Blackstone BX
Blackstone is one of the world's largest alternative asset managers, investing in private equity, real estate, credit, and insurance, generating management and performance fees. Blackstone shows exceptional growth (revenue +28.6%, earnings +57.3%) and a solid moat (operating margin 54.4%, ROE 31.4%), but its 111% payout and negative momentum (-15.5%) warrant caution. The departure of a key executive adds near-term uncertainty.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Blackstone is one of the world's largest alternative asset managers, investing in private equity, real estate, credit, and insurance, generating management and performance fees. Blackstone shows exceptional growth (revenue +28.6%, earnings +57.3%) and a solid moat (operating margin 54.4%, ROE 31.4%), but its 111% payout and negative momentum (-15.5%) warrant caution. The departure of a key executive adds near-term uncertainty.
Score by category
| Category | Score |
|---|---|
| Financial health | 5.8 |
| Quality / Moat | 9.1 |
| Valuation | 6.1 |
| Growth | 9.2 |
| Dividend | 5.1 |
| Momentum | 2.6 |
| Risk & Context | 4.2 |
OVERALL SCORE: 6.7/10
Context and risks
The rise in 10-year yields (5.17%) pressures the valuation of long-duration assets like real estate and private equity, where Blackstone has significant exposure. However, as a manager, it also benefits from higher returns in its credit and insurance strategies, partially offsetting the effect.
News considered in the analysis
- Blackstone’s Top Private-Equity Executive Is Preparing to Leave Firm — La salida de un ejecutivo senior de PE puede afectar la capacidad de captación y gestión, un riesgo material para una gestora de activos.
- Blackstone (BX) Stock Seems Reasonable On A 30% One Year Fall — Análisis de valoración sin información nueva; el mercado ya ha descontado la caída.
- Does Blackstone’s New BXPM Fund Subtly Redefine BX’s Private‑Markets Capital‑Raising Playbook? — Nuevo vehículo de capital privado podría ampliar la base de inversores y comisiones, aunque aún no se conocen detalles de su impacto.
- Sector Update: Financial Stocks Rise Late Afternoon — Movimiento sectorial genérico sin información específica para Blackstone.
- Piper Sandler, Houlihan Lokey, and Blackstone Shares Are Falling, What You Need To Know — Caída de acciones del sector financiero, refleja sentimiento negativo pero sin catalizador específico de la empresa.
Verdict: Hold; quality and growth justify the premium, but the executive departure and unsustainable payout limit immediate appeal.
Main risk: The departure of the top private equity executive could weaken fundraising and management capabilities, a key risk for an asset manager.
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