US09260D1072 - Common Stock

Overall **BX** gets a fundamental rating of **4** out of 10. We evaluated **BX** against 207 industry peers in the **Capital Markets** industry. While **BX** has a great profitability rating, there are quite some concerns on its financial health. While showing a medium growth rate, **BX** is valued expensive at the moment.

In the past year **BX** had a positive cash flow from operations.

Each year in the past 5 years **BX** had a positive operating cash flow.

Measured over the past 3 years, the **Average Return On Invested Capital** for **BX** is significantly above the industry average of **9.53%**.

The 3 year average ROIC (**20.94%**) for **BX** is well above the current ROIC(**10.78%**). The reason for the recent decline needs to be investigated.

Industry Rank | Sector Rank | ||
---|---|---|---|

ROA | 4.31% | ||

ROE | 25.19% | ||

ROIC | 10.78% |

ROA(3y)7.44%

ROA(5y)6.79%

ROE(3y)33.57%

ROE(5y)30.82%

ROIC(3y)20.94%

ROIC(5y)17.54%

With a **Profit Margin** value of **21.29%**, **BX** perfoms like the industry average, outperforming **56.86%** of the companies in the same industry.

In the last couple of years the **Profit Margin** of **BX** has remained more or less at the same level.

Looking at the **Operating Margin**, with a value of **44.48%**, **BX** is in the better half of the industry, outperforming **75.00%** of the companies in the same industry.

In the last couple of years the **Operating Margin** of **BX** has declined.

Industry Rank | Sector Rank | ||
---|---|---|---|

OM | 44.48% | ||

PM (TTM) | 21.29% | ||

GM | N/A |

OM growth 3Y-2.35%

OM growth 5Y-2.03%

PM growth 3Y-9.77%

PM growth 5Y-0.06%

GM growth 3YN/A

GM growth 5YN/A

Compared to 1 year ago, **BX** has more shares outstanding

An Altman-Z score of **2.92** indicates that **BX** is not a great score, but indicates only limited risk for bankruptcy at the moment.

The **Debt to FCF ratio** of **BX** (**3.33**) is better than **75.98%** of its industry peers.

A Debt/Equity ratio of **1.70** is on the high side and indicates that **BX** has dependencies on debt financing.

Industry Rank | Sector Rank | ||
---|---|---|---|

Debt/Equity | 1.7 | ||

Debt/FCF | 3.33 | ||

Altman-Z | 2.92 |

ROIC/WACCN/A

WACCN/A

A Current Ratio of **0.78** indicates that **BX** may have some problems paying its short term obligations.

A Quick Ratio of **0.78** indicates that **BX** may have some problems paying its short term obligations.

Industry Rank | Sector Rank | ||
---|---|---|---|

Current Ratio | 0.78 | ||

Quick Ratio | 0.78 |

The earnings per share for **BX** have decreased strongly by **-32.70%** in the last year.

The **Earnings Per Share** has been growing by **12.97%** on average over the past years. This is quite good.

Looking at the last year, **BX** shows a very negative growth in **Revenue**. The Revenue has decreased by **-32.87%** in the last year.

Measured over the past years, **BX** shows a small growth in **Revenue**. The Revenue has been growing by **3.58%** on average per year.

EPS 1Y (TTM)-32.7%

EPS 3Y30.81%

EPS 5Y12.97%

EPS growth Q2Q-11.32%

Revenue 1Y (TTM)-32.87%

Revenue growth 3Y5.1%

Revenue growth 5Y3.58%

Revenue growth Q2Q140.18%

Based on estimates for the next years, **BX** will show a small growth in **Earnings Per Share**. The EPS will grow by **6.26%** on average per year.

Based on estimates for the next years, **BX** will show a quite strong growth in **Revenue**. The Revenue will grow by **8.56%** on average per year.

EPS Next Y-15.92%

EPS Next 2Y8.66%

EPS Next 3Y11.26%

EPS Next 5Y6.26%

Revenue Next Year-16.53%

Revenue Next 2Y6.58%

Revenue Next 3Y9.07%

Revenue Next 5Y8.56%

The EPS growth rate is decreasing: in the next years the growth will be less 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.

With a **Price/Earnings** ratio of **29.73**, **BX** can be considered very expensive at the moment.

75.00% of the companies in the same industry are cheaper than **BX**, based on the **Price/Earnings** ratio.

The average S&P500 **Price/Earnings** ratio is at **24.81**. **BX** is around the same levels.

With a **Price/Forward Earnings** ratio of **19.04**, **BX** is valued on the expensive side.

Compared to the rest of the industry, the **Price/Forward Earnings** ratio of **BX** indicates a slightly more expensive valuation: **BX** is more expensive than 63.24% of the companies listed in the same industry.

