Overview Dividends

(BX) Blackstone - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US09260D1072

Private Equity, Real Estate, Credit, Hedge Fund, Multi-Asset

BX EPS (Earnings per Share)

EPS Growth (3Y CAGR): 13.62%
EPS Trend (3Y Correlation): 62.9%

BX Revenue

Revenue Growth (3Y CAGR): 26.48%
Revenue Trend (3Y Correlation): 73.0%

Risk via 10d forecast
Volatility	34.0%
Value at Risk 5%th	50.2%

Reward
Sharpe Ratio	-0.46
Alpha Jensen	-40.48

Character
Hurst Exponent	0.564
Beta	1.762

Drawdowns 3y
Max DD	39.16%
Mean DD	10.82%

Description: BX Blackstone September 24, 2025

Blackstone Inc. (NYSE: BX) is a global alternative-asset manager that operates across private equity, real estate, credit, hedge-fund solutions, and multi-asset strategies. Its private-equity platform targets companies at virtually every stage-from seed and early-stage ventures to mature, late-stage businesses-using structures such as large buyouts, recapitalizations, distressed-asset purchases, and “buy-and-build” platforms. The real-estate arm focuses on opportunistic and core-plus investments, as well as debt secured by commercial properties, with a geographic footprint spanning North America, Europe, and Asia.

As of the end of FY 2023, Blackstone reported approximately **$975 billion** in assets under management (AUM), a 13 % YoY increase driven largely by strong inflows into its private-equity and credit funds. Fee-related earnings (FRE) grew 9 % to **$13.5 billion**, reflecting higher management fees from expanding AUM and performance fees from successful exits. The firm’s exposure to rising interest rates is a double-edged sword: higher rates boost yields on its credit and real-estate debt portfolios but can compress valuations in private-equity buyout markets, making capital-allocation discipline a key economic driver.

For analysts seeking a granular, data-driven view of Blackstone’s valuation and risk profile, the ValueRay platform provides a convenient, model-ready dashboard that can help surface hidden upside or downside factors.

BX Stock Overview

Market Cap in USD	179,550m
Sub-Industry	Asset Management & Custody Banks
IPO / Inception	2007-06-22
Return 12m vs S&P 500	-28.9%
Analyst Rating	3.74 of 5

BX Dividends

Dividend Yield	3.25%
Yield on Cost 5y	9.76%
Yield CAGR 5y	15.93%
Payout Consistency	90.3%
Payout Ratio	85.1%

BX Growth Ratios

CAGR	19.09%
CAGR/Max DD Calmar Ratio	0.49
CAGR/Mean DD Pain Ratio	1.76
Current Volume	3947.9k
Average Volume	4089.4k

Piotroski VR‑10 (Strict, 0-10) 6.0

Net Income (2.71b TTM) > 0 and > 6% of Revenue (6% = 753.8m TTM)

FCFTA 0.07 (>2.0%) and ΔFCFTA -2.01pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)

NWC/Revenue -105.6% (prev 55.72%; Δ -161.3pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)

CFO/TA 0.08 (>3.0%) and CFO 3.38b > Net Income 2.71b (YES >=105%, WARN >=100%)

Net Debt (10.96b) to EBITDA (6.70b) ratio: 1.64 <= 3.0 (WARN <= 3.5)

Current Ratio 0.38 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)

Outstanding Shares last Quarter (782.4m) change vs 12m ago 1.84% (target <= -2.0% for YES)

Gross Margin 97.06% (prev 95.53%; Δ 1.53pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)

Asset Turnover 28.67% (prev 22.95%; Δ 5.72pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)

Interest Coverage Ratio 13.69 (EBITDA TTM 6.70b / Interest Expense TTM 495.8m) >= 6 (WARN >= 3)

Altman Z'' -0.87

(A) -0.29 = (Total Current Assets 8.04b - Total Current Liabilities 21.31b) / Total Assets 45.08b

(B) 0.00 = Retained Earnings (Balance) 184.0m / Total Assets 45.08b

(D) 0.01 = Book Value of Equity 178.4m / Total Liabilities 25.19b

Total Rating: -0.87 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 84.06

1. Piotroski 6.0pt = 1.0

2. FCF Yield 1.72% = 0.86

3. FCF Margin 26.11% = 6.53

4. Debt/Equity 1.59 = 1.35

5. Debt/Ebitda 1.64 = 0.70

6. ROIC - WACC (= 17.16)% = 12.50

7. RoE 32.88% = 2.50

8. Rev. Trend 73.01% = 5.48

9. EPS Trend 62.88% = 3.14

What is the price of BX shares?

