BX vs SPOT

Comparison between Blackstone Inc (BX, Company) and Spotify Technology S.A. (SPOT, Company).

BX is from the Financial Services sector, while SPOT is from the Communication Services sector.

5-Year PerformanceSPOT has outperformed BX, delivering a return of +16.4% compared to +9.2%

BX vs SPOT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BX(COMPANY)	SPOT(COMPANY)
Market Cap	$90B	$91B
Max Drawdown	88.96%	80.51%
Sharpe Ratio	-0.48	-0.86
5Y Beta	1.49	0.95
Industry	Asset Management	Internet Content & Information
P/E Ratio	33.49	28.94
Forward P/E	19.01	28.17
PEG Ratio	1.68	0.19
Dividend Yield	4.25%	N/A
5Y Dividends CAGR	13.06%	N/A
5Y EPS CAGR	18.70%	N/A
Debt to Equity	144.49%	5.94%
Free Cash Flow Yield	4.04%	4.11%
P/S Ratio	10.46	N/A
P/B Ratio	15.53	N/A

Market Cap

$90B

Winner

SPOT

$91B

Max Drawdown

88.96%

Winner

SPOT

80.51%

Sharpe Ratio

Winner

-0.48

SPOT

-0.86

5Y Beta

1.49

Winner

SPOT

0.95

Industry

Asset Management

SPOT

Internet Content & Information

P/E Ratio

33.49

Winner

SPOT

28.94

Forward P/E

Winner

19.01

SPOT

28.17

PEG Ratio

1.68

Winner

SPOT

0.19

Dividend Yield

4.25%

SPOT

N/A

5Y Dividends CAGR

13.06%

SPOT

N/A

5Y EPS CAGR

18.70%

SPOT

N/A

Debt to Equity

144.49%

Winner

SPOT

5.94%

Free Cash Flow Yield

4.04%

Winner

SPOT

4.11%

P/S Ratio

10.46

SPOT

N/A

P/B Ratio

15.53

SPOT

N/A

BX vs SPOT - Historical Returns

Returns include dividend reinvestment.

Period	BX	SPOT
1 month	-6.86%	-6.22%
3 months	-1.31%	-0.14%
6 months	-15.16%	-16.05%
1 year	-10.64%	-23.81%
5 years(CAGR)	+9.16%	+16.42%
10 years(CAGR)	+21.97%	+15.76%
Max(CAGR)	+12.53%	+15.76%

-6.86%

Winner

SPOT

-6.22%

-1.31%

Winner

SPOT

-0.14%

Winner

-15.16%

SPOT

-16.05%

Winner

-10.64%

SPOT

-23.81%

5Y(CAGR)

+9.16%

Winner

SPOT

+16.42%

10Y(CAGR)

Winner

+21.97%

SPOT

+15.76%

Max(CAGR)

+12.53%

Winner

SPOT

+15.76%

BX vs SPOT - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	BX	SPOT
2026	-23.78%	-14.79%
2025	-8.55%	+26.85%
2024	+37.84%	+136.96%
2023	+78.07%	+129.44%
2022	-38.67%	-67.66%
2021	+113.03%	-24.75%
2020	+20.16%	+107.53%
2019	+94.59%	+31.48%
2018	-1.39%	-23.83%
2017	+22.34%	N/A
2016	-0.54%	N/A
2015	-4.07%	N/A
2014	+14.78%	N/A
2013	+105.72%	N/A
2012	+10.45%	N/A
2011	-1.50%	N/A
2010	+7.88%	N/A
2009	+97.22%	N/A
2008	-66.79%	N/A
2007	-36.00%	N/A

BX vs SPOT Drawdown Comparison

The maximum drawdown for BX was -87.63%, occurring on Feb 26, 2009. Recovery took 1575 trading sessions.

The maximum drawdown for SPOT was -80.51%, occurring on Nov 4, 2022. Recovery took 902 trading sessions.

The current BX drawdown is -37.32%. The current SPOT drawdown is -36.86%.

Rank	BX	SPOT
#1	-87.63% Jun 22, 2007 - Sep 24, 2013	-80.51% Feb 19, 2021 - Sep 20, 2024
#2	-49.26% Nov 29, 2021 - Jul 16, 2024	-46.80% Jun 26, 2025 - Feb 5, 2026
#3	-46.52% Nov 22, 2024 - Mar 12, 2026	-45.57% Jul 26, 2018 - Jun 17, 2020
#4	-44.05% Feb 11, 2020 - Dec 11, 2020	-24.54% Feb 13, 2025 - May 7, 2025
#5	-42.52% May 18, 2015 - Jan 23, 2018	-20.73% Sep 1, 2020 - Dec 2, 2020
#6	-29.06% Sep 24, 2018 - Apr 18, 2019	-14.49% Jul 20, 2020 - Sep 1, 2020
#7	-18.53% Jul 23, 2014 - Jan 22, 2015	-11.99% Jan 8, 2021 - Feb 16, 2021
#8	-18.04% Mar 10, 2014 - Jul 18, 2014	-11.76% May 2, 2018 - Jun 8, 2018
#9	-17.84% Sep 16, 2021 - Oct 22, 2021	-10.95% Dec 4, 2024 - Jan 24, 2025
#10	-14.83% Sep 13, 2019 - Nov 1, 2019	-9.41% Dec 10, 2020 - Jan 8, 2021
#11	-14.35% Jan 26, 2018 - Jul 6, 2018	-7.32% Jun 22, 2018 - Jul 11, 2018
#12	-10.64% Jul 23, 2024 - Sep 11, 2024	-7.09% Jul 10, 2020 - Jul 20, 2020
#13	-9.60% Jul 26, 2019 - Aug 21, 2019	-6.83% Apr 10, 2018 - Apr 18, 2018
#14	-9.45% May 21, 2019 - Jun 7, 2019	-5.64% May 7, 2025 - May 19, 2025
#15	-8.83% Oct 22, 2013 - Nov 27, 2013	-5.47% Sep 25, 2024 - Oct 22, 2024