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Blackstone Inc. (BX) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Blackstone Inc.

BXMarket cap $89BPrice $111.8

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Manages $1 trillion in alternative investments including real estate, private equity, and credit funds. Controls more commercial real estate than any other firm and has delivered 30+ years of consistent returns.

In Bastion Portfolios?

52W Return-26%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+21%9

Revenue Forecast

Rev CAGR (1y)+5%4

Rev CAGR (3y)+14%8

Rev CAGR (5y)+13%8

Earnings Forecast

EPS Growth Y+1+152%10

EPS Growth Y+2+24%8

EPS Growth Y+3+7%6

Quality

Margins

EBIT Margin0%10

Net Income Margin23%8

Free Cash Flow Margin35%9

Debt

Net Debt/EBITDAna–

Efficiency

ROE41%10

ROA14%9

Earnings Stability55

GEAR+STRONG84

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)118

P/E Ratio (Forward 3y)99

P/BV15.41

EV Multiples

EV/EBITDA Fwd08

EV/EBIT Fwd08

Yield

Free Cash Flow Yield0.0%4

Dividend Yield4.6%9

Momentum

Short term

1 month return-17%1

3 month return-5%5

YTD return-25%2

Mid term

Price vs 52wHigh70%3

1 year return-28%2

Long term

3 year return+17%4

5 year return+14%4

Risk Shield

Price Risk

Beta1.32

Volatility37%5

Free Cash Flow

Free Cash Flow Margin35%9

Free Cash Flow Yield0.0%4

Quality

ROCE20%9

Earnings Stability55

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

BXBlackstone

Revenue FY25$12.4B

GROWTH RATING↗

STRONG74 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+21%9

Revenue, next 1Y+5%4

Revenue, next 3Y, CAGR+14%8

Revenue, next 5Y, CAGR+13%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+152%10

EPS growth, FY27E+24%8

EPS growth, FY28E+7%6

GROWTH ASSESSMENT

STRENGTHS

It out-grows 74% of companies worldwide.

Revenue grew 21%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 14%/yr over the next 3 years, ahead of most of the market.7/10

The runway holds up: revenue is set to grow 13%/yr over five years.8/10

Earnings are set to grow faster than sales (EPS about 24%/yr vs revenue 14%/yr), so margins should widen.

WATCH

Revenue grew 21%/yr over the last 3 years; forecasts see it cooling to 14%/yr.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK15 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-17%1

3-month return-5%5

YTD return-25%2

MID & LONG-TERM▾SCORE

% of 52-week high70%3

1-year return-28%2

3-year return+17%4

5-year return+14%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+17% over three years and +14% over five), roughly average for the market.

Returns sit at the market level over three months (-5%).

WEAKNESSES

It's down 28% over the past year, now 30% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-17%) and so far this year (-25%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the one-year trend is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Blackstone. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

BXBlackstone

Revenue FY25$12.4B

GROWTH RATING↗

STRONG74 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+21%9

Revenue, next 1Y+5%4

Revenue, next 3Y, CAGR+14%8

Revenue, next 5Y, CAGR+13%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+152%10

EPS growth, FY27E+24%8

EPS growth, FY28E+7%6

GROWTH ASSESSMENT

STRENGTHS

It out-grows 74% of companies worldwide.

Revenue grew 21%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 14%/yr over the next 3 years, ahead of most of the market.7/10

The runway holds up: revenue is set to grow 13%/yr over five years.8/10

Earnings are set to grow faster than sales (EPS about 24%/yr vs revenue 14%/yr), so margins should widen.

WATCH

Revenue grew 21%/yr over the last 3 years; forecasts see it cooling to 14%/yr.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower that is slowing. The one thing to watch: the pace is cooling.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK15 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-17%1

3-month return-5%5

YTD return-25%2

MID & LONG-TERM▾SCORE

% of 52-week high70%3

1-year return-28%2

3-year return+17%4

5-year return+14%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+17% over three years and +14% over five), roughly average for the market.

Returns sit at the market level over three months (-5%).

WEAKNESSES

It's down 28% over the past year, now 30% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-17%) and so far this year (-25%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Blackstone. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community