As of November 13, 2025, the stock is trading at USD 144.36 with a total of 3,947,929 shares traded.
Over the past week, the price has changed by +0.03%, over one month by -7.92%, over three months by -16.17% and over the past year by -17.63%.

Is Blackstone a good stock to buy?

Yes, based on ValueRay´s Fundamental Analyses, Blackstone (NYSE:BX) is currently (November 2025) a good stock to buy. It has a ValueRay Fundamental Rating of 84.06 and therefor a positive outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of BX is around 134.69 USD . This means that BX is currently overvalued and has a potential downside of -6.7%.

Is BX a buy, sell or hold?

Blackstone has received a consensus analysts rating of 3.74. Therefor, it is recommend to hold BX.

Strong Buy: 7
Buy: 3
Hold: 13
Sell: 0
Strong Sell: 0

What are the forecasts/targets for the BX price?

Issuer	Target	Up/Down from current
Wallstreet Target Price	180.3	24.9%
Analysts Target Price	180.3	24.9%
ValueRay Target Price	154.5	7%

BX Fundamental Data Overview November 09, 2025

Market Cap USD = 179.55b (179.55b USD * 1.0 USD.USD)
P/E Trailing = 42.0576
P/E Forward = 25.5102
P/S = 14.037
P/B = 15.5684
P/EG = 1.6168
Beta = 1.762
Revenue TTM = 12.56b USD
EBIT TTM = 6.79b USD
EBITDA TTM = 6.70b USD
Long Term Debt = 11.32b USD (from longTermDebt, last fiscal year)
Short Term Debt = 12.00b USD (from shortTermDebt, last quarter)
Debt = 13.39b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 10.96b USD (from netDebt column, last quarter)
Enterprise Value = 190.51b USD (179.55b + Debt 13.39b - CCE 2.43b)
Interest Coverage Ratio = 13.69 (Ebit TTM 6.79b / Interest Expense TTM 495.8m)
FCF Yield = 1.72% (FCF TTM 3.28b / Enterprise Value 190.51b)
FCF Margin = 26.11% (FCF TTM 3.28b / Revenue TTM 12.56b)
Net Margin = 21.55% (Net Income TTM 2.71b / Revenue TTM 12.56b)
Gross Margin = 97.06% ((Revenue TTM 12.56b - Cost of Revenue TTM 369.5m) / Revenue TTM)
Gross Margin QoQ = 100.0% (prev 96.34%)
Tobins Q-Ratio = 4.23 (Enterprise Value 190.51b / Total Assets 45.08b)
Interest Expense / Debt = 0.94% (Interest Expense 126.3m / Debt 13.39b)
Taxrate = 14.49% (209.7m / 1.45b)
NOPAT = 5.80b (EBIT 6.79b * (1 - 14.49%))
Current Ratio = 0.38 (Total Current Assets 8.04b / Total Current Liabilities 21.31b)
Debt / Equity = 1.59 (Debt 13.39b / totalStockholderEquity, last quarter 8.40b)
Debt / EBITDA = 1.64 (Net Debt 10.96b / EBITDA 6.70b)
Debt / FCF = 3.34 (Net Debt 10.96b / FCF TTM 3.28b)
Total Stockholder Equity = 8.23b (last 4 quarters mean from totalStockholderEquity)
RoA = 6.01% (Net Income 2.71b / Total Assets 45.08b)
RoE = 32.88% (Net Income TTM 2.71b / Total Stockholder Equity 8.23b)
RoCE = 34.71% (EBIT 6.79b / Capital Employed (Equity 8.23b + L.T.Debt 11.32b))
RoIC = 28.86% (NOPAT 5.80b / Invested Capital 20.11b)
WACC = 11.70% (E(179.55b)/V(192.94b) * Re(12.51%) + D(13.39b)/V(192.94b) * Rd(0.94%) * (1-Tc(0.14)))
Discount Rate = 12.51% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 1.58%
[DCF Debug] Terminal Value 61.29% ; FCFE base≈3.55b ; Y1≈3.18b ; Y5≈2.71b
Fair Price DCF = 35.53 (DCF Value 26.57b / Shares Outstanding 747.8m; 5y FCF grow -12.83% → 3.0% )
EPS Correlation: 62.88 | EPS CAGR: 13.62% | SUE: 2.95 | # QB: 2
Revenue Correlation: 73.01 | Revenue CAGR: 26.48% | SUE: -0.02 | # QB: 0

Additional Sources for BX Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle