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
| ISIN | US09260D1072 |
|---|---|
| CUSIP | 09260D107 |
| Sector | Financial Services |
| Industry | Asset Management |
Highlights
| Market Cap | $168.88B |
|---|---|
| EPS (TTM) | $2.61 |
| PE Ratio | 52.98 |
| PEG Ratio | 1.68 |
| 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 Ratio | 4.14 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
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%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 6.87% | 13.39% |
| 1 month | 7.47% | 4.02% |
| 6 months | 10.21% | 5.56% |
| 1 year | 29.02% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.94% | 3.49% | 2.78% | -10.63% | 3.34% | 2.74% | 15.49% | 0.15% | 6.87% | ||||
| 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% | 2.47% | 3.82% | 7.62% | 6.93% | -6.69% | -2.22% | -12.74% | -7.53% | 5.93% | -5.54% | -6.37% | -6.80% |
| 2014 | 3.97% | 3.73% | -0.30% | -10.24% | 5.25% | 7.59% | -0.76% | 2.60% | -6.11% | -2.96% | 11.29% | 0.93% | 13.87% |
| 2013 | 18.67% | 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.
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.
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.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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
Payout Ratio
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.
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, 2007 | 423 | Feb 26, 2009 | 1152 | Sep 24, 2013 | 1575 |
| -49.29% | Nov 30, 2021 | 272 | Dec 28, 2022 | 387 | Jul 16, 2024 | 659 |
| -44.62% | 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 |
| -29.07% | Sep 25, 2018 | 60 | Dec 19, 2018 | 82 | Apr 18, 2019 | 142 |
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.
Financials
Financial Performance
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
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
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
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