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BX 
Blackstone Group Inc (BX)
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Upturn Advisory Summary
12/01/2025: 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 $180.69
1 Year Target Price $180.69
| 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 12/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 179.67B USD | Price to earnings Ratio 42.07 | 1Y Target Price 180.69 |
Price to earnings Ratio 42.07 | 1Y Target Price 180.69 | ||
Volume (30-day avg) 23 | Beta 1.76 | 52 Weeks Range 113.15 - 188.42 | Updated Date 12/1/2025 |
52 Weeks Range 113.15 - 188.42 | Updated Date 12/1/2025 | ||
Dividends yield (FY) 3.24% | Basic EPS (TTM) 3.48 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 21.17% | Operating Margin (TTM) 44.63% |
Management Effectiveness
Return on Assets (TTM) 12.12% | Return on Equity (TTM) 26.46% |
Valuation
Trailing PE 42.07 | Forward PE 22.78 | Enterprise Value 139107565568 | Price to Sales(TTM) 14.05 |
Enterprise Value 139107565568 | Price to Sales(TTM) 14.05 | ||
Enterprise Value to Revenue 11.09 | Enterprise Value to EBITDA - | Shares Outstanding 738450871 | Shares Floating 743419783 |
Shares Outstanding 738450871 | Shares Floating 743419783 | ||
Percent Insiders 0.94 | Percent Institutions 71.37 |
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 evolved into a global alternative asset manager with a diverse portfolio.
Core Business Areas
- Private Equity: Invests in established and growing companies across various industries, aiming to improve operations and increase value.
- Real Estate: Acquires, develops, and manages real estate assets globally, including office buildings, hotels, and retail properties.
- Credit: Provides financing solutions to companies, including loans, high-yield bonds, and distressed debt.
- Hedge Fund Solutions: Manages portfolios of hedge funds for institutional investors.
- Infrastructure: Invests in infrastructure assets like energy, transportation, and digital infrastructure.
Leadership and Structure
Stephen Schwarzman is the Chairman, CEO, and Co-Founder. Jonathan Gray is the President and COO. The company is structured with various business segments, each led by experienced professionals.
Top Products and Market Share
Key Offerings
- Private Equity Funds: These funds invest in a variety of industries across the globe. Blackstone's private equity portfolio includes significant holdings in companies within technology, healthcare, consumer, and industrials. Competitors include KKR, Apollo Global Management, and The Carlyle Group. Market share data for individual funds is proprietary, but Blackstone is a leading PE investor.
- Real Estate Funds: Blackstone Real Estate funds invest globally in a diverse portfolio of property types. Competitors include Brookfield Asset Management, Prologis, and Simon Property Group. Market share data is difficult to pinpoint, but Blackstone is one of the largest real estate investors.
- Credit Funds: Blackstone Credit provides financing solutions across the capital structure. Competitors include Ares Management, Apollo Global Management, and Oaktree Capital Management. Blackstone is a dominant player in this space.
Market Dynamics
Industry Overview
The alternative asset management industry is experiencing growth driven by institutional investors seeking higher returns in a low-interest-rate environment. Increased regulatory scrutiny and competition are key trends.
Positioning
Blackstone is a leading global alternative asset manager with a strong brand, scale, and diverse investment platform. Its competitive advantages include its global reach, experienced investment teams, and access to capital.
Total Addressable Market (TAM)
The global alternative assets under management (AUM) is estimated to be over $15 trillion. Blackstone's position in the market is within the top 5, representing a significant portion of the TAM, and is expected to grow.
Upturn SWOT Analysis
Strengths
- Strong Brand Reputation
- Global Reach and Diversified Platform
- Experienced Management Team
- Significant Assets Under Management (AUM)
- Strong Fundraising Capabilities
Weaknesses
- High Management Fees
- Dependence on Key Personnel
- Illiquidity of Certain Investments
- Reputational Risk Associated with Investments
Opportunities
- Growing Demand for Alternative Investments
- Expansion into New Geographies
- Increased Focus on Sustainable Investing
- Technological Innovation in Investment Processes
- Further Development of Retail Investment Products
Threats
- Increased Competition
- Economic Downturns
- Regulatory Changes
- Geopolitical Risks
- Interest Rate Hikes
Competitors and Market Share
Key Competitors
- KKR
- APO
- BAM
- PGIM
Competitive Landscape
Blackstone's advantages include its scale, global reach, and diversified platform. Its disadvantages compared to some competitors may include higher management fees.
Major Acquisitions
Talen Energy
- Year: 2021
- Acquisition Price (USD millions): 5200
- Strategic Rationale: Acquisition of Talen Energy for decarbonization and expansion into renewable energy.
Growth Trajectory and Initiatives
Historical Growth: Blackstone has experienced significant growth in AUM and revenue over the past decade, driven by both organic growth and strategic acquisitions.
Future Projections: Analyst estimates vary, but generally project continued growth in AUM and earnings, driven by strong demand for alternative investments.
Recent Initiatives: Recent initiatives include expanding its infrastructure investment platform and focusing on sustainable investing.
Summary
Blackstone is a strong player in the alternative asset management industry, benefiting from its scale and diverse investment platform. Its fundraising capabilities and experienced management team are key strengths. However, it faces threats from increased competition and economic downturns. The focus on sustainable investing presents a significant opportunity for future growth.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings (SEC), Market Research Reports, Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is estimated based on available information and may not be precise.
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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