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Verdict
Quantitative factor alignment verified for current market regime.
Quant Score
Rank
#2346
Positioning
Market Dominance
Finance, Insurance, And Real Estate
Trading
$118.8B
Stephen A. Schwarzman
Blackstone 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.
Headcount
4.7K
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Dates updated upon official exchange announcement.
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X-AXIS: EV/EBITDA (LOWER = CHEAPER) | Y-AXIS: ROE (HIGHER = ELITE) | RED CIRCLE = BX ANALYSIS TARGET
| Stock | Rating | Score▼ | Quality | Value | Momentum | P/E | EV/EBITDA | ROE | ROA | Gross Mgn | Op Mgn | Net Mgn | Rev Growth | Div Yield | D/E | Mkt Cap | AUDIT |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
$SII SPROTT INC. | 75 | 91 | 87 | 98 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PUK PRUDENTIAL PLC | 73 | 88 | 97 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$NMR NOMURA HOLDINGS INC | 72 | 81 | 92 | 87 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PSLV Sprott Physical Silver Trust | 69 | 82 | 80 | 98 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$UFCS UNITED FIRE GROUP INC | 68 | 81 | 93 | 76 | 5.0x | 3.5x | 13.2% | 4.1% | 99.9% | 14.7% | 11.1% | 9.2% | 2.1% | 16.0x | $775M | VS | |
$SLF SUN LIFE FINANCIAL INC | 68 | 83 | 95 | 63 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$CBOE Cboe Global Markets, Inc. | 68 | 75 | 63 | 77 | 21.3x | 15.7x | 24.0% | 13.7% | 41.7% | 32.4% | 26.4% | 8.2% | 1.1% | 30.0x | $25.7B | VS | |
$VTMX Vesta Real Estate Corporation, S.A.B. de C.V. | 67 | 69 | 77 | 80 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$PHYS Sprott Physical Gold Trust | 67 | 64 | 82 | 91 | - | - | - | - | - | - | - | - | - | - | $0 | VS | |
$GLDM World Gold Trust | 66 | 54 | 85 | 92 | 11.3x | 11.3x | - | 20.9% | 100.0% | 97.1% | 554.8% | -19.0% | 0.0% | - | $32.0B | VS | |
$BX Blackstone Inc. | 48 | 73 | 56 | 24 | 16.9x | 16.9x | 28.3% | 12.1% | 100.0% | 45.5% | 40.8% | 10.4% | 2.5% | 61.0x | $118.8B | ||
| SECTOR BENCH | - | - | - | - | - | 11.9x | 7.8x | 9.0% | 1.3% | 77.7% | 18.1% | 21.9% | 10.7% | 2.0% | 0.5x | - | REF |
Blackstone Inc. (BX) receives a "Reduce" rating with a composite score of 47.8/100. It ranks #2346 out of 7,333 stocks in our coverage universe and carries a 2-star rating. Ratings are driven by a 6-factor quantitative model measuring quality, value, momentum, investment, stability, and short interest.
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HQ Base
NEW YORK, New York
Lagging peers — losers tend to keep underperforming
Fair valuation relative to peers
High profitability & efficiency — strong quality floor supports entry
High volatility — wider range of outcomes increases timing risk
Moderate investment profile
Mid-range overall rating
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Relative valuation derived from Finance, Insurance, And Real Estate sector benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Re-calculated daily.
Projection based on user-defined inputs. Re-calculated daily against current market data.
Reverse DCF Framework — Mauboussin Methodology
Institutional-grade Reverse DCF analysis. This model identifies the growth hurdles embedded in current market prices. When implied growth is significantly lower than historical or projected rates, a margin of safety may exist. Re-audited daily.
No analyst ratings for BX.
View All Ratings| Factor | Global | Sector | Tilt |
|---|---|---|---|
| PROFITABILITY | 73 | 92 | -19DRAG |
| MOMENTUM | 24 | 15 | +9ALPHA |
| VALUATION | 56 | 78 | -22DRAG |
| INVESTMENT | 52 | 96 | -44DRAG |
| STABILITY | 31 | 22 | +9ALPHA |
| SHORT INT | 46 | 46 | 0NEUTRAL |
Global = full universe. Sector = relative to industry peers. Positive tilt indicates idiosyncratic strength.
ROIC 11.4% vs WACC 8.7% (spread +2.7%)
GM 100% vs sector 78%, OM 45% vs sector 18%
Capital turnover 0.32x
Rev growth 10%, 10yr history
Interest coverage 10.6x, Net debt/EBITDA 7.2x
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation and elite competitive moats.
Profit generated per dollar of shareholder equity
Efficiency of asset utilization
Pricing power and cost efficiency
Core business profitability
Bottom-line profitability
The Quality factor evaluates the persistence and magnitude of realized cash flows. Companies with scores >70 exhibit superior pricing power and structural financial resilience through diverse economic regimes.
