BLACKSTONE INC (BX) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:BX - US09260D1072 - Common Stock
155.615 USD
+1.71 (+1.11%)
We assign a fundamental rating of 5 out of 10 to BX. BX was compared to 238 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
- BX had positive earnings in the past year.
- BX had a positive operating cash flow in the past year.
- 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
- With a decent Return On Assets value of 5.82%, BX is doing good in the industry, outperforming 71.43% of the companies in the same industry.
- BX has a better Return On Equity (32.27%) than 96.64% of its industry peers.
- BX has a Return On Invested Capital of 16.48%. This is amongst the best in the industry. BX outperforms 91.60% of its industry peers.
- The Average Return On Invested Capital over the past 3 years for BX is significantly above the industry average of 7.27%.
- The 3 year average ROIC (12.81%) for BX is below the current ROIC(16.48%), indicating increased profibility in the last year.
| 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
- With a Profit Margin value of 20.56%, BX perfoms like the industry average, outperforming 54.62% of the companies in the same industry.
- BX's Profit Margin has declined in the last couple of years.
- Looking at the Operating Margin, with a value of 50.03%, BX belongs to the top of the industry, outperforming 88.66% 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 | 50.03% | ||
| 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, BX has more shares outstanding
- BX has more shares outstanding than it did 5 years ago.
- Compared to 1 year ago, BX has an improved debt to assets ratio.
2.2 Solvency
- BX has an Altman-Z score of 3.61. This indicates that BX is financially healthy and has little risk of bankruptcy at the moment.
- BX has a Altman-Z score of 3.61. This is in the better half of the industry: BX outperforms 79.83% of its industry peers.
- The Debt to FCF ratio of BX is 3.29, which is a good value as it means it would take BX, 3.29 years of fcf income to pay off 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 76.89% 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.
- BX's Debt to Equity ratio of 1.43 is on the low side compared to the rest of the industry. BX is outperformed by 70.59% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.43 | ||
| Debt/FCF | 3.29 | ||
| Altman-Z | 3.61 |
ROIC/WACCN/A
WACCN/A
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.
- Looking at the Current ratio, with a value of 0.71, BX is doing worse than 65.13% of the companies in the same industry.
- 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.
- BX has a worse Quick ratio (0.71) than 64.71% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.71 | ||
| Quick Ratio | 0.71 |
3. Growth
3.1 Past
- BX shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 35.71%, which is quite impressive.
- The Earnings Per Share has been growing by 14.97% on average over the past years. This is quite good.
- Looking at the last year, BX 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%35.68%
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 17.58% on average per year.
- 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 Y18.6%
EPS Next 2Y19.4%
EPS Next 3Y20.88%
EPS Next 5Y17.58%
Revenue Next Year12.63%
Revenue Next 2Y18.41%
Revenue Next 3Y19.55%
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 28.24 indicates a quite expensive valuation of BX.
- 70.17% of the companies in the same industry are cheaper than BX, based on the Price/Earnings ratio.
- Compared to an average S&P500 Price/Earnings ratio of 26.94, BX is valued at the same level.
- Based on the Price/Forward Earnings ratio of 23.52, the valuation of BX can be described as rather expensive.
- BX's Price/Forward Earnings ratio is in line with the industry average.
- When comparing the Price/Forward Earnings ratio of BX to the average of the S&P500 Index (23.94), we can say BX is valued inline with the index average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 28.24 | ||
| Fwd PE | 23.52 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, BX is valued a bit cheaper than the industry average as 65.97% of the companies are valued more expensively.
- BX's Price/Free Cash Flow ratio is in line with the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 51.98 | ||
| EV/EBITDA | 29.72 |
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.
- A more expensive valuation may be justified as BX's earnings are expected to grow with 20.88% in the coming years.
PEG (NY)1.52
PEG (5Y)1.89
EPS Next 2Y19.4%
EPS Next 3Y20.88%
5. Dividend
5.1 Amount
- BX has a Yearly Dividend Yield of 2.92%.
- Compared to an average industry Dividend Yield of 6.10, BX has a dividend in line with its industry peers.
- Compared to an average S&P500 Dividend Yield of 1.83, BX pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.92% |
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
- 203.27% 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.
DP203.27%
EPS Next 2Y19.4%
EPS Next 3Y20.88%
NYSE:BX (1/21/2026, 12:25:53 PM)
155.615
+1.71 (+1.11%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)10-23 2025-10-23/bmo
Earnings (Next)01-29 2026-01-29/amc
Inst Owners71.21%
Inst Owner Change-0.1%
Ins Owners0.79%
Ins Owner Change-0.72%
Market Cap189.82B
Revenue(TTM)13.17B
Net Income(TTM)2.71B
Analysts76.77
Price Target181.86 (16.87%)
Short Float %1.46%
Short Ratio2.75
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.92% |
Yearly Dividend6.1
Dividend Growth(5Y)11.16%
DP203.27%
Div Incr Years1
Div Non Decr Years1
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)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)-0.11%
PT rev (3m)-2.46%
EPS NQ rev (1m)0.22%
EPS NQ rev (3m)0.43%
EPS NY rev (1m)0.03%
EPS NY rev (3m)5.85%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.98%
Revenue NY rev (1m)0.38%
Revenue NY rev (3m)2.96%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 28.24 | ||
| Fwd PE | 23.52 | ||
| P/S | 14.41 | ||
| P/FCF | 51.98 | ||
| P/OCF | 50.53 | ||
| P/B | 22.62 | ||
| P/tB | 29.84 | ||
| EV/EBITDA | 29.72 |
EPS(TTM)5.51
EY3.54%
EPS(NY)6.61
Fwd EY4.25%
FCF(TTM)2.99
FCFY1.92%
OCF(TTM)3.08
OCFY1.98%
SpS10.8
BVpS6.88
TBVpS5.22
PEG (NY)1.52
PEG (5Y)1.89
Graham Number29.21
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 | 3.61 |
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 Y18.6%
EPS Next 2Y19.4%
EPS Next 3Y20.88%
EPS Next 5Y17.58%
Revenue 1Y (TTM)15.22%
Revenue growth 3Y-16.32%
Revenue growth 5Y12.51%
Sales Q2Q%35.68%
Revenue Next Year12.63%
Revenue Next 2Y18.41%
Revenue Next 3Y19.55%
Revenue Next 5Y15.92%
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 / 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 3 / 10 to BLACKSTONE INC (BX). This can be considered as Overvalued.
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 18.6% in the next year.