BLACKSTONE INC (BX) Fundamental Analysis & Valuation

NYSE:BX • US09260D1072

Current stock price

106.78 USD
+4.66 (+4.56%)
At close:
106.9 USD
+0.12 (+0.11%)
After Hours:

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

8

1. BX Profitability Analysis

1.1 Basic Checks

  • BX had positive earnings in the past year.
  • BX had a positive operating cash flow in the past year.
  • Each year in the past 5 years BX has been profitable.
  • Each year in the past 5 years BX had a positive operating cash flow.
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

  • The Return On Assets of BX (6.33%) is better than 74.38% of its industry peers.
  • The Return On Equity of BX (34.84%) is better than 96.28% of its industry peers.
  • BX has a better Return On Invested Capital (17.81%) than 93.39% 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 7.16%.
  • The 3 year average ROIC (15.50%) for BX is below the current ROIC(17.81%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 6.33%
ROE 34.84%
ROIC 17.81%
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 (20.89%) which is comparable to the rest of the industry.
  • In the last couple of years the Profit Margin of BX has grown nicely.
  • BX has a better Operating Margin (50.21%) than 90.08% of its industry peers.
  • In the last couple of years the Operating Margin of BX has grown nicely.
Industry RankSector Rank
OM 50.21%
PM (TTM) 20.89%
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

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3

2. BX Health Analysis

2.1 Basic Checks

  • BX has more shares outstanding than it did 1 year ago.
  • The number of shares outstanding for BX has been increased compared to 5 years ago.
  • The debt/assets ratio for BX has remained at the same level compared to a year ago.
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

  • BX has an Altman-Z score of 2.66. This is not the best score and indicates that BX is in the grey zone with still only limited risk for bankruptcy at the moment.
  • With a decent Altman-Z score value of 2.66, BX is doing good in the industry, outperforming 74.38% of the companies in the same industry.
  • The Debt to FCF ratio of BX is 2.74, which is a good value as it means it would take BX, 2.74 years of fcf income to pay off all of its debts.
  • With an excellent Debt to FCF ratio value of 2.74, BX belongs to the best of the industry, outperforming 80.99% of the companies in the same industry.
  • 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 69.42% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.44
Debt/FCF 2.74
Altman-Z 2.66
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.
  • The Current ratio of BX (0.71) is worse than 65.29% 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.
  • With a Quick ratio value of 0.71, BX is not doing good in the industry: 64.88% of the companies in the same industry are doing better.
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

  • BX shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 20.04%, which is quite impressive.
  • 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.
  • BX shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 9.22%.
  • 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 Y18.21%
EPS Next 2Y21.37%
EPS Next 3Y18.43%
EPS Next 5Y16.04%
Revenue Next Year23.06%
Revenue Next 2Y22.4%
Revenue Next 3Y17.86%
Revenue Next 5Y15.19%

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 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

  • Based on the Price/Earnings ratio of 19.17, the valuation of BX can be described as rather expensive.
  • Compared to the rest of the industry, the Price/Earnings ratio of BX indicates a slightly more expensive valuation: BX is more expensive than 63.64% of the companies listed in the same industry.
  • When comparing the Price/Earnings ratio of BX to the average of the S&P500 Index (25.71), we can say BX is valued slightly cheaper.
  • Based on the Price/Forward Earnings ratio of 16.22, the valuation of BX can be described as correct.
  • BX's Price/Forward Earnings is on the same level as the industry average.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 23.83, BX is valued a bit cheaper.
Industry RankSector Rank
PE 19.17
Fwd PE 16.22
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

  • 70.25% of the companies in the same industry are more expensive than BX, based on the Enterprise Value to EBITDA ratio.
  • The rest of the industry has a similar Price/Free Cash Flow ratio as BX.
Industry RankSector Rank
P/FCF 27.89
EV/EBITDA 18.71
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.
  • The excellent profitability rating of BX may justify a higher PE ratio.
  • A more expensive valuation may be justified as BX's earnings are expected to grow with 18.43% in the coming years.
PEG (NY)1.05
PEG (5Y)1.2
EPS Next 2Y21.37%
EPS Next 3Y18.43%

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

5

5. BX Dividend Analysis

5.1 Amount

  • BX has a Yearly Dividend Yield of 4.64%, which is a nice return.
  • In the last 3 months the price of BX has falen by -29.37%. A price decline artificially increases the dividend yield. It may be a sign investors do not expect the dividend to last.
  • BX's Dividend Yield is comparable with the industry average which is at 6.94.
  • Compared to an average S&P500 Dividend Yield of 1.91, BX pays a better dividend.
Industry RankSector Rank
Dividend Yield 4.64%

5.2 History

  • On average, the dividend of BX grows each year by 18.20%, which is quite nice.
  • BX has been paying a dividend for at least 10 years, so it has a reliable track record.
  • The dividend of BX decreased recently.
Dividend Growth(5Y)18.2%
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

