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BX

NEUTRAL
$129.73 Live
Blackstone Inc. · NYSE
Target $144.65 (+11.5%)
$101.73 52W Range $190.09
Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 23, 2026
Market cap
$158.56B
P/E
33.52
ROE
29.2%
Profit margin
21.2%
Debt/Equity
0.67
Dividend yield
3.65%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
Blackstone exhibits a dichotomy between explosive growth and valuation concerns. While the Piotroski F-Score of 4/9 indicates stable financial health, the stock is trading at a significant premium to its Graham Number ($31.04) and slightly above its growth-based intrinsic value ($114.17). Exceptional revenue growth (50.60%) and a strong earnings beat track record are offset by an unsustainable dividend payout ratio of 121.19% and a bearish technical trend.

Key Strengths

Exceptional YoY revenue growth of 50.60%
Strong earnings growth (42.50% YoY) with a consistent history of beating estimates
High operating margins (52.83%) and robust ROE (29.23%)
Manageable Debt/Equity ratio of 0.67
Significant forward P/E compression (from 33.52 to 16.97) suggesting future value accretion

Key Risks

Unsustainable dividend payout ratio of 121.19%
High valuation multiples (Price/Book of 11.73 and Price/Sales of 11.16)
Bearish technical trend (0/100 score) and significant 6-month price decline (-18.1%)
Tight liquidity indicated by a Current Ratio of 1.01 and Quick Ratio of 0.96
Current price ($129.73) exceeds the calculated intrinsic value ($114.17)
AI Fair Value Estimate
Based on comprehensive analysis
$121.5
-6.3% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
57
Moderate
Value
35
Future
90
Past
85
Health
55
Dividend
20
AI Verdict
Growth-Driven Premium
Key drivers: Hyper-growth in revenue and earnings, Dividend sustainability risk, Valuation gap vs Intrinsic Value
Confidence
80%
Value
35/100

P/E 33.52, PEG 1.90, Graham $31.04

Positives
  • Forward P/E is significantly lower than trailing P/E
Watchpoints
  • Trading far above Graham Number
  • High P/B and P/S ratios
Future
90/100

Strong YoY and Q/Q growth trajectories

Positives
  • 50.6% Revenue Growth
  • 44.2% Q/Q Earnings Growth
Watchpoints
  • Dependence on market conditions for asset management
Past
85/100

Consistent earnings surprise history over 25 quarters

Positives
  • 3/4 recent quarters beat estimates
  • Long-term 5Y price change of +76.4%
Watchpoints
  • Recent 6-month price correction
Health
55/100

Piotroski F-Score 4/9, Altman Z-Score N/A

Positives
  • Debt/Equity is below sector average
Watchpoints
  • Piotroski F-Score of 4/9 is only 'Stable'
  • Current ratio is barely 1.0
Dividend
20/100

Payout Ratio 121.19%

Positives
  • Yield of 3.65% is attractive
Watchpoints
  • Payout ratio of 121.19% indicates dividends exceed earnings

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$129.73
Analyst Target
$144.65
Upside/Downside
+11.5%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for BX and closest competitors.

Updated 2026-04-22
BX
Blackstone Inc.
Primary
5Y
+76.4%
3Y
+60.7%
1Y
+7.4%
6M
-18.1%
1M
+18.6%
1W
-0.3%
BLK
BlackRock, Inc.
Peer
5Y
+44.0%
3Y
+58.9%
1Y
+17.4%
6M
-10.4%
1M
+10.8%
1W
+6.7%
SPG
S&P Global Inc.
Peer
5Y
+51.6%
3Y
+42.8%
1Y
-2.6%
6M
-5.1%
1M
+2.3%
1W
-0.5%
BBV
Banco Bilbao Vizcaya Argentaria, S.A.
Peer
5Y
+587.0%
3Y
+329.9%
1Y
+132.7%
6M
+61.9%
1M
+7.1%
1W
+2.4%
SCH
The Charles Schwab Corporation
Peer
5Y
+65.3%
3Y
+98.5%
1Y
+31.5%
6M
+7.0%
1M
+7.1%
1W
+3.7%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
33.52
Forward P/E
16.97
PEG Ratio
1.9
P/B Ratio
11.73
P/S Ratio
11.16
EV/Revenue
8.91
EV/EBITDA
N/A
Market Cap
$158.56B

Profitability

Profit margins and return metrics

Profit Margin 21.24%
Operating Margin 52.83%
Gross Margin 100.0%
ROE 29.23%
ROA 13.26%

Growth

Revenue and earnings growth rates

Revenue Growth +50.6%
Earnings Growth +42.5%
Q/Q Revenue Growth +38.25%
Q/Q Earnings Growth +44.2%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.67
Moderate
Current Ratio
1.01
Good
Quick Ratio
0.96
Poor
Cash/Share
$3.53

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$3.7B
Net Margin
27.2%
Total Assets
$47.7B
Liabilities
$25.8B
Equity
$8.7B
Debt/Equity
2.98x
Operating CF
$1.1B
CapEx
$-0.0B
Free Cash Flow
$1.0B
FCF Yield
98%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-04-23
$N/A
2026-01-29
$1.75
+13.9% surprise
2025-10-23
$1.52
+23.9% surprise
2025-07-24
$1.21
+10.7% surprise

