BX vs ITUB
Comparison between Blackstone Inc (BX, Company) and Itau Unibanco Holding S.A. (ITUB, Company).
Both BX and ITUB are from the Financial Services sector.
5-Year PerformanceITUB has outperformed BX, delivering a return of +28.1% compared to +8.5%
BX vs ITUB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BX vs ITUB - Historical Returns
Returns include dividend reinvestment.
BX vs ITUB - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | BX | ITUB |
|---|---|---|
| 2026 | -20.66% | +17.25% |
| 2025 | -8.55% | +86.05% |
| 2024 | +37.84% | -21.94% |
| 2023 | +78.07% | +67.63% |
| 2022 | -38.67% | +29.71% |
| 2021 | +113.03% | -2.56% |
| 2020 | +20.16% | -32.18% |
| 2019 | +94.59% | +1.95% |
| 2018 | -1.39% | +8.21% |
| 2017 | +22.34% | +25.69% |
| 2016 | -0.54% | +111.60% |
| 2015 | -4.07% | -41.39% |
| 2014 | +14.78% | +11.81% |
| 2013 | +105.72% | -0.15% |
| 2012 | +10.45% | -10.71% |
| 2011 | -1.50% | -22.22% |
| 2010 | +7.88% | +3.44% |
| 2009 | +97.22% | +84.25% |
| 2008 | -66.79% | -39.27% |
| 2007 | -36.00% | +44.83% |
| 2006 | N/A | +47.32% |
| 2005 | N/A | +62.42% |
| 2004 | N/A | +58.50% |
| 2003 | N/A | +107.90% |
| 2002 | N/A | -40.98% |
BX vs ITUB Drawdown Comparison
The maximum drawdown for BX was -87.63%, occurring on Feb 26, 2009. Recovery took 1575 trading sessions.
The maximum drawdown for ITUB was -69.35%, occurring on Oct 24, 2008. Recovery took 381 trading sessions.
The current BX drawdown is -34.76%. The current ITUB drawdown is -11.49%.
| Rank | BX | ITUB |
|---|---|---|
| #1 | -87.63% Jun 22, 2007 - Sep 24, 2013 | -69.35% May 30, 2008 - Dec 2, 2009 |
| #2 | -49.26% Nov 29, 2021 - Jul 16, 2024 | -66.01% Sep 2, 2014 - Feb 8, 2017 |
| #3 | -46.52% Nov 22, 2024 - Mar 12, 2026 | -65.93% Apr 10, 2002 - Oct 28, 2003 |
| #4 | -44.05% Feb 11, 2020 - Dec 11, 2020 | -61.98% Feb 4, 2019 - Jun 15, 2023 |
| #5 | -42.52% May 18, 2015 - Jan 23, 2018 | -47.93% Nov 4, 2010 - Aug 27, 2014 |
| #6 | -29.06% Sep 24, 2018 - Apr 18, 2019 | -39.32% Feb 26, 2018 - Feb 4, 2019 |
| #7 | -18.53% Jul 23, 2014 - Jan 22, 2015 | -37.02% May 9, 2006 - Dec 27, 2006 |
| #8 | -18.04% Mar 10, 2014 - Jul 18, 2014 | -34.31% Jan 13, 2004 - Sep 16, 2004 |
| #9 | -17.84% Sep 16, 2021 - Oct 22, 2021 | -28.93% Jul 23, 2007 - Oct 1, 2007 |
| #10 | -14.83% Sep 13, 2019 - Nov 1, 2019 | -28.22% Dec 7, 2007 - Apr 30, 2008 |
| #11 | -14.35% Jan 26, 2018 - Jul 6, 2018 | -28.20% Feb 27, 2024 - Apr 23, 2025 |
| #12 | -10.64% Jul 23, 2024 - Sep 11, 2024 | -27.12% Jan 5, 2010 - Sep 29, 2010 |
| #13 | -9.60% Jul 26, 2019 - Aug 21, 2019 | -23.21% Feb 15, 2017 - Sep 6, 2017 |
| #14 | -9.45% May 21, 2019 - Jun 7, 2019 | -21.56% Feb 11, 2026 - Jun 8, 2026 |
| #15 | -8.83% Oct 22, 2013 - Nov 27, 2013 | -21.00% Oct 31, 2007 - Dec 7, 2007 |
Correlation
Correlation between BX and ITUB is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2002 - 2026)
BX vs ITUB dividend yield comparison.
| Year | BX | ITUB |
|---|---|---|
| 2026 | 2.15% | 2.00% |
| 2025 | 3.04% | 11.26% |
| 2024 | 2.00% | 9.19% |
| 2023 | 2.54% | 3.62% |
| 2022 | 6.66% | 4.20% |
| 2021 | 2.76% | 29.81% |
| 2020 | 2.95% | 4.80% |
| 2019 | 3.43% | 8.21% |
| 2018 | 8.12% | 6.93% |
| 2017 | 7.25% | 3.35% |
| 2016 | 6.14% | 15.62% |
| 2015 | 11.76% | 3.89% |
| 2014 | 5.68% | 13.85% |
| 2013 | 3.75% | 14.60% |
| 2012 | 3.33% | 3.08% |
| 2011 | 4.42% | 3.50% |
| 2010 | 4.24% | 1.86% |
| 2009 | 6.86% | 1.21% |
| 2008 | 18.38% | 6.06% |
| 2007 | 1.36% | 1.99% |
| 2006 | 0.00% | 1.80% |
| 2005 | 0.00% | 2.05% |
| 2004 | 0.00% | 2.17% |
| 2003 | 0.00% | 1.74% |
| 2002 | 0.00% | 5.27% |
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