Financial Services

Blackstone Inc. (BX)

$114.91
-1.74%
$143.0B
Market Cap
30.0
P/E Ratio
1.63
Beta
4.25%
Dividend Yield
Piotroski 5/9Altman Z 3.5 Safe

Quantitative Summary

Deterministic

BX trades at 30.0x earnings — a 56% premium to its sector average of 19.2x — without a dominant ROIC-WACC spread. Financial health is average: Piotroski 5/9, Altman Z 3.5. DCF fair value of $24 implies 80% downside based on model assumptions.

Generated deterministically from quant metrics and financial statements. Not a recommendation.

DCF Sandbox

Interactive
Market Price
$114.91
Fair Value
$24
Implied Upside
-79.2%
$24IMPLIED FAIR VALUEOVERVALUEDOVERUNDER
Growth Rate (Y1–5)-5%
-10%20%50%
Discount Rate (WACC)14.4%
5%12.5%20%

5-year two-stage DCF. Terminal growth 3%. Default sliders match the pre-computed base case. Drag to explore scenarios. Not investment advice.

Reverse DCFMarket-Implied
17.5%annual FCF growth priced in at $114.91

The growth rate the market implicitly expects over the next 10 years to justify today's price. Compare with historical growth of 14% YoY revenue.

Sensitivity Matrix

TG ↓ / WACC →12.4%14.4%16.4%
2%$29$22$18
3%$32$24$19
4%$35$26$20

Center = base case. Green = >10% upside, Red = >10% downside vs $114.91.

Pre-computed DCF: WACC=14.4%, terminal growth 3%. Fair value $24 (-80.1%). Not investment advice.

Valuation Context

30.0x
BX P/E
19.2x
Sector Avg
29.3x
5Y Avg P/E
+56%
vs Sector

Currently trading 1% above its 5-year average P/E of 29.3x.

Price Chart with Moving Averages

Loading chart...
SMA 50 SMA 200

Technical Setup

AI Generated

Blackstone Inc. is currently trading at $117.89, a level that requires contextualization against its moving average envelope to assess relative valuation dynamics. Without specific band parameters or the exact position of recent price action within those statistical bounds, it remains unclear whether this price point represents an extension beyond typical volatility ranges or a contraction toward historical means. In scenarios where prices trade significantly above their standard deviation bands, technical theory often suggests heightened pressure for mean reversion as overextended momentum typically corrects. Conversely, if the current level sits comfortably near the center of the envelope, it may indicate a state of equilibrium with lower immediate expectations for sharp directional shifts based solely on statistical positioning. The absence of definitive data regarding whether $117.89 is hovering at an upper or lower boundary prevents a precise assessment of short-term mean-reversion potential relative to this specific financial instrument's recent history. Technical frameworks generally posit that extreme deviations from the mean create conditions where prices are statistically likely to return toward average values, yet confirming such a deviation requires knowing the width and location of the surrounding moving averages. Until those structural boundaries are defined, the current price level simply reflects the market's immediate valuation without offering clear signals regarding whether it is overbought or oversold relative to its own recent performance trajectory. Ultimately, determining if this specific price action implies a high probability of correction toward the mean depends entirely on where $117.89 sits within the unprovided statistical envelope. If future

RSI (14)
SMA 50
SMA 200

Quant Health Deep Dive

5/9
Piotroski F-Score
Average — mixed operational signals
3.5
Altman Z-Score
Safe Zone — above 3.0 threshold per academic model. Thresholds: >3 safe, 1.8–3 grey, <1.8 distress.

Profitability & Value Creation

24.3%
Net Margin
14.4%
WACC
+13.5%
Revenue Growth (YoY)
+8.7%
Earnings Growth (YoY)
4.5B
Free Cash Flow
132%
FCF Payout Ratio

⚠️ Dividend consumes >80% of FCF — sustainability risk.

DuPont Analysis — ROE Decomposition

Breaking down Return on Equity to see how the company generates its ROE — efficiency, margins, or leverage.

24.3%
Net Profit Margin
NI ÷ Revenue
×
0.26x
Asset Turnover
Revenue ÷ Assets
×
2.18x
Equity Multiplier
Assets ÷ Equity
=
13.8%
Return on Equity
✅ ROE driven primarily by strong profit margins — a sign of pricing power.

