BX 📈 Blackstone - Overview
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US09260D1072
BX: Real Estate, Private Equity, Hedge Funds, Credit, Capital Markets
Blackstone Group Inc is a leading alternative asset management firm that specializes in a wide range of investment strategies, including private equity, real estate, hedge fund solutions, credit, and multi-asset class strategies. The firm's private equity business invests in companies across various stages, from early-stage and seed to mature and late venture, as well as later stage companies. It also provides capital markets services, leveraging its expertise and network to help clients navigate complex financial transactions.
The real estate segment of Blackstone Group Inc focuses on opportunistic, core+, and debt investment opportunities, with a particular emphasis on commercial real estate across North America, Europe, and Asia. This includes stabilized income-oriented properties, such as office buildings, retail spaces, and hotels, as well as debt investments collateralized by these assets. By taking a nuanced approach to real estate investing, the firm is able to capitalize on market dislocations and identify opportunities for long-term value creation.
Blackstone Group Inc's corporate private equity business is a significant component of its overall investment strategy, with a global mandate to pursue transactions across a variety of sectors and transaction types. This includes large buyouts, recapitalizations, special situations, and growth equity investments, as well as investments in shipping, real estate, corporate or consumer loans, and alternative energy greenfield development projects. The firm's investment team has a deep understanding of the complexities of these transactions, allowing it to navigate intricate deal structures and identify opportunities for value creation.
In terms of its investment approach, Blackstone Group Inc considers investments in Asia and Latin America, in addition to its core markets in North America and Europe. The firm seeks to invest between $0.25 million and $900 million per transaction, with a focus on companies with enterprise values between $500 million and $5000 million. Its investment period is typically three years, during which time it works closely with portfolio companies to drive growth, improve operations, and enhance long-term value. The firm's hedge fund business and credit business also play important roles in its overall investment strategy, with a focus on managing commingled and customized fund solutions and lending to non-investment grade companies.
As a publicly traded company, Blackstone Group Inc is committed to delivering strong returns to its shareholders, while also maintaining a disciplined approach to risk management and investment selection. With a global presence and a diverse range of investment strategies, the firm is well-positioned to capitalize on opportunities across markets and sectors, and to drive long-term value creation for its investors. Its common stock is listed on the NYSE under the ticker symbol BX, and it is classified as an Asset Management & Custody Bank within the GICS sub-industry classification system.
Additional Sources for BX Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
BX Stock Overview
Market Cap in USD | 211,005m |
Sector | Financial Services |
Industry | Asset Management |
GiC Sub-Industry | Asset Management & Custody Banks |
IPO / Inception | 2007-06-22 |
BX Stock Ratings
Growth 5y | 83.3% |
Fundamental | 46.7% |
Dividend | 60.3% |
Rel. Strength Industry | 50.1 |
Analysts | 3.58/5 |
Fair Price Momentum | 202.24 USD |
Fair Price DCF | 121.87 USD |
BX Dividends
Dividend Yield 12m | 1.95% |
Yield on Cost 5y | 6.72% |
Annual Growth 5y | 12.55% |
Payout Consistency | 90.3% |
BX Growth Ratios
Growth Correlation 3m | 19.3% |
Growth Correlation 12m | 84.6% |
Growth Correlation 5y | 79.3% |
CAGR 5y | 28.03% |
CAGR/Mean DD 5y | 1.68 |
Sharpe Ratio 12m | 1.50 |
Alpha | 18.69 |
Beta | 1.48 |
Volatility | 39.49% |
Current Volume | 3061.9k |
Average Volume 20d | 3514.7k |
As of January 17, 2025, the stock is trading at USD 176.72 with a total of 3,061,871 shares traded.
Over the past week, the price has changed by +7.20%, over one month by -6.23%, over three months by +11.22% and over the past year by +53.27%.
Partly, yes. Based on ValueRay Fundamental Analyses, Blackstone (NYSE:BX) is currently (January 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 46.66 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of BX as of January 2025 is 202.24. This means that BX is currently undervalued and has a potential upside of +14.44% (Margin of Safety).
Blackstone has received a consensus analysts rating of 3.58. Therefor, it is recommend to hold BX.
- Strong Buy: 7
- Buy: 1
- Hold: 15
- Sell: 1
- Strong Sell: 0
According to ValueRays Forecast Model, BX Blackstone will be worth about 227.4 in January 2026. The stock is currently trading at 176.72. This means that the stock has a potential upside of +28.69%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 180.1 | 1.9% |
Analysts Target Price | 178.7 | 1.1% |
ValueRay Target Price | 227.4 | 28.7% |