(BX) Blackstone - Overview
Sector: Financial Services | Industry: Asset Management | Exchange: NYSE (USA) | Market Cap: 137.187m USD | Total Return: 1.3% in 12m
Private Equity, Real Estate, Credit, Funds
Total Rating 53
Safety 65
Buy Signal 0.06
Asset Management
Industry Rotation: +0.7
Industry Rotation: +0.7
Market Cap:
137B
Avg Turnover: 958M USD
Avg Turnover: 958M USD
ATR:
4.10%
Peers RS (IBD): 15.8
Peers RS (IBD): 15.8
Risk 5d forecast
Volatility32.8%
Rel. Tail Risk-1.22%
Reward TTM
Sharpe Ratio0.01
Alpha-47.23
Character TTM
Beta1.297
Beta Downside1.548
Drawdowns 3y
Max DD46.50%
CAGR/Max DD0.35
EPS (Earnings per Share)
EPS CAGR: 3.29%
EPS Trend: 24.7%
EPS Trend: 24.7%
Last SUE: 2.04
Qual. Beats: 3
Qual. Beats: 3
Revenue
Rev. CAGR: 2.70%
Rev. Trend: 61.5%
Rev. Trend: 61.5%
Last SUE: 1.00
Qual. Beats: 1
Qual. Beats: 1
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Description: BX Blackstone
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.
- 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)
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: -2.01% < 20% (prev 43.99%; Δ -46.00% < -1%) |
| CFO/TA 0.08 > 3% & CFO 3.59b > Net Income 3.02b |
| Net Debt (10.67b) to EBITDA (7.21b): 1.48 < 3 |
| Current Ratio: 0.91 > 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''
1.04
| A: -0.01 (Total Current Assets 2.95b - Total Current Liabilities 3.22b) / 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: 1.04 = BB |
Beneish M
-2.71
| DSRI: 0.97 (Receivables 6.65b/5.65b, Revenue 13.83b/11.37b) |
| GMI: 1.12 (GM 86.05% / 96.10%) |
| AQI: 1.15 (AQ_t 0.91 / 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: -2.71 (Cap -4..+1) = A |
What is the price of BX shares?
As of April 09, 2026, the stock is trading at USD 117.67 with a total of 8,219,338 shares traded.
Over the past week, the price has changed by +2.92%, over one month by +6.34%, over three months by -23.35% and over the past year by +1.34%.
Over the past week, the price has changed by +2.92%, over one month by +6.34%, over three months by -23.35% and over the past year by +1.34%.
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?
| Analysts Target Price | 154.1 | 31% |
Blackstone (BX) - Fundamental Data Overview
as of 08 April 2026
P/E Trailing = 29.0026 P/E Forward = 17.8253
P/S = 9.6523
P/B = 10.1325
P/EG = 1.6822
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 = 13.31b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 10.67b USD (from netDebt column, last quarter)
Enterprise Value = 147.86b USD (137.19b + Debt 13.31b - CCE 2.63b)
Interest Coverage Ratio = 14.12 (Ebit TTM 7.18b / Interest Expense TTM 508.3m)
EV/FCF = 42.53x (Enterprise Value 147.86b / FCF TTM 3.48b)
FCF Yield = 2.35% (FCF TTM 3.48b / Enterprise Value 147.86b)
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 = 3.10 (Enterprise Value 147.86b / Total Assets 47.71b)
Interest Expense / Debt = 0.96% (Interest Expense 128.1m / Debt 13.31b)
Taxrate = 16.21% (382.0m / 2.36b)
NOPAT = 6.01b (EBIT 7.18b * (1 - 16.21%))
Current Ratio = 0.91 (Total Current Assets 2.95b / Total Current Liabilities 3.22b)
Debt / Equity = 1.54 (Debt 13.31b / totalStockholderEquity, last quarter 8.67b)
Debt / EBITDA = 1.48 (Net Debt 10.67b / EBITDA 7.21b)
Debt / FCF = 3.07 (Net Debt 10.67b / 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 = 9.68% (E(137.19b)/V(150.49b) * Re(10.54%) + D(13.31b)/V(150.49b) * Rd(0.96%) * (1-Tc(0.16)))
Discount Rate = 10.54% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 1.48%
[DCF] Terminal Value 70.41% ; FCFF base≈3.45b ; Y1≈3.08b ; Y5≈2.60b
[DCF] Fair Price = 34.01 (EV 35.92b - Net Debt 10.67b = Equity 25.24b / Shares 742.2m; r=9.68% [WACC]; 5y FCF grow -13.30% → 3.0% )
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=1.49 | Chg7d=-0.011 | Chg30d=-0.027 | Revisions Net=-3 | Analysts=14
EPS current Year (2026-12-31): EPS=6.27 | Chg7d=-0.034 | Chg30d=-0.099 | Revisions Net=-2 | Growth EPS=+12.6% | Growth Revenue=+20.4%
EPS next Year (2027-12-31): EPS=7.78 | Chg7d=-0.055 | Chg30d=-0.158 | Revisions Net=-5 | Growth EPS=+24.0% | Growth Revenue=+23.0%
[Analyst] Revisions Ratio: -1.00 (0 Up / 3 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 7.1% (Discount Rate 10.5% - Earnings Yield 3.4%)
[Growth] Growth Spread = +13.6% (Analyst 20.7% - Implied 7.1%)
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