Balance Sheet Health

1.18x
Debt / Equity
3.01%
FCF Yield

Insider Activity (Last 90 Days)

Net Insider Flow
+$68,553
Net Buying
1
Buy Transactions
0
Sale Transactions
2026-03-10FINLEY JOHN GSold 4/8 qtrsOther7,500 shares
2026-02-17PORAT RUTH MBuy$68,553
2026-01-12PAYNE DAVIDSold 2/8 qtrsGrant1,656 shares
2026-01-12SAWHNEY VIKRANTSold 1/8 qtrsGrant29,458 shares
2026-01-12FINLEY JOHN GSold 4/8 qtrsGrant14,959 shares

Open-market buys vs sells by company insiders. Source: yfinance.

Earnings Surprise History

Q4
✓ Beat
Est: $1.06
Act: $1.09
+3.1%
Q3
✓ Beat
Est: $1.10
Act: $1.21
+9.8%
Q2
✓ Beat
Est: $1.23
Act: $1.52
+23.9%
Q1
✓ Beat
Est: $1.54
Act: $1.75
+13.9%

EPS estimates vs actuals for the most recent reported quarters. Source: yfinance.

Dividend History

$1.1600
Latest Dividend
$4.69
2025 Total
+35.9%
YoY Growth
2 yrs
Consecutive Increases
Annual Dividends per Share
$0.77
2016
$2.32
2017
$2.42
2018
$1.92
2019
$1.91
2020
$3.57
2021
$4.94
2022
$3.32
2023
$3.45
2024
$4.69
2025
$2.65
2026
DateAmountChange
2026-05-04$1.1600-22.1%
2026-02-09$1.4900+15.5%
2025-11-03$1.2900+25.2%
2025-08-04$1.0300+10.8%
2025-04-28$0.9300-35.4%
2025-02-10$1.4400+67.4%
2024-10-28$0.8600+4.9%
2024-07-29$0.8200-1.2%
2024-04-26$0.8300-11.7%
2024-02-02$0.9400+17.5%
2023-10-27$0.8000+1.3%
2023-07-28$0.7900-3.7%

Dividend and split data from SEC filings and market data. Amounts are per share, not adjusted for splits. Source: yfinance.

Risk Profile

38.8%
Annual Volatility
-0.20
Sharpe (1Y)
0.51
Sharpe (3Y)
-46.5%
Max Drawdown (3Y)
-49.3%
Max Drawdown (5Y)

Sharpe = risk-adjusted return (higher is better). Max drawdown = largest peak-to-trough decline. 1,200+ trading days.

Underwater (Drawdown from Peak)

How far below the all-time high the price has been over time. Deeper = more pain for holders.

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Rolling 60-Day Beta vs S&P 500 (VOO)

How the stock's sensitivity to market moves changes over time. β > 1 = more volatile than the market.

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Rolling Beta Market (β = 1.0)

Fama-French 5-Factor Exposure

Academic factor model decomposition — what's really driving this stock's returns.

1.51
Market β
Mkt-RF
+0.441
Size (SMB)
Small-cap tilt
+0.386
Value (HML)
Value tilt
-0.231
Profit (RMW)
Weak
+0.053
Invest (CMA)
Neutral
Alpha (annual): -8.60%
R²: 55.8%of variance explained by 5 factors

Fama-French 5-Factor Model. Data: Kenneth French Data Library. Regression over 3 years of daily returns.

Fundamentals

15.5
Forward P/E
1.95
PEG Ratio
10.98
Price/Book
8M
Avg Volume
$190.09
52W High
$101.73
52W Low
15%
52W Range Position

Passive Flow Attribution

ETF Draft Effect
$11.0B
Tracked Passive Exposure
8
ETFs Holding BX
0.17%
Avg Weight in ETFs
$6.5T
Total ETF AUM

When investors buy or sell ETFs like HDV or XLF, the fund manager is mechanically forced to buy or sell BX shares regardless of Blackstone Inc.'s individual fundamentals. We estimate $11.0B of passive capital is structurally linked to BX through 8 tracked ETFs. This substantial passive exposure means that ETF inflows and outflows — not company fundamentals — can dominate daily volume on this stock.

Passive exposure = Σ (ETF AUM × stock weight in ETF) across 8 tracked ETFs. Actual passive ownership is larger (includes mutual funds). Not investment advice.

ETF Contagion Visualizer

Simulate a price drop in Blackstone Inc. to visualize passive redemption contagion across ETFs and collateral stocks.

BX Shock
-0%
Est. Passive Redemption
$0
Systemic Risk
STABLE
BXEpicenterVTIETFVOOETFIVVETFJPMHigh RiskBRK.BUnknownJNJLow RiskJPMHigh RiskBRK.BUnknown
BX Price Drop (%)0

If Blackstone Inc. (BX) experiences a significant drawdown, ETF redemptions can create collateral selling pressure on co-held stocks. Our model identifies JPMorgan Chase & Co. (JPM) as the most exposed collateral stock, sharing 3 ETFs with BX. This is the "Passive Contagion" effect described in the Inelastic Market Hypothesis.

