BX
Blackstone Inc.Financial ServicesAsset ManagementQuality
$121.52 · 15min delay
β 1.63A high-quality mega-cap compounder trading near fair value. Frameworks sharply disagree on it.
52-wk low $101.7352-wk high $190.09
Mkt Cap
$202.48B
P/E
—
PEG
1.81
P/B
11.40
Dividend
4.09%
ROE
29.5%
About the business
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.
Who would buy BX?
Consensus 24/100 · Polarized · Investors strongly disagree — this is where Prism is most useful.
1 7 7
Endorses
· 1 framework- AQR / Asness· Quality Factor83/100
ROE > 20% 29.5% clears "> 20.0%".
Rejects
· 3 frameworks- Peter Lynch· Lynch GARP0/100
PEG < 1 (growth at a discount) is 1.81× — fails "< 1.00×".
Insider activity · Mixed
Open-market buying concentrated in one insider
Strength 35/100
Buying is limited to a single filer (PORAT RUTH M, $69K). Single-insider buys are worth noting but carry less weight than broad-based conviction — they can reflect an outlier view rather than a shared read inside the C-suite. Over the 6M window, insiders are net buyers by 1,060,814 shares.
- Buying concentrated in one filer — lower conviction signal.
In Prism's context
Insider activity is inconclusive here. The stock's case should lean on the framework verdict (Fails criteria, score 24/100) and the archetype read (Quality).
| Insider | Role | Type | Date | Shares | Avg price | Value | Own |
|---|---|---|---|---|---|---|---|
| SAWHNEY VIKRANT | Officer | Open-market sell | May 1, 2026 | 30,014 | $125.79 | $3.78M | Direct |
| LAZARUS ROCHELLE B | Director | Award / grant | Apr 1, 2026 | 1,961 | $0.00 | $0 | Direct |
| BREYER JAMES W | Director | Award / grant | Apr 1, 2026 | 1,961 | $0.00 | $0 | Direct |
| CHAE MICHAEL S. | Chief Financial Officer | Award / grant | Apr 1, 2026 | 152,667 | $0.00 | $0 | Direct |
| GRAY JONATHAN D. | President | Award / grant | Apr 1, 2026 | 302,662 | $0.00 | $0 | Direct |
| BROWN REGINALD J. | Director | Award / grant | Apr 1, 2026 | 1,961 | $0.00 | $0 | Direct |
| PAYNE DAVID | Officer | Award / grant | Apr 1, 2026 | 17,804 | $0.00 | $0 | Direct |
| PARRETT WILLIAM G | Director | Award / grant | Apr 1, 2026 | 2,048 | $0.00 | $0 | Direct |
| PORAT RUTH M | Director | Award / grant | Apr 1, 2026 | 1,961 | $0.00 | $0 | Direct |
| SAWHNEY VIKRANT | Officer | Award / grant | Apr 1, 2026 | 129,077 | $0.00 | $0 | Direct |
| FINLEY JOHN G | Officer | Award / grant | Apr 1, 2026 | 152,222 | $0.00 | $0 | Direct |
| BARATTA JOSEPH P | Director | Award / grant | Apr 1, 2026 | 124,626 | $0.00 | $0 | Direct |
| FINLEY JOHN G | Officer | Stock Gift at price 0.00 per share. | Mar 10, 2026 | 7,500 | $0.00 | $0 | Direct |
| PORAT RUTH M | Director | Open-market buy | Feb 17, 2026 | 524 | $130.83 | $69K | — |
| CHAE MICHAEL S. | Chief Financial Officer | Award / grant | Jan 12, 2026 | 41,174 | $0.00 | $0 | Direct |
| GRAY JONATHAN D. | President | Award / grant | Jan 12, 2026 | 51,216 | $0.00 | $0 | Direct |
| PAYNE DAVID | Officer | Award / grant | Jan 12, 2026 | 1,656 | $0.00 | $0 | Direct |
| SAWHNEY VIKRANT | Officer | Award / grant | Jan 12, 2026 | 29,458 | $0.00 | $0 | Direct |
| FINLEY JOHN G | Officer | Award / grant | Jan 12, 2026 | 14,959 | $0.00 | $0 | Direct |
| BARATTA JOSEPH P | Director | Award / grant | Jan 12, 2026 | 51,216 | $0.00 | $0 | Direct |
Insider activity from Yahoo Finance (quoteSummary: insiderTransactions + netSharePurchaseActivity). Cached 6 hours. · Insiders hold 1.1% of shares outstanding.
