BX vs OZ
BX: Blackstone is a premier global alternative asset manager providing specialized investment strategies across private equity, real estate, and credit markets for institutional and private clients. OZ: The only publicly traded qualified opportunity fund that invests in commercial and mixed-use real estate in economically distressed zones while offering investors favorable capital gains tax treatment.
Side-by-side fundamentals
| Metric | BX | OZ | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $122.82 | $45.00 | |
| Market cap as of 2026-07-23 | $149.7B | $180M | |
| P/E as of 2026-07-23 | 49.01 | n/a | |
| PEG as of 2026-07-23 | 2.05 | -0.10 | OZ lower |
| Net margin as of 2026-07-23 | +20.7% | -360.3% | BX higher |
| Gross margin as of 2026-07-23 | +83.1% | -47.8% | BX higher |
| Operating margin as of 2026-07-23 | +45.4% | -369.1% | BX higher |
| ROE as of 2026-07-23 | +36.2% | -15.2% | BX higher |
| ROA as of 2026-07-23 | +6.5% | -7.5% | BX higher |
| Debt / equity as of 2026-07-23 | 1.59 | 1.04 | OZ lower |
| Revenue growth (YoY) as of 2026-07-23 | +15.2% | +186.6% | OZ higher |
| Revenue CAGR (3y) SEC XBRL | +19.3% | +87.6% | OZ higher |
| Dividend yield as of 2026-07-23 | +3.7% | n/a | |
| Dividend streak (yrs) SEC XBRL | 3 | n/a | |
| Beta as of 2026-07-23 | 1.57 | 0.28 | |
| 1-year return as of 2026-07-22 close | -27.5% | -25.5% | OZ higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.