(BX) Blackstone - Ratings and Ratios
Private Equity, Real Estate, Hedge Funds, Credit, Multi-Asset
BX EPS (Earnings per Share)
BX Revenue
Description: BX Blackstone
Blackstone Group Inc (NYSE:BX) is a leading alternative asset management firm with a diverse range of investment strategies, including private equity, real estate, hedge fund solutions, credit, and multi-asset class strategies. The firms investment scope spans early-stage to mature companies, as well as various industries such as energy, healthcare, and technology.
From a business perspective, Blackstones real estate segment focuses on opportunistic and core+ investments, as well as debt investment opportunities collateralized by commercial real estate. The firms corporate private equity business pursues transactions globally, including large buyouts, recapitalizations, and growth equity investments. Key performance indicators (KPIs) to watch include Assets Under Management (AUM), which has been steadily increasing, and the firms investment performance, measured by metrics such as Internal Rate of Return (IRR) and cash-on-cash returns.
Additional KPIs that provide insight into Blackstones financial health and operational efficiency include revenue growth, net income margin, and the firms fee-related earnings. The companys ability to generate fee income from its asset management business is a key driver of profitability. Furthermore, Blackstones balance sheet strength, measured by metrics such as debt-to-equity ratio and interest coverage, is also important to monitor. With a strong track record of investment performance and a robust business model, Blackstone is well-positioned to continue delivering value to its stakeholders.
From a valuation perspective, key metrics to monitor include the price-to-earnings (P/E) ratio, price-to-book (P/B) ratio, and dividend yield. Blackstones P/E ratio of 49.72 suggests that the stock may be relatively expensive compared to its earnings. However, the firms strong growth prospects and dominant position in the alternative asset management industry may justify a premium valuation. Other relevant metrics include the firms Return on Equity (RoE) of 33.88%, which indicates a high level of profitability.
BX Stock Overview
| Market Cap in USD | 200,734m |
| Sub-Industry | Asset Management & Custody Banks |
| IPO / Inception | 2007-06-22 |
BX Stock Ratings
| Growth Rating | 58.8% |
| Fundamental | 81.1% |
| Dividend Rating | 64.3% |
| Return 12m vs S&P 500 | 7.18% |
| Analyst Rating | 3.74 of 5 |
BX Dividends
| Dividend Yield 12m | 2.59% |
| Yield on Cost 5y | 9.57% |
| Annual Growth 5y | 12.55% |
| Payout Consistency | 90.3% |
| Payout Ratio | 85.2% |
BX Growth Ratios
| Growth Correlation 3m | 84.1% |
| Growth Correlation 12m | -12.6% |
| Growth Correlation 5y | 78.6% |
| CAGR 5y | 31.21% |
| CAGR/Max DD 5y | 0.63 |
| Sharpe Ratio 12m | 0.19 |
| Alpha | 4.39 |
| Beta | 1.289 |
| Volatility | 29.38% |
| Current Volume | 2667.6k |
| Average Volume 20d | 3656.7k |
| Stop Loss | 166.8 (-3%) |
| Signal | -0.62 |
Piotroski VR‑10 (Strict, 0-10) 6.0
| Net Income (2.86b TTM) > 0 and > 6% of Revenue (6% = 748.3m TTM) |
| FCFTA 0.07 (>2.0%) and ΔFCFTA -2.51pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue -23.59% (prev 23.70%; Δ -47.29pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.07 (>3.0%) and CFO 3.38b > Net Income 2.86b (YES >=105%, WARN >=100%) |
| Net Debt (9.46b) to EBITDA (6.93b) ratio: 1.37 <= 3.0 (WARN <= 3.5) |
| Current Ratio 0.74 (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 1.71% (target <= -2.0% for YES) |
| Gross Margin 96.15% (prev 95.16%; Δ 0.98pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 29.02% (prev 22.22%; Δ 6.80pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 14.30 (EBITDA TTM 6.93b / Interest Expense TTM 480.8m) >= 6 (WARN >= 3) |
Altman Z'' 0.69
| (A) -0.06 = (Total Current Assets 8.42b - Total Current Liabilities 11.37b) / Total Assets 45.37b |
| (B) 0.01 = Retained Earnings (Balance) 362.6m / Total Assets 45.37b |
| (C) 0.16 = EBIT TTM 6.88b / Avg Total Assets 42.98b |
| (D) 0.01 = Book Value of Equity 363.7m / Total Liabilities 24.29b |
| Total Rating: 0.69 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 81.14
| 1. Piotroski 6.0pt = 1.0 |
| 2. FCF Yield 1.48% = 0.74 |
| 3. FCF Margin 26.30% = 6.58 |
| 4. Debt/Equity 2.80 = -0.47 |
| 5. Debt/Ebitda 3.37 = -2.20 |
| 6. ROIC - WACC 19.96% = 12.50 |
| 7. RoE 36.31% = 2.50 |
| 8. Rev. Trend 79.63% = 3.98 |
| 9. Rev. CAGR 58.03% = 2.50 |
| 10. EPS Trend 60.63% = 1.52 |
| 11. EPS CAGR 710.8% = 2.50 |
What is the price of BX shares?
