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The Blackstone Group Inc. (BX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS09260D1072
CUSIP09260D107
SectorFinancial Services
IndustryAsset Management

Highlights

Market Cap$168.88B
EPS (TTM)$2.61
PE Ratio52.98
PEG Ratio1.68
Total Revenue (TTM)$9.10B
Gross Profit (TTM)$9.01B
EBITDA (TTM)$4.87B
Year Range$86.82 - $144.36
Target Price$135.94
Short %2.37%
Short Ratio4.14

Share Price Chart


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Compare to other instruments

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The Blackstone Group Inc.

Popular comparisons: BX vs. KKR, BX vs. BLK, BX vs. BAM, BX vs. VOO, BX vs. ARES, BX vs. ABR, BX vs. QQQ, BX vs. VRTX, BX vs. SCHD, BX vs. AAPL

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in The Blackstone Group Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%AprilMayJuneJulyAugustSeptember
10.21%
5.56%
BX (The Blackstone Group Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

The Blackstone Group Inc. had a return of 6.87% year-to-date (YTD) and 29.02% in the last 12 months. Over the past 10 years, The Blackstone Group Inc. had an annualized return of 21.92%, outperforming the S&P 500 benchmark which had an annualized return of 10.55%.


PeriodReturnBenchmark
Year-To-Date6.87%13.39%
1 month7.47%4.02%
6 months10.21%5.56%
1 year29.02%21.51%
5 years (annualized)26.69%12.69%
10 years (annualized)21.92%10.55%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-4.94%3.49%2.78%-10.63%3.34%2.74%15.49%0.15%6.87%
202329.34%-4.51%-3.26%2.66%-4.13%8.56%13.58%1.51%0.72%-13.05%21.68%16.51%82.75%
20221.99%-2.35%-0.42%-19.00%15.97%-22.55%13.29%-7.97%-10.90%9.95%0.43%-18.94%-40.01%
20213.67%4.45%7.66%19.83%4.72%4.82%19.38%9.07%-7.47%19.92%2.19%-8.53%107.11%
20209.17%-10.99%-15.36%14.64%9.55%-0.25%-5.32%-0.62%-1.42%-3.41%19.23%8.83%19.78%
201913.05%0.77%4.73%13.89%-4.08%17.36%9.07%3.71%-1.85%8.85%2.94%3.17%96.33%
201814.15%-4.58%-6.03%-2.04%3.17%0.75%10.33%5.70%3.17%-13.33%4.23%-11.62%0.10%
201713.32%-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%
201510.38%2.47%3.82%7.62%6.93%-6.69%-2.22%-12.74%-7.53%5.93%-5.54%-6.37%-6.80%
20143.97%3.73%-0.30%-10.24%5.25%7.59%-0.76%2.60%-6.11%-2.96%11.29%0.93%13.87%
201318.67%4.47%4.66%5.40%6.52%-3.79%8.10%-3.15%13.97%6.45%8.75%10.22%113.37%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of BX is 75, placing it in the top 25% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of BX is 7575
BX (The Blackstone Group Inc.)
The Sharpe Ratio Rank of BX is 7777Sharpe Ratio Rank
The Sortino Ratio Rank of BX is 7272Sortino Ratio Rank
The Omega Ratio Rank of BX is 6969Omega Ratio Rank
The Calmar Ratio Rank of BX is 8080Calmar Ratio Rank
The Martin Ratio Rank of BX is 7878Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


BX
Sharpe ratio
The chart of Sharpe ratio for BX, currently valued at 1.00, compared to the broader market-4.00-2.000.002.001.00
Sortino ratio
The chart of Sortino ratio for BX, currently valued at 1.49, compared to the broader market-6.00-4.00-2.000.002.004.001.49
Omega ratio
The chart of Omega ratio for BX, currently valued at 1.18, compared to the broader market0.501.001.502.001.18
Calmar ratio
The chart of Calmar ratio for BX, currently valued at 0.89, compared to the broader market0.001.002.003.004.005.000.89
Martin ratio
The chart of Martin ratio for BX, currently valued at 4.16, compared to the broader market-5.000.005.0010.0015.0020.004.16
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.66, compared to the broader market-4.00-2.000.002.001.66
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.28, compared to the broader market-6.00-4.00-2.000.002.004.002.28
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.30, compared to the broader market0.501.001.502.001.30
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.49, compared to the broader market0.001.002.003.004.005.001.49
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.96, compared to the broader market-5.000.005.0010.0015.0020.007.96

Sharpe Ratio

The current The Blackstone Group Inc. Sharpe ratio is 1.00. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of The Blackstone Group Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00AprilMayJuneJulyAugustSeptember
1.00
1.66
BX (The Blackstone Group Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

The Blackstone Group Inc. granted a 2.47% dividend yield in the last twelve months. The annual payout for that period amounted to $3.39 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.39$3.32$4.94$3.57$1.91$1.92$2.42$2.32$2.28$2.90$1.91$1.16

Dividend yield

2.47%2.54%6.66%2.76%2.95%3.43%8.12%7.25%8.44%9.92%5.63%3.67%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.94$0.00$0.83$0.00$0.00$0.82$0.00$0.00$2.59
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$0.78$0.00$0.89$0.00$0.00$0.74$0.00$0.00$0.49$0.00$0.00$2.90
2014$0.00$0.58$0.00$0.34$0.00$0.00$0.55$0.00$0.00$0.43$0.00$0.00$1.91
2013$0.41$0.00$0.29$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$1.16

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.5%
The Blackstone Group Inc. has a dividend yield of 2.47%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%85.0%
The Blackstone Group Inc. has a payout ratio of 84.96%, 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.


-15.00%-10.00%-5.00%0.00%AprilMayJuneJulyAugustSeptember
-3.97%
-4.57%
BX (The Blackstone Group Inc.)
Benchmark (^GSPC)

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 3.97%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-87.65%Jun 25, 2007423Feb 26, 20091152Sep 24, 20131575
-49.29%Nov 30, 2021272Dec 28, 2022387Jul 16, 2024659
-44.62%May 19, 2015186Feb 11, 2016492Jan 25, 2018678
-44.05%Feb 12, 202028Mar 23, 2020184Dec 11, 2020212
-29.07%Sep 25, 201860Dec 19, 201882Apr 18, 2019142

Volatility

Volatility Chart

The current The Blackstone Group Inc. volatility is 7.33%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%AprilMayJuneJulyAugustSeptember
7.33%
4.88%
BX (The Blackstone Group Inc.)
Benchmark (^GSPC)

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.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of The Blackstone Group Inc. compared to its peers in the Asset Management industry.


PE Ratio
50.0100.0150.0200.0250.0300.053.0
The chart displays the price to earnings (P/E) ratio for BX in comparison to other companies of the Asset Management industry. Currently, BX has a PE value of 53.0. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
-4.0-2.00.02.04.01.7
The chart displays the price to earnings to growth (PEG) ratio for BX in comparison to other companies of the Asset Management industry. Currently, BX has a PEG value of 1.7. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for The Blackstone Group Inc..


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items