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Upturn AI SWOT - About
BX 
Blackstone Group Inc (BX)
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Upturn Advisory Summary
10/14/2025: BX (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
23 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $180.26
1 Year Target Price $180.26
| 7 | Strong Buy |
| 3 | Buy |
| 13 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 84.74% | Avg. Invested days 68 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 194.25B USD | Price to earnings Ratio 42.75 | 1Y Target Price 180.26 |
Price to earnings Ratio 42.75 | 1Y Target Price 180.26 | ||
Volume (30-day avg) 23 | Beta 1.76 | 52 Weeks Range 114.16 - 196.67 | Updated Date 10/14/2025 |
52 Weeks Range 114.16 - 196.67 | Updated Date 10/14/2025 | ||
Dividends yield (FY) 2.77% | Basic EPS (TTM) 3.7 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 21.2% | Operating Margin (TTM) 52.73% |
Management Effectiveness
Return on Assets (TTM) 13.33% | Return on Equity (TTM) 28.82% |
Valuation
Trailing PE 42.75 | Forward PE 25.51 | Enterprise Value 148285440000 | Price to Sales(TTM) 14.38 |
Enterprise Value 148285440000 | Price to Sales(TTM) 14.38 | ||
Enterprise Value to Revenue 12.35 | Enterprise Value to EBITDA - | Shares Outstanding 737091668 | Shares Floating 734713394 |
Shares Outstanding 737091668 | Shares Floating 734713394 | ||
Percent Insiders 0.94 | Percent Institutions 70.53 |
Upturn AI SWOT
Blackstone Group Inc
Company Overview
History and Background
Blackstone Group Inc. was founded in 1985 by Stephen Schwarzman and Peter Peterson. Initially focused on mergers and acquisitions, it has since diversified into private equity, real estate, hedge fund solutions, and credit. Blackstone went public in 2007.
Core Business Areas
- Private Equity: Investing in and improving established businesses across various sectors.
- Real Estate: Acquiring, developing, and managing real estate assets globally.
- Hedge Fund Solutions: Providing investment solutions and advisory services to institutional investors.
- Credit: Investing in various credit instruments, including leveraged loans, high-yield bonds, and distressed debt.
Leadership and Structure
Stephen Schwarzman is the Chairman, CEO, and Co-Founder. Jon Gray is the President & COO. The company operates with a hierarchical structure, dividing its operations into the core business segments, each led by managing directors.
Top Products and Market Share
Key Offerings
- Private Equity Funds: Investments in private companies across diverse industries. Blackstone is a major player in the PE space. Competitors include KKR, Apollo, and Carlyle. Data is hard to find and will vary based on sector.
- Real Estate Investments: Owning and managing real estate properties globally, including office buildings, hotels, and residential properties. Blackstone is one of the largest real estate investors in the world. Competitors include Brookfield Asset Management, Prologis, and Simon Property Group. Market share data is not readily available.
- Credit Funds: Offering credit-focused investment strategies, including direct lending and distressed debt investing. Competitors include Ares Management, Apollo, and Oaktree Capital Management. Market share data is not readily available.
- Hedge Fund Solutions (BAAM): Providing advisory and investment management services to institutional investors. Competitors include Bridgewater Associates, AQR Capital Management, and Man Group. Market share data is not readily available.
Market Dynamics
Industry Overview
The alternative asset management industry is experiencing growth, driven by increasing institutional investor demand for higher returns and diversification. The industry is competitive with many large firms and specialized boutiques.
Positioning
Blackstone is a leading player in the alternative asset management industry, known for its scale, global reach, and diverse investment strategies. It has a strong brand reputation and a track record of generating attractive returns for its investors.
Total Addressable Market (TAM)
The global alternative assets under management (AUM) is estimated to be in the trillions of dollars. Blackstone is positioned to capture a significant portion of this TAM through its various investment strategies and global presence.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Global presence
- Diversified investment strategies
- Experienced management team
- Significant assets under management (AUM)
Weaknesses
- High dependence on market conditions
- Illiquidity of some investments
- Potential for conflicts of interest
- Dependence on key personnel
Opportunities
- Growing demand for alternative investments
- Expansion into new markets
- Development of new investment products
- Acquisition of smaller asset managers
Threats
- Increased competition
- Economic downturn
- Regulatory changes
- Geopolitical risks
- Rising interest rates
Competitors and Market Share
Key Competitors
- KKR (KKR)
- Apollo Global Management (APO)
- The Carlyle Group (CG)
Competitive Landscape
Blackstone has a strong competitive position due to its size, global reach, and diversified investment strategies. However, it faces increasing competition from other large alternative asset managers.
Major Acquisitions
Taleo
- Year: 2012
- Acquisition Price (USD millions): 1300
- Strategic Rationale: Expanded Blackstone's portfolio into the software industry; Taleo was later sold to Oracle.
Strategic Hotels & Resorts
- Year: 2016
- Acquisition Price (USD millions): 6000
- Strategic Rationale: Increased exposure to the hospitality sector; part of a broader real estate strategy.
Growth Trajectory and Initiatives
Historical Growth: Blackstone has experienced significant growth in AUM and revenue over the past decade, driven by its strong investment performance and successful fundraising efforts.
Future Projections: Analysts expect Blackstone to continue to grow its AUM and revenue in the coming years, driven by the increasing demand for alternative investments. Revenue Growth Rate Estimate : [0.1,0.09,0.08].
Recent Initiatives: Blackstone has recently focused on expanding its presence in Asia, investing in renewable energy, and growing its private credit business.
Summary
Blackstone is a powerful force in the alternative asset management space, known for its global reach, diverse strategies, and impressive AUM. Its strengths lie in its brand and management, but it faces challenges from market volatility and increased competition. Expanding into new markets and innovating investment products will be key to future success. Careful management of risks is crucial.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, financial news outlets, industry reports
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Financial data is not real time. Market share data are estimates and may vary.
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.
About Blackstone Group Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2007-06-22 | Chairman, CEO & Co-Founder Mr. Stephen Allen Schwarzman B.A., M.B.A. | ||
Sector Financial Services | Industry Asset Management | Full time employees 4895 | Website https://www.blackstone.com |
Full time employees 4895 | Website https://www.blackstone.com | ||
Blackstone Inc. is an alternative asset management firm specializing in private equity, 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 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. 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 fuels, personal loan services, chemcials, other specialty retail, biotech, pharmaceuticals, metal, aerospace, healthcare, cable, entertainment services, infrastructure services, transportation infrastructure, exhaust, life scienc
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