Blackstone Inc.
Blackstone Inc. Fundamental Analysis
Blackstone Inc. (BX) shows strong financial fundamentals with a PE ratio of 27.63, profit margin of 21.83%, and ROE of 36.17%. The company generates $13.9B in annual revenue with strong year-over-year growth of 52.91%.
Key Strengths
Areas of Concern
The stock receives a Fundamental Health Score of 69.1/100 based on profitability, valuation, growth, and balance sheet metrics. The C+ grade reflects average fundamentals, with notable risks in certain areas.
Fundamental Health Score
We analyze BX's fundamental strength across five key dimensions:
Efficiency Score
WeakBX struggles to generate sufficient returns from assets.
Valuation Score
WeakBX trades at a premium to fair value.
Growth Score
ExcellentBX delivers strong and consistent growth momentum.
Financial Health Score
WeakBX carries high financial risk with limited liquidity.
Profitability Score
ExcellentBX achieves industry-leading margins.
Key Financial Metrics
Is BX Expensive or Cheap?
P/E Ratio
BX trades at 27.63 times earnings. This indicates a fair valuation.
PEG Ratio
When adjusting for growth, BX's PEG of 2.55 indicates potential overvaluation.
Price to Book
The market values Blackstone Inc. at 9.63 times its book value. This suggests the stock is fully valued or overvalued on an asset basis.
EV/EBITDA
Enterprise value stands at 16.22 times EBITDA. This signals the market has high growth expectations.
How Well Does BX Make Money?
Net Profit Margin
For every $100 in sales, Blackstone Inc. keeps $21.83 as profit after all expenses.
Operating Margin
Core operations generate 51.91 in profit for every $100 in revenue, before interest and taxes.
ROE
Management delivers $36.17 in profit for every $100 of shareholder equity.
ROA
Blackstone Inc. generates $6.33 in profit for every $100 in assets, demonstrating efficient asset deployment.
Following the Money - Real Cash Generation
Operating Cash Flow
Blackstone Inc. generates strong operating cash flow of $3.60B, reflecting robust business health.
Free Cash Flow
Blackstone Inc. generates strong free cash flow of $3.49B, providing ample flexibility for dividends, buybacks, or growth.
FCF Per Share
Each share generates $4.45 in free cash annually.
FCF Yield
BX converts 2.71% of its market value into free cash.
Financial Ratios Analysis
Valuation Ratios
P/E Ratio
Price to earnings ratio
27.63
vs 25 benchmark
PEG Ratio
Price/earnings to growth ratio
2.55
vs 25 benchmark
P/B Ratio
Price to book value ratio
9.63
vs 25 benchmark
P/S Ratio
Price to sales ratio
9.28
vs 25 benchmark
Financial Health
Debt/Equity
Total debt to shareholders' equity
1.63
vs 25 benchmark
Current Ratio
Current assets to current liabilities
0.76
vs 25 benchmark
Efficiency Ratios
ROE
Return on equity percentage
0.36
vs 25 benchmark
ROA
Return on assets percentage
0.06
vs 25 benchmark
ROCE
Return on capital employed
0.20
vs 25 benchmark
How BX Stacks Against Its Sector Peers
| Metric | BX Value | Sector Average | Performance |
|---|---|---|---|
| P/E Ratio | 27.63 | 18.50 | Worse (Expensive) |
| ROE | 36.17% | 809.00% | Weak |
| Net Margin | 21.83% | 2211.00% | Weak |
| Debt/Equity | 1.63 | 0.90 | Weak (High Leverage) |
| Current Ratio | 0.76 | 691.82 | Weak Liquidity |
| ROA | 6.33% | -24320.00% (disorted) | Weak |
BX outperforms its industry in 0 out of 6 key metrics, but lagging in P/E Ratio.
Historical Growth Performance
5-Year Growth Trajectory
This section reviews Blackstone Inc.'s 5-year compound annual growth rate (CAGR) and compares its performance against the typical investment style of its industry.
Revenue CAGR
57.37%
Industry Style: Value, Dividend, Cyclical
High GrowthEPS CAGR
19.45%
Industry Style: Value, Dividend, Cyclical
High GrowthFCF CAGR
56.39%
Industry Style: Value, Dividend, Cyclical
High Growth