BLACKSTONE INC (BX) Fundamental Analysis & Valuation

NYSE:BX • US09260D1072

107.25 USD
-2.71 (-2.46%)
At close: Mar 11, 2026
105.8 USD
-1.45 (-1.35%)
After Hours: 3/11/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

This BX fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

5

Taking everything into account, BX scores 5 out of 10 in our fundamental rating. BX was compared to 242 industry peers in the Capital Markets industry. While BX has a great profitability rating, there are quite some concerns on its financial health. BX is growing strongly while it is still valued neutral. This is a good combination!


Dividend Valuation Growth Profitability Health

7

1. BX Profitability Analysis

1.1 Basic Checks

  • In the past year BX was profitable.
  • BX had a positive operating cash flow in the past year.
  • Each year in the past 5 years BX has been profitable.
  • BX had a positive operating cash flow in 4 of the past 5 years.
BX Yearly Net Income VS EBIT VS OCF VS FCFBX Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5B 10B

1.2 Ratios

  • Looking at the Return On Assets, with a value of 5.82%, BX is in the better half of the industry, outperforming 73.97% of the companies in the same industry.
  • The Return On Equity of BX (32.27%) is better than 96.28% of its industry peers.
  • The Return On Invested Capital of BX (16.64%) is better than 91.32% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for BX is significantly above the industry average of 7.06%.
  • The last Return On Invested Capital (16.64%) for BX is above the 3 year average (15.50%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 5.82%
ROE 32.27%
ROIC 16.64%
ROA(3y)5.39%
ROA(5y)6.9%
ROE(3y)29.68%
ROE(5y)34.81%
ROIC(3y)15.5%
ROIC(5y)18.91%
BX Yearly ROA, ROE, ROICBX Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60

1.3 Margins

  • BX has a Profit Margin (20.56%) which is in line with its industry peers.
  • In the last couple of years the Profit Margin of BX has grown nicely.
  • With an excellent Operating Margin value of 50.03%, BX belongs to the best of the industry, outperforming 90.08% of the companies in the same industry.
  • BX's Operating Margin has improved in the last couple of years.
Industry RankSector Rank
OM 50.03%
PM (TTM) 20.56%
GM N/A
OM growth 3Y3.46%
OM growth 5Y1.9%
PM growth 3Y0.61%
PM growth 5Y4.05%
GM growth 3YN/A
GM growth 5YN/A
BX Yearly Profit, Operating, Gross MarginsBX Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30 40 50

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

3

2. BX Health Analysis

2.1 Basic Checks

  • Compared to 1 year ago, BX has more shares outstanding
  • Compared to 5 years ago, BX has more shares outstanding
  • BX has about the same debt/assets ratio as last year.
BX Yearly Shares OutstandingBX Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M
BX Yearly Total Debt VS Total AssetsBX Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10B 20B 30B 40B

2.2 Solvency

  • An Altman-Z score of 2.72 indicates that BX is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • BX has a better Altman-Z score (2.72) than 75.21% of its industry peers.
  • BX has a debt to FCF ratio of 3.29. This is a good value and a sign of high solvency as BX would need 3.29 years to pay back of all of its debts.
  • BX has a Debt to FCF ratio of 3.29. This is in the better half of the industry: BX outperforms 78.10% of its industry peers.
  • A Debt/Equity ratio of 1.43 is on the high side and indicates that BX has dependencies on debt financing.
  • The Debt to Equity ratio of BX (1.43) is worse than 70.25% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.43
Debt/FCF 3.29
Altman-Z 2.72
ROIC/WACCN/A
WACCN/A
BX Yearly LT Debt VS Equity VS FCFBX Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5B 10B

2.3 Liquidity

  • BX has a Current Ratio of 0.71. This is a bad value and indicates that BX is not financially healthy enough and could expect problems in meeting its short term obligations.
  • BX's Current ratio of 0.71 is on the low side compared to the rest of the industry. BX is outperformed by 64.46% of its industry peers.
  • BX has a Quick Ratio of 0.71. This is a bad value and indicates that BX is not financially healthy enough and could expect problems in meeting its short term obligations.
  • Looking at the Quick ratio, with a value of 0.71, BX is doing worse than 64.05% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 0.71
Quick Ratio 0.71
BX Yearly Current Assets VS Current LiabilitesBX Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B 10B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

