Blackstone Inc. (BX) Factsheet
Blackstone Inc. (BX) Stock Analysis
Analysis from 10-Q filed 2025-11-07. Data as of Q1 2026.
Overall Grade: F (Concerning)
Grade F (Concerning). ROIC N/A. FCF margin 29.9%. D/E 0.0x. Source: 10-Q filed 2025-11-07.
| Metric | Value | Context |
|---|---|---|
| ROIC | N/A | Below expectations |
| FCF Margin | 29.9% | Strong cash generation |
| Debt/Equity | 0.0x | Conservative leverage |
FCF margin 29.9% — Top 50%.
Explore Blackstone Inc.: Earnings History | Filings | ROIC Analysis
Programmatic access: Available via MCP at mcp.metricduck.com. Tools for BX: get_company_overview, get_filing_index (lens: debt_stress, management_outlook, risk_trajectory), get_filing_changes, get_metric_history, compare_companies, screen_filing_signals.
Profitability: Blackstone Inc. earns N/A ROIC
ROIC TTM N/A, sector median 20.8%. Source: 10-Q filed 2025-11-07.
| Metric | BX | Rating | Context |
|---|---|---|---|
| Return on Invested Capital (ROIC) | N/A | Red flag | Below sector median of 20.8% |
| Return on Equity (ROE) | 36.4% | Excellent | Efficient use of shareholder equity |
Cash Flow: Blackstone Inc. generates $4.4B FCF at 29.9% margin, positive NaN/8 quarters
FCF TTM $4.4B. FCF margin 29.9%, Top 50%. OCF/Net income 1.5x. Positive FCF in NaN/8 trailing quarters. Source: 10-Q filed 2025-11-07.
| Metric | BX | Rating | Context |
|---|---|---|---|
| Free Cash Flow Margin | 29.9% | Excellent | Excellent cash conversion |
| Free Cash Flow (TTM) | $4.4B | Good | Positive cash generation |
| OCF/Net Income | 1.5x | Excellent | High earnings quality |
| FCF Consistency (8Q) | N/A | Warning | Variable cash flow |
Balance Sheet: Blackstone Inc. at 0.0x leverage
Debt/Equity 0.0x. Source: 10-Q filed 2025-11-07.
| Metric | BX | Rating | Context |
|---|---|---|---|
| Debt to Equity | 0.0x | Excellent | Conservative capital structure |
Valuation: Blackstone Inc. trades at 29.5x earnings
P/E 29.5x. EV/Sales 5.9x. FCF yield 4.9%. Dividend yield 6.7%. Source: 10-Q filed 2025-11-07.
| Metric | BX | Rating | Context |
|---|---|---|---|
| P/E Ratio | 29.5x | Adequate | Premium valuation |
| EV/Sales | 5.9x | Adequate | Growth premium priced in |
| FCF Yield | 4.9% | Good | Lower cash yield |
| Dividend Yield | 6.7% | Good | Meaningful income |
Capital Allocation: Blackstone Inc. returns 6.9% shareholder yield
Total shareholder yield 6.9% (div 6.7% + buyback 0.1%). Capital returned $6.2B TTM. Source: 10-Q filed 2025-11-07.
| Metric | BX | Rating | Context |
|---|---|---|---|
| Total Shareholder Yield | 6.9% | Excellent | Dividend + buyback yield combined |
| Buyback Yield | 0.1% | Adequate | Minimal buyback activity |
| Total Capital Returned (TTM) | $6.2B | Good | Dividends + buybacks returned to shareholders |
Sector Rankings
| Metric | Value | Percentile | vs Median |
|---|---|---|---|
| Free Cash Flow Margin | 29.9% | Top 50% | 1.4x above |
| Return on Equity (ROE) | 36.4% | Top 5% | 3.4x above |
| P/E Ratio | 29.5x | N/A | - |
Financial Scorecard
| Metric | BX | Rating | Sector Context |
|---|---|---|---|
| Free Cash Flow Margin | 29.9% | Excellent | Top 50% of sector (median: 20.9%) |
| Debt to Equity Ratio | 0.0% | Excellent | Conservative capital structure |
| P/E Ratio (Price-to-Earnings) | 29.5x | Adequate | Growth premium |
| Free Cash Flow Yield | 4.9% | Adequate | Moderate yield |
Frequently Asked Questions
Q: What is Blackstone Inc.'s Return on Invested Capital (ROIC)?
Blackstone Inc. (BX) has a trailing twelve-month Return on Invested Capital (ROIC) of N/A. Sector median 20.8%. Source: 10-Q filed 2025-11-07.
Q: What is Blackstone Inc.'s Free Cash Flow Margin?
Blackstone Inc. (BX) has a free cash flow margin of 29.9%, generating $4.4 billion in free cash flow over the trailing twelve months. Source: 10-Q filed 2025-11-07.
Q: What is Blackstone Inc.'s P/E ratio and how does it compare to peers?
Blackstone Inc. (BX) trades at a P/E ratio of 29.5x, which is above the sector median of N/A. EV/Sales 5.9x. FCF yield 4.9%. Source: 10-Q filed 2025-11-07.
Q: Does Blackstone Inc. pay a dividend?
Blackstone Inc. (BX) currently pays a dividend yield of 6.7%. Total shareholder yield (dividend + buybacks) 6.9%. Source: 10-Q filed 2025-11-07.
Q: What is Blackstone Inc.'s revenue and earnings growth?
Blackstone Inc. (BX) grew revenue by 15.2% year-over-year. EPS +17.9% YoY. Source: 10-Q filed 2025-11-07.
Q: Is Blackstone Inc. buying back stock?
Blackstone Inc. (BX) repurchased $116.0 million of stock over the trailing twelve months. This represents a buyback yield of 0.1%. Source: 10-Q filed 2025-11-07.
Q: How does Blackstone Inc. compare to competitors in Financials?
Compared to other companies in Financials, Blackstone Inc. (BX) shows: ROIC N/A, sector median 20.8% (NaNx). FCF margin 29.9%, sector median 20.9% (Top 50%). These rankings are based on MetricDuck's analysis of all Financials companies with available SEC filings.
Q: What warning signs should I watch for with Blackstone Inc.?
No quantitative warning flags fired for Blackstone Inc. (BX) on margin trend, FCF trend, ROIC trend, or leverage thresholds. Source: 10-Q filed 2025-11-07.
Data Source: Data sourced from 10-Q filed 2025-11-07. TTM metrics as of Q1 2026.
Methodology: Financial metrics calculated from SEC 10-K and 10-Q filings using standardized formulas. Sector comparisons use peer group based on SIC code.
Scope: This analysis covers SEC filing fundamentals — profitability, cash flow, balance sheet, and valuation metrics. For analyst estimates and price targets, consult sell-side research.
This analysis is for informational purposes only and does not constitute investment advice.