Contagion model based on shared ETF exposure and constituent weights across 28 tracked ETFs. Estimated selling pressure is a simplified model — actual impact depends on market liquidity, ETF redemption mechanics, and market-maker activity.

BX Ownership Dynamics

Passive funds hold 1 in every 8 BX shares, reducing daily market volatility.

Ticker
BX
Total Shares
742M
ETF Lock-Up
12.3%
Display Mode
Total Float Impact
12.3%Locked Float

Blackstone Inc. (BX) exerts measurable gravity on the passive index market, currently representing 1.7% of the iShares Core High Dividend ETF (HDV) and 1.2% of the State Street Financial Select Sector SPDR ETF (XLF). Across 28 tracked ETFs, approximately 92M shares (12.3% of float) are held by passive funds and rarely trade on the open market. This level of passive ownership means index rebalances can create outsized volume events.

Float lock-up computed from 28 ETFs tracked by SecuritiesDB. Actual passive ownership is higher (includes mutual funds, pension funds, etc.).

BX Institutional Volume Profile

252-day volume distribution by price level. The Point of Control (POC) marks the price where the most institutional volume transacted — an implicit support/resistance floor.

TICKER
BX
PRICE
$114.91
FLOOR (POC)
$112.30
STRENGTH
Medium
$104$1087%$112POC 12%$1178%$114.91$1216%$125$1297%$133$138$142$146$1506%$1557%$159$163$167$171$176$180$184
Focus Zone
Point of Control (POC) Support (below price) Resistance (above price) Current Price

The highest-volume price zone for Blackstone Inc. over the past year sits near $112.30 (12% of 252-day volume). The current price of $114.91 trades 2.3% above this institutional floor — a sign of upside momentum, though a pullback to the POC zone is a common reversion target.

Volume Profile computed from 252 trading days of OHLCV data. Volume allocated to price bins proportionally based on daily high-low range. Not investment advice.

Fails-to-Deliver (FTD) History

SEC-reported settlement failures. Elevated FTDs can indicate high short-selling pressure, operational settlement issues, or naked shorting activity.

DateFailed SharesClose PriceNotional Value
2026-05-1410,398$119.62$1.2M
2026-05-08148$122.33$18,104.84
2026-05-0439,018$126.35$4.9M
2026-04-29378$121.52$45,934.56
2026-04-27127$121.65$15,449.55
2026-04-209,839$129.08$1.3M
2026-04-173,021$128.13$387,080.73
2026-04-156$126.33$757.98
2026-04-101,117$116.90$130,577.3
2026-04-08222$112.73$25,026.06
2026-04-06199$113.05$22,496.95
2026-03-312,935$111.60$327,546
2026-03-3047$108.07$5,079.29
2026-03-2750$109.63$5,481.5
2026-03-236,007$110.43$663,353.01
2026-03-2062$113.47$7,035.14
2026-03-1689$106.78$9,503.42
2026-03-1364,538$102.12$6.6M
2026-03-12200$107.25$21,450
2026-03-11155$109.96$17,043.8
2026-03-051,364$114.14$155,686.96
2026-03-04417$110.92$46,253.64
2026-03-021,925$113.37$218,237.25
2026-02-2721$117.95$2,476.95
2026-02-25192$116.41$22,350.72
2026-02-24176$113.71$20,012.96
2026-02-2313$121.27$1,576.51
2026-02-2075$125.76$9,432
2026-02-17194$129.86$25,192.84
2026-02-11373$133.82$49,914.86

Source: SEC Regulation SHO FTD data. Data is reported with a ~30 day delay. High FTD quantities relative to average daily volume may indicate settlement stress.

Price Correlations

Statistical correlation of daily returns with other stocks. High correlations indicate stocks that move together; negative correlations can offer diversification.

Peer252-Day (1Y)126-Day (6M)Direction
WTGXXNaNNaN
KKR0.8580.834High co-movement
APO0.7580.754High co-movement
MC0.7200.648High co-movement
BLK0.6960.675Moderate
TROW0.6650.624Moderate
WAL0.6430.576Moderate
KEY0.6420.541Moderate
COF0.6280.612Moderate
CFG0.6240.503Moderate

Pearson correlation of daily log returns. 252d ≈ 1 trading year. Computed from price history. Not investment advice.

Compare BX to Peers

Quant metrics computed deterministically from financial statements and price data. Updated: 2026-06-02.

SecuritiesDB provides programmatic data aggregation for informational purposes only. None of the metrics, summaries, or algorithmic flags constitute a recommendation to buy or sell any security.