BLACKSTONE INC (1BX.MI) Stock Fundamental Analysis
BIT:1BX - Euronext Milan - US09260D1072 - Common Stock - Currency: EUR
Overall 1BX gets a fundamental rating of 6 out of 10. We evaluated 1BX against 109 industry peers in the Capital Markets industry. 1BX scores excellent on profitability, but there are some minor concerns on its financial health. 1BX is valued quite expensive, but it does show an excellent growth.
1. Profitability
1.1 Basic Checks
In the past year 1BX was profitable.
1BX had a positive operating cash flow in the past year.
1BX had positive earnings in each of the past 5 years.
Each year in the past 5 years 1BX had a positive operating cash flow.
1.2 Ratios
1BX has a better Return On Assets (5.62%) than 78.63% of its industry peers.
1BX has a better Return On Equity (31.89%) than 96.58% of its industry peers.
With an excellent Return On Invested Capital value of 16.42%, 1BX belongs to the best of the industry, outperforming 94.87% of the companies in the same industry.
The Average Return On Invested Capital over the past 3 years for 1BX is above the industry average of 8.51%.
The 3 year average ROIC (12.81%) for 1BX is below the current ROIC(16.42%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.62% | ||
| ROE | 31.89% | ||
| ROIC | 16.42% |
ROA(3y)4.65%
ROA(5y)6.43%
ROE(3y)25.68%
ROE(5y)30.98%
ROIC(3y)12.81%
ROIC(5y)17.48%
1.3 Margins
The Profit Margin of 1BX (19.83%) is better than 65.81% of its industry peers.
1BX's Profit Margin has declined in the last couple of years.
With an excellent Operating Margin value of 49.58%, 1BX belongs to the best of the industry, outperforming 87.18% of the companies in the same industry.
1BX's Operating Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 49.58% | ||
| PM (TTM) | 19.83% | ||
| GM | N/A |
OM growth 3Y-4.19%
OM growth 5Y1.25%
PM growth 3Y-6.82%
PM growth 5Y-5.56%
GM growth 3YN/A
GM growth 5YN/A
2. Health
2.1 Basic Checks
1BX has more shares outstanding than it did 1 year ago.
Compared to 5 years ago, 1BX has more shares outstanding
1BX has a better debt/assets ratio than last year.
2.2 Solvency
1BX has an Altman-Z score of 3.88. This indicates that 1BX is financially healthy and has little risk of bankruptcy at the moment.
The Altman-Z score of 1BX (3.88) is better than 82.05% of its industry peers.
The Debt to FCF ratio of 1BX is 3.48, which is a good value as it means it would take 1BX, 3.48 years of fcf income to pay off all of its debts.
1BX's Debt to FCF ratio of 3.48 is fine compared to the rest of the industry. 1BX outperforms 78.63% of its industry peers.
A Debt/Equity ratio of 1.56 is on the high side and indicates that 1BX has dependencies on debt financing.
1BX has a Debt to Equity ratio of 1.56. This is comparable to the rest of the industry: 1BX outperforms 48.72% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.56 | ||
| Debt/FCF | 3.48 | ||
| Altman-Z | 3.88 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
A Current Ratio of 0.71 indicates that 1BX may have some problems paying its short term obligations.
1BX has a Current ratio (0.71) which is in line with its industry peers.
A Quick Ratio of 0.71 indicates that 1BX may have some problems paying its short term obligations.
Looking at the Quick ratio, with a value of 0.71, 1BX is in line with its industry, outperforming 53.85% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.71 | ||
| Quick Ratio | 0.71 |
3. Growth
3.1 Past
1BX shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 25.31%, which is quite impressive.
1BX shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 14.97% yearly.
Looking at the last year, 1BX shows a very strong growth in Revenue. The Revenue has grown by 33.33%.
Measured over the past years, 1BX shows a quite strong growth in Revenue. The Revenue has been growing by 12.51% on average per year.
