BLACKSTONE INC (BX) Fundamental Analysis & Valuation

NYSE:BX • US09260D1072

Current stock price

126.35 USD
+0.77 (+0.61%)
At close:
126.43 USD
+0.08 (+0.06%)
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

  • In the past year BX was profitable.
  • BX had a positive operating cash flow in the past year.
  • BX had positive earnings in each of the past 5 years.
  • 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

  • With a decent Return On Assets value of 6.33%, BX is doing good in the industry, outperforming 74.48% of the companies in the same industry.
  • BX has a better Return On Equity (34.84%) than 95.82% of its industry peers.
  • BX has a Return On Invested Capital of 17.81%. This is amongst the best in the industry. BX outperforms 92.89% 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 7.31%.
  • The last Return On Invested Capital (17.81%) for BX is above the 3 year average (15.50%), which is a sign of increasing profitability.
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 in line with its industry peers.
  • In the last couple of years the Profit Margin of BX has grown nicely.
  • With an excellent Operating Margin value of 50.21%, BX belongs to the best of the industry, outperforming 89.96% of the companies in the same industry.
  • BX's Operating Margin has improved in the last couple of years.
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

  • Compared to 1 year ago, BX has more shares outstanding
  • The number of shares outstanding for BX has been increased compared to 5 years ago.
  • Compared to 1 year ago, BX has about the same debt to assets ratio.
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

  • An Altman-Z score of 3.01 indicates that BX is not in any danger for bankruptcy at the moment.
  • BX has a Altman-Z score of 3.01. This is in the better half of the industry: BX outperforms 76.15% of its industry peers.
  • 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.
  • BX's Debt to FCF ratio of 2.74 is fine compared to the rest of the industry. BX outperforms 79.92% 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's Debt to Equity ratio of 1.44 is on the low side compared to the rest of the industry. BX is outperformed by 68.20% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.44
Debt/FCF 2.74
Altman-Z 3.01
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 0.73. 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 (0.73) is worse than 67.78% of its industry peers.
  • BX has a Quick Ratio of 0.73. 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 Quick ratio of BX (0.73) is worse than 67.36% of its industry peers.
Industry RankSector Rank
Current Ratio 0.73
Quick Ratio 0.73
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 22.95%, which is quite impressive.
  • The Earnings Per Share has been growing by 16.02% 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 15.17% in the last year.
  • The Revenue has been growing by 18.82% on average over the past years. This is quite good.
EPS 1Y (TTM)22.95%
EPS 3Y2.52%
EPS 5Y16.02%
EPS Q2Q%24.77%
Revenue 1Y (TTM)15.17%
Revenue growth 3Y19.27%
Revenue growth 5Y18.82%
Sales Q2Q%24.22%

3.2 Future

  • BX is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 11.69% yearly.
  • Based on estimates for the next years, BX will show a quite strong growth in Revenue. The Revenue will grow by 15.19% on average per year.
EPS Next Y16.22%
EPS Next 2Y20.25%
EPS Next 3Y15.95%
EPS Next 5Y11.69%
Revenue Next Year20.34%
Revenue Next 2Y21.71%
Revenue Next 3Y16.97%
Revenue Next 5Y15.19%

3.3 Evolution

  • Although the future EPS growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
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

  • A Price/Earnings ratio of 21.64 indicates a rather expensive valuation of BX.
  • 64.44% 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 26.64.
  • A Price/Forward Earnings ratio of 15.69 indicates a correct valuation of BX.
  • 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 21.36, BX is valued a bit cheaper.
Industry RankSector Rank
PE 21.64
Fwd PE 15.69
BX Price Earnings VS Forward Price EarningsBX Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • 63.60% of the companies in the same industry are more expensive than BX, based on the Enterprise Value to EBITDA ratio.
  • BX's Price/Free Cash Flow ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 33
EV/EBITDA 21.77
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

  • BX's 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.
  • BX's earnings are expected to grow with 15.95% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.33
PEG (5Y)1.35
EPS Next 2Y20.25%
EPS Next 3Y15.95%

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

4

5. BX Dividend Analysis

5.1 Amount

  • BX has a Yearly Dividend Yield of 3.96%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 6.53, BX has a dividend in line with its industry peers.
  • BX's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 3.96%

