Why Blackstone Inc.’s (BX) Stock Is Up 6.17%
As of Thursday, October 22, Blackstone Inc.’s BX share price has surged by 6.17%, which has investors questioning if this is right time to sell.Rosalio Madrigal
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COMPANY SUMMARY
Blackstone Inc. is an alternative asset management firm specializing in private equity, venture capital, real estate, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies. The firm typically invests in early-stage, seed, middle market, mature, late venture, growth capital, emerging growth, turnaround, and later stage companies. It also provide capital markets services. The real estate segment specializes in opportunistic, core+ investments as well as debt investment opportunities collateralized by commercial real estate, and stabilized income-oriented commercial real estate across North America, Europe and Asia. Within fund of fund investments, it seeks to invest in private equity funds, venture capital funds, mezzanine funds, distressed debt/turnaround funds, secondary investment funds & real estate funds. The firm’s corporate private equity business pursues transactions throughout the world across a variety of transaction types, including large buyouts, recapitalization, special situations, distressed mortgage loans, mid-cap buyouts, buy and build platforms, which involves multiple acquisitions behind a single management team and platform, and growth equity/development projects involving significant majority stakes in portfolio companies and minority investments in operating companies, shipping, real estate, corporate or consumer loans, and alternative energy greenfield development projects in energy and power, property, dislocated markets, shipping opportunities, financial institution breakups, re-insurance, and improving freight mobility, financial services, cargo, data processing, oil & gas production, oil & gas refining, oil & gas storage, building products, home entertainment, B2B, consumer electronics, home supply store, lodging, commercial services & supplies, metal & mineral mining machinery, coal, hazardous waste collection, solid waste collection, waste water treatment, renewable electricity, equity REITs, power generation by nuclear & fossil fuels, personal loan services, chemicals, other specialty retail, biotech, pharmaceuticals, metal, aerospace, healthcare, cable, entertainment services, infrastructure services, transportation infrastructure, exhaust, life sciences, alternative carriers, infrastructure, system software, manufacturing services, enterprise tech and consumer, enterprise software & application, as well as consumer technologies. The firm considers investment in Asia, Latin America, Japan, Australia, South Korea, Singapore, Hong Kong, Africa, Middle East, Beijing, Shanghai, India, Belgium, France, Ireland, Luxembourg, Monaco, Netherlands, United Kingdom, North America and South America. It seeks to invest between $0.25 million and $900 million per transaction. It invests in companies with enterprise value between $500 million and $5000 million. It makes equity investments up to $300 million through fund of fund investments. It has a three year investment period. The firm prefers to take majority and minority stakes. Its hedge fund business manages a broad range of commingled and customized fund solutions and its credit business focuses on loans, and securities of non-investment grade companies spread across the capital structure including senior debt, subordinated debt, preferred stock and common equity. Blackstone Inc. through its subsidiary South City Projects (Kolkata) Limited offers residential and commercial real estate development services that include development of township, residential towers, malls, IT parks, stadiums, resorts, hospitals, and schools. Blackstone Inc. was founded in 1985 and is based in New York, New York with additional offices across Asia, Europe, North America and Central America.
Commentary & Analysis
Which Is a Better Investment, The Bank of New York Mellon Corporation or Blackstone Inc. Stock?
Learn more about whether The Bank of New York Mellon Corporation or Blackstone Inc. is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.Tudor Pop
Which Is a Better Investment, The Bank of New York Mellon Corporation or Blackstone Inc. Stock?
Learn more about whether The Bank of New York Mellon Corporation or Blackstone Inc. is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.Michael Rose
Which Is a Better Investment, Blackstone Inc. or Deutsche Bank Aktiengesellschaft Stock?
Learn more about whether Blackstone Inc. or Deutsche Bank Aktiengesellschaft is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.Michael Rose
What You Need to Know About Blackstone Inc.'s Q3 Earnings
Blackstone Inc.'s fiscal Q3 earnings report was released on Thursday, July 23. Let's dive in to see if (BX) missed or beat analyst's expectations.Jenna Brashear
Financial Summary
| Share Statistics | BX | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $94,992.2 | $2,750.9 | 97% |
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| Shares Out (Mil) | 799.9 | 83.1 | 92% |
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| Institutional Ownership | 99.2% | 75.1% | 86% |
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| Float (Mil) | 747.4 | 74.3 | 89% |
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| Beta | na | 0.93 | na |
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| Avg Daily Volume (000s) | 6,299 | 528 | 94% |
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| Price Change (52-week) |
(26.4%) | 74.6% | 32% |
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| Growth | BX | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 18.1% | 8.1% | 78% |
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| Net Income (5yr) | 23.6% | 7.1% | 78% |
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| EPS (5yr) | 21.1% | 8.7% | 70 |
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| Dividends (5yr) | 16.0% | 1.2% | 98% |
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| Cash Flow (5yr) | 27.3% | (0.1%) | 84% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 19 | 2 | 24 | |
| Current EPS | $1.259 | $5.955 | $7.388 | |
| Month Ago EPS | $1.361 | $6.017 | $7.485 | |
| # Rev Up | 1 | 1 | 0 | |
| # Rev Down | 0 | 0 | 1 | |
| Three Months Ago EPS | $1.392 | $6.090 | $7.438 | |
| Year/Year Chg | (18.1%) | 53.9% | 107.4% | |
| Financials | BX | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $15,483 | $873 | 89% |
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| Net Income (TTM) (Mil) | $3,519 | $81 | 95% |
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| EPS (TTM) | $4.467 | $0.900 | 85% |
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| Operating Cash Flow (TTM) (Mil) | $5,598 | $50 | 95% |
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| Net Cash Flow (TTM) (Mil) | $224 | $15 | 85% |
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| Long-Term Debt (Q1) (Mil) | $12,419 | $203 | 93% |
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| Enterprise Value (Q1) (Mil) | na | $1,310 | na |
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| Valuation | BX | Industry Median |
Percentile (All Stocks) |
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| P/B | 10.54 | 2.59 | 92% |
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| P/E | 26.6 | 20.1 | 66% |
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| Dividend Yield | 4.0% | 0.8% | 90% |
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| PEG (5yr hist) | 1.3 | 1.4 | 55% |
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| Ratios | BX | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 100.0% | 72.1% | 96% |
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| Net Margin | 22.5% | 14.8% | 81% |
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| ROA | 7.4% | 1.4% | 80% |
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| ROE | 40.5% | 12.7% | 91% |
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| Liabilities to Assets | 55.0% | 60.3% | 48% |
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| F-Score | 5 | 5 | 50% |
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Passing Stock Screens
As of 10/22/2026, from a list of 60 stock screening strategies,
FACTOR STRATEGY
Return on Equity Screen
Factors: Quality, Growth
A screen that identifies stocks with above average earnings and sales growth that have consistently outperformed their peers measured by ROE.
| Performance Since Inception: | 12.7% |
| +/- S&P 500: | +5.2 |