Net 6M: +1,060,814 sh
Price history
—
Loading…
Drag across the chart to select a custom period — all analysis below refocuses to that window.
What this means: Recent price weakness has improved the value appeal — value and quality frameworks read the drawdown as a cheaper entry rather than a broken thesis.
What would BX do to your portfolio?
Add Blackstone Inc. at a hypothetical weight and Prism recalculates your whole book:
Risk metrics
Sharpe, Sortino, volatility, max drawdown, beta — before and after.
Sector concentration
How much this shifts your top sector weight and overall diversification.
Archetype tilt
Whether this leans your book more toward Quality, Value, Growth, Deep Value, Income, or Momentum.
BX is currently tagged:QualityFails criteria (24/100)
Portfolio analytics are part of the member experience.
Sign in to run this simulationProbabilistic recommendation· rec-v1.0.0-2026-04
Blackstone Inc. · BX
BX: 47% estimated probability of outperforming over the next 12M window. 1 of 6 signal families negative (medium confidence). Strongest support: ROE 30%. Main risk to monitor: 76% above fair value.
Outperform prob.
47%
vs S&P 500 · 12M
Expected return
-4.3% → +19.7%
mid +7.7% / yr
Downside (p20)
-21.6%
stress -43.2%
Data quality
93/100
Excellent
Prism Score
Probabilistic research output, not financial advice. Prism recommendations are based on available data, historical relationships, and model assumptions. They do not guarantee future returns. Conduct independent due diligence before any investment decision.
Backtested and similar-setup statistics may be affected by survivorship bias, look-ahead bias, overfitting, transaction costs, liquidity constraints, and data limitations. Probability estimates are anchored heuristics — not validated forecasts — until the walk-forward backtest pipeline is in place.
Prism Score
Composite 46/100. Strongest contribution from quality; weakest from valuation. Risk patterns shaved 2 points off the composite.
Composite
46
/ 100
Deep valueval.
0/ 100
P/B 11.40×
Margin of safetyval.
0/ 100
76% above fair value
Bull · base · bear scenarios
Three plausible paths over a 5-year horizon.
Indicative only. Probabilities are model-implied weights for stress-testing — not forecasts.
Bull
~25%$89.75
-5.9% / yr (5y)
Operating leverage kicks in or a new product line scales — margins inflect higher, growth steps up by 200–400 bps, and the multiple re-rates as the durability becomes obvious to a wider audience.
Drivers
- • Margin expands by 200–400 bps from 38%
- • Top-line accelerates 300–500 bps above current
- • Multiple re-rates one full turn higher
Base
~55%$69.04
-10.7% / yr (5y)
Business continues to compound at recent rates — 38% operating margin holds, 6% top-line growth persists, capital allocation stays disciplined. Multiple stays roughly where it is.
Global value comparison
Blackstone Inc. vs sector medians — GCC, MENA, and Global ex-US.
Sector: Financial Services. MENA-aware investors can sanity-check whether the US name is offering value relative to regional peers.
| Metric | BX | GCC median | MENA median | Global ex-US |
|---|---|---|---|---|
| P/E (TTM) | — | 11.2× | 8.5× | 11.5× |
| P/B | 11.40× | 1.70× | 1.20× | 1.30× |
| Dividend yield | 4.09% | 4.60% | 4.20% | 4.00% |
| ROE | 29.5% |
Earnings reaction explainer
BX reported in line with consensus.
Reported EPS $1.36 vs $1.35 expected. With no surprise on the headline, the share-price reaction is usually driven by guidance, KPIs, or commentary on demand. Trailing operating margin: 38.0%.
- All audiencesNeutral
In-line prints transfer the conversation from the headline to the guidance, the segment mix, and management commentary on the demand environment.
What to watch on the next print
- • Segment-level KPIs vs estimates
- • Guidance vs current consensus for the next quarter
- • Dividend coverage commentary
News & events
Next earnings
Thu, Jul 23 · consensus EPS $1.35 · last actual $1.36
Key Metrics at a Glance
P/E Ratio (TTM)
N/A
PEG Ratio
1.81
P/B Ratio
11.40
EPS Growth
3.9%
Revenue Growth
5.7%
Debt / Equity
0.72
Net Cash / Share
$-17.26
Return on Equity
29.5%
Gross Margin
100.0%
Operating Margin
38.0%
FCF / Share
N/A
Current Ratio
0.90