BLACKSTONE INC (BX) Stock Fundamental Analysis
NYSE:BX - US09260D1072 - Common Stock
169.32 USD
+1.98 (+1.18%)
Taking everything into account, BX scores 5 out of 10 in our fundamental rating. BX was compared to 239 industry peers in the Capital Markets industry. BX has an excellent profitability rating, but there are concerns on its financial health. BX is valued quite expensive, but it does show an excellent growth.
1. Profitability
1.1 Basic Checks
In the past year BX was profitable.
In the past year BX had a positive cash flow from operations.
BX had positive earnings in each of the past 5 years.
In the past 5 years BX always reported a positive cash flow from operatings.
1.2 Ratios
With a decent Return On Assets value of 6.31%, BX is doing good in the industry, outperforming 79.08% of the companies in the same industry.
Looking at the Return On Equity, with a value of 34.29%, BX belongs to the top of the industry, outperforming 96.65% of the companies in the same industry.
BX has a better Return On Invested Capital (17.66%) than 92.89% of its industry peers.
The Average Return On Invested Capital over the past 3 years for BX is significantly above the industry average of 7.59%.
The last Return On Invested Capital (17.66%) for BX is above the 3 year average (12.81%), which is a sign of increasing profitability.
| 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 has a Profit Margin (20.83%) which is in line with its industry peers.
BX's Profit Margin has declined in the last couple of years.
Looking at the Operating Margin, with a value of 50.95%, BX belongs to the top of the industry, outperforming 85.77% 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.
BX has more shares outstanding than it did 5 years ago.
The debt/assets ratio for BX has been reduced compared to a year ago.
2.2 Solvency
An Altman-Z score of 3.94 indicates that BX is not in any danger for bankruptcy at the moment.
The Altman-Z score of BX (3.94) is better than 81.59% of its industry peers.
The Debt to FCF ratio of BX is 3.66, which is a good value as it means it would take BX, 3.66 years of fcf income to pay off all of its debts.
BX has a better Debt to FCF ratio (3.66) than 74.90% of its industry peers.
BX has a Debt/Equity ratio of 1.44. This is a high value indicating a heavy dependency on external financing.
BX has a worse Debt to Equity ratio (1.44) than 69.87% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.44 | ||
| Debt/FCF | 3.66 | ||
| Altman-Z | 3.94 |
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.
BX has a worse Current ratio (0.70) than 67.36% of its industry peers.
BX has a Quick Ratio of 0.70. 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 0.70, BX is doing worse than 66.95% of the companies in the same industry.
| 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 25.31% over the past year.
The Earnings Per Share has been growing by 14.97% on average over the past years. This is quite good.
BX shows a strong growth in Revenue. In the last year, the Revenue has grown by 33.33%.
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)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%22.18%
3.2 Future
The Earnings Per Share is expected to grow by 12.53% 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 Y12.05%
EPS Next 2Y20.43%
EPS Next 3Y21.88%
EPS Next 5Y12.53%
Revenue Next Year9.27%
Revenue Next 2Y18%
Revenue Next 3Y19.89%
Revenue Next 5Y15.92%
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 accelerating: in the next years the growth will be better than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
The Price/Earnings ratio is 33.86, which means the current valuation is very expensive for BX.
Compared to the rest of the industry, the Price/Earnings ratio of BX indicates a slightly more expensive valuation: BX is more expensive than 72.80% of the companies listed in the same industry.
When comparing the Price/Earnings ratio of BX to the average of the S&P500 Index (26.84), we can say BX is valued slightly more expensively.
BX is valuated quite expensively with a Price/Forward Earnings ratio of 25.16.
65.27% of the companies in the same industry are cheaper than BX, based on the Price/Forward Earnings ratio.
BX is valuated at similar levels of the S&P average when we compare the Price/Forward Earnings ratio to 22.48, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 33.86 | ||
| Fwd PE | 25.16 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, BX is valued a bit cheaper than 64.44% of the companies in the same industry.
BX's Price/Free Cash Flow is on the same level as the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 61.15 | ||
| EV/EBITDA | 29.5 |
4.3 Compensation for Growth
The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive 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 21.88% in the coming years. This may justify a more expensive valuation.
PEG (NY)2.81
PEG (5Y)2.26
EPS Next 2Y20.43%
EPS Next 3Y21.88%
5. Dividend
5.1 Amount
BX has a Yearly Dividend Yield of 2.59%. Purely for dividend investing, there may be better candidates out there.
BX's Dividend Yield is comparable with the industry average which is at 7.91.
Compared to an average S&P500 Dividend Yield of 2.32, BX has a dividend comparable with the average S&P500 company.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.59% |
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.
BX has decreased its dividend 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.
The dividend of BX is growing around the same rate as the earnings are growing. If this keeps up the dividend growth is sustainable.
DP182.75%
EPS Next 2Y20.43%
EPS Next 3Y21.88%
NYSE:BX (9/4/2025, 12:32:59 PM)
169.32
+1.98 (+1.18%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners70.15%
Inst Owner Change12.98%
Ins Owners0.82%
Ins Owner Change5.05%
Market Cap200.59B
Analysts76.77
Price Target186.45 (10.12%)
Short Float %1.53%
Short Ratio2.91
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.59% |
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)12.42%
PT rev (3m)23.7%
EPS NQ rev (1m)0.43%
EPS NQ rev (3m)-16%
EPS NY rev (1m)3.94%
EPS NY rev (3m)4.25%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-11.19%
Revenue NY rev (1m)0.18%
Revenue NY rev (3m)2.79%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 33.86 | ||
| Fwd PE | 25.16 | ||
| P/S | 14.59 | ||
| P/FCF | 61.15 | ||
| P/OCF | 59.33 | ||
| P/B | 24.02 | ||
| P/tB | 31.76 | ||
| EV/EBITDA | 29.5 |
EPS(TTM)5
EY2.95%
EPS(NY)6.73
Fwd EY3.97%
FCF(TTM)2.77
FCFY1.64%
OCF(TTM)2.85
OCFY1.69%
SpS11.6
BVpS7.05
TBVpS5.33
PEG (NY)2.81
PEG (5Y)2.26
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%
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-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 | 3.94 |
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)25.31%
EPS 3Y-0.92%
EPS 5Y14.97%
EPS Q2Q%26.04%
EPS Next Y12.05%
EPS Next 2Y20.43%
EPS Next 3Y21.88%
EPS Next 5Y12.53%
Revenue 1Y (TTM)33.33%
Revenue growth 3Y-16.32%
Revenue growth 5Y12.51%
Sales Q2Q%22.18%
Revenue Next Year9.27%
Revenue Next 2Y18%
Revenue Next 3Y19.89%
Revenue Next 5Y15.92%
EBIT growth 1Y39.89%
EBIT growth 3Y-19.82%
EBIT growth 5Y13.91%
EBIT Next Year9.21%
EBIT Next 3Y22.86%
EBIT Next 5Y6.22%
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%