BX vs OZ
BX: A leading global alternative asset manager providing diverse investment solutions across real estate, private equity, credit, and hedge funds. OZ: Belpointe PREP is the only publicly traded qualified opportunity fund on a national securities exchange, focused on developing and managing commercial real estate in tax-advantaged opportunity zones.
Side-by-side fundamentals
| Metric | BX | OZ | Edge |
|---|---|---|---|
| Price as of 2026-10-20 close | $110.34 | $36.25 | |
| Market cap | $131.8B | $147M | |
| P/E as of 2026-10-20 | 24.68 | n/a | |
| PEG as of 2026-10-20, 3-year EPS CAGR to FY2025 | 1.38 | n/a | |
| Net margin FY2025, SEC XBRL | +20.9% | -435.9% | BX higher |
| ROE FY2025, SEC XBRL | +34.8% | -14.7% | BX higher |
| ROA FY2025, SEC XBRL | +6.3% | -7.1% | BX higher |
| Debt / equity filed borrowings, leases excl., balance sheet 2026-06-30 | 1.48 | n/a | |
| Revenue growth (YoY) FY2025, SEC XBRL | +9.2% | +243.4% | OZ higher |
| Revenue CAGR (3y) SEC XBRL | +19.3% | +87.6% | OZ higher |
| Dividend yield as of 2026-09-03 | +4.1% | n/a | |
| Dividend streak (yrs) SEC XBRL | 3 | 0 | BX higher |
| Beta as of 2026-09-03 | 1.54 | 0.24 | |
| 1-year return as of 2026-10-20 close | -31.2% | -43.6% | BX higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-20.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.