BLACKSTONE INC (BX) Stock Fundamental Analysis
USA - NYSE:BX - US09260D1072 - Common Stock
136.53 USD
-1.89 (-1.37%)
137 USD
+0.47 (+0.34%)
Overall BX gets a fundamental rating of 5 out of 10. We evaluated BX against 237 industry peers in the Capital Markets industry. BX scores excellent on profitability, but there are concerns on its financial health. BX is growing strongly while it is still valued neutral. This is a good combination!
1. Profitability
1.1 Basic Checks
BX had positive earnings in the past year.
In the past year BX had a positive cash flow from operations.
In the past 5 years BX has always been profitable.
Each year in the past 5 years BX had a positive operating cash flow.
1.2 Ratios
The Return On Assets of BX (6.31%) is better than 78.48% of its industry peers.
The Return On Equity of BX (34.29%) is better than 97.47% of its industry peers.
BX's Return On Invested Capital of 17.66% is amongst the best of the industry. BX outperforms 92.41% of its industry peers.
Measured over the past 3 years, the Average Return On Invested Capital for BX is significantly above the industry average of 7.11%.
The 3 year average ROIC (12.81%) for BX is below the current ROIC(17.66%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 6.31% | ||
| ROE | 34.29% | ||
| ROIC | 17.66% |
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
BX's Profit Margin of 20.83% is in line compared to the rest of the industry. BX outperforms 57.81% of its industry peers.
In the last couple of years the Profit Margin of BX has declined.
Looking at the Operating Margin, with a value of 50.95%, BX belongs to the top of the industry, outperforming 88.61% of the companies in the same industry.
BX's Operating Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 50.95% | ||
| PM (TTM) | 20.83% | ||
| 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
The number of shares outstanding for BX has been increased compared to 1 year ago.
Compared to 5 years ago, BX has more shares outstanding
BX has a better debt/assets ratio than last year.
2.2 Solvency
An Altman-Z score of 3.38 indicates that BX is not in any danger for bankruptcy at the moment.
BX has a better Altman-Z score (3.38) than 77.64% of its industry peers.
BX has a debt to FCF ratio of 3.66. This is a good value and a sign of high solvency as BX would need 3.66 years to pay back of all of its debts.
BX's Debt to FCF ratio of 3.66 is fine compared to the rest of the industry. BX outperforms 75.95% of its industry peers.
A Debt/Equity ratio of 1.44 is on the high side and indicates that BX has dependencies on debt financing.
Looking at the Debt to Equity ratio, with a value of 1.44, BX is doing worse than 70.46% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.44 | ||
| Debt/FCF | 3.66 | ||
| Altman-Z | 3.38 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
A Current Ratio of 0.70 indicates that BX may have some problems paying its short term obligations.
Looking at the Current ratio, with a value of 0.70, BX is doing worse than 69.62% of the companies in the same industry.
A Quick Ratio of 0.70 indicates that BX may have some problems paying its short term obligations.
The Quick ratio of BX (0.70) is worse than 69.20% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.7 | ||
| Quick Ratio | 0.7 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an impressive 35.71% 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 14.97% on average per year.
Looking at the last year, BX shows a quite strong growth in Revenue. The Revenue has grown by 15.22% in the last year.
BX shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 12.51% yearly.
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%35.68%
3.2 Future
The Earnings Per Share is expected to grow by 16.51% on average over the next years. This is quite good.
BX is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 15.92% yearly.
EPS Next Y18.81%
EPS Next 2Y19.56%
EPS Next 3Y21.13%
EPS Next 5Y16.51%
Revenue Next Year12.44%
Revenue Next 2Y18.3%
Revenue Next 3Y19.96%
Revenue Next 5Y15.92%
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 24.78 indicates a rather expensive valuation of BX.
67.51% of the companies in the same industry are cheaper than BX, based on the Price/Earnings ratio.
BX's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 25.51.
Based on the Price/Forward Earnings ratio of 20.59, the valuation of BX can be described as rather expensive.
60.76% of the companies in the same industry are cheaper than BX, based on the Price/Forward Earnings ratio.
The average S&P500 Price/Forward Earnings ratio is at 34.98. BX is valued slightly cheaper when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 24.78 | ||
| Fwd PE | 20.59 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, BX is valued a bit cheaper than 66.24% of the companies in the same industry.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of BX is on the same level as its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 49.31 | ||
| EV/EBITDA | 24.63 |
4.3 Compensation for Growth
BX's 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.
BX's earnings are expected to grow with 21.13% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.32
PEG (5Y)1.66
EPS Next 2Y19.56%
EPS Next 3Y21.13%
5. Dividend
5.1 Amount
BX has a Yearly Dividend Yield of 3.36%.
BX's Dividend Yield is comparable with the industry average which is at 8.50.
BX's Dividend Yield is a higher than the S&P500 average which is at 2.44.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.36% |
5.2 History
On average, the dividend of BX grows each year by 11.16%, which is quite nice.
BX has paid a dividend for at least 10 years, which is a reliable track record.
The dividend of BX decreased recently.
