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MLCI vs BX
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
MLCI vs BX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $48M | $97.70B |
| Revenue (TTM) | $-12M | $13.83B |
| Net Income (TTM) | $-61M | $3.02B |
| Gross Margin | 480.5% | 86.0% |
| Operating Margin | 7.2% | 51.9% |
| Forward P/E | 15.8x | 20.9x |
| Total Debt | $94M | $13.31B |
| Cash & Equiv. | $15M | $2.63B |
Quick Verdict: MLCI vs BX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
MLCI is the clearest fit if your priority is sleep-well-at-night and defensive.
- Lower volatility, beta 1.20, current ratio 36.76x
- Beta 1.20, yield 4.4%, current ratio 36.76x
- Lower P/E (15.8x vs 20.9x)
BX carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 2 yrs, beta 1.53, yield 6.2%
- Rev growth 21.6%, EPS growth 7.2%
- 487.1% 10Y total return vs MLCI's -7.7%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 21.6% NII/revenue growth vs MLCI's -106.3% | |
| Value | Lower P/E (15.8x vs 20.9x) | |
| Quality / Margins | 489.9% margin vs BX's 21.8% | |
| Stability / Safety | Beta 1.20 vs BX's 1.53 | |
| Dividends | 6.2% yield, 2-year raise streak, vs MLCI's 4.4% | |
| Momentum (1Y) | -3.2% vs MLCI's -7.7% | |
| Efficiency (ROA) | 6.5% ROA vs MLCI's -3.6%, ROIC 16.1% vs -40.0% |
MLCI vs BX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
MLCI 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)
MLCI leads this category, winning 4 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
BX and MLCI operate at a comparable scale, with $13.8B and -$12M in trailing revenue. Profitability is closely matched — net margins range from 4.9% (MLCI) to 21.8% (BX).
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | -$12M | $13.8B |
| EBITDAEarnings before interest/tax | -$89M | $7.2B |
| Net IncomeAfter-tax profit | -$61M | $3.0B |
| Free Cash FlowCash after capex | -$27M | $3.5B |
| Gross MarginGross profit ÷ Revenue | +4.8% | +86.0% |
| Operating MarginEBIT ÷ Revenue | +7.2% | +51.9% |
| Net MarginNet income ÷ Revenue | +4.9% | +21.8% |
| FCF MarginFCF ÷ Revenue | +178.6% | +12.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -22.0% | +41.3% |
Valuation Metrics
MLCI leads this category, winning 3 of 3 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $48M | $97.7B |
| Enterprise ValueMkt cap + debt − cash | $126M | $108.4B |
| Trailing P/EPrice ÷ TTM EPS | -0.60x | 32.14x |
| Forward P/EPrice ÷ next-FY EPS est. | 15.81x | 20.89x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.54x |
| EV / EBITDAEnterprise value multiple | — | 15.02x |
| Price / SalesMarket cap ÷ Revenue | — | 7.07x |
| Price / BookPrice ÷ Book value/share | 0.40x | 4.45x |
| Price / FCFMarket cap ÷ FCF | — | 55.99x |
Profitability & Efficiency
BX leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
BX delivers a 14.3% return on equity — every $100 of shareholder capital generates $14 in annual profit, vs $-77 for MLCI. BX carries lower financial leverage with a 0.61x debt-to-equity ratio, signaling a more conservative balance sheet compared to MLCI's 1.03x. On the Piotroski fundamental quality scale (0–9), BX scores 5/9 vs MLCI's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -76.8% | +14.3% |
| ROA (TTM)Return on assets | -3.6% | +6.5% |
| ROICReturn on invested capital | -40.0% | +16.1% |
| ROCEReturn on capital employed | -8.9% | +16.9% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 |
| Debt / EquityFinancial leverage | 1.03x | 0.61x |
| Net DebtTotal debt minus cash | $79M | $10.7B |
| Cash & Equiv.Liquid assets | $15M | $2.6B |
| Total DebtShort + long-term debt | $94M | $13.3B |
| Interest CoverageEBIT ÷ Interest expense | -1.87x | 14.12x |
Total Returns (Dividends Reinvested)
BX leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BX five years ago would be worth $16,476 today (with dividends reinvested), compared to $9,232 for MLCI. Over the past 12 months, BX leads with a -3.2% total return vs MLCI's -7.7%. The 3-year compound annual growth rate (CAGR) favors BX at 19.1% vs MLCI's -2.6% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -47.7% | -19.8% |
| 1-Year ReturnPast 12 months | -7.7% | -3.2% |
| 3-Year ReturnCumulative with dividends | -7.7% | +68.9% |
| 5-Year ReturnCumulative with dividends | -7.7% | +64.8% |
| 10-Year ReturnCumulative with dividends | -7.7% | +487.1% |
| CAGR (3Y)Annualised 3-year return | -2.6% | +19.1% |
Risk & Volatility
Evenly matched — MLCI and BX each lead in 1 of 2 comparable metrics.
