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Upturn AI Summary - About
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
10/16/2026: BX (1-star) is currently NOT-A-BUY. Pass it for now.
Blackstone Group Inc is a leading global alternative asset manager, providing a range of investment products across private equity, real estate, and credit. The company has a leading position in the industry, benefiting from a high-margin, fee-based business model and a significant, recurring income stream. Its primary growth opportunity lies in capturing increased allocations from retail wealth investors and further expansion into private credit. However, the firm faces risks related to market volatility, interest rate fluctuations affecting its real estate portfolio, and intense competition. Blackstone is best suited for long-term investors seeking exposure to alternative assets, and investors should monitor capital deployment activity and regulatory developments.
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 significant growth potential through the ongoing secular shift into private markets. |
| Momentum investor | Mixed fit | Conditional on positive market sentiment toward alternative assets and capital market activity. |
| Value investor | Mixed fit | Valuation often reflects a premium for the firm's market-leading position and growth trajectory. |
| Dividend investor | Strong fit | The company provides a reliable and historically significant dividend yield driven by recurring management fees. |
| 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 can experience significant swings based on market sentiment and interest rate expectations. |
| Valuation risk | Medium | Investors pay a premium for Blackstone's scale, which may leave little margin for error. |
| Competition risk (Alternatives competition) | Medium / high | Fierce competition from peers for both investment capital and high-quality deals. |
| Business quality | Strong | The firm operates a high-margin, fee-based business model with strong recurring revenue. |
| Dividend income | Medium | Dividends are linked to performance-based earnings and may fluctuate. |
| Execution risk | Medium | Managing massive, complex portfolios requires precise execution to maintain investor trust. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 6.67% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/16/2026 |
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 127.43B USD | Price to earnings Ratio 23.85 | 1Y Target Price 139.91 |
Price to earnings Ratio 23.85 | 1Y Target Price 139.91 | ||
Volume (30-day avg) 4.8M shares | Beta 1.59 | 52 Weeks Range 99.78 - 160.11 | Updated Date 10/17/2026 |
52 Weeks Range 99.78 - 160.11 | Updated Date 10/17/2026 | ||
Dividends yield (FY) 4.79% | Basic EPS (TTM) 4.47 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Management Fees | Base fees charged as a percentage of AUM, providing stable, recurring revenue. | This is the 'bread and butter' that provides stability to earnings. |
| Performance Fees (Carried Interest) | A portion of the investment profits earned when assets are sold at a gain. | This component is cyclical and depends on the success of investment exits. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-10-22 | When Before Market | Estimate 1.31 | Actual - |
Profitability
Profit Margin 22.73% | Operating Margin (TTM) 54.36% |
Management Effectiveness
Return on Assets (TTM) 14.33% | Return on Equity (TTM) 31.37% |
Valuation
Trailing PE 23.85 | Forward PE 15.9 | Enterprise Value 111.34B | Price to Sales(TTM) 8.23 |
Enterprise Value 111.34B | Price to Sales(TTM) 8.23 | ||
Enterprise Value to Revenue 8.02 | Enterprise Value to EBITDA 15.74 | Shares Outstanding 750.63M | Shares Floating 747.39M |
Shares Outstanding 750.63M | Shares Floating 747.39M | ||
Percent Insiders 1.04 | Percent Institutions 73.72 |
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.
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