(BX) Blackstone - Overview
Exchange: NYSE •
Country: United States •
Currency: USD •
Type: Common Stock •
ISIN: US09260D1072
Stock: Private Equity, Real Estate, Credit, Funds
Total Rating 43
Risk 64
Buy Signal -0.47
| Risk 5d forecast | |
|---|---|
| Volatility | 41.9% |
| Relative Tail Risk | -0.45% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.52 |
| Alpha | -44.22 |
| Character TTM | |
|---|---|
| Beta | 1.354 |
| Beta Downside | 1.637 |
| Drawdowns 3y | |
|---|---|
| Max DD | 46.50% |
| CAGR/Max DD | 0.27 |
EPS (Earnings per Share)
Revenue
Description: BX Blackstone March 04, 2026
Blackstone Inc. is an alternative asset manager with diverse investment strategies. The firm invests across various stages, from early-stage to mature companies, and provides capital markets services. Alternative asset managers typically invest in non-traditional assets like private equity and real estate.
Its real estate segment focuses on opportunistic, core+, and debt investments globally, collateralized by commercial real estate. Real estate investments can offer diversification and inflation hedging.
The corporate private equity business engages in global transactions including large buyouts, recapitalizations, and growth equity. Private equity firms often aim to improve operational efficiency and grow portfolio companies over a multi-year horizon.
Blackstones investment scope covers a wide range of sectors, including energy, financial services, healthcare, and technology. For a comprehensive analysis of Blackstones performance metrics and peer comparisons, ValueRay offers detailed financial models.
Headlines to watch out for
- Global interest rate hikes impact private equity valuations
- Real estate portfolio performance drives fee income
- Regulatory scrutiny on alternative investments increases compliance costs
- Fund performance dictates future capital commitments
Piotroski VR‑10 (Strict, 0-10) 6.0
| Net Income: 3.02b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.07 > 0.02 and ΔFCF/TA -0.58 > 1.0 |
| NWC/Revenue: -21.82% < 20% (prev 43.99%; Δ -65.82% < -1%) |
| CFO/TA 0.08 > 3% & CFO 3.59b > Net Income 3.02b |
| Net Debt (11.31b) to EBITDA (7.21b): 1.57 < 3 |
| Current Ratio: 0.76 > 1.5 & < 3 |
| Outstanding Shares: last quarter (780.9m) vs 12m ago 1.58% < -2% |
| Gross Margin: 86.05% > 18% (prev 0.96%; Δ 8.51k% > 0.5%) |
| Asset Turnover: 30.33% > 50% (prev 26.17%; Δ 4.17% > 0%) |
| Interest Coverage Ratio: 14.12 > 6 (EBITDA TTM 7.21b / Interest Expense TTM 508.3m) |
Altman Z'' 0.66
| A: -0.06 (Total Current Assets 9.50b - Total Current Liabilities 12.52b) / Total Assets 47.71b |
| B: 0.00 (Retained Earnings 191.6m / Total Assets 47.71b) |
| C: 0.16 (EBIT TTM 7.18b / Avg Total Assets 45.59b) |
| D: 0.01 (Book Value of Equity 185.6m / Total Liabilities 25.83b) |
| Altman-Z'' Score: 0.66 = B |
Beneish M -2.82
| DSRI: 0.97 (Receivables 6.65b/5.65b, Revenue 13.83b/11.37b) |
| GMI: 1.12 (GM 86.05% / 96.10%) |
| AQI: 0.97 (AQ_t 0.77 / AQ_t-1 0.79) |
| SGI: 1.22 (Revenue 13.83b / 11.37b) |
| TATA: -0.01 (NI 3.02b - CFO 3.59b) / TA 47.71b) |
| Beneish M-Score: -2.82 (Cap -4..+1) = A |
What is the price of BX shares?
As of March 19, 2026, the stock is trading at USD 112.00 with a total of 9,069,701 shares traded.
Over the past week, the price has changed by +5.86%, over one month by -14.57%, over three months by -25.29% and over the past year by -19.70%.
Over the past week, the price has changed by +5.86%, over one month by -14.57%, over three months by -25.29% and over the past year by -19.70%.
Is BX a buy, sell or hold?
Blackstone has received a consensus analysts rating of 3.74.
Therefor, it is recommend to hold BX.
