The Blackstone Group Inc. (BX)
The Blackstone Group Inc. is a global investment firm specializing in private equity, credit, and hedge fund investments. It was founded in 1985 by Stephen Schwarzman and Peter G. Peterson and is headquartered in New York City. The company has over $880 billion in assets under management and operates in various industries, including real estate, energy, and financial services.
Company Info
Highlights
$180.29B
$3.30
45.03
2.18
$11.95B
$11.95B
$6.03B
$112.95 - $197.87
$144.73
1.70%
1.75
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
The Blackstone Group Inc. (BX) returned -12.57% year-to-date (YTD) and 20.98% over the past 12 months. Over the past 10 years, BX delivered an annualized return of 18.95%, outperforming the S&P 500 benchmark at 10.78%.
BX
-12.57%
14.56%
-16.97%
20.98%
28.29%
18.95%
^GSPC (Benchmark)
0.19%
9.00%
-1.55%
12.31%
15.59%
10.78%
Monthly Returns
The table below presents the monthly returns of BX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.72% | -8.23% | -13.27% | -5.11% | 12.69% | -12.57% | |||||||
| 2024 | -4.94% | 3.49% | 2.78% | -10.63% | 3.34% | 2.74% | 15.49% | 0.15% | 7.57% | 10.11% | 13.91% | -9.77% | 35.07% |
| 2023 | 29.34% | -4.51% | -3.26% | 2.66% | -4.13% | 8.56% | 13.58% | 1.51% | 0.72% | -13.05% | 21.68% | 16.51% | 82.75% |
| 2022 | 1.99% | -2.35% | -0.42% | -19.00% | 15.97% | -22.55% | 13.29% | -7.97% | -10.90% | 9.95% | 0.43% | -18.94% | -40.01% |
| 2021 | 3.67% | 4.45% | 7.66% | 19.83% | 4.72% | 4.82% | 19.38% | 9.07% | -7.47% | 19.92% | 2.19% | -8.53% | 107.11% |
| 2020 | 9.17% | -10.99% | -15.36% | 14.64% | 9.55% | -0.25% | -5.32% | -0.62% | -1.42% | -3.41% | 19.23% | 8.83% | 19.78% |
| 2019 | 13.05% | 0.77% | 4.73% | 13.89% | -4.08% | 17.36% | 9.07% | 3.71% | -1.85% | 8.85% | 2.94% | 3.17% | 96.33% |
| 2018 | 14.15% | -4.58% | -6.03% | -2.04% | 3.17% | 0.75% | 10.33% | 5.70% | 3.17% | -13.33% | 4.23% | -11.62% | 0.10% |
| 2017 | 13.32% | -2.08% | 0.54% | 6.81% | 6.61% | 1.43% | 1.90% | -2.15% | 1.96% | 1.08% | -4.72% | 0.95% | 27.34% |
| 2016 | -10.16% | 1.19% | 8.01% | -1.22% | -4.56% | -6.30% | 10.82% | 2.16% | -4.53% | -1.96% | 4.60% | 5.01% | 0.98% |
| 2015 | 10.38% | 2.43% | 3.82% | 7.57% | 6.93% | -6.69% | -2.25% | -12.74% | -7.53% | 5.93% | -5.54% | -6.37% | -6.91% |
| 2014 | 3.97% | 3.69% | -0.30% | -10.24% | 5.25% | 7.59% | -0.79% | 2.60% | -6.11% | -2.96% | 11.29% | 0.92% | 13.80% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BX is 69, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for The Blackstone Group Inc. (BX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
The Blackstone Group Inc. provided a 2.73% dividend yield over the last twelve months, with an annual payout of $4.05 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.05 | $3.45 | $3.32 | $4.94 | $3.57 | $1.91 | $1.92 | $2.42 | $2.32 | $2.28 | $2.85 | $1.88 |
Dividend yield | 2.73% | 2.00% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 8.44% | 9.76% | 5.57% |
Monthly Dividends
The table displays the monthly dividend distributions for The Blackstone Group Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $1.44 | $0.00 | $0.93 | $0.00 | $2.37 | |||||||
| 2024 | $0.00 | $0.94 | $0.00 | $0.83 | $0.00 | $0.00 | $0.82 | $0.00 | $0.00 | $0.86 | $0.00 | $0.00 | $3.45 |
| 2023 | $0.00 | $0.91 | $0.00 | $0.82 | $0.00 | $0.00 | $0.79 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $3.32 |
| 2022 | $0.00 | $1.45 | $0.00 | $1.32 | $0.00 | $0.00 | $1.27 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $4.94 |
| 2021 | $0.00 | $0.96 | $0.00 | $0.82 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $1.09 | $0.00 | $0.00 | $3.57 |
| 2020 | $0.00 | $0.61 | $0.00 | $0.00 | $0.39 | $0.00 | $0.37 | $0.00 | $0.00 | $0.00 | $0.54 | $0.00 | $1.91 |
| 2019 | $0.00 | $0.58 | $0.00 | $0.37 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.00 | $0.49 | $0.00 | $1.92 |
| 2018 | $0.00 | $0.85 | $0.00 | $0.35 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $2.42 |
| 2017 | $0.00 | $0.47 | $0.00 | $0.87 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $2.32 |
| 2016 | $0.00 | $0.61 | $0.00 | $0.28 | $0.00 | $0.00 | $0.36 | $0.00 | $0.62 | $0.00 | $0.41 | $0.00 | $2.28 |
| 2015 | $0.00 | $0.77 | $0.00 | $0.87 | $0.00 | $0.00 | $0.73 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $2.85 |
| 2014 | $0.57 | $0.00 | $0.34 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $1.88 |
Dividend Yield & Payout
Dividend Yield
The Blackstone Group Inc. has a dividend yield of 2.73%, which is quite average when compared to the overall market.
Payout Ratio
The Blackstone Group Inc. has a payout ratio of 85.26%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the The Blackstone Group Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the The Blackstone Group Inc. was 87.65%, occurring on Feb 26, 2009. Recovery took 1152 trading sessions.
The current The Blackstone Group Inc. drawdown is 24.27%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -87.65% | Jun 25, 2007 | 423 | Feb 26, 2009 | 1152 | Sep 24, 2013 | 1575 |
| -49.29% | Nov 30, 2021 | 272 | Dec 28, 2022 | 387 | Jul 16, 2024 | 659 |
| -44.64% | May 19, 2015 | 186 | Feb 11, 2016 | 492 | Jan 25, 2018 | 678 |
| -44.05% | Feb 12, 2020 | 28 | Mar 23, 2020 | 184 | Dec 11, 2020 | 212 |
| -39.16% | Nov 25, 2024 | 91 | Apr 8, 2025 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of The Blackstone Group Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of The Blackstone Group Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 3.0% positive surprise.
Valuation
The Valuation section provides an overview of how The Blackstone Group Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for BX, comparing it with other companies in the Asset Management industry. Currently, BX has a P/E ratio of 45.0. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for BX compared to other companies in the Asset Management industry. BX currently has a PEG ratio of 2.2. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for BX relative to other companies in the Asset Management industry. Currently, BX has a P/S ratio of 14.6. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for BX in comparison with other companies in the Asset Management industry. Currently, BX has a P/B value of 14.2. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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