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Blackstone Group Inc(BX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BX
09/17/2026: BX (1-star) is currently NOT-A-BUY. Pass it for now.
Blackstone Group Inc is a global leader in alternative asset management, managing over $1 trillion in assets across real estate, private equity, credit, and insurance. The firm benefits from a highly scalable business model, a strong institutional reputation, and growing access to the private wealth market. Its core investment story centers on capturing increased capital allocation from both institutions and individuals into private markets. However, investors must monitor risks related to interest rate sensitivity, regulatory oversight of private funds, and competition for high-quality deal flow. Blackstone remains a suitable consideration for growth-oriented investors looking for exposure to private markets, though dividend volatility should be noted.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Blackstone offers exposure to secular growth trends in private markets and assets under management. |
| Momentum investor | Strong fit while signal remains positive | The stock often follows strong trends in institutional capital flows and market sentiment. |
| Value investor | Mixed fit | The stock can trade at premium multiples, requiring careful entry points based on market cycles. |
| Dividend investor | Strong fit | Blackstone provides a consistent, albeit variable, income stream from its distributable earnings. |
| Low-risk investor | Weak fit | The stock is subject to market volatility and cyclical risks inherent in the asset management industry. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock price is sensitive to changes in investor sentiment and macro market conditions. |
| Valuation risk | Medium | Investors must weigh the high earnings multiple against the firm's growth potential. |
| Competition risk (Alternative asset management) | High | Market share is constantly contested by powerful rivals like Apollo and KKR. |
| Business quality | Strong | Blackstone has an established, scalable, and high-margin business model. |
| Dividend income | Medium | Dividends fluctuate based on realized investment gains, not a fixed payout. |
| Execution risk | Medium | Large-scale deployments of capital require precise timing and market insight. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 7.02% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/17/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 147.56B USD | Price to earnings Ratio 28.31 | 1Y Target Price 144.38 |
Price to earnings Ratio 28.31 | 1Y Target Price 144.38 | ||
Volume (30-day avg) 3.6M shares | Beta 1.56 | 52 Weeks Range 99.78 - 182.48 | Updated Date 09/17/2026 |
52 Weeks Range 99.78 - 182.48 | Updated Date 09/17/2026 | ||
Dividends yield (FY) 4.13% | Basic EPS (TTM) 4.36 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Management and Advisory Fees | Recurring fees based on total AUM and advisory services provided to portfolio companies. | This provides the company with a stable base of revenue that is less sensitive to market swings. |
| Performance Revenues (Carried Interest) | Performance-based fees earned when investments achieve specific return thresholds. | This is the 'upside' potential that can significantly boost profits during bull markets. |
| Geography: Global | Operations in North America, Europe, Asia, and the Middle East. | Blackstone is well-diversified geographically, reducing reliance on any single country's economy. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 28.31 | Forward PE 17.09 | Enterprise Value 124.81B | Price to Sales(TTM) 9.53 |
Enterprise Value 124.81B | Price to Sales(TTM) 9.53 | ||
Enterprise Value to Revenue 8.46 | Enterprise Value to EBITDA 15.74 | Shares Outstanding 750.63M | Shares Floating 747.29M |
Shares Outstanding 750.63M | Shares Floating 747.29M | ||
Percent Insiders 1.05 | Percent Institutions 73.74 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
News (Last Updated: 09/17/2026)
About Blackstone Group Inc
Exchange NYSE | Headquarters New York, NY, United States | ||
IPO Launch date 2007-06-22 | Co-Founder, Chairman & CEO Mr. Stephen Allen Schwarzman B.A., M.B.A. | ||
Sector Financial Services | Industry Asset Management | Full time employees 5285 | Website https://www.blackstone.com |
Full time employees 5285 | Website https://www.blackstone.com | ||
Blackstone Inc. is an alternative asset management firm specializing in private equity, venture capital, real estate, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies. The firm typically invests in early-stage, seed, middle market, mature, late venture, growth capital, emerging growth, turnaround, and later 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. Within fund of fund investments, it seeks to invest in private equity funds, venture capital funds, mezzanine funds, distressed debt/turnaround funds, secondary investment funds & real estate funds. The firm's corporate private equity business pursues transactions throughout the world across a variety of transaction types, including large buyouts, recapitalization, 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, cargo, data processing, oil & gas production, oil & gas refining, oil & gas storage, building products, home entertainment, B2B, consumer electronics, home supply store, lodging, commercial services & supplies, metal & mineral mining machinery, coal, hazardous waste collection, solid waste collection, waste water treatment, renewable electricity, equity REITs, power generation by nuclear & fossil
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