Industry Rank | Sector Rank | ||
---|---|---|---|

PE | 29.73 | ||

Fwd PE | 19.04 |

Industry Rank | Sector Rank | ||
---|---|---|---|

P/FCF | 39.08 | ||

EV/EBITDA | 39.42 |

PEG (NY)N/A

PEG (5Y)2.29

EPS Next 2Y8.66%

EPS Next 3Y11.26%

With a **Yearly Dividend Yield** of **2.95%**, **BX** has a reasonable but not impressive dividend return.

Industry Rank | Sector Rank | ||
---|---|---|---|

Dividend Yield | 2.95% |

On average, the dividend of **BX** grows each year by **16.14%**, which is quite nice.

Dividend Growth(5Y)16.14%

Div Incr Years2

Div Non Decr Years2

DP245.8%

EPS Next 2Y8.66%

EPS Next 3Y11.26%

**BLACKSTONE INC**

NYSE:BX (12/6/2023, 11:02:05 AM)

**116.25**

**+0.97 (+0.84%) **

Chartmill FA Rating

GICS SectorFinancials

GICS IndustryGroupFinancial Services

GICS IndustryCapital Markets

Earnings (Last)

Earnings (Next)

Inst Owners

Inst Owner Change

Ins Owners

Ins Owner Change

Market Cap142.04B

Analysts

Price Target

Dividend

Industry Rank | Sector Rank | ||
---|---|---|---|

Dividend Yield | 2.95% |

Dividend Growth(5Y)

DP

Div Incr Years

Div Non Decr Years

Ex-Date

Surprises & Revisions

EPS beat(2)

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EPS beat(16)

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Revenue beat(8)

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Revenue beat(16)

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PT rev (1m)

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EPS NQ rev (1m)

EPS NQ rev (3m)

EPS NY rev (1m)

EPS NY rev (3m)

Revenue NQ rev (1m)

Revenue NQ rev (3m)

Revenue NY rev (1m)

Revenue NY rev (3m)

Valuation

Industry Rank | Sector Rank | ||
---|---|---|---|

PE | 29.73 | ||

Fwd PE | 19.04 | ||

P/S | |||

P/FCF | |||

P/OCF | |||

P/B | |||

P/tB | |||

EV/EBITDA |

EPS(TTM)

EY

EPS(NY)

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FCF(TTM)

FCFY

OCF(TTM)

OCFY

SpS

BVpS

TBVpS

PEG (NY)N/A

PEG (5Y)2.29

Profitability

Industry Rank | Sector Rank | ||
---|---|---|---|

ROA | 4.31% | ||

ROE | 25.19% | ||

ROCE | |||

ROIC | |||

ROICexc | |||

ROICexgc | |||

OM | 44.48% | ||

PM (TTM) | 21.29% | ||

GM | N/A | ||

FCFM |

ROA(3y)

ROA(5y)

ROE(3y)

ROE(5y)

ROIC(3y)

ROIC(5y)

ROICexc(3y)

ROICexc(5y)

ROICexgc(3y)

ROICexgc(5y)

ROCE(3y)

ROCE(5y)

ROICexcg growth 3Y

ROICexcg growth 5Y

ROICexc growth 3Y

ROICexc growth 5Y

OM growth 3Y

OM growth 5Y

PM growth 3Y

PM growth 5Y

GM growth 3Y

GM growth 5Y

F-Score

Asset Turnover0.2

Health

Industry Rank | Sector Rank | ||
---|---|---|---|

Debt/Equity | 1.7 | ||

Debt/FCF | |||

Debt/EBITDA | |||

Cap/Depr | |||

Cap/Sales | |||

Interest Coverage | |||

Cash Conversion | |||

Profit Quality | |||

Current Ratio | 0.78 | ||

Quick Ratio | 0.78 | ||

Altman-Z |

F-Score

WACC

ROIC/WACC

Cap/Depr(3y)

Cap/Depr(5y)

Cap/Sales(3y)

Cap/Sales(5y)

Profit Quality(3y)

Profit Quality(5y)

Growth

EPS 1Y (TTM)-32.7%

EPS 3Y30.81%

EPS 5Y

EPS growth Q2Q

EPS Next Y-15.92%

EPS Next 2Y

EPS Next 3Y

EPS Next 5Y

Revenue 1Y (TTM)-32.87%

Revenue growth 3Y5.1%

Revenue growth 5Y

Revenue growth Q2Q

Revenue Next Year

Revenue Next 2Y

Revenue Next 3Y

Revenue Next 5Y

EBIT growth 1Y

EBIT growth 3Y

EBIT growth 5Y

EBIT Next Year

EBIT Next 3Y

EBIT Next 5Y

FCF growth 1Y

FCF growth 3Y

FCF growth 5Y

OCF growth 1Y

OCF growth 3Y

OCF growth 5Y