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MPV vs BX
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
MPV vs BX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $188M | $97.70B |
| Revenue (TTM) | $20M | $13.83B |
| Net Income (TTM) | $33M | $3.02B |
| Gross Margin | 92.5% | 86.0% |
| Operating Margin | 90.9% | 51.9% |
| Forward P/E | 10.8x | 20.9x |
| Total Debt | $23M | $13.31B |
| Cash & Equiv. | $7M | $2.63B |
MPV vs BX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Barings Participati… (MPV) | 100 | 141.2 | +41.2% |
| Blackstone Inc. (BX) | 100 | 219.5 | +119.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: MPV vs BX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
MPV carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 3 yrs, beta 0.40, yield 8.3%
- Lower volatility, beta 0.40, Low D/E 14.1%, current ratio 1.83x
- Beta 0.40, yield 8.3%, current ratio 1.83x
BX is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 21.6%, EPS growth 7.2%
- 487.1% 10Y total return vs MPV's 102.4%
- 21.6% NII/revenue growth vs MPV's 0.9%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 21.6% NII/revenue growth vs MPV's 0.9% | |
| Value | Lower P/E (10.8x vs 20.9x) | |
| Quality / Margins | Efficiency ratio 0.1% vs BX's 0.3% (lower = leaner) | |
| Stability / Safety | Beta 0.40 vs BX's 1.53, lower leverage | |
| Dividends | 8.3% yield, 3-year raise streak, vs BX's 6.2% | |
| Momentum (1Y) | +10.3% vs BX's -3.2% | |
| Efficiency (ROA) | Efficiency ratio 0.1% vs BX's 0.3% |
MPV vs BX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
MPV 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)
MPV 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 — 681.1x MPV's $20M. MPV is the more profitable business, keeping 84.9% of every revenue dollar as net income compared to BX's 21.8%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $20M | $13.8B |
| EBITDAEarnings before interest/tax | $10M | $7.2B |
| Net IncomeAfter-tax profit | $33M | $3.0B |
| Free Cash FlowCash after capex | $22M | $3.5B |
| Gross MarginGross profit ÷ Revenue | +92.5% | +86.0% |
| Operating MarginEBIT ÷ Revenue | +90.9% | +51.9% |
| Net MarginNet income ÷ Revenue | +84.9% | +21.8% |
| FCF MarginFCF ÷ Revenue | +63.6% | +12.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -24.7% | +41.3% |
Valuation Metrics
MPV leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
At 10.8x trailing earnings, MPV trades at a 66% valuation discount to BX's 32.1x P/E. On an enterprise value basis, MPV's 11.1x EV/EBITDA is more attractive than BX's 15.0x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $188M | $97.7B |
| Enterprise ValueMkt cap + debt − cash | $204M | $108.4B |
| Trailing P/EPrice ÷ TTM EPS | 10.80x | 32.14x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 20.89x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.54x |
| EV / EBITDAEnterprise value multiple | 11.10x | 15.02x |
| Price / SalesMarket cap ÷ Revenue | 9.24x | 7.07x |
| Price / BookPrice ÷ Book value/share | 1.13x | 4.45x |
| Price / FCFMarket cap ÷ FCF | 14.53x | 55.99x |
Profitability & Efficiency
MPV leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
MPV delivers a 19.5% return on equity — every $100 of shareholder capital generates $19 in annual profit, vs $14 for BX. MPV carries lower financial leverage with a 0.14x debt-to-equity ratio, signaling a more conservative balance sheet compared to BX's 0.61x. On the Piotroski fundamental quality scale (0–9), BX scores 5/9 vs MPV's 3/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +19.5% | +14.3% |
| ROA (TTM)Return on assets | +16.9% | +6.5% |
| ROICReturn on invested capital | +7.4% | +16.1% |
| ROCEReturn on capital employed | +9.8% | +16.9% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 5 |
| Debt / EquityFinancial leverage | 0.14x | 0.61x |
| Net DebtTotal debt minus cash | $16M | $10.7B |
| Cash & Equiv.Liquid assets | $7M | $2.6B |
| Total DebtShort + long-term debt | $23M | $13.3B |
| Interest CoverageEBIT ÷ Interest expense | 16.55x | 14.12x |
Total Returns (Dividends Reinvested)
MPV leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in MPV five years ago would be worth $17,446 today (with dividends reinvested), compared to $16,476 for BX. Over the past 12 months, MPV leads with a +10.3% total return vs BX's -3.2%. The 3-year compound annual growth rate (CAGR) favors MPV at 23.0% vs BX's 19.1% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +5.4% | -19.8% |