- StrongBuy: 7
- Buy: 3
- Hold: 13
- Sell: 0
- StrongSell: 0
What are the forecasts/targets for the BX price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 162.2 | 44.8% |
| Analysts Target Price | 162.2 | 44.8% |
BX Fundamental Data Overview March 18, 2026
P/E Trailing = 27.6796
P/E Forward = 16.7504
P/S = 9.212
P/B = 9.601
P/EG = 1.1318
Revenue TTM = 13.83b USD
EBIT TTM = 7.18b USD
EBITDA TTM = 7.21b USD
Long Term Debt = 12.45b USD (from longTermDebt, last quarter)
Short Term Debt = 198.7m USD (from shortTermDebt, two quarters ago)
Debt = 14.17b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 11.31b USD (from netDebt column, last quarter)
Enterprise Value = 142.46b USD (130.93b + Debt 14.17b - CCE 2.63b)
Interest Coverage Ratio = 14.12 (Ebit TTM 7.18b / Interest Expense TTM 508.3m)
EV/FCF = 40.98x (Enterprise Value 142.46b / FCF TTM 3.48b)
FCF Yield = 2.44% (FCF TTM 3.48b / Enterprise Value 142.46b)
FCF Margin = 25.14% (FCF TTM 3.48b / Revenue TTM 13.83b)
Net Margin = 21.83% (Net Income TTM 3.02b / Revenue TTM 13.83b)
Gross Margin = 86.05% ((Revenue TTM 13.83b - Cost of Revenue TTM 1.93b) / Revenue TTM)
Gross Margin QoQ = 64.47% (prev none%)
Tobins Q-Ratio = 2.99 (Enterprise Value 142.46b / Total Assets 47.71b)
Interest Expense / Debt = 0.90% (Interest Expense 128.1m / Debt 14.17b)
Taxrate = 16.21% (382.0m / 2.36b)
NOPAT = 6.01b (EBIT 7.18b * (1 - 16.21%))
Current Ratio = 0.76 (Total Current Assets 9.50b / Total Current Liabilities 12.52b)
Debt / Equity = 1.63 (Debt 14.17b / totalStockholderEquity, last quarter 8.67b)
Debt / EBITDA = 1.57 (Net Debt 11.31b / EBITDA 7.21b)
Debt / FCF = 3.25 (Net Debt 11.31b / FCF TTM 3.48b)
Total Stockholder Equity = 8.35b (last 4 quarters mean from totalStockholderEquity)
RoA = 6.62% (Net Income 3.02b / Total Assets 47.71b)
RoE = 36.17% (Net Income TTM 3.02b / Total Stockholder Equity 8.35b)
RoCE = 34.52% (EBIT 7.18b / Capital Employed (Equity 8.35b + L.T.Debt 12.45b))
RoIC = 29.23% (NOPAT 6.01b / Invested Capital 20.57b)
WACC = 9.91% (E(130.93b)/V(145.10b) * Re(10.90%) + D(14.17b)/V(145.10b) * Rd(0.90%) * (1-Tc(0.16)))
Discount Rate = 10.90% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 1.48%
[DCF] Terminal Value 69.25% ; FCFF base≈3.45b ; Y1≈3.08b ; Y5≈2.60b
[DCF] Fair Price = 31.00 (EV 34.32b - Net Debt 11.31b = Equity 23.01b / Shares 742.2m; r=9.91% [WACC]; 5y FCF grow -13.30% → 2.90% )
EPS Correlation: 24.74 | EPS CAGR: 3.29% | SUE: 2.04 | # QB: 3
Revenue Correlation: 61.54 | Revenue CAGR: 2.70% | SUE: 1.00 | # QB: 1
EPS next Quarter (2026-06-30): EPS=1.50 | Chg7d=-0.010 | Chg30d=-0.009 | Revisions Net=-3 | Analysts=16
EPS current Year (2026-12-31): EPS=6.35 | Chg7d=-0.012 | Chg30d=-0.030 | Revisions Net=-3 | Growth EPS=+14.1% | Growth Revenue=+20.7%
EPS next Year (2027-12-31): EPS=7.93 | Chg7d=-0.013 | Chg30d=-0.032 | Revisions Net=-4 | Growth EPS=+24.7% | Growth Revenue=+23.3%