EPS 1Y (TTM)25.31%
EPS 3Y-0.92%
EPS 5Y14.97%
EPS Q2Q%26.04%
Revenue 1Y (TTM)33.33%
Revenue growth 3Y-16.32%
Revenue growth 5Y12.51%
Sales Q2Q%9.95%
3.2 Future
1BX is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 12.53% yearly.
Based on estimates for the next years, 1BX will show a quite strong growth in Revenue. The Revenue will grow by 17.80% on average per year.
EPS Next Y7.8%
EPS Next 2Y19.25%
EPS Next 3Y21.34%
EPS Next 5Y12.53%
Revenue Next Year9.08%
Revenue Next 2Y17.87%
Revenue Next 3Y19.72%
Revenue Next 5Y17.8%
3.3 Evolution
The EPS growth rate is stable: in the next years the growth will be about the same than in the last years.
The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
A Price/Earnings ratio of 32.74 indicates a quite expensive valuation of 1BX.
The rest of the industry has a similar Price/Earnings ratio as 1BX.
1BX's Price/Earnings ratio indicates a valuation a bit more expensive than the S&P500 average which is at 27.03.
A Price/Forward Earnings ratio of 24.78 indicates a rather expensive valuation of 1BX.
Compared to the rest of the industry, the Price/Forward Earnings ratio of 1BX is on the same level as its industry peers.
The average S&P500 Price/Forward Earnings ratio is at 36.28. 1BX is valued slightly cheaper when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 32.74 | ||
| Fwd PE | 24.78 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, 1BX is valued a bit cheaper than the industry average as 61.54% of the companies are valued more expensively.
The rest of the industry has a similar Price/Free Cash Flow ratio as 1BX.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 55.87 | ||
| EV/EBITDA | 32.66 |
4.3 Compensation for Growth
The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
1BX has a very decent profitability rating, which may justify a higher PE ratio.
A more expensive valuation may be justified as 1BX's earnings are expected to grow with 21.34% in the coming years.
PEG (NY)4.2
PEG (5Y)2.19
EPS Next 2Y19.25%
EPS Next 3Y21.34%
5. Dividend
5.1 Amount
1BX has a Yearly Dividend Yield of 2.46%.
1BX's Dividend Yield is a higher than the industry average which is at 5.77.
Compared to an average S&P500 Dividend Yield of 2.40, 1BX has a dividend comparable with the average S&P500 company.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.46% |
5.2 History
The dividend of 1BX is nicely growing with an annual growth rate of 11.16%!
Dividend Growth(5Y)11.16%
Div Incr YearsN/A
Div Non Decr YearsN/A
5.3 Sustainability
200.72% of the earnings are spent on dividend by 1BX. This is not a sustainable payout ratio.
The dividend of 1BX is growing around the same rate as the earnings are growing. If this keeps up the dividend growth is sustainable.
DP200.72%
EPS Next 2Y19.25%
EPS Next 3Y21.34%
BIT:1BX (7/22/2025, 7:00:00 PM)
143.38
+23.28 (+19.38%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners70.96%
Inst Owner ChangeN/A
Ins Owners0.83%
Ins Owner ChangeN/A
Market Cap175.30B
Analysts75.63
Price TargetN/A
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.46% |
