BLACKSTONE INC (BX) Stock Fundamental Analysis

NYSE:BX • US09260D1072

129.77 USD
-3.7 (-2.77%)
At close: Feb 12, 2026
129.77 USD
0 (0%)
After Hours: 2/12/2026, 4:20:02 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

We assign a fundamental rating of 5 out of 10 to BX. BX was compared to 238 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 showing excellent growth while it is valued at reasonable prices. Keep and eye on this one!


Dividend Valuation Growth Profitability Health

7

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.
  • BX had positive earnings in each of the past 5 years.
  • Of the past 5 years BX 4 years 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

  • Looking at the Return On Assets, with a value of 5.82%, BX is in the better half of the industry, outperforming 71.85% of the companies in the same industry.
  • BX's Return On Equity of 32.27% is amongst the best of the industry. BX outperforms 96.64% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 16.64%, BX belongs to the top of the industry, outperforming 92.02% 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 7.22%.
  • The 3 year average ROIC (15.50%) for BX is below the current ROIC(16.64%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 5.82%
ROE 32.27%
ROIC 16.64%
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 (20.56%) which is in line with its industry peers.
  • In the last couple of years the Profit Margin of BX has grown nicely.
  • Looking at the Operating Margin, with a value of 50.03%, BX belongs to the top of the industry, outperforming 89.08% of the companies in the same industry.
  • BX's Operating Margin has improved in the last couple of years.
Industry RankSector Rank
OM 50.03%
PM (TTM) 20.56%
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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ROAROEROICOperating and Profit MarginShow most profitable peers

3

2. Health

2.1 Basic Checks

  • The number of shares outstanding for BX has been increased compared to 1 year ago.
  • Compared to 5 years ago, BX has more shares outstanding
  • 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

  • An Altman-Z score of 3.22 indicates that BX is not in any danger for bankruptcy at the moment.
  • Looking at the Altman-Z score, with a value of 3.22, BX is in the better half of the industry, outperforming 78.99% of the companies in the same industry.
  • 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.
  • The Debt to FCF ratio of BX (3.29) is better than 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.
  • The Debt to Equity ratio of BX (1.43) is worse than 70.17% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.43
Debt/FCF 3.29
Altman-Z 3.22
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

  • A Current Ratio of 0.71 indicates that BX may have some problems paying its short term obligations.
  • The Current ratio of BX (0.71) is worse than 63.87% of its industry peers.
  • A Quick Ratio of 0.71 indicates that BX may have some problems paying its short term obligations.
  • Looking at the Quick ratio, with a value of 0.71, BX is doing worse than 63.45% of the companies in the same industry.
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. Growth

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.
  • BX shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 16.02% yearly.
  • Looking at the last year, BX shows a quite strong growth in Revenue. The Revenue has grown by 9.22% 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)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

  • BX is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 16.04% yearly.
  • BX is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 15.19% yearly.
EPS Next Y18.31%
EPS Next 2Y21.57%
EPS Next 3Y18.55%
EPS Next 5Y16.04%
Revenue Next Year22.99%
Revenue Next 2Y21.96%
Revenue Next 3Y17.86%
Revenue Next 5Y15.19%

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 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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Find the best growth stocksShow best growing peers

4

4. Valuation

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 23.30, which indicates a rather expensive current 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 28.18, BX is valued at the same level.
  • The Price/Forward Earnings ratio is 19.69, which indicates a rather expensive current valuation of BX.
  • The rest of the industry has a similar Price/Forward Earnings ratio as BX.
  • The average S&P500 Price/Forward Earnings ratio is at 28.01. BX is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 23.3
Fwd PE 19.69
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

  • Based on the Enterprise Value to EBITDA ratio, BX is valued a bit cheaper than the industry average as 67.23% of the companies are valued more expensively.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of BX is on the same level as its industry peers.
Industry RankSector Rank
P/FCF 43.35
EV/EBITDA 25.95
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 decent profitability rating of BX may justify a higher PE ratio.
  • BX's earnings are expected to grow with 18.55% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.27
PEG (5Y)1.45
EPS Next 2Y21.57%
EPS Next 3Y18.55%