[Analyst] Revisions Ratio: -1.00 (0 Up / 3 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 7.3% (Discount Rate 10.9% - Earnings Yield 3.6%)
[Growth] Growth Spread = +13.5% (Analyst 20.8% - Implied 7.3%)
P/E Forward = 16.7504
P/S = 9.212
P/B = 9.601
P/EG = 1.1318
Revenue TTM = 13.83b USD
EBIT TTM = 7.18b USD
EBITDA TTM = 7.21b USD
Long Term Debt = 12.45b USD (from longTermDebt, last quarter)
Short Term Debt = 198.7m USD (from shortTermDebt, two quarters ago)
Debt = 14.17b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 11.31b USD (from netDebt column, last quarter)
Enterprise Value = 142.46b USD (130.93b + Debt 14.17b - CCE 2.63b)
Interest Coverage Ratio = 14.12 (Ebit TTM 7.18b / Interest Expense TTM 508.3m)
EV/FCF = 40.98x (Enterprise Value 142.46b / FCF TTM 3.48b)
FCF Yield = 2.44% (FCF TTM 3.48b / Enterprise Value 142.46b)
FCF Margin = 25.14% (FCF TTM 3.48b / Revenue TTM 13.83b)
Net Margin = 21.83% (Net Income TTM 3.02b / Revenue TTM 13.83b)
Gross Margin = 86.05% ((Revenue TTM 13.83b - Cost of Revenue TTM 1.93b) / Revenue TTM)
Gross Margin QoQ = 64.47% (prev none%)
Tobins Q-Ratio = 2.99 (Enterprise Value 142.46b / Total Assets 47.71b)
Interest Expense / Debt = 0.90% (Interest Expense 128.1m / Debt 14.17b)
Taxrate = 16.21% (382.0m / 2.36b)
NOPAT = 6.01b (EBIT 7.18b * (1 - 16.21%))
Current Ratio = 0.76 (Total Current Assets 9.50b / Total Current Liabilities 12.52b)
Debt / Equity = 1.63 (Debt 14.17b / totalStockholderEquity, last quarter 8.67b)
Debt / EBITDA = 1.57 (Net Debt 11.31b / EBITDA 7.21b)
Debt / FCF = 3.25 (Net Debt 11.31b / FCF TTM 3.48b)
Total Stockholder Equity = 8.35b (last 4 quarters mean from totalStockholderEquity)
RoA = 6.62% (Net Income 3.02b / Total Assets 47.71b)
RoE = 36.17% (Net Income TTM 3.02b / Total Stockholder Equity 8.35b)
RoCE = 34.52% (EBIT 7.18b / Capital Employed (Equity 8.35b + L.T.Debt 12.45b))
RoIC = 29.23% (NOPAT 6.01b / Invested Capital 20.57b)
WACC = 9.91% (E(130.93b)/V(145.10b) * Re(10.90%) + D(14.17b)/V(145.10b) * Rd(0.90%) * (1-Tc(0.16)))
Discount Rate = 10.90% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 1.48%
[DCF] Terminal Value 69.25% ; FCFF base≈3.45b ; Y1≈3.08b ; Y5≈2.60b
[DCF] Fair Price = 31.00 (EV 34.32b - Net Debt 11.31b = Equity 23.01b / Shares 742.2m; r=9.91% [WACC]; 5y FCF grow -13.30% → 2.90% )
EPS Correlation: 24.74 | EPS CAGR: 3.29% | SUE: 2.04 | # QB: 3
Revenue Correlation: 61.54 | Revenue CAGR: 2.70% | SUE: 1.00 | # QB: 1
EPS next Quarter (2026-06-30): EPS=1.50 | Chg7d=-0.010 | Chg30d=-0.009 | Revisions Net=-3 | Analysts=16
EPS current Year (2026-12-31): EPS=6.35 | Chg7d=-0.012 | Chg30d=-0.030 | Revisions Net=-3 | Growth EPS=+14.1% | Growth Revenue=+20.7%
EPS next Year (2027-12-31): EPS=7.93 | Chg7d=-0.013 | Chg30d=-0.032 | Revisions Net=-4 | Growth EPS=+24.7% | Growth Revenue=+23.3%
[Analyst] Revisions Ratio: -1.00 (0 Up / 3 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 7.3% (Discount Rate 10.9% - Earnings Yield 3.6%)
[Growth] Growth Spread = +13.5% (Analyst 20.8% - Implied 7.3%)