Is Blackstone Stock a Good Investment?
Blackstone Investment Advice | BX |
- Examine Blackstone's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Blackstone's leadership team and their track record. Good management can help Blackstone navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Blackstone's business and its evolving consumer preferences.
- Compare Blackstone's performance and market position to its competitors. Analyze how Blackstone is positioned in terms of product offerings, innovation, and market share.
- Check if Blackstone pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Blackstone's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Blackstone Group stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Blackstone Group is a good investment.
Sell | Buy |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine Blackstone Stock
Researching Blackstone's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 72.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 2.3. Blackstone Group last dividend was issued on the 28th of October 2024.
To determine if Blackstone is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Blackstone's research are outlined below:
| About 72.0% of the company shares are held by institutions such as insurance companies | |
| On 4th of November 2024 Blackstone paid $ 0.86 per share dividend to its current shareholders | |
| Latest headline from investing.com: Smartsheets chief legal officer Marshall sells 179,223 in stock |
Blackstone Quarterly Good Will |
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Blackstone uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Blackstone Group. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Blackstone's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 18th of April 2024 Upcoming Quarterly Report | View | |
| 18th of July 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 23rd of January 2025 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 31st of December 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Blackstone's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Blackstone's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2010-07-22 | 2010-06-30 | 0.16 | 0.18 | 0.02 | 12 | ||
2009-05-06 | 2009-03-31 | -0.1 | -0.07 | 0.03 | 30 | ||
2019-01-31 | 2018-12-31 | 0.01 | 0.05 | 0.04 | 400 | ||
2010-10-28 | 2010-09-30 | 0.26 | 0.3 | 0.04 | 15 | ||
2016-07-21 | 2016-06-30 | 0.39 | 0.44 | 0.05 | 12 | ||
2015-10-15 | 2015-09-30 | -0.3 | -0.35 | -0.05 | 16 | ||
2020-10-28 | 2020-09-30 | 0.57 | 0.63 | 0.06 | 10 | ||
2016-04-21 | 2016-03-31 | 0.37 | 0.31 | -0.06 | 16 |
Know Blackstone's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Blackstone is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Blackstone Group backward and forwards among themselves. Blackstone's institutional investor refers to the entity that pools money to purchase Blackstone's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Aristotle Capital Management Llc | 2024-06-30 | 7.5 M | Northern Trust Corp | 2024-09-30 | 6.3 M | Legal & General Group Plc | 2024-06-30 | 6.3 M | Norges Bank | 2024-06-30 | 5.9 M | Ubs Group Ag | 2024-06-30 | 5.8 M | Atlantic Trust Group, Llc | 2024-06-30 | 5.4 M | Wells Fargo & Co | 2024-06-30 | 5.2 M | Goldman Sachs Group Inc | 2024-06-30 | 5 M | Hhg Plc | 2024-06-30 | 4.7 M | Vanguard Group Inc | 2024-09-30 | 66 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 49.7 M |
Blackstone's market capitalization trends
The company currently falls under 'Mega-Cap' category with a market capitalization of 224.42 B.Market Cap |
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Blackstone's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.04 | 0.04 | |
| Return On Capital Employed | 0.09 | 0.06 | |
| Return On Assets | 0.03 | 0.04 | |
| Return On Equity | 0.20 | 0.22 |
Determining Blackstone's profitability involves analyzing its financial statements and using various financial metrics to determine if Blackstone is a good buy. For example, gross profit margin measures Blackstone's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Blackstone's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Blackstone's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Blackstone Group. Check Blackstone's Beneish M Score to see the likelihood of Blackstone's management manipulating its earnings.
Evaluate Blackstone's management efficiency
Blackstone Group has Return on Asset (ROA) of 0.1002 % which means that for every $100 of assets, it generated a profit of $0.1002. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.2204 %, which means that it produced $0.2204 on every 100 dollars invested by current stockholders. Blackstone's management efficiency ratios could be used to measure how well Blackstone manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Blackstone's Return On Tangible Assets are fairly stable compared to the past year. Return On Assets is likely to rise to 0.04 in 2024, whereas Return On Capital Employed is likely to drop 0.06 in 2024. At this time, Blackstone's Non Current Assets Total are fairly stable compared to the past year. Intangible Assets is likely to rise to about 394.6 M in 2024, whereas Total Assets are likely to drop slightly above 27.8 B in 2024.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 23.93 | 37.95 | |
| Tangible Book Value Per Share | 21.16 | 33.47 | |
| Enterprise Value Over EBITDA | 30.39 | 31.91 | |
| Price Book Value Ratio | 14.21 | 14.92 | |
| Enterprise Value Multiple | 30.39 | 31.91 | |
| Price Fair Value | 14.21 | 14.92 | |
| Enterprise Value | 105.9 B | 111.2 B |
The management strategies employed by Blackstone's are designed to enhance shareholder value and ensure long-term growth. We assess the effectiveness of these strategies in our stock analysis.