7

3. BX Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an impressive 20.04% over the past year.
  • Measured over the past years, BX shows a quite strong growth in Earnings Per Share. The EPS has been growing by 16.02% on average per year.
  • Looking at the last year, BX shows a quite strong growth in Revenue. The Revenue has grown by 9.22% in the last year.
  • The Revenue has been growing by 18.82% on average over the past years. This is quite good.
EPS 1Y (TTM)20.04%
EPS 3Y2.52%
EPS 5Y16.02%
EPS Q2Q%3.55%
Revenue 1Y (TTM)9.22%
Revenue growth 3Y19.27%
Revenue growth 5Y18.82%
Sales Q2Q%-5.14%

3.2 Future

  • Based on estimates for the next years, BX will show a quite strong growth in Earnings Per Share. The EPS will grow by 16.04% on average per year.
  • The Revenue is expected to grow by 15.19% on average over the next years. This is quite good.
EPS Next Y18.31%
EPS Next 2Y21.57%
EPS Next 3Y18.55%
EPS Next 5Y16.04%
Revenue Next Year23.06%
Revenue Next 2Y22.4%
Revenue Next 3Y17.86%
Revenue Next 5Y15.19%

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.
  • The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
BX Yearly Revenue VS EstimatesBX Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 5B 10B 15B 20B 25B
BX Yearly EPS VS EstimatesBX Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2 4 6 8 10

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4

4. BX Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 19.25 indicates a rather expensive valuation of BX.
  • Based on the Price/Earnings ratio, BX is valued a bit more expensive than 63.22% of the companies in the same industry.
  • BX is valuated rather cheaply when we compare the Price/Earnings ratio to 26.15, which is the current average of the S&P500 Index.
  • BX is valuated correctly with a Price/Forward Earnings ratio of 16.28.
  • BX's Price/Forward Earnings ratio is in line with the industry average.
  • The average S&P500 Price/Forward Earnings ratio is at 24.27. BX is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 19.25
Fwd PE 16.28
BX Price Earnings VS Forward Price EarningsBX Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, BX is valued a bit cheaper than the industry average as 67.77% of the companies are valued more expensively.
  • BX's Price/Free Cash Flow ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 35.08
EV/EBITDA 21.2
BX Per share dataBX EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 2 4 6 8 10

4.3 Compensation for Growth

  • The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • BX has a very decent profitability rating, which may justify a higher PE ratio.
  • A more expensive valuation may be justified as BX's earnings are expected to grow with 18.55% in the coming years.
PEG (NY)1.05
PEG (5Y)1.2
EPS Next 2Y21.57%
EPS Next 3Y18.55%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

6

5. BX Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 4.02%, BX is a good candidate for dividend investing.
  • In the last 3 months the price of BX has falen by -29.06%. A price decline artificially increases the dividend yield. It may be a sign investors do not expect the dividend to last.
  • Compared to an average industry Dividend Yield of 6.63, BX has a dividend in line with its industry peers.
  • BX's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 4.02%

5.2 History

  • The dividend of BX is nicely growing with an annual growth rate of 11.16%!
  • BX has been paying a dividend for at least 10 years, so it has a reliable track record.
  • BX has decreased its dividend recently.
Dividend Growth(5Y)11.16%
Div Incr Years1
Div Non Decr Years1
BX Yearly Dividends per shareBX Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 1 2 3 4

5.3 Sustainability

  • 203.27% of the earnings are spent on dividend by BX. This is not a sustainable payout ratio.
  • The dividend of BX is growing, but earnings are growing more, so the dividend growth is sustainable.
DP203.27%
EPS Next 2Y21.57%
EPS Next 3Y18.55%
BX Yearly Income VS Free CF VS DividendBX Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B 4B 6B
BX Dividend Payout.BX Dividend Payout, showing the Payout Ratio.BX Dividend Payout.PayoutRetained Earnings

More info and screens

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BX Fundamentals: All Metrics, Ratios and Statistics

BLACKSTONE INC

NYSE:BX (3/11/2026, 8:04:00 PM)

After market: 105.8 -1.45 (-1.35%)

