(BX) Blackstone - Overview

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

Stock:

Total Rating 45

Risk 70

Buy Signal -0.46

Asset Management -4.7
Asset Management & Custody Banks -4.4

Market Cap: 145,036m
Avg Trading Vol: 1.14B USD

ATR: 4.90%
Peers RS (IBD): 10.16

Risk 5d forecast
Volatility	43.3%
Relative Tail Risk	-0.56%

Reward TTM
Sharpe Ratio	-0.66
Alpha	-46.53

Character TTM
Beta	1.247
Beta Downside	1.029

Drawdowns 3y
Max DD	40.60%
CAGR/Max DD	0.28

EPS (Earnings per Share)

EPS CAGR: 3.29%
EPS Trend: 24.7%

Last SUE: 2.04
Qual. Beats: 3

Revenue

Rev. CAGR: 2.70%
Rev. Trend: 61.5%

Last SUE: 1.00
Qual. Beats: 1

Description: BX Blackstone

Blackstone Inc. is an alternative asset management firm specializing in private equity, real estate, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies. The firm typically invests in early-stage, seed, middle market, mature, late venture, growth capital, emerging growth and later stage companies. It also provide capital markets services. The real estate segment specializes in opportunistic, core+ investments as well as debt investment opportunities collateralized by commercial real estate, and stabilized income-oriented commercial real estate across North America, Europe and Asia. The firm's corporate private equity business pursues transactions throughout the world across a variety of transaction types, including large buyouts, recapitalization, special situations, distressed mortgage loans, mid-cap buyouts, buy and build platforms, which involves multiple acquisitions behind a single management team and platform, and growth equity/development projects involving significant majority stakes in portfolio companies and minority investments in operating companies, shipping, real estate, corporate or consumer loans, and alternative energy greenfield development projects in energy and power, property, dislocated markets, shipping opportunities, financial institution breakups, re-insurance, and improving freight mobility, financial services, cargo, data processing, oil & gas production, oil & gas refining, oil & gas storage, building products, home entertainment, B2B, consumer electronics, home supply store, lodging, commercial services & supplies, metal & mineral mining machinery, coal, hazardous waste collection, solid waste collection, waste water treatment, renewable electricity, equity REITs, power generation by nuclear & fossil fuels, personal loan services, chemcials, other specialty retail, biotech, pharmaceuticals, metal, aerospace, healthcare, cable, entertainment services, infrastructure services, transportation infrastructure, exhaust, life scienc

Piotroski VR‑10 (Strict, 0-10) 6.0

Net Income: 3.02b TTM > 0 and > 6% of Revenue
FCF/TA: 0.08 > 0.02 and ΔFCF/TA -1.86 > 1.0
NWC/Revenue: -13.45% < 20% (prev 43.99%; Δ -57.44% < -1%)
CFO/TA 0.08 > 3% & CFO 3.76b > Net Income 3.02b
Net Debt (11.31b) to EBITDA (7.21b): 1.57 < 3
Current Ratio: 0.85 > 1.5 & < 3
Outstanding Shares: last quarter (780.9m) vs 12m ago 1.58% < -2%
Gross Margin: 86.05% > 18% (prev 0.96%; Δ 8509 % > 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'' 0.82

A: -0.04 (Total Current Assets 10.66b - 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: 0.82 = B

Beneish M -2.83

DSRI: 0.97 (Receivables 6.65b/5.65b, Revenue 13.83b/11.37b)
GMI: 1.12 (GM 86.05% / 96.10%)
AQI: 0.96 (AQ_t 0.76 / AQ_t-1 0.79)
SGI: 1.22 (Revenue 13.83b / 11.37b)
TATA: -0.02 (NI 3.02b - CFO 3.76b) / TA 47.71b)
Beneish M-Score: -2.83 (Cap -4..+1) = A

What is the price of BX shares?

As of March 03, 2026, the stock is trading at USD 115.33 with a total of 9,536,391 shares traded.
Over the past week, the price has changed by +1.42%, over one month by -17.42%, over three months by -20.49% and over the past year by -24.77%.

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	166.5	44.3%
Analysts Target Price	166.5	44.3%

BX Fundamental Data Overview February 28, 2026

P/E Trailing = 30.478
P/E Forward = 25.5102
P/S = 10.2046
P/B = 15.5684
P/EG = 1.6168
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 = 156.57b USD (145.04b + Debt 14.17b - CCE 2.63b)
Interest Coverage Ratio = 14.12 (Ebit TTM 7.18b / Interest Expense TTM 508.3m)
EV/FCF = 42.88x (Enterprise Value 156.57b / FCF TTM 3.65b)
FCF Yield = 2.33% (FCF TTM 3.65b / Enterprise Value 156.57b)
FCF Margin = 26.41% (FCF TTM 3.65b / 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 = 3.28 (Enterprise Value 156.57b / 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 = 0.85 (Total Current Assets 10.66b / 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 = 3.10 (Net Debt 11.31b / FCF TTM 3.65b)
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 = 29.49% (NOPAT 6.01b / Invested Capital 20.40b)
WACC = 9.64% (E(145.04b)/V(159.20b) * Re(10.51%) + D(14.17b)/V(159.20b) * Rd(0.90%) * (1-Tc(0.16)))
Discount Rate = 10.51% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 1.48%
[DCF] Terminal Value 70.18% ; FCFF base≈3.84b ; Y1≈3.43b ; Y5≈2.89b
[DCF] Fair Price = 37.88 (EV 39.67b - Net Debt 11.31b = Equity 28.36b / Shares 748.7m; r=9.64% [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=1.51 | Chg7d=-0.000 | Chg30d=-0.015 | Revisions Net=-5 | Analysts=15
EPS current Year (2026-12-31): EPS=6.37 | Chg7d=-0.000 | Chg30d=-0.042 | Revisions Net=-5 | Growth EPS=+14.4% | Growth Revenue=+21.0%
EPS next Year (2027-12-31): EPS=7.96 | Chg7d=+0.007 | Chg30d=+0.096 | Revisions Net=-2 | Growth EPS=+24.9% | Growth Revenue=+23.3%
[Analyst] Revisions Ratio: -0.45 (3 Up / 8 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 7.2% (Discount Rate 10.5% - Earnings Yield 3.3%)
[Growth] Growth Spread = +14.0% (Analyst 21.3% - Implied 7.2%)

Additional Sources for BX Stock

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