BLACKSTONE INC (1BX.MI) Stock Fundamental Analysis
Europe - Euronext Milan - BIT:1BX - US09260D1072 - Common Stock
128.12 EUR
+4.82 (+3.91%)
1BX gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 120 industry peers in the Capital Markets industry. While 1BX has a great profitability rating, there are some minor concerns on its financial health. 1BX is not priced too expensively while it is growing strongly. Keep and eye on this one!
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.
In the past 5 years 1BX always reported a positive cash flow from operatings.
1.2 Ratios
1BX's Return On Assets of 5.82% is fine compared to the rest of the industry. 1BX outperforms 76.07% of its industry peers.
1BX has a better Return On Equity (32.27%) than 92.31% of its industry peers.
1BX has a Return On Invested Capital of 16.48%. This is amongst the best in the industry. 1BX outperforms 93.16% of its industry peers.
1BX had an Average Return On Invested Capital over the past 3 years of 12.81%. This is above the industry average of 9.23%.
The last Return On Invested Capital (16.48%) for 1BX is above the 3 year average (12.81%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.82% | ||
| ROE | 32.27% | ||
| ROIC | 16.48% |
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
1BX has a better Profit Margin (20.56%) than 63.25% of its industry peers.
In the last couple of years the Profit Margin of 1BX has declined.
The Operating Margin of 1BX (50.03%) is better than 83.76% of its industry peers.
In the last couple of years the Operating Margin of 1BX has remained more or less at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 50.03% | ||
| PM (TTM) | 20.56% | ||
| 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
Compared to 1 year ago, 1BX has more shares outstanding
The number of shares outstanding for 1BX has been increased compared to 5 years ago.
1BX has a better debt/assets ratio than last year.
2.2 Solvency
1BX has an Altman-Z score of 3.54. This indicates that 1BX is financially healthy and has little risk of bankruptcy at the moment.
With a decent Altman-Z score value of 3.54, 1BX is doing good in the industry, outperforming 79.49% of the companies in the same industry.
The Debt to FCF ratio of 1BX is 3.29, which is a good value as it means it would take 1BX, 3.29 years of fcf income to pay off all of its debts.
1BX has a better Debt to FCF ratio (3.29) than 82.91% of its industry peers.
A Debt/Equity ratio of 1.43 is on the high side and indicates that 1BX has dependencies on debt financing.
Looking at the Debt to Equity ratio, with a value of 1.43, 1BX is in line with its industry, outperforming 46.15% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.43 | ||
| Debt/FCF | 3.29 | ||
| Altman-Z | 3.54 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
1BX has a Current Ratio of 0.71. This is a bad value and indicates that 1BX is not financially healthy enough and could expect problems in meeting its short term obligations.
1BX has a Current ratio of 0.71. This is comparable to the rest of the industry: 1BX outperforms 48.72% of 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 49.57% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.71 | ||
| Quick Ratio | 0.71 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an impressive 35.71% over the past year.
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 quite strong growth in Revenue. The Revenue has grown by 15.22% in the last year.
The Revenue has been growing by 12.51% on average over the past years. This is quite good.
EPS 1Y (TTM)35.71%
EPS 3Y-0.92%
EPS 5Y14.97%
EPS Q2Q%50.5%
Revenue 1Y (TTM)15.22%
Revenue growth 3Y-16.32%
Revenue growth 5Y12.51%
Sales Q2Q%-9.85%
3.2 Future
The Earnings Per Share is expected to grow by 17.29% on average over the next years. This is quite good.
1BX is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 18.84% yearly.
EPS Next Y18.55%
EPS Next 2Y19.54%
EPS Next 3Y21.15%
EPS Next 5Y17.29%
Revenue Next Year12.24%
Revenue Next 2Y18.75%
Revenue Next 3Y20.01%
Revenue Next 5Y18.84%
3.3 Evolution
When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
4. Valuation
4.1 Price/Earnings Ratio
1BX is valuated quite expensively with a Price/Earnings ratio of 27.26.
1BX's Price/Earnings ratio is in line with the industry average.
Compared to an average S&P500 Price/Earnings ratio of 26.59, 1BX is valued at the same level.
The Price/Forward Earnings ratio is 22.63, which indicates a rather expensive current valuation of 1BX.
1BX's Price/Forward Earnings ratio is in line with the industry average.
1BX is valuated at similar levels of the S&P average when we compare the Price/Forward Earnings ratio to 24.03, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 27.26 | ||
| Fwd PE | 22.63 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, 1BX is valued a bit cheaper than 61.54% of the companies in the same industry.
Based on the Price/Free Cash Flow ratio, 1BX is valued a bit cheaper than 63.25% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 50.13 | ||
| EV/EBITDA | 29.01 |
4.3 Compensation for Growth
The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
The decent profitability rating of 1BX may justify a higher PE ratio.
A more expensive valuation may be justified as 1BX's earnings are expected to grow with 21.15% in the coming years.
PEG (NY)1.47
PEG (5Y)1.82
EPS Next 2Y19.54%
EPS Next 3Y21.15%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 3.05%, 1BX has a reasonable but not impressive dividend return.
1BX's Dividend Yield is a higher than the industry average which is at 3.18.
Compared to an average S&P500 Dividend Yield of 1.87, 1BX pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.05% |
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
1BX pays out 203.27% of its income as dividend. This is not a sustainable payout ratio.
