BX:NYE-The Blackstone Group Inc (USD)

COMMON STOCK | Asset Management | NYE

Last Closing Price

USD 85.41

Change

+1.11 (+1.32)%

Market Cap

USD 59.41B

Volume

2.95M

Average Target Price

USD 79.62 (-6.78%)
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, 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 minority investments in operating companies and greenfield development projects in energy and power, financial services, healthcare, life sciences, enterprise tech and consumer, as well as consumer technologies. 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.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-05-13 )

Largest Industry Peers for Asset Management

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

+15.49 (+1.88%)

USD125.61B 23.86 16.04
BAM Brookfield Asset Management In..

+0.79 (+1.77%)

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BK The Bank of New York Mellon Co..

+0.66 (+1.29%)

USD44.68B 13.61 N/A
BK-PC The Bank of New York Mellon Co..

N/A

USD41.70B 5.38 N/A
KKR KKR & Co. Inc

+1.02 (+1.89%)

USD31.28B 6.58 9.15
STT State Street Corporation

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USD29.52B 13.98 N/A
AMP Ameriprise Financial, Inc

+3.08 (+1.23%)

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STT-PG State Street Corporation

+0.19 (+0.66%)

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STT-PD State Street Corporation

+0.14 (+0.50%)

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BEN Franklin Resources, Inc

+1.38 (+4.22%)

USD16.49B 15.21 9.59

ETFs Containing BX

Symbol Name Weight Mer Price(Change) Market Cap
KCE SPDR S&P Capital Markets .. 0.00 % 0.35 %

+1.90 (+2.15%)

USD0.10B
LMLP UBS ETRACS Monthly Pay 2x.. 0.00 % 0.85 %

N/A

USD0.02B
VXF Vanguard Extended Market .. 0.00 % 0.06 %

+1.60 (+0.93%)

USD110.74B
HFY:CA Hamilton Global Financial.. 0.00 % 1.15 %

N/A

USD0.06B
IDPE:LSE iShares Listed Private Eq.. 0.00 % 0.75 %

-0.52 (-1.82%)

USD0.78B
IPRV:LSE iShares Listed Private Eq.. 0.00 % 0.75 %

-26.00 (-1.28%)

USD0.93B
IQQL:F iShares Listed Private Eq.. 0.00 % 0.75 %

-0.23 (-0.96%)

USD0.78B
IQQL:XETRA iShares Listed Private Eq.. 0.00 % 0.75 %

-0.35 (-1.46%)

USD0.91B

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 31.79% 94% A 86% B
Dividend Return 2.75% 70% C- 86% B
Total Return 34.53% 94% A 87% B+
Trailing 12 Months  
Capital Gain 68.79% 91% A- 68% D+
Dividend Return 5.32% 30% F 66% D
Total Return 74.11% 89% B+ 69% D+
Trailing 5 Years  
Capital Gain 231.05% 99% A+ 93% A
Dividend Return 43.10% 71% C- 92% A-
Total Return 274.15% 99% A+ 94% A
Average Annual (5 Year Horizon)  
Capital Gain 24.22% 99% A+ 88% B+
Dividend Return 6.34% 54% F 89% B+
Total Return 30.57% 99% A+ 91% A-
Risk Return Profile  
Volatility (Standard Deviation) 23.79% 17% F 44% F
Risk Adjusted Return 128.46% 99% A+ 97% A+
Market Capitalization 59.41B 100% A+ 95% 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 15.41 39% F 58% F
Price/Book Ratio 7.89 4% F 13% F
Price / Cash Flow Ratio 30.69 15% F 11% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 58.02% 98% A+ 97% A+
Return on Invested Capital 16.01% 91% A- 88% B+
Return on Assets 29.09% 100% A+ 99% A+
Debt to Equity Ratio 84.86% 22% F 44% F
Technical Ratios  
Short Ratio 2.71 8% F 42% F
Short Percent 1.24% 18% F 79% C+
Beta 1.34 13% 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 Rating

Target Price Action Rating Action Analyst Rating Price Date

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.

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.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.