Our uncertainty rating tracks the predictability of future cash flows and potential for permanent capital loss. Moderate visibility with standard industry cyclicality.
We rate Blackstone Inc. (BX) as a Reduce with a composite score of 47.8/100 at a current price of $116.70. The quantitative profile shows weakness across multiple dimensions, suggesting limited upside potential.
Blackstone Inc. holds a top-quartile position (#0 of 50) within the Finance, Insurance, And Real Estate sector, based on our composite quantitative scoring across quality, value, momentum, and stability factors. The composite score of 47.8/100 places it at rank #2346 in our full universe.
No Moat
High
Exemplary
Fair Value
Gross margins of 100% signal strong pricing power.
Returns on equity of 28.3% exceed cost of capital.
Stable competitive position in a defensive sector.
Weak momentum suggests persistent institutional selling pressure.
Vulnerability to macroeconomic shocks and interest rate volatility.
Blackstone Inc. represents a reduce based on multi-factor quantitative performance.
Blackstone Inc. receives a Reduce rating from our analysis, with a composite score of 47.8/100 and 2 out of 5 stars, ranking #2346 out of 7,333 stocks. BX's factor profile shows weakness across multiple dimensions, suggesting the stock may underperform going forward. Existing holders may want to consider trimming positions or tightening stop-losses.
BX earns a quality score of 73/100, indicating above-average business quality. The company reports a return on equity of 28.3% (sector avg: 9.0%), gross margins of 100.0% (sector avg: 77.7%), net margins of 40.8% (sector avg: 21.9%). Companies in this tier generally demonstrate consistent profitability and efficient capital deployment, though they may face some competitive pressure.
BX's value score of 56/100 indicates the stock is fairly valued based on its current fundamentals. Key valuation metrics include a P/E ratio of 16.85x, an EV/EBITDA of 16.92x, a P/B ratio of 4.78x. At this level, neither a clear bargain nor overpriced, the stock's attractiveness depends more on forward growth expectations and qualitative factors.
With an investment score of 52/100, BX exhibits moderate growth-oriented spending. Key growth metrics include revenue growth of 10.4% vs. a sector average of 10.7% and a return on assets of 12.1% (sector: 1.3%). The company appears to be balancing growth investments with capital returns, though the pace of investment may not be enough to accelerate top-line growth meaningfully.
Blackstone Inc. is experiencing notably weak momentum with a score of just 24/100. The stock has underperformed its peers and is trending below major moving averages. Revenue growth stands at 10.4% year-over-year, while a beta of 1.54 reflects its sensitivity to broader market moves. While deep momentum weakness can occasionally present value opportunities, it often reflects deteriorating fundamentals or structural headwinds that may persist.
BX's stability score of 31/100 signals elevated volatility and/or leverage concerns. Key stability metrics include a beta of 1.54 and a debt-to-equity ratio of 61.00x (sector avg: 0.5x). Investors should be prepared for wider-than-average price swings and consider position sizing accordingly to manage portfolio risk.
The short interest score of 46/100 for BX suggests somewhat elevated bearish positioning by institutional traders. Specific risk factors include high market sensitivity (beta: 1.54), elevated leverage (D/E: 61.00x). With a $118.8B market cap (large-cap), Blackstone Inc. may experience above-average volatility. Investors should consider whether the short thesis has merit or if it creates a potential short-squeeze opportunity.
BX pays a solid dividend yield of 2.5%, contributing an income component to total returns. This compares to a sector average dividend yield of 2.0%. This moderate yield suggests a balance between returning capital to shareholders and retaining earnings for reinvestment — a common profile among quality compounders.
Blackstone Inc. is a large-cap company in the Finance, Insurance, And Real Estate sector, ranked #0 of 50 in its sector (100th percentile) and #2346 of 7,333 overall (68th percentile). Key comparisons include ROE of 28.3% exceeding the 9.0% sector median and operating margins of 45.5% above the 18.1% sector average. This top-quartile standing reflects exceptional competitive strength relative to Finance, Insurance, And Real Estate peers.
While BX currently exhibits a REDUCE profile, superior opportunities exist within the FINANCE, INSURANCE, AND REAL ESTATE sector. Our model identifies several "Strong Buy" candidates with higher quality scores and more attractive valuations among direct industry competitors.
View Top Finance, Insurance, And Real Estate Alpha →Quant Factor Profile
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Improvement in Momentum (24) would have the largest impact on the composite score.
EV/EBITDA 118% ABOVE SECTOR MEDIAN
ROE 215% ABOVE SECTOR MEDIAN (FAVORABLE)
Gross Margin 29% ABOVE SECTOR MEDIAN (FAVORABLE)
Above 50MA
37.18%
Net New Highs
+51081
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