107.25

-2.71 (-2.46%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-29
Earnings (Next)04-15
Inst Owners71.21%
Inst Owner Change0.8%
Ins Owners0.79%
Ins Owner Change1.36%
Market Cap128.09B
Revenue(TTM)14.45B
Net Income(TTM)2.71B
Analysts76.77
Price Target171.25 (59.67%)
Short Float %1.76%
Short Ratio2.14
Dividend
Industry RankSector Rank
Dividend Yield 4.02%
Yearly Dividend6.1
Dividend Growth(5Y)11.16%
DP203.27%
Div Incr Years1
Div Non Decr Years1
Ex-Date02-09
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)3
Avg Revenue beat(8)0.14%
Revenue beat(12)3
Avg Revenue beat(12)-8.54%
Revenue beat(16)5
Avg Revenue beat(16)-3.33%
PT rev (1m)-2.51%
PT rev (3m)-5.94%
EPS NQ rev (1m)0.47%
EPS NQ rev (3m)0.2%
EPS NY rev (1m)0%
EPS NY rev (3m)-0.61%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0%
Revenue NY rev (1m)0.06%
Revenue NY rev (3m)-1.26%
Valuation
Industry RankSector Rank
PE 19.25
Fwd PE 16.28
P/S 9.72
P/FCF 35.08
P/OCF 34.09
P/B 15.26
P/tB 20.13
EV/EBITDA 21.2
EPS(TTM)5.57
EY5.19%
EPS(NY)6.59
Fwd EY6.14%
FCF(TTM)3.06
FCFY2.85%
OCF(TTM)3.15
OCFY2.93%
SpS11.03
BVpS7.03
TBVpS5.33
PEG (NY)1.05
PEG (5Y)1.2
Graham Number29.68
Profitability
Industry RankSector Rank
ROA 5.82%
ROE 32.27%
ROCE 19.75%
ROIC 16.64%
ROICexc 18.19%
ROICexgc 19.61%
OM 50.03%
PM (TTM) 20.56%
GM N/A
FCFM 27.72%
ROA(3y)5.39%
ROA(5y)6.9%
ROE(3y)29.68%
ROE(5y)34.81%
ROIC(3y)15.5%
ROIC(5y)18.91%
ROICexc(3y)16.93%
ROICexc(5y)20.71%
ROICexgc(3y)18.61%
ROICexgc(5y)22.7%
ROCE(3y)18.4%
ROCE(5y)22.48%
ROICexgc growth 3Y18.88%
ROICexgc growth 5Y7.9%
ROICexc growth 3Y18.16%
ROICexc growth 5Y8.63%
OM growth 3Y3.46%
OM growth 5Y1.9%
PM growth 3Y0.61%
PM growth 5Y4.05%
GM growth 3YN/A
GM growth 5YN/A
F-Score9
Asset Turnover0.28
Health
Industry RankSector 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 2.72
F-Score9
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)20.04%
EPS 3Y2.52%
EPS 5Y16.02%
EPS Q2Q%3.55%
EPS Next Y18.31%
EPS Next 2Y21.57%
EPS Next 3Y18.55%
EPS Next 5Y16.04%
Revenue 1Y (TTM)9.22%
Revenue growth 3Y19.27%
Revenue growth 5Y18.82%
Sales Q2Q%-5.14%
Revenue Next Year23.06%
Revenue Next 2Y22.4%
Revenue Next 3Y17.86%
Revenue Next 5Y15.19%
EBIT growth 1Y17.51%
EBIT growth 3Y23.4%
EBIT growth 5Y21.08%
EBIT Next Year30.79%
EBIT Next 3Y19%
EBIT Next 5Y12.67%
FCF growth 1Y-11.69%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-10.89%
OCF growth 3YN/A
OCF growth 5YN/A

BLACKSTONE INC / BX FAQ

Can you provide the ChartMill fundamental rating for BLACKSTONE INC?

ChartMill assigns a fundamental rating of 5 / 10 to BX.


What is the valuation status of BLACKSTONE INC (BX) stock?

ChartMill assigns a valuation rating of 4 / 10 to BLACKSTONE INC (BX). This can be considered as Fairly Valued.


How profitable is BLACKSTONE INC (BX) stock?

BLACKSTONE INC (BX) has a profitability rating of 7 / 10.


What is the financial health of BLACKSTONE INC (BX) stock?

The financial health rating of BLACKSTONE INC (BX) is 3 / 10.


Can you provide the expected EPS growth for BX stock?

The Earnings per Share (EPS) of BLACKSTONE INC (BX) is expected to grow by 18.31% in the next year.