More info and screens

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

5

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 3.74%, BX has a reasonable but not impressive dividend return.
  • BX's Dividend Yield is comparable with the industry average which is at 6.12.
  • BX's Dividend Yield is rather good when compared to the S&P500 average which is at 1.80.
Industry RankSector Rank
Dividend Yield 3.74%

5.2 History

  • On average, the dividend of BX grows each year by 11.16%, which is quite nice.
  • BX has been paying a dividend for at least 10 years, so it has a reliable track record.
  • BX has decreased its dividend recently.
Dividend Growth(5Y)11.16%
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

  • BX pays out 203.27% of its income as dividend. This is not a sustainable payout ratio.
  • The dividend of BX is growing, but earnings are growing more, so the dividend growth is sustainable.
DP203.27%
EPS Next 2Y21.57%
EPS Next 3Y18.55%
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

More info and screens

Find the best dividend stocksShow peers with best dividend

BLACKSTONE INC

NYSE:BX (2/12/2026, 4:20:02 PM)

After market: 129.77 0 (0%)

129.77

-3.7 (-2.77%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-29
Earnings (Next)04-15
Inst Owners71.21%
Inst Owner Change-1.04%
Ins Owners0.79%
Ins Owner Change0.7%
Market Cap158.30B
Revenue(TTM)14.45B
Net Income(TTM)2.71B
Analysts76.77
Price Target175.65 (35.35%)
Short Float %1.34%
Short Ratio2.55
Dividend
Industry RankSector Rank
Dividend Yield 3.74%
Yearly Dividend6.1
Dividend Growth(5Y)11.16%
DP203.27%
Div Incr Years1
Div Non Decr Years1
Ex-Date02-09
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)-4.01%
PT rev (3m)-3.44%
EPS NQ rev (1m)0.07%
EPS NQ rev (3m)-0.3%
EPS NY rev (1m)-0.61%
EPS NY rev (3m)-2.13%
Revenue NQ rev (1m)0.66%
Revenue NQ rev (3m)-0.73%
Revenue NY rev (1m)-0.72%
Revenue NY rev (3m)-0.26%
Valuation
Industry RankSector Rank
PE 23.3
Fwd PE 19.69
P/S 12.02
P/FCF 43.35
P/OCF 42.14
P/B 18.86
P/tB 24.88
EV/EBITDA 25.95
EPS(TTM)5.57
EY4.29%
EPS(NY)6.59
Fwd EY5.08%
FCF(TTM)2.99
FCFY2.31%
OCF(TTM)3.08
OCFY2.37%
SpS10.8
BVpS6.88
TBVpS5.22
PEG (NY)1.27
PEG (5Y)1.45
Graham Number29.36
Profitability
Industry RankSector Rank
ROA 5.82%
ROE 32.27%
ROCE 19.75%
ROIC 16.64%
ROICexc 18.19%
ROICexgc 19.61%
OM 50.03%
PM (TTM) 20.56%
GM N/A
FCFM 27.72%
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-Score9
Asset Turnover0.28
Health
Industry RankSector 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 3.22
F-Score9
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)20.04%
EPS 3Y2.52%
EPS 5Y16.02%
EPS Q2Q%3.55%
EPS Next Y18.31%
EPS Next 2Y21.57%
EPS Next 3Y18.55%
EPS Next 5Y16.04%
Revenue 1Y (TTM)9.22%
Revenue growth 3Y19.27%
Revenue growth 5Y18.82%
Sales Q2Q%-5.14%
Revenue Next Year22.99%
Revenue Next 2Y21.96%
Revenue Next 3Y17.86%
Revenue Next 5Y15.19%
EBIT growth 1Y17.51%
EBIT growth 3Y23.4%
EBIT growth 5Y21.08%
EBIT Next Year24.58%
EBIT Next 3Y17.13%
EBIT Next 5Y12.73%
FCF growth 1Y-11.69%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-10.89%
OCF growth 3YN/A
OCF growth 5YN/A

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 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 18.31% in the next year.