Over the past week, the price has changed by +5.25%, over one month by -2.19%, over three months by +25.04% and over the past year by +26.13%.
Is Blackstone a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of BX is around 185.74 USD . This means that BX is currently overvalued and has a potential downside of 7.98%.
Is BX a buy, sell or hold?
- 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 | 180.6 | 5% |
| Analysts Target Price | 147.8 | -14.1% |
| ValueRay Target Price | 209.3 | 21.7% |
Last update: 2025-08-23 05:01
BX Fundamental Data Overview
CCE Cash And Equivalents = 2.24b USD (last quarter)
P/E Trailing = 44.2927
P/E Forward = 33.0033
P/S = 14.8628
P/B = 15.275
P/EG = 2.8654
Beta = 1.699
Revenue TTM = 12.47b USD
EBIT TTM = 6.88b USD
EBITDA TTM = 6.93b USD
Long Term Debt = 12.01b USD (from longTermDebt, last quarter)
Short Term Debt = 11.37b USD (from totalCurrentLiabilities, last quarter)
Debt = 23.38b USD (Calculated: Short Term 11.37b + Long Term 12.01b)
Net Debt = 9.46b USD (from netDebt column, last quarter)
Enterprise Value = 221.87b USD (200.73b + Debt 23.38b - CCE 2.24b)
Interest Coverage Ratio = 14.30 (Ebit TTM 6.88b / Interest Expense TTM 480.8m)
FCF Yield = 1.48% (FCF TTM 3.28b / Enterprise Value 221.87b)
FCF Margin = 26.30% (FCF TTM 3.28b / Revenue TTM 12.47b)
Net Margin = 22.96% (Net Income TTM 2.86b / Revenue TTM 12.47b)
Gross Margin = 96.15% ((Revenue TTM 12.47b - Cost of Revenue TTM 480.8m) / Revenue TTM)
Tobins Q-Ratio = 610.1 (set to none) (Enterprise Value 221.87b / Book Value Of Equity 363.7m)
Interest Expense / Debt = 0.58% (Interest Expense 135.8m / Debt 23.38b)
Taxrate = 15.82% (from yearly Income Tax Expense: 1.02b / 6.46b)
NOPAT = 5.79b (EBIT 6.88b * (1 - 15.82%))
Current Ratio = 0.74 (Total Current Assets 8.42b / Total Current Liabilities 11.37b)
Debt / Equity = 2.80 (Debt 23.38b / last Quarter total Stockholder Equity 8.35b)
Debt / EBITDA = 3.37 (Net Debt 9.46b / EBITDA 6.93b)
Debt / FCF = 7.13 (Debt 23.38b / FCF TTM 3.28b)
Total Stockholder Equity = 7.89b (last 4 quarters mean)
RoA = 6.31% (Net Income 2.86b, Total Assets 45.37b )
RoE = 36.31% (Net Income TTM 2.86b / Total Stockholder Equity 7.89b)
RoCE = 34.56% (Ebit 6.88b / (Equity 7.89b + L.T.Debt 12.01b))
RoIC = 29.65% (NOPAT 5.79b / Invested Capital 19.52b)
WACC = 9.69% (E(200.73b)/V(224.11b) * Re(10.76%)) + (D(23.38b)/V(224.11b) * Rd(0.58%) * (1-Tc(0.16)))
Shares Correlation 5-Years: 100.0 | Cagr: 1.87%
Discount Rate = 10.76% (= CAPM, Blume Beta Adj.)
[DCF Debug] Terminal Value 66.80% ; FCFE base≈3.55b ; Y1≈3.18b ; Y5≈2.71b
Fair Price DCF = 43.84 (DCF Value 32.32b / Shares Outstanding 737.1m; 5y FCF grow -12.83% → 3.0% )
Revenue Correlation: 79.63 | Revenue CAGR: 58.03%
Rev Growth-of-Growth: -2.55
EPS Correlation: 60.63 | EPS CAGR: 710.8%
EPS Growth-of-Growth: -31.20
Additional Sources for BX Stock
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