| 1-Year ReturnPast 12 months | +10.3% | -3.2% |
| 3-Year ReturnCumulative with dividends | +86.1% | +68.9% |
| 5-Year ReturnCumulative with dividends | +74.5% | +64.8% |
| 10-Year ReturnCumulative with dividends | +102.4% | +487.1% |
| CAGR (3Y)Annualised 3-year return | +23.0% | +19.1% |
Risk & Volatility
MPV leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
MPV is the less volatile stock with a 0.40 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. MPV currently trades 83.3% from its 52-week high vs BX's 65.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.40x | 1.53x |
| 52-Week HighHighest price in past year | $21.00 | $190.09 |
| 52-Week LowLowest price in past year | $15.65 | $101.73 |
| % of 52W HighCurrent price vs 52-week peak | +83.3% | +65.6% |
| RSI (14)Momentum oscillator 0–100 | 40.2 | 51.8 |
| Avg Volume (50D)Average daily shares traded | 14K | 7.2M |
Analyst Outlook
MPV leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
For income investors, MPV offers the higher dividend yield at 8.25% vs BX's 6.18%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $156.29 |
| # AnalystsCovering analysts | — | 29 |
| Dividend YieldAnnual dividend ÷ price | +8.3% | +6.2% |
| Dividend StreakConsecutive years of raises | 3 | 2 |
| Dividend / ShareAnnual DPS | $1.44 | $7.70 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.3% |
MPV leads in 6 of 6 categories — strongest in Income & Cash Flow and Valuation Metrics.
MPV vs BX: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is MPV 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 0. 9% for Barings Participation Investors (MPV). Barings Participation Investors (MPV) offers the better valuation at 10. 8x trailing P/E, 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 — MPV or BX?
On trailing P/E, Barings Participation Investors (MPV) is the cheapest at 10.
8x versus Blackstone Inc. at 32. 1x.
03Which is the better long-term investment — MPV or BX?
Over the past 5 years, Barings Participation Investors (MPV) delivered a total return of +74.
5%, compared to +64. 8% for Blackstone Inc. (BX). Over 10 years, the gap is even starker: BX returned +487. 1% versus MPV's +102. 4%. 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 — MPV or BX?
By beta (market sensitivity over 5 years), Barings Participation Investors (MPV) is the lower-risk stock at 0.
40β versus Blackstone Inc. 's 1. 53β — meaning BX is approximately 281% more volatile than MPV relative to the S&P 500. On balance sheet safety, Barings Participation Investors (MPV) carries a lower debt/equity ratio of 14% versus 61% for Blackstone Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — MPV or BX?
By revenue growth (latest reported year), Blackstone Inc.
(BX) is pulling ahead at 21. 6% versus 0. 9% for Barings Participation Investors (MPV). On earnings-per-share growth, the picture is similar: Blackstone Inc. grew EPS 7. 2% year-over-year, compared to -5. 3% for Barings Participation Investors. 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 — MPV or BX?
Barings Participation Investors (MPV) is the more profitable company, earning 84.
9% net margin versus 21. 8% for Blackstone Inc. — meaning it keeps 84. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MPV leads at 90. 9% versus 51. 9% for BX. At the gross margin level — before operating expenses — MPV leads at 92. 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.
07Which pays a better dividend — MPV or BX?
All stocks in this comparison pay dividends.
Barings Participation Investors (MPV) offers the highest yield at 8. 3%, versus 6. 2% for Blackstone Inc. (BX).
08Is MPV or BX better for a retirement portfolio?
For long-horizon retirement investors, Barings Participation Investors (MPV) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
40), 8. 3% yield, +102. 4% 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 (MPV: +102. 4%, BX: +487. 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.
09What are the main differences between MPV 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: MPV 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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