5.2 History

  • On average, the dividend of BX grows each year by 18.20%, 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 in the last 3 years.
Dividend Growth(5Y)18.2%
Div Incr Years2
Div Non Decr Years2
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

  • BX pays out 199.17% of its income as dividend. 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 2Y20.25%
EPS Next 3Y15.95%
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 (5/1/2026, 8:13:02 PM)

After market: 126.43 +0.08 (+0.06%)

126.35

+0.77 (+0.61%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Industry Strength31.68
Industry Growth53.42
Earnings (Last)04-23
Earnings (Next)07-22
Inst Owners69.96%
Inst Owner Change0.1%
Ins Owners0.8%
Ins Owner Change12.82%
Market Cap150.07B
Revenue(TTM)14.78B
Net Income(TTM)3.02B
Analysts76.97
Price Target151.29 (19.74%)
Short Float %2.65%
Short Ratio2.08
Dividend
Industry RankSector Rank
Dividend Yield 3.96%
Yearly Dividend8.12
Dividend Growth(5Y)18.2%
DP199.17%
Div Incr Years2
Div Non Decr Years2
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)-8.93%
PT rev (3m)-14.25%
EPS NQ rev (1m)-3.32%
EPS NQ rev (3m)-6.04%
EPS NY rev (1m)-1.68%
EPS NY rev (3m)-2.14%
Revenue NQ rev (1m)-2.24%
Revenue NQ rev (3m)-6.97%
Revenue NY rev (1m)-1.89%
Revenue NY rev (3m)-2.86%
Valuation
Industry RankSector Rank
PE 21.64
Fwd PE 15.69
P/S 10.39
P/FCF 33
P/OCF 32.18
P/B 17.32
P/tB 22.59
EV/EBITDA 21.77
EPS(TTM)5.84
EY4.62%
EPS(NY)8.05
Fwd EY6.37%
FCF(TTM)3.83
FCFY3.03%
OCF(TTM)3.93
OCFY3.11%
SpS12.17
BVpS7.3
TBVpS5.59
PEG (NY)1.33
PEG (5Y)1.35
Graham Number30.962 (-75.5%)
Profitability
Industry RankSector Rank
ROA 6.33%
ROE 34.84%
ROCE 21.14%
ROIC 17.81%
ROICexc 19.42%
ROICexgc 20.99%
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)18.4%
ROICexgc(5y)22.57%
ROCE(3y)18.4%
ROCE(5y)22.48%
ROICexgc growth 3Y17.73%
ROICexgc growth 5Y7.28%
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 0.73
Quick Ratio 0.73
Altman-Z 3.01
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)22.95%
EPS 3Y2.52%
EPS 5Y16.02%
EPS Q2Q%24.77%
EPS Next Y16.22%
EPS Next 2Y20.25%
EPS Next 3Y15.95%
EPS Next 5Y11.69%
Revenue 1Y (TTM)15.17%
Revenue growth 3Y19.27%
Revenue growth 5Y18.82%
Sales Q2Q%24.22%
Revenue Next Year20.34%
Revenue Next 2Y21.71%
Revenue Next 3Y16.97%
Revenue Next 5Y15.19%
EBIT growth 1Y5.86%
EBIT growth 3Y23.4%
EBIT growth 5Y21.08%
EBIT Next Year26%
EBIT Next 3Y8.2%
EBIT Next 5Y11.46%
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 6 / 10 to BX.


What is the valuation status for BX stock?

ChartMill assigns a valuation rating of 4 / 10 to BLACKSTONE INC (BX). This can be considered as Fairly Valued.


Can you provide the profitability details for BLACKSTONE INC?

BLACKSTONE INC (BX) has a profitability rating of 8 / 10.


Can you provide the PE and PB ratios for BX stock?

The Price/Earnings (PE) ratio for BLACKSTONE INC (BX) is 21.64 and the Price/Book (PB) ratio is 17.32.


Can you provide the expected EPS growth for BX stock?

The Earnings per Share (EPS) of BLACKSTONE INC (BX) is expected to grow by 16.22% in the next year.