1BX's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP203.27%
EPS Next 2Y19.54%
EPS Next 3Y21.15%
BIT:1BX (12/12/2025, 7:00:00 PM)
128.12
+4.82 (+3.91%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners71.12%
Inst Owner ChangeN/A
Ins Owners0.79%
Ins Owner ChangeN/A
Market Cap156.28B
Revenue(TTM)13.17B
Net Income(TTM)2.71B
Analysts77.5
Price Target157.13 (22.64%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.05% |
Yearly Dividend5.21
Dividend Growth(5Y)11.16%
DP203.27%
Div Incr YearsN/A
Div Non Decr YearsN/A
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)13.67%
Min EPS beat(2)7.03%
Max EPS beat(2)20.3%
EPS beat(4)4
Avg EPS beat(4)10.11%
Min EPS beat(4)0.65%
Max EPS beat(4)20.3%
EPS beat(8)6
Avg EPS beat(8)6.71%
EPS beat(12)7
Avg EPS beat(12)4.19%
EPS beat(16)11
Avg EPS beat(16)7.34%
Revenue beat(2)2
Avg Revenue beat(2)4.85%
Min Revenue beat(2)2.72%
Max Revenue beat(2)6.98%
Revenue beat(4)3
Avg Revenue beat(4)3.58%
Min Revenue beat(4)-0.22%
Max Revenue beat(4)6.98%
Revenue beat(8)6
Avg Revenue beat(8)7.29%
Revenue beat(12)7
Avg Revenue beat(12)-1.51%
Revenue beat(16)9
Avg Revenue beat(16)1.93%
PT rev (1m)N/A
PT rev (3m)N/A
EPS NQ rev (1m)0.85%
EPS NQ rev (3m)0.03%
EPS NY rev (1m)5.81%
EPS NY rev (3m)5.8%
Revenue NQ rev (1m)0.13%
Revenue NQ rev (3m)0.98%
Revenue NY rev (1m)2.6%
Revenue NY rev (3m)2.71%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 27.26 | ||
| Fwd PE | 22.63 | ||
| P/S | 13.9 | ||
| P/FCF | 50.13 | ||
| P/OCF | 48.72 | ||
| P/B | 21.81 | ||
| P/tB | 28.77 | ||
| EV/EBITDA | 29.01 |
EPS(TTM)4.7
EY3.67%
EPS(NY)5.66
Fwd EY4.42%
FCF(TTM)2.56
FCFY1.99%
OCF(TTM)2.63
OCFY2.05%
SpS9.22
BVpS5.87
TBVpS4.45
PEG (NY)1.47
PEG (5Y)1.82
Graham Number24.92
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.82% | ||
| ROE | 32.27% | ||
| ROCE | 19.75% | ||
| ROIC | 16.48% | ||
| ROICexc | 18% | ||
| ROICexgc | 19.41% | ||
| OM | 50.03% | ||
| PM (TTM) | 20.56% | ||
| GM | N/A | ||
| FCFM | 27.72% |
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%
ROICexgc growth 3Y-21.19%
ROICexgc 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-Score8
Asset Turnover0.28
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.43 | ||
| Debt/FCF | 3.29 | ||
| Debt/EBITDA | 1.81 | ||
| Cap/Depr | 292.78% | ||
| Cap/Sales | 0.8% | ||
| Interest Coverage | 13.52 | ||
| Cash Conversion | 56.69% | ||
| Profit Quality | 134.85% | ||
| Current Ratio | 0.71 | ||
| Quick Ratio | 0.71 | ||
| Altman-Z | 3.54 |
F-Score8
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)35.71%
EPS 3Y-0.92%
EPS 5Y14.97%
EPS Q2Q%50.5%
EPS Next Y18.55%
EPS Next 2Y19.54%
EPS Next 3Y21.15%
EPS Next 5Y17.29%
Revenue 1Y (TTM)15.22%
Revenue growth 3Y-16.32%
Revenue growth 5Y12.51%
Sales Q2Q%-9.85%
Revenue Next Year12.24%
Revenue Next 2Y18.75%
Revenue Next 3Y20.01%
Revenue Next 5Y18.84%
EBIT growth 1Y17.51%
EBIT growth 3Y-19.82%
EBIT growth 5Y13.91%
EBIT Next Year6.36%
EBIT Next 3Y16.49%
EBIT Next 5Y12.15%
FCF growth 1Y0.46%
FCF growth 3Y-4.46%
FCF growth 5Y12.44%
OCF growth 1Y-3.09%
OCF growth 3Y-4.41%
OCF growth 5Y12.14%
BLACKSTONE INC / 1BX.MI FAQ
What is the ChartMill fundamental rating of BLACKSTONE INC (1BX.MI) stock?
ChartMill assigns a fundamental rating of 6 / 10 to 1BX.MI.
What is the valuation status of BLACKSTONE INC (1BX.MI) stock?
ChartMill assigns a valuation rating of 4 / 10 to BLACKSTONE INC (1BX.MI). This can be considered as Fairly Valued.
How profitable is BLACKSTONE INC (1BX.MI) stock?
BLACKSTONE INC (1BX.MI) has a profitability rating of 7 / 10.
What is the financial health of BLACKSTONE INC (1BX.MI) stock?
The financial health rating of BLACKSTONE INC (1BX.MI) is 4 / 10.
How sustainable is the dividend of BLACKSTONE INC (1BX.MI) stock?
The dividend rating of BLACKSTONE INC (1BX.MI) is 5 / 10 and the dividend payout ratio is 203.27%.