BX:NYE-The Blackstone Group Inc (USD)

COMMON STOCK | Asset Management | NYE

Last Closing Price

USD 133.63

Change

0.00 (0.00)%

Market Cap

USD 95.59B

Volume

0.02B

Avg Analyst Target

USD 99.50 (-25.54%)

Avg User Target

USD
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

The Blackstone Group Inc. is an alternative asset management firm specializing in real estate, private equity, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies. The firm typically invests in early-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. The firm's corporate private equity business pursues transactions throughout the world across a variety of transaction types, including large buyouts,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, healthcare, life sciences, enterprise tech and consumer, as well as consumer technologies. The fund considers investment in Asia and Latin America. It has a three year investment period. 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. The Blackstone Group Inc. was founded in 1985 and is headquartered in New York, New York with additional offices across Asia, Europe and North America. Address: 345 Park Avenue, New York, NY, United States, 10154

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2021-09-18 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
BLK BlackRock Inc

N/A

USD133.42B 24.64 15.87
BAM Brookfield Asset Management In..

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USD85.15B 30.54 9.47
BK The Bank of New York Mellon Co..

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BK-PC The Bank of New York Mellon Co..

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KKR KKR & Co. Inc

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USD38.85B 7.45 3.59
STT State Street Corporation

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USD31.01B 13.51 N/A
AMP Ameriprise Financial Inc

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USD30.66B 31.13 N/A
APO Apollo Global Management Inc

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USD27.19B 7.38 4.30
STT-PG State Street Corporation

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USD22.74B 4.71 N/A
STT-PD State Street Corporation

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USD21.72B 4.52 N/A

ETFs Containing BX

Symbol Name Weight Mer Price(Change) Market Cap
ALTY Global X Funds - Global X.. 0.00 % 0.50 %

N/A

USD0.03B
IQQL:F iShares II Public Limited.. 0.00 % 0.75 %

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USD1.07B
IDPE:LSE iShares II Public Limited.. 0.00 % 0.75 %

N/A

USD0.95B
IPRV:LSE iShares II Public Limited.. 0.00 % 0.75 %

N/A

USD1.06B
XLPE:LSE Xtrackers - LPX Private E.. 0.00 % 0.70 %

N/A

USD0.32B
XS6R:LSE Xtrackers - Stoxx Europe .. 0.00 % 0.30 %

N/A

USD0.02B
XSDR:LSE Xtrackers - Stoxx Europe .. 0.00 % 0.30 %

N/A

USD0.10B
XSSX:LSE Xtrackers - Euro Stoxx 50.. 0.00 % 0.40 %

N/A

USD0.16B
DX2D:XETRA Xtrackers - LPX Private E.. 0.00 % 0.70 %

N/A

USD0.32B
FEXD:LSE First Trust Global Funds .. 0.00 % 0.75 %

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USD0.04B
DXSE:XETRA Xtrackers - Stoxx Europe .. 0.00 % 0.30 %

N/A

USD0.10B
DXSI:XETRA Xtrackers - Stoxx Europe .. 0.00 % 0.30 %

N/A

USD0.02B
DXSP:XETRA Xtrackers - Euro Stoxx 50.. 0.00 % 0.40 %

N/A

USD0.16B
IQQL:XETRA iShares Listed Private Eq.. 0.00 % 0.75 %

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USD1.07B
NGPE:CA NBI Global Private Equity.. 0.00 % 0.63 %

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USD0.26B
HFG:CA Hamilton Global Financial.. 0.00 % 0.90 %

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FEXU:LSE First Trust Global Funds .. 0.00 % 0.75 %

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USD0.06B
FEX:LSE First Trust Global Funds .. 0.00 % 0.75 %

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USD0.06B
CDC Victory Portfolios II - V.. 0.00 % 0.37 %

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USD0.92B
FXO First Trust Financials Al.. 0.00 % 0.62 %

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USD1.39B
CFA VictoryShares US 500 Vola.. 0.00 % 0.35 %

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USD0.71B
CFO Victory Portfolios II - V.. 0.00 % 0.38 %

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USD0.94B
FAD First Trust Multi Cap Gro.. 0.00 % 0.63 %

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USD0.22B
FDVV Fidelity High Dividend ET.. 0.00 % 0.29 %

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USD0.96B
FEX First Trust Large Cap Cor.. 0.00 % 0.59 %

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USD1.19B
FTC First Trust Large Cap Gro.. 0.00 % 0.60 %

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USD1.19B
KCE SPDR S&P Capital Markets .. 0.00 % 0.35 %

N/A

USD0.12B
ACZ:CA Middlefield American Core.. 0.00 % 1.95 %

N/A

USD0.01B
LMLP UBS ETRACS Monthly Pay 2x.. 0.00 % 0.85 %

N/A

USD0.02B
PFI Invesco DWA Financial Mom.. 0.00 % 0.60 %

N/A

USD0.07B
PSP Invesco Exchange-Traded F.. 0.00 % 1.58 %

N/A

USD0.24B
VXF Vanguard Extended Market .. 0.00 % 0.06 %

N/A

USD114.53B
HFY:CA Hamilton Global Financial.. 0.00 % 1.15 %

N/A

USD0.06B
CDL Victory Portfolios II - V.. 0.00 % 0.35 %

N/A

USD0.22B
DVOL First Trust Exchange-Trad.. 0.00 % 0.60 %

N/A

USD0.12B
SXQG 6 Meridian Quality Growth.. 0.00 % 1.00 %

N/A

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Asset Management)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 106.19% 100% A+ 97% A+
Dividend Return 3.83% 42% F 75% C
Total Return 110.01% 100% A+ 97% A+
Trailing 12 Months  
Capital Gain 153.57% 100% A+ 95% A
Dividend Return 5.73% 38% F 74% C
Total Return 159.30% 100% A+ 95% A
Trailing 5 Years  
Capital Gain 417.34% 100% A+ 97% A+
Dividend Return 44.37% 83% B 95% A
Total Return 461.71% 100% A+ 97% A+
Average Annual (5 Year Horizon)  
Capital Gain 30.59% 99% A+ 89% B+
Dividend Return 6.05% 49% F 88% B+
Total Return 36.64% 99% A+ 91% A-
Risk Return Profile  
Volatility (Standard Deviation) 32.32% 11% F 34% F
Risk Adjusted Return 113.38% 97% A+ 94% A
Market Capitalization 95.59B 100% A+ 97% A+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Asset Management)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 20.80 22% F 38% F
Price/Book Ratio 11.37 3% F 9% F
Price / Cash Flow Ratio 49.38 7% F 7% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 62.77% 95% A 96% A
Return on Invested Capital 21.76% 93% A 92% A-
Return on Assets 31.36% 100% A+ 100% A+
Debt to Equity Ratio 38.86% 63% D 69% D+
Technical Ratios  
Short Ratio 3.49 7% F 38% F
Short Percent 1.47% 16% F 70% C-
Beta 1.35 12% F 33% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Ratings

Target Price Action Rating Action Analyst Rating Price Date

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User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.