Yearly Dividend5.35
Dividend Growth(5Y)11.16%
DP200.72%
Div Incr YearsN/A
Div Non Decr YearsN/A
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)6.54%
Min EPS beat(2)0.65%
Max EPS beat(2)12.43%
EPS beat(4)3
Avg EPS beat(4)3.56%
Min EPS beat(4)-5.35%
Max EPS beat(4)12.43%
EPS beat(8)4
Avg EPS beat(8)1.84%
EPS beat(12)7
Avg EPS beat(12)2.31%
EPS beat(16)11
Avg EPS beat(16)8.06%
Revenue beat(2)1
Avg Revenue beat(2)2.32%
Min Revenue beat(2)-0.22%
Max Revenue beat(2)4.86%
Revenue beat(4)3
Avg Revenue beat(4)14.01%
Min Revenue beat(4)-0.22%
Max Revenue beat(4)47.71%
Revenue beat(8)5
Avg Revenue beat(8)7.46%
Revenue beat(12)5
Avg Revenue beat(12)-14.12%
Revenue beat(16)9
Avg Revenue beat(16)23.58%
PT rev (1m)N/A
PT rev (3m)N/A
EPS NQ rev (1m)1.58%
EPS NQ rev (3m)N/A
EPS NY rev (1m)0.17%
EPS NY rev (3m)N/A
Revenue NQ rev (1m)0.07%
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)2.61%
Revenue NY rev (3m)N/A
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 32.74 | ||
| Fwd PE | 24.78 | ||
| P/S | 15.58 | ||
| P/FCF | 55.87 | ||
| P/OCF | 54.76 | ||
| P/B | 25.06 | ||
| P/tB | 33.7 | ||
| EV/EBITDA | 32.66 |
EPS(TTM)4.38
EY3.05%
EPS(NY)5.79
Fwd EY4.04%
FCF(TTM)2.57
FCFY1.79%
OCF(TTM)2.62
OCFY1.83%
SpS9.2
BVpS5.72
TBVpS4.25
PEG (NY)4.2
PEG (5Y)2.19
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.62% | ||
| ROE | 31.89% | ||
| ROCE | 19.68% | ||
| ROIC | 16.42% | ||
| ROICexc | 18.35% | ||
| ROICexgc | 19.92% | ||
| OM | 49.58% | ||
| PM (TTM) | 19.83% | ||
| GM | N/A | ||
| FCFM | 27.89% |
ROA(3y)4.65%
ROA(5y)6.43%
ROE(3y)25.68%
ROE(5y)30.98%
ROIC(3y)12.81%
ROIC(5y)17.48%
ROICexc(3y)14.24%
ROICexc(5y)19.2%
ROICexgc(3y)15.53%
ROICexgc(5y)21.12%
ROCE(3y)15.37%
ROCE(5y)21.01%
ROICexcg growth 3Y-21.19%
ROICexcg growth 5Y9.44%
ROICexc growth 3Y-21.05%
ROICexc growth 5Y9.86%
OM growth 3Y-4.19%
OM growth 5Y1.25%
PM growth 3Y-6.82%
PM growth 5Y-5.56%
GM growth 3YN/A
GM growth 5YN/A
F-Score6
Asset Turnover0.28
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.56 | ||
| Debt/FCF | 3.48 | ||
| Debt/EBITDA | 1.95 | ||
| Cap/Depr | 202.82% | ||
| Cap/Sales | 0.57% | ||
| Interest Coverage | 14.9 | ||
| Cash Conversion | 57.07% | ||
| Profit Quality | 140.65% | ||
| Current Ratio | 0.71 | ||
| Quick Ratio | 0.71 | ||
| Altman-Z | 3.88 |
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)360.42%
Cap/Depr(5y)264.86%
Cap/Sales(3y)2.01%
Cap/Sales(5y)1.63%
Profit Quality(3y)249.28%
Profit Quality(5y)197.86%
High Growth Momentum
Growth
EPS 1Y (TTM)25.31%
EPS 3Y-0.92%
EPS 5Y14.97%
EPS Q2Q%26.04%
EPS Next Y7.8%
EPS Next 2Y19.25%
EPS Next 3Y21.34%
EPS Next 5Y12.53%
Revenue 1Y (TTM)33.33%
Revenue growth 3Y-16.32%
Revenue growth 5Y12.51%
Sales Q2Q%9.95%
Revenue Next Year9.08%
Revenue Next 2Y17.87%
Revenue Next 3Y19.72%
Revenue Next 5Y17.8%
EBIT growth 1Y22.76%
EBIT growth 3Y-19.82%
EBIT growth 5Y13.91%
EBIT Next Year5.28%
EBIT Next 3Y18.21%
EBIT Next 5Y12.49%
FCF growth 1Y-3.07%
FCF growth 3Y-4.46%
FCF growth 5Y12.44%
OCF growth 1Y-7.35%
OCF growth 3Y-4.41%
OCF growth 5Y12.14%