  • 199.17% of the earnings are spent on dividend by BX. This is not a sustainable payout ratio.
  • The dividend of BX is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.
DP199.17%
EPS Next 2Y21.37%
EPS Next 3Y18.43%
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

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BX Fundamentals: All Metrics, Ratios and Statistics

BLACKSTONE INC

NYSE:BX (3/13/2026, 10:11:19 PM)

After market: 106.9 +0.12 (+0.11%)

106.78

+4.66 (+4.56%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-29
Earnings (Next)04-15
Inst Owners69.4%
Inst Owner Change0.66%
Ins Owners0.8%
Ins Owner Change1.26%
Market Cap126.83B
Revenue(TTM)14.45B
Net Income(TTM)3.02B
Analysts76.97
Price Target171.25 (60.38%)
Short Float %1.76%
Short Ratio2.14
Dividend
Industry RankSector Rank
Dividend Yield 4.64%
Yearly Dividend8.12
Dividend Growth(5Y)18.2%
DP199.17%
Div Incr Years1
Div Non Decr Years1
Ex-Date02-09
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)15.49%
Min EPS beat(2)10.67%
Max EPS beat(2)20.3%
EPS beat(4)4
Avg EPS beat(4)9.66%
Min EPS beat(4)0.65%
Max EPS beat(4)20.3%
EPS beat(8)6
Avg EPS beat(8)6.37%
EPS beat(12)7
Avg EPS beat(12)4.26%
EPS beat(16)11
Avg EPS beat(16)6.68%
Revenue beat(2)2
Avg Revenue beat(2)2.74%
Min Revenue beat(2)2.72%
Max Revenue beat(2)2.77%
Revenue beat(4)3
Avg Revenue beat(4)3.06%
Min Revenue beat(4)-0.22%
Max Revenue beat(4)6.98%
Revenue beat(8)4
Avg Revenue beat(8)1.02%
Revenue beat(12)4
Avg Revenue beat(12)-5%
Revenue beat(16)5
Avg Revenue beat(16)-9.12%
PT rev (1m)-2.51%
PT rev (3m)-5.94%
EPS NQ rev (1m)0.25%
EPS NQ rev (3m)-3.32%
EPS NY rev (1m)-0.08%
EPS NY rev (3m)-0.69%
Revenue NQ rev (1m)-0.33%
Revenue NQ rev (3m)-7.47%
Revenue NY rev (1m)0.06%
Revenue NY rev (3m)-1.26%
Valuation
Industry RankSector Rank
PE 19.17
Fwd PE 16.22
P/S 8.78
P/FCF 27.89
P/OCF 27.2
P/B 14.64
P/tB 19.09
EV/EBITDA 18.71
EPS(TTM)5.57
EY5.22%
EPS(NY)6.58
Fwd EY6.17%
FCF(TTM)3.83
FCFY3.59%
OCF(TTM)3.93
OCFY3.68%
SpS12.17
BVpS7.3
TBVpS5.59
PEG (NY)1.05
PEG (5Y)1.2
Graham Number30.24
Profitability
Industry RankSector Rank
ROA 6.33%
ROE 34.84%
ROCE 21.14%
ROIC 17.81%
ROICexc 19.42%
ROICexgc 21.61%
OM 50.21%
PM (TTM) 20.89%
GM N/A
FCFM 31.47%
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-Score5
Asset Turnover0.3
Health
Industry RankSector Rank
Debt/Equity 1.44
Debt/FCF 2.74
Debt/EBITDA 1.71
Cap/Depr 321.19%
Cap/Sales 0.8%
Interest Coverage 15.65
Cash Conversion 63.95%
Profit Quality 150.62%
Current Ratio 0.71
Quick Ratio 0.71
Altman-Z 2.66
F-Score5
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)350.49%
Cap/Depr(5y)297.67%
Cap/Sales(3y)1.35%
Cap/Sales(5y)1.42%
Profit Quality(3y)183.12%
Profit Quality(5y)193.08%
High Growth Momentum
Growth
EPS 1Y (TTM)20.04%
EPS 3Y2.52%
EPS 5Y16.02%
EPS Q2Q%3.55%
EPS Next Y18.21%
EPS Next 2Y21.37%
EPS Next 3Y18.43%
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 1Y5.86%
EBIT growth 3Y23.4%
EBIT growth 5Y21.08%
EBIT Next Year30.79%
EBIT Next 3Y19%
EBIT Next 5Y12.67%
FCF growth 1Y32.96%
FCF growth 3Y-9.33%
FCF growth 5Y20.04%
OCF growth 1Y33.93%
OCF growth 3Y-9.71%
OCF growth 5Y19.22%

BLACKSTONE INC / BX Fundamental Analysis 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 18.21% in the next year.