Dividend Yield 0.0186 | Forward Dividend Yield 0.0186 | Forward Dividend Rate 3.45 | Beta 1.486 |
Basic technical analysis of Blackstone Stock
As of the 21st of November, Blackstone shows the risk adjusted performance of 0.2458, and Mean Deviation of 1.23. Blackstone Group technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices.Blackstone's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Blackstone insiders, such as employees or executives, is commonly permitted as long as it does not rely on Blackstone's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Blackstone insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
William Parrett over a week ago Acquisition by William Parrett of 1242 shares of Blackstone subject to Rule 16b-3 | ||
Joan Solotar over a year ago Blackstone exotic insider transaction detected | ||
Tosi Laurence A over a year ago Conversion by Tosi Laurence A of 26184 shares of Blackstone |
Blackstone's Outstanding Corporate Bonds
Blackstone issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Blackstone Group uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Blackstone bonds can be classified according to their maturity, which is the date when Blackstone Group has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| BXSL 3625 15 JAN 26 Corp BondUS09261LAC28 | View | |
| BXSL 285 30 SEP 28 Corp BondUS09261XAG79 | View | |
| BXSL 275 16 SEP 26 Corp BondUS09261XAB82 | View | |
| BX 285 05 AUG 51 Corp BondUS09261BAF76 | View | |
| BX 2 30 JAN 32 Corp BondUS09261BAD29 | View | |
| BX 1625 05 AUG 28 Corp BondUS09261BAC46 | View | |
| BX 62 22 APR 33 Corp BondUS09261BAK61 | View |
Understand Blackstone's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Blackstone's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.2458 | |||
| Market Risk Adjusted Performance | 0.3553 | |||
| Mean Deviation | 1.23 | |||
| Semi Deviation | 0.7395 | |||
| Downside Deviation | 1.31 | |||
| Coefficient Of Variation | 313.4 | |||
| Standard Deviation | 1.64 | |||
| Variance | 2.68 | |||
| Information Ratio | 0.2608 | |||
| Jensen Alpha | 0.3858 | |||
| Total Risk Alpha | 0.3269 | |||
| Sortino Ratio | 0.3249 | |||
| Treynor Ratio | 0.3453 | |||
| Maximum Drawdown | 8.48 | |||
| Value At Risk | (1.88) | |||
| Potential Upside | 3.21 | |||
| Downside Variance | 1.73 | |||
| Semi Variance | 0.5469 | |||
| Expected Short fall | (1.43) | |||
| Skewness | 0.6459 | |||
| Kurtosis | 1.51 |
| Risk Adjusted Performance | 0.2458 | |||
| Market Risk Adjusted Performance | 0.3553 | |||
| Mean Deviation | 1.23 | |||
| Semi Deviation | 0.7395 | |||
| Downside Deviation | 1.31 | |||
| Coefficient Of Variation | 313.4 | |||
| Standard Deviation | 1.64 | |||
| Variance | 2.68 | |||
| Information Ratio | 0.2608 | |||
| Jensen Alpha | 0.3858 | |||
| Total Risk Alpha | 0.3269 | |||
| Sortino Ratio | 0.3249 | |||
| Treynor Ratio | 0.3453 | |||
| Maximum Drawdown | 8.48 | |||
| Value At Risk | (1.88) | |||
| Potential Upside | 3.21 | |||
| Downside Variance | 1.73 | |||
| Semi Variance | 0.5469 | |||
| Expected Short fall | (1.43) | |||
| Skewness | 0.6459 | |||
| Kurtosis | 1.51 |
Consider Blackstone's intraday indicators
Blackstone intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Blackstone stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Blackstone Corporate Filings
F4 | 15th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 14th of November 2024 Other Reports | ViewVerify | |
13A | 13th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
10Q | 1st of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Blackstone Stock media impact
Far too much social signal, news, headlines, and media speculation about Blackstone that are available to investors today. That information is available publicly through Blackstone media outlets and privately through word of mouth or via Blackstone internal channels. However, regardless of the origin, that massive amount of Blackstone data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Blackstone news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Blackstone relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Blackstone's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Blackstone alpha.
Blackstone Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Blackstone can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Blackstone Group Historical Investor Sentiment
Investor biases related to Blackstone's public news can be used to forecast risks associated with an investment in Blackstone. The trend in average sentiment can be used to explain how an investor holding Blackstone can time the market purely based on public headlines and social activities around Blackstone Group. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Blackstone's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Blackstone and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Blackstone news discussions. The higher the estimate score, the more favorable the investor's outlook on Blackstone.
Blackstone Corporate Directors
| Rochelle Lazarus | Independent Director of the General Partner | Profile | |
| James Breyer | Independent Director of the General Partner | Profile | |
| Ruth Porat | Independent Director of the General Partner | Profile | |
| Jonathan Gray | Global Head of Real Estate, Director of Blackstone Group Management LLC and Member of Executive Committee | Profile |
Additional Tools for Blackstone Stock Analysis
When running Blackstone's price analysis, check to measure Blackstone's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Blackstone is operating at the current time. Most of Blackstone's value examination focuses on studying past and present price action to predict the probability of Blackstone's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Blackstone's price. Additionally, you may evaluate how the addition of Blackstone to your portfolios can decrease your overall portfolio volatility.