Dividend Growth(5Y)11.16%
Div Incr Years1
Div Non Decr Years1
5.3 Sustainability
182.75% of the earnings are spent on dividend by BX. This is not a sustainable payout ratio.
BX's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP182.75%
EPS Next 2Y19.56%
EPS Next 3Y21.13%
136.53
-1.89 (-1.37%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners70.37%
Inst Owner Change-12.49%
Ins Owners0.8%
Ins Owner Change-3.6%
Market Cap161.74B
Revenue(TTM)13.17B
Net Income(TTM)2.86B
Analysts76.97
Price Target181.92 (33.25%)
Short Float %2.05%
Short Ratio3.57
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.36% |
Yearly Dividend6.1
Dividend Growth(5Y)11.16%
DP182.75%
Div Incr Years1
Div Non Decr Years1
Ex-Date
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)3.84%
Min EPS beat(2)0.65%
Max EPS beat(2)7.03%
EPS beat(4)4
Avg EPS beat(4)6.66%
Min EPS beat(4)0.65%
Max EPS beat(4)12.43%
EPS beat(8)5
Avg EPS beat(8)2.96%
EPS beat(12)7
Avg EPS beat(12)2.84%
EPS beat(16)11
Avg EPS beat(16)8.35%
Revenue beat(2)1
Avg Revenue beat(2)3.38%
Min Revenue beat(2)-0.22%
Max Revenue beat(2)6.98%
Revenue beat(4)2
Avg Revenue beat(4)2.44%
Min Revenue beat(4)-1.86%
Max Revenue beat(4)6.98%
Revenue beat(8)2
Avg Revenue beat(8)-1.46%
Revenue beat(12)2
Avg Revenue beat(12)-13.7%
Revenue beat(16)5
Avg Revenue beat(16)7.59%
PT rev (1m)-2.43%
PT rev (3m)-1.44%
EPS NQ rev (1m)-0.67%
EPS NQ rev (3m)-0.29%
EPS NY rev (1m)6.04%
EPS NY rev (3m)10.21%
Revenue NQ rev (1m)0.16%
Revenue NQ rev (3m)-0.46%
Revenue NY rev (1m)2.78%
Revenue NY rev (3m)3.08%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 24.78 | ||
| Fwd PE | 20.59 | ||
| P/S | 11.77 | ||
| P/FCF | 49.31 | ||
| P/OCF | 47.84 | ||
| P/B | 19.36 | ||
| P/tB | 25.61 | ||
| EV/EBITDA | 24.63 |
EPS(TTM)5.51
EY4.04%
EPS(NY)6.63
Fwd EY4.86%
FCF(TTM)2.77
FCFY2.03%
OCF(TTM)2.85
OCFY2.09%
SpS11.6
BVpS7.05
TBVpS5.33
PEG (NY)1.32
PEG (5Y)1.66
Graham Number29.56
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 6.31% | ||
| ROE | 34.29% | ||
| ROCE | 21.17% | ||
| ROIC | 17.66% | ||
| ROICexc | 19.13% | ||
| ROICexgc | 20.63% | ||
| OM | 50.95% | ||
| PM (TTM) | 20.83% | ||
| GM | N/A | ||
| FCFM | 23.86% |
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-Score7
Asset Turnover0.3
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.44 | ||
| Debt/FCF | 3.66 | ||
| Debt/EBITDA | 1.71 | ||
| Cap/Depr | 280.1% | ||
| Cap/Sales | 0.73% | ||
| Interest Coverage | 14.47 | ||
| Cash Conversion | 48.02% | ||
| Profit Quality | 114.54% | ||
| Current Ratio | 0.7 | ||
| Quick Ratio | 0.7 | ||
| Altman-Z | 3.38 |
F-Score7
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 Y18.81%
EPS Next 2Y19.56%
EPS Next 3Y21.13%
EPS Next 5Y16.51%
Revenue 1Y (TTM)15.22%
Revenue growth 3Y-16.32%
Revenue growth 5Y12.51%
Sales Q2Q%35.68%
Revenue Next Year12.44%
Revenue Next 2Y18.3%
Revenue Next 3Y19.96%
Revenue Next 5Y15.92%
EBIT growth 1Y39.89%
EBIT growth 3Y-19.82%
EBIT growth 5Y13.91%
EBIT Next Year5.24%
EBIT Next 3Y19.12%
EBIT Next 5Y12.38%
FCF growth 1Y-6.6%
FCF growth 3Y-4.46%
FCF growth 5Y12.44%
OCF growth 1Y-10.47%
OCF growth 3Y-4.41%
OCF growth 5Y12.14%
BLACKSTONE INC / BX FAQ
Can you provide the ChartMill fundamental rating for BLACKSTONE INC?
ChartMill assigns a fundamental rating of 5 / 10 to BX.
Can you provide the valuation status for BLACKSTONE INC?
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 valuation of BLACKSTONE INC based on its PE and PB ratios?
The Price/Earnings (PE) ratio for BLACKSTONE INC (BX) is 24.78 and the Price/Book (PB) ratio is 19.36.
How financially healthy is BLACKSTONE INC?
The financial health rating of BLACKSTONE INC (BX) is 3 / 10.