Financial Services Sector Comparison

Comparing BX against 820 companies in the Financial Services sector (141 bullish, 351 neutral, 328 bearish)
P/E Ratio
33.52
This Stock
vs
36.01
Sector Avg
-6.9% (Discount)
Return on Equity (ROE)
29.23%
This Stock
vs
-0.73%
Sector Avg
-4088.8% (Below Avg)
Profit Margin
21.24%
This Stock
vs
91.62%
Sector Avg
-76.8% (Weaker)
Debt to Equity
0.67
This Stock
vs
1.36
Sector Avg
-51.0% (Less Debt)
Revenue Growth
50.6%
This Stock
vs
35.27%
Sector Avg
+43.5% (Fast Growth)
Current Ratio
1.01
This Stock
vs
3.18
Sector Avg
-68.2% (Weaker)

Similar Companies

Peer comparison within the same industry

BX Blackstone Inc.
NEUTRAL
Mkt Cap
$158.6B
P/E
33.5
ROE
29.2%
Price
$129.73
BLK BlackRock, Inc.
NEUTRAL
Mkt Cap
$159.2B
P/E
29.0
ROE
10.7%
Price
$1023.65
 Compare with BX
SPGI S&P Global Inc.
BULLISH
Mkt Cap
$152.3B
P/E
36.0
ROE
12.0%
Price
$493.9
 Compare with BX
BBVA Banco Bilbao...
NEUTRAL
Mkt Cap
$141.9B
P/E
12.3
ROE
18.6%
Price
$24.97
 Compare with BX
SCHW The Charles...
NEUTRAL
Mkt Cap
$175.7B
P/E
21.6
ROE
18.1%
Price
$100.27
 Compare with BX

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

LAZARUS ROCHELLE B
Director
Stock Award
2026-04-01
1,961 shares
BREYER JAMES W
Director
Stock Award
2026-04-01
1,961 shares
CHAE MICHAEL S.
Chief Financial Officer
Stock Award
2026-04-01
152,667 shares
GRAY JONATHAN D.
President
Stock Award
2026-04-01
302,662 shares
PARRETT WILLIAM G
Director
Stock Award
2026-04-01
2,048 shares
PORAT RUTH M
Director
Stock Award
2026-04-01
1,961 shares
SAWHNEY VIKRANT
Officer
Stock Award
2026-04-01
129,077 shares
FINLEY JOHN G
Officer
Stock Award
2026-04-01
152,222 shares
BARATTA JOSEPH P
Director
Stock Award
2026-04-01
124,626 shares
BROWN REGINALD J.
Director
Stock Award
2026-04-01
1,961 shares
PAYNE DAVID
Officer
Stock Award
2026-04-01
17,804 shares
FINLEY JOHN G
Officer
Gift
2026-03-10
7,500 shares
PORAT RUTH M
Director
Buy
2026-02-17
524 shares · $68,553
CHAE MICHAEL S.
Chief Financial Officer
Stock Award
2026-01-12
41,174 shares
GRAY JONATHAN D.
President
Stock Award
2026-01-12
51,216 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-03-24

Blackstone Inc. filed an 8-K on March 24, 2026, likely to announce its quarterly financial results.

10-K
10-K
2026-02-27

BX filed its 10-K annual report on February 27, 2026. Due to the lack of detailed content in the provided excerpts, specific financial highlights and risk factors are unavailable.

8-K
8-K
2026-01-29

Blackstone Inc. likely filed this 8-K to announce its fourth quarter and full-year financial results.

10-Q
10-Q
2025-11-07

Blackstone generates base management fees within its Real Estate segment, with rates ranging from 0.35% to 1.50% of committed or invested capital and 0.40% to 1.25% of net asset value. While the filing references risk factors in Item 1A, no specific risk details were provided in the available excerpts.

8-K
8-K
2025-11-03
8-K
8-K
2025-10-28
8-K
8-K
2025-10-28
8-K/A
8-K/A
2025-10-23
8-K
8-K
2025-10-23
8-K
8-K
2025-10-17
8-K
8-K
2025-09-24
10-Q
10-Q
2025-08-08
8-K
8-K
2025-07-24
8-K
8-K
2025-06-24
10-Q
10-Q
2025-05-02
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
20 analysts
Citizens
2026-04-22
Maintains
Market Outperform Market Outperform
Morgan Stanley
2026-04-21
Maintains
Overweight Overweight
Evercore ISI Group
2026-04-21
Maintains
Outperform Outperform
Oppenheimer
2026-04-13
up
Perform Outperform
Barclays
2026-04-08
Maintains
Equal-Weight Equal-Weight
Goldman Sachs
2026-04-07
Maintains
Neutral Neutral
Piper Sandler
2026-04-07
Maintains
Neutral Neutral
BMO Capital
2026-03-24
Maintains
Outperform Outperform
JP Morgan
2026-03-03
Maintains
Neutral Neutral
Barclays
2026-03-02
Maintains
Equal-Weight Equal-Weight

Past News Coverage

Recent headlines mentioning BX from our newsroom.

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