Blackstone Inc. BX
Financial Services · Asset Management · United States · S&P 500
Based on the available data, Blackstone Inc. gets an algorithmic score of 70/100. It trades at 114.00 $, with a bearish technical trend (RSI 27.4) and 36.8% annual volatility.
Updated: 2026-09-30
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Strengths
- High ROE (31.4%): generates strong profit on equity.
- High net margin (22.7%): pricing power / competitive advantage.
- Sustained revenue growth (20.3% compound annual).
- Meaningful dividend (4.59%).
Weaknesses
- High beta (1.55): amplifies index moves.
Fundamentals
| P/E | 25.62 |
| Forward P/E | 15.23 |
| PEG | 1.09 |
| P/B | 10.12 |
| P/S | 8.80 |
| ROE % | 31.37 |
| ROA % | 14.33 |
| Gross margin % | 100.00 |
| Operating margin % | 54.36 |
| Net margin % | 22.73 |
| Revenue growth % (y/y) | 28.60 |
| Earnings growth % (y/y) | 57.30 |
| Revenue CAGR % | 20.27 |
| Earnings CAGR % | 19.99 |
| Debt/Equity % | 68.19 |
| Current ratio | 0.87 |
| FCF yield % | 3.34 |
| Dividend yield % | 4.59 |
| Payout % | 111.19 |
Returns
| 1 month | -19.9 % |
| 3 months | -2.1 % |
| 6 months | +4.2 % |
| YTD | -26.0 % |
| 1 year | -32.3 % |
| 3 years | +12.8 % |
| 5 years | +6.4 % |
Risk
| 1-year volatility | 36.8 % |
| Beta | 1.55 |
| 5-year max drawdown | -49.3 % |
| Sharpe 1A | -0.99 |
Macroeconomic context
Benefits from high rates and a positive curve (net interest margin). Sensitive to credit quality and the cycle: loan-loss provisions rise in recessions. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.