BLACKSTONE INC (BX) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:BX - US09260D1072 - Common Stock
157.692 USD
+6.32 (+4.18%)
Overall BX gets a fundamental rating of 5 out of 10. We evaluated BX against 237 industry peers in the Capital Markets industry. While BX belongs to the best of the industry regarding profitability, 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.
In the past year BX had a positive cash flow from operations.
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.
1.2 Ratios
BX has a better Return On Assets (5.82%) than 73.84% of its industry peers.
BX has a Return On Equity of 32.27%. This is amongst the best in the industry. BX outperforms 97.05% of its industry peers.
With an excellent Return On Invested Capital value of 16.48%, BX belongs to the best of the industry, outperforming 91.98% of the companies in the same industry.
The Average Return On Invested Capital over the past 3 years for BX is significantly above the industry average of 6.99%.
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
BX has a Profit Margin (20.56%) which is in line with its industry peers.
BX's Profit Margin has declined in the last couple of years.
With an excellent Operating Margin value of 50.03%, BX belongs to the best of the industry, outperforming 88.61% of the companies in the same industry.
In the last couple of years the Operating Margin of BX has remained more or less at the same level.
| 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
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.
Compared to 1 year ago, BX has an improved debt to assets ratio.
2.2 Solvency
BX has an Altman-Z score of 3.56. This indicates that BX is financially healthy and has little risk of bankruptcy at the moment.
The Altman-Z score of BX (3.56) is better than 77.64% 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 76.37% of its industry peers.
BX has a Debt/Equity ratio of 1.43. This is a high value indicating a heavy dependency on external financing.
Looking at the Debt to Equity ratio, with a value of 1.43, BX is doing worse than 71.31% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.43 | ||
| Debt/FCF | 3.29 | ||
| Altman-Z | 3.56 |
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.
With a Current ratio value of 0.71, BX is not doing good in the industry: 67.93% of the companies in the same industry are doing better.
A Quick Ratio of 0.71 indicates that BX may have some problems paying its short term obligations.
With a Quick ratio value of 0.71, BX is not doing good in the industry: 67.51% of the companies in the same industry are doing better.
| 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.
BX shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 15.22%.
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)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
The Earnings Per Share is expected to grow by 17.29% on average over the next years. This is quite good.
The Revenue is expected to grow by 15.92% on average over the next years. This is quite good.
EPS Next Y18.55%
EPS Next 2Y19.54%
EPS Next 3Y21.15%
EPS Next 5Y17.29%
Revenue Next Year12.24%
Revenue Next 2Y18.75%
Revenue Next 3Y20.01%
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.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
4. Valuation
4.1 Price/Earnings Ratio
With a Price/Earnings ratio of 28.62, BX can be considered very expensive at the moment.
70.04% 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 26.34.
The Price/Forward Earnings ratio is 23.78, which indicates a rather expensive current valuation of BX.
BX's Price/Forward Earnings ratio is a bit more expensive when compared to the industry. BX is more expensive than 60.76% of the companies in the same industry.
The average S&P500 Price/Forward Earnings ratio is at 23.56. BX is around the same levels.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 28.62 | ||
| Fwd PE | 23.78 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, BX is valued a bit cheaper than 65.40% of the companies in the same industry.
BX's Price/Free Cash Flow ratio is in line with the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 52.68 | ||
| EV/EBITDA | 29.25 |
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.
BX's earnings are expected to grow with 21.15% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.54
PEG (5Y)1.91
EPS Next 2Y19.54%
EPS Next 3Y21.15%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 3.10%, BX has a reasonable but not impressive dividend return.
Compared to an average industry Dividend Yield of 8.30, BX has a dividend in line with its industry peers.
Compared to an average S&P500 Dividend Yield of 2.31, BX pays a bit more dividend than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.1% |
5.2 History
The dividend of BX is nicely growing with an annual growth rate of 11.16%!
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)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 2Y19.54%
EPS Next 3Y21.15%
NYSE:BX (12/9/2025, 3:28:51 PM)
157.692
+6.32 (+4.18%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners71.12%
Inst Owner Change-12.35%
Ins Owners0.79%
Ins Owner Change-3.22%
Market Cap192.36B
Revenue(TTM)13.17B
Net Income(TTM)2.71B
Analysts77.5
Price Target182.06 (15.45%)
Short Float %1.7%
Short Ratio3
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 3.1% |
Yearly Dividend6.1
Dividend Growth(5Y)11.16%
DP203.27%
Div Incr Years1
Div Non Decr Years1
Ex-Date
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)0.08%
PT rev (3m)-2.35%
EPS NQ rev (1m)-0.5%
EPS NQ rev (3m)0.21%
EPS NY rev (1m)-0.21%
EPS NY rev (3m)5.8%
Revenue NQ rev (1m)-1.52%
Revenue NQ rev (3m)1.22%
Revenue NY rev (1m)-0.17%
Revenue NY rev (3m)2.71%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 28.62 | ||
| Fwd PE | 23.78 | ||
| P/S | 14.6 | ||
| P/FCF | 52.68 | ||
| P/OCF | 51.2 | ||
| P/B | 22.92 | ||
| P/tB | 30.24 | ||
| EV/EBITDA | 29.25 |
EPS(TTM)5.51
EY3.49%
EPS(NY)6.63
Fwd EY4.2%
FCF(TTM)2.99
FCFY1.9%
OCF(TTM)3.08
OCFY1.95%
SpS10.8
BVpS6.88
TBVpS5.22
PEG (NY)1.54
PEG (5Y)1.91
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 | 3.56 |
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 Y18.55%
EPS Next 2Y19.54%
EPS Next 3Y21.15%
EPS Next 5Y17.29%
Revenue 1Y (TTM)15.22%
Revenue growth 3Y-16.32%
Revenue growth 5Y12.51%
Sales Q2Q%35.68%
Revenue Next Year12.24%
Revenue Next 2Y18.75%
Revenue Next 3Y20.01%
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.
Can you provide the valuation status for BLACKSTONE INC?
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 valuation of BLACKSTONE INC based on its PE and PB ratios?
The Price/Earnings (PE) ratio for BLACKSTONE INC (BX) is 28.62 and the Price/Book (PB) ratio is 22.92.
How financially healthy is BLACKSTONE INC?
The financial health rating of BLACKSTONE INC (BX) is 3 / 10.