Risk & Volatility
MLCI is the less volatile stock with a 1.20 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. BX currently trades 65.6% from its 52-week high vs MLCI's 48.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.20x | 1.53x |
| 52-Week HighHighest price in past year | $8.74 | $190.09 |
| 52-Week LowLowest price in past year | $3.31 | $101.73 |
| % of 52W HighCurrent price vs 52-week peak | +48.9% | +65.6% |
| RSI (14)Momentum oscillator 0–100 | 50.1 | 51.8 |
| Avg Volume (50D)Average daily shares traded | 58K | 7.2M |
Analyst Outlook
BX leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
For income investors, BX offers the higher dividend yield at 6.18% vs MLCI's 4.41%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $156.29 |
| # AnalystsCovering analysts | — | 29 |
| Dividend YieldAnnual dividend ÷ price | +4.4% | +6.2% |
| Dividend StreakConsecutive years of raises | 1 | 2 |
| Dividend / ShareAnnual DPS | $0.19 | $7.70 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.0% | +0.3% |
BX leads in 3 of 6 categories (Profitability & Efficiency, Total Returns). MLCI leads in 2 (Income & Cash Flow, Valuation Metrics). 1 tied.
MLCI vs BX: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is MLCI 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 -106. 3% for Mount Logan Capital Inc. Common Stock (MLCI). Blackstone Inc. (BX) offers the better valuation at 32. 1x trailing P/E (20. 9x forward), making it the more compelling value choice. Analysts rate Blackstone Inc. (BX) a "Buy" — based on 29 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 — MLCI or BX?
On forward P/E, Mount Logan Capital Inc.
Common Stock is actually cheaper at 15. 8x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — MLCI or BX?
Over the past 5 years, Blackstone Inc.
(BX) delivered a total return of +64. 8%, compared to -7. 7% for Mount Logan Capital Inc. Common Stock (MLCI). Over 10 years, the gap is even starker: BX returned +487. 1% versus MLCI's -7. 7%. 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 — MLCI or BX?
By beta (market sensitivity over 5 years), Mount Logan Capital Inc.
Common Stock (MLCI) is the lower-risk stock at 1. 20β versus Blackstone Inc. 's 1. 53β — meaning BX is approximately 28% more volatile than MLCI relative to the S&P 500. On balance sheet safety, Blackstone Inc. (BX) carries a lower debt/equity ratio of 61% versus 103% for Mount Logan Capital Inc. Common Stock — giving it more financial flexibility in a downturn.
05Which is growing faster — MLCI or BX?
By revenue growth (latest reported year), Blackstone Inc.
(BX) is pulling ahead at 21. 6% versus -106. 3% for Mount Logan Capital Inc. Common Stock (MLCI). On earnings-per-share growth, the picture is similar: Blackstone Inc. grew EPS 7. 2% year-over-year, compared to -36. 4% for Mount Logan Capital Inc. Common Stock. 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 — MLCI or BX?
Mount Logan Capital Inc.
Common Stock (MLCI) is the more profitable company, earning 489. 9% net margin versus 21. 8% for Blackstone Inc. — meaning it keeps 489. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MLCI leads at 717. 0% versus 51. 9% for BX. At the gross margin level — before operating expenses — MLCI leads at 480. 5%, 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 MLCI or BX more undervalued right now?
On forward earnings alone, Mount Logan Capital Inc.
Common Stock (MLCI) trades at 15. 8x forward P/E versus 20. 9x for Blackstone Inc. — 5. 1x cheaper on a one-year earnings basis.
08Which pays a better dividend — MLCI or BX?
All stocks in this comparison pay dividends.
Blackstone Inc. (BX) offers the highest yield at 6. 2%, versus 4. 4% for Mount Logan Capital Inc. Common Stock (MLCI).
09Is MLCI or BX better for a retirement portfolio?
For long-horizon retirement investors, Blackstone Inc.
(BX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (6. 2% yield, +487. 1% 10Y return). Both have compounded well over 10 years (BX: +487. 1%, MLCI: -7. 7%), 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 MLCI 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: MLCI is a small-cap income-oriented 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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