BXvs its industry peers
A metric-by-metric comparison of BX against Schwab U.S. Dividend Equity ETF holdings — valuation, growth, profitability, quality and total return, with each figure's rank within the peer group. Every value is Go-computed from SEC filings and delayed prices; ranks are sorted positions within the group only — descriptive, not advice.
| Company | Market cap | P/E (TTM) | P/B | P/S | Revenue growth (YoY) | Earnings growth (YoY) | EBIT margin | ROE | ROIC | Piotroski F | 1y total return | Dividend yield |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BXThis | $88.7B#16 | 26.4x#11 | 9.8x#9 | 6.1x#13 | 9.2%#4 | 8.7%#4 | 32.2%#4 | 33.5%#8 | 19.8%#6 | — | — | 6.8%#1 |
| MRK | $357.3B#5 | 115.9x#16 | 8.5x#8 | 5.5x#11 | 1.3%#13 | 6.6%#6 | 34.2%#2 | 43.5%#4 | 21.6%#4 | — | 79.6%#2 | 2.3%#10 |
| AMGN | $250.6B#8 | 28.8x#13 | 21.4x#14 | 6.8x#14 | 10.0%#3 | 88.5%#2 | 24.7%#8 | 66.0%#3 | 15.1%#11 | — | 59.7%#4 | 2.0%#15 |
| ABT | $190.9B#9 | 30.7x#14 | 3.7x#4 | 4.3x#8 | 5.7%#6 | -51.3%#16 | 18.2%#12 | 12.5%#13 | 8.3%#15 | — | -9.6%#14 | 2.2%#13 |
| KO | $410.3B#2 | 28.1x#12 | 11.0x#10 | 8.6x#15 | 1.9%#12 | 23.3%#3 | 28.7%#5 | 35.1%#7 | 18.4%#8 | 7#1 | 43.3%#6 | 2.1%#14 |
| CVX | $446.9B#1 | 21.8x#6 | 2.4x#2 | 2.4x#5 | -4.6%#16 | -30.5%#14 | 10.6%#15 | 6.5%#15 | 5.5%#16 | — | 51.0%#5 | 2.9%#6 |
| VZ | $186.6B#11 | 11.5x#1 | 1.7x#1 | 1.4x#2 | 2.5%#10 | -1.9%#9 | 21.2%#11 | 16.4%#12 | 10.8%#13 | — | 21.1%#10 | 6.2%#2 |
| COP | $173.4B#12 | 19.1x#5 | 2.7x#3 | 3.3x#7 | 4.9%#7 | -13.6%#11 | 26.1%#7 | 12.2%#14 | 10.4%#14 | — | 66.7%#3 | 2.3%#9 |
| HD | $331.4B#6 | 23.2x#8 | 19.9x#13 | 2.0x#4 | 3.2%#9 | -4.4%#10 | 12.7%#13 | 85.2%#2 | 64.7%#2 | 4#6 | -9.8%#15 | 2.8%#7 |
| PG | $375.6B#3 | 24.4x#9 | 6.8x#6 | 4.3x#9 | 3.3%#8 | 0.5%#8 | 22.7%#9 | 29.0%#10 | 18.4%#7 | — | 12.5%#12 | 2.7%#8 |
| UNH | $362.7B#4 | 23.1x#7 | 11.0x#11 | 0.8x#1 | 11.8%#2 | -16.3%#13 | 4.2%#16 | 36.5%#6 | 20.3%#5 | — | 23.8%#9 | 2.2%#12 |
| PEP | $188.3B#10 | 17.4x#4 | 8.4x#7 | 2.0x#3 | 2.3%#11 | -14.0%#12 | 12.2%#14 | 37.0%#5 | 15.3%#10 | 5#5 | 0.1%#13 | 4.1%#4 |
| BMY | $127.5B#14 | 13.8x#2 | 5.4x#5 | 2.6x#6 | -0.2%#14 | 178.8%#1 | 21.8%#10 | 30.1%#9 | 14.0%#12 | 7#1 | 40.9%#8 | 4.0%#5 |
| TXN | $285.6B#7 | 40.5x#15 | 14.9x#12 | 16.2x#16 | 13.0%#1 | 4.2%#7 | 34.1%#3 | 26.1%#11 | 17.9%#9 | 6#3 | 97.1%#1 | 1.8%#16 |
| ADP | $117.4B#15 | 26.4x#10 | 23.1x#15 | 5.4x#10 | 6.7%#5 | 8.2%#5 | 28.2%#6 | 86.7%#1 | 70.2%#1 | — | 18.3%#11 | 2.2%#11 |
| MO | $128.1B#13 | 15.9x#3 | — | 5.5x#12 | -3.1%#15 | -38.3%#15 | 42.5%#1 | — | 40.8%#3 | 6#3 | 43.2%#7 | 5.4%#3 |
Peer set: top holdings of SCHD (Schwab U.S. Dividend Equity ETF), the indexed fund holding this stock at its highest weight — a fund manager's grouping, not Tickwind's judgement. Values from SEC filings + delayed prices; ranks are within-group positions only. Market cap, P/E, P/B, P/S, 1y total return and dividend yield are computed from each member's latest snapshot price when the table is built (see as-of; snapshot prices can lag) — not live. Some peers are still being computed, so this table covers part of the group and ranks are within the rows shown; it fills in shortly. This table timed out mid-build, so it covers part of the group; ranks are within the rows shown and it fills in shortly. Table built 2026-11-04.
Source: SEC XBRL filings + delayed prices · ranks are within-group positions · For reference only · Not investment advice