% for ArrowMark Financial Corp. (BANX). Over 10 years, the gap is even starker: BX returned +476. 1% versus BANX's +118. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BANX or BX?
By beta (market sensitivity over 5 years), ArrowMark Financial Corp.
(BANX) is the lower-risk stock at 0. 29β versus Blackstone Inc. 's 1. 53β — meaning BX is approximately 433% more volatile than BANX relative to the S&P 500. On balance sheet safety, ArrowMark Financial Corp. (BANX) carries a lower debt/equity ratio of 30% versus 61% for Blackstone Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — BANX or BX?
By revenue growth (latest reported year), Blackstone Inc.
(BX) is pulling ahead at 21. 6% versus 2. 7% for ArrowMark Financial Corp. (BANX). On earnings-per-share growth, the picture is similar: Blackstone Inc. grew EPS 7. 2% year-over-year, compared to -17. 3% for ArrowMark Financial Corp.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — BANX or BX?
ArrowMark Financial Corp.
(BANX) is the more profitable company, earning 56. 8% net margin versus 21. 8% for Blackstone Inc. — meaning it keeps 56. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BANX leads at 79. 7% versus 51. 9% for BX. At the gross margin level — before operating expenses — BANX leads at 100. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is BANX or BX more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Blackstone Inc. (BX) is the more undervalued stock at a PEG of 0. 98x versus ArrowMark Financial Corp. 's 2. 11x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, ArrowMark Financial Corp. (BANX) trades at 8. 7x forward P/E versus 20. 5x for Blackstone Inc. — 11. 8x cheaper on a one-year earnings basis.
08Which pays a better dividend — BANX or BX?
All stocks in this comparison pay dividends.
ArrowMark Financial Corp. (BANX) offers the highest yield at 9. 5%, versus 6. 3% for Blackstone Inc. (BX).
09Is BANX or BX better for a retirement portfolio?
For long-horizon retirement investors, ArrowMark Financial Corp.
(BANX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 29), 9. 5% yield, +118. 5% 10Y return). Blackstone Inc. (BX) carries a higher beta of 1. 53 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (BANX: +118. 5%, BX: +476. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between BANX and BX?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: BANX is a small-cap deep-value stock; BX is a mid-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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