(BX) Blackstone - Ratings and Ratios
Private Equity, Real Estate, Credit, Hedge Funds, Multi-Asset
Dividends
| Dividend Yield | 3.10% |
| Yield on Cost 5y | 8.83% |
| Yield CAGR 5y | 15.93% |
| Payout Consistency | 90.3% |
| Payout Ratio | 85.1% |
| Risk via 10d forecast | |
|---|---|
| Volatility | 31.0% |
| Value at Risk 5%th | 49.6% |
| Relative Tail Risk | -2.74% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.47 |
| Alpha | -37.79 |
| CAGR/Max DD | 0.77 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.523 |
| Beta | 1.538 |
| Beta Downside | 1.712 |
| Drawdowns 3y | |
|---|---|
| Max DD | 39.16% |
| Mean DD | 10.74% |
| Median DD | 8.33% |
Description: BX Blackstone December 01, 2025
Blackstone Group Inc. (NYSE: BX) is a diversified alternative-asset manager that deploys capital across private equity, real-estate, credit, hedge-fund solutions, secondary-funds-of-funds, public debt/equity and multi-asset strategies. Its private-equity platform targets the full company lifecycle-from seed-stage ventures to mature, late-stage growth businesses-while its real-estate arm focuses on opportunistic, core-plus and stabilized income assets across North America, Europe and Asia. The firm also offers capital-markets services and pursues a broad set of transaction types, including large buyouts, recapitalizations, distressed-asset purchases, “buy-and-build” platforms and growth-equity stakes in sectors ranging from energy and infrastructure to technology and consumer goods.
Key metrics that signal Blackstone’s current positioning include: (1) Assets under management (AUM) of roughly $1 trillion as of Q3 2024, reflecting a ~7 % YoY increase driven by strong fundraising in private-equity and real-estate; (2) Revenue growth of ~12 % YoY, with private-equity fees and real-estate earnings contributing the bulk of the upside; and (3) Operating margin of ~30 %, underscoring the firm’s high-leverage, fee-driven model. The firm’s performance is sensitive to macro-drivers such as global interest-rate trends (which affect credit-fund returns and real-estate financing costs) and the pace of corporate-cash-flow generation, which fuels deal flow in buyouts and distressed opportunities. A sector-level base rate shows that alternative-asset inflows have risen ~15 % annually over the past three years, suggesting continued demand for Blackstone’s diversified product suite.
For a deeper, data-rich view of Blackstone’s valuation dynamics, you may find ValueRay’s analytical dashboards useful for uncovering hidden risk-adjusted return opportunities.
Piotroski VR‑10 (Strict, 0-10) 5.5
| Net Income (2.71b TTM) > 0 and > 6% of Revenue (6% = 737.2m TTM) |
| FCFTA 0.08 (>2.0%) and ΔFCFTA -1.61pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue -107.9% (prev 55.72%; Δ -163.7pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.08 (>3.0%) and CFO 3.76b > Net Income 2.71b (YES >=105%, WARN >=100%) |
| Net Debt (10.96b) to EBITDA (6.41b) ratio: 1.71 <= 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 95.97% (prev 95.53%; Δ 0.44pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 28.03% (prev 22.95%; Δ 5.09pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 12.86 (EBITDA TTM 6.41b / Interest Expense TTM 495.8m) >= 6 (WARN >= 3) |
Altman Z'' -0.93
| (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 |
| (C) 0.15 = EBIT TTM 6.38b / Avg Total Assets 43.83b |
| (D) 0.01 = Book Value of Equity 178.4m / Total Liabilities 25.19b |
| Total Rating: -0.93 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 77.59
| 1. Piotroski 5.50pt |
| 2. FCF Yield 1.86% |
| 3. FCF Margin 29.72% |
| 4. Debt/Equity 1.59 |
| 5. Debt/Ebitda 1.71 |
| 6. ROIC - WACC (= 16.07)% |
| 7. RoE 32.88% |
| 8. Rev. Trend 33.42% |
| 9. EPS Trend -13.75% |
What is the price of BX shares?
Over the past week, the price has changed by -0.64%, over one month by +4.72%, over three months by -15.90% and over the past year by -18.10%.
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 | 180.7 | 19.5% |
| Analysts Target Price | 180.7 | 19.5% |
| ValueRay Target Price | 172.8 | 14.3% |
BX Fundamental Data Overview December 06, 2025
P/E Trailing = 43.5029
P/E Forward = 23.5849
P/S = 14.5228
P/B = 13.9625
P/EG = 1.4213
Beta = 1.762
Revenue TTM = 12.29b USD
EBIT TTM = 6.38b USD
EBITDA TTM = 6.41b USD
Long Term Debt = 12.00b USD (from longTermDebt, last quarter)
Short Term Debt = 198.7m 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 = 196.73b USD (185.76b + Debt 13.39b - CCE 2.43b)
Interest Coverage Ratio = 12.86 (Ebit TTM 6.38b / Interest Expense TTM 495.8m)
FCF Yield = 1.86% (FCF TTM 3.65b / Enterprise Value 196.73b)
FCF Margin = 29.72% (FCF TTM 3.65b / Revenue TTM 12.29b)
Net Margin = 22.04% (Net Income TTM 2.71b / Revenue TTM 12.29b)
Gross Margin = 95.97% ((Revenue TTM 12.29b - Cost of Revenue TTM 495.8m) / Revenue TTM)
Gross Margin QoQ = 95.51% (prev 96.34%)
Tobins Q-Ratio = 4.36 (Enterprise Value 196.73b / Total Assets 45.08b)
Interest Expense / Debt = 0.94% (Interest Expense 126.3m / Debt 13.39b)
Taxrate = 14.49% (209.7m / 1.45b)
NOPAT = 5.45b (EBIT 6.38b * (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 = 1.71 (Net Debt 10.96b / EBITDA 6.41b)
Debt / FCF = 3.00 (Net Debt 10.96b / FCF TTM 3.65b)
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 = 31.51% (EBIT 6.38b / Capital Employed (Equity 8.23b + L.T.Debt 12.00b))
RoIC = 27.02% (NOPAT 5.45b / Invested Capital 20.18b)
WACC = 10.95% (E(185.76b)/V(199.16b) * Re(11.68%) + D(13.39b)/V(199.16b) * Rd(0.94%) * (1-Tc(0.14)))
Discount Rate = 11.68% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 1.58%
[DCF Debug] Terminal Value 63.73% ; FCFE base≈3.84b ; Y1≈3.43b ; Y5≈2.90b
Fair Price DCF = 42.06 (DCF Value 31.06b / Shares Outstanding 738.5m; 5y FCF grow -13.30% → 3.0% )
EPS Correlation: -13.75 | EPS CAGR: -3.09% | SUE: 2.95 | # QB: 2
Revenue Correlation: 33.42 | Revenue CAGR: -10.66% | SUE: -0.30 | # QB: 0
EPS next Quarter (2026-03-31): EPS=1.44 | Chg30d=+0.012 | Revisions Net=-4 | Analysts=10
EPS next Year (2026-12-31): EPS=6.43 | Chg30d=-0.028 | Revisions Net=-7 | Growth EPS=+21.1% | Growth Revenue=+26.3%
Additional Sources for BX Stock
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle