Blackstone Return On Equity vs. Current Valuation
| BX Stock | USD 162.35 3.55 2.24% |
Return On Equity | First Reported 2010-12-31 | Previous Quarter 0.3 | Current Value 0.17 | Quarterly Volatility 0.13997228 |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.74 | 0.86 |
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| Pretax Profit Margin | 0.84 | 0.65 |
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For Blackstone profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Blackstone to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Blackstone Group utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Blackstone's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Blackstone Group over time as well as its relative position and ranking within its peers.
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Blackstone's Revenue Breakdown by Earning Segment
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Blackstone Revenue Breakdown by Earning Segment
By analyzing Blackstone's earnings estimates, investors can diagnose different trends across Blackstone's analyst sentiment over time as well as compare current estimates against different timeframes.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Blackstone. If investors know Blackstone will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Blackstone listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.21) | Dividend Share 4.69 | Earnings Share 3.48 | Revenue Per Share | Quarterly Revenue Growth (0.20) |
The market value of Blackstone Group is measured differently than its book value, which is the value of Blackstone that is recorded on the company's balance sheet. Investors also form their own opinion of Blackstone's value that differs from its market value or its book value, called intrinsic value, which is Blackstone's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Blackstone's market value can be influenced by many factors that don't directly affect Blackstone's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Blackstone's value and its price as these two are different measures arrived at by different means. Investors typically determine if Blackstone is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Blackstone's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Blackstone Group Current Valuation vs. Return On Equity Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Blackstone's current stock value. Our valuation model uses many indicators to compare Blackstone value to that of its competitors to determine the firm's financial worth. Blackstone Group is number one stock in return on equity category among its peers. It is rated second in current valuation category among its peers reporting about 562,349,778,141 of Current Valuation per Return On Equity. At this time, Blackstone's Return On Equity is fairly stable compared to the past year. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Blackstone's earnings, one of the primary drivers of an investment's value.Blackstone Current Valuation vs. Return On Equity
Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
Blackstone |
| = | 0.26 |
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.
Blackstone |
| = | 148.8 B |
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
Blackstone Current Valuation vs Competition
Blackstone Group is rated second in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Financials industry is currently estimated at about 555.16 Billion. Blackstone totals roughly 148.8 Billion in current valuation claiming about 27% of equities under Financials industry.
Blackstone Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Blackstone, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Blackstone will eventually generate negative long term returns. The profitability progress is the general direction of Blackstone's change in net profit over the period of time. It can combine multiple indicators of Blackstone, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Accumulated Other Comprehensive Income | -36.3 M | -34.5 M | |
| Operating Income | 7.4 B | 7.8 B | |
| Income Before Tax | 7.4 B | 7.8 B | |
| Total Other Income Expense Net | 155.3 M | 147.5 M | |
| Net Income | 6.3 B | 6.6 B | |
| Income Tax Expense | 1.2 B | 1.2 B | |
| Net Income Applicable To Common Shares | 3.2 B | 1.8 B | |
| Net Income From Continuing Ops | 6.3 B | 3.5 B | |
| Non Operating Income Net Other | -74.6 M | -70.8 M | |
| Interest Income | 370 M | 606.9 M | |
| Net Interest Income | -29.3 M | -27.8 M | |
| Change To Netincome | 1.5 B | 1.6 B | |
| Net Income Per Share | 4.17 | 3.43 | |
| Income Quality | 0.58 | 0.61 | |
| Net Income Per E B T | 0.49 | 0.42 |
Blackstone Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Blackstone. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Blackstone position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Blackstone's important profitability drivers and their relationship over time.
Blackstone Earnings Estimation Breakdown
The calculation of Blackstone's earning per share is based on the data from the past 12 consecutive months, used for reporting the company's financial figures. The next projected EPS of Blackstone is estimated to be 1.4416 with the future projection ranging from a low of 1.32 to a high of 1.58. Please be aware that this consensus of annual earnings estimates for Blackstone Group is based on EPS before non-recurring items and includes expenses related to employee stock options.Last Reported EPS
1.32 Lowest | Expected EPS | 1.58 Highest |
Blackstone Earnings Projection Consensus
Suppose the current estimates of Blackstone's value are higher than the current market price of the Blackstone stock. In this case, investors may conclude that Blackstone is overpriced and will exhibit bullish sentiment. On the other hand, if the present value is lower than the stock price, analysts may conclude that the market undervalues the equity. These scenarios may suggest that the market is not as efficient as it should be at the estimation time, and Blackstone's stock will quickly adjusts to the new information provided by the consensus estimate.
| Number of Analysts | Historical Accuracy | Last Reported EPS | Estimated EPS for 31st of March 2026 | Current EPS (TTM) | |
| 21 | 89.67% | 0.0 | 1.4416 | 3.48 |
Blackstone Earnings per Share Projection vs Actual
Actual Earning per Share of Blackstone refers to what the company shows during its earnings calls or quarterly reports. The Expected EPS is what analysts covering Blackstone Group predict the company's earnings will be in the future. The higher the earnings per share of Blackstone, the better is its profitability. While calculating the Earning per Share, we use the weighted ratio, as the number of shares outstanding can change over time.Blackstone Estimated Months Earnings per Share
For an investor who is primarily interested in generating an income out of investing in entities such as Blackstone, the EPS ratio can tell if the company is intending to increase its current dividend. Although EPS is an essential tool for investors, it should not be used in isolation. EPS of Blackstone should always be considered in relation to other companies to make a more educated investment decision.Blackstone Quarterly Analyst Estimates and Surprise Metrics
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.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
null | null | null | null | null | 0 | ||
2025-10-23 | 2025-09-30 | 1.23 | 1.52 | 0.29 | 23 | ||
2025-07-24 | 2025-06-30 | 1.09 | 1.21 | 0.12 | 11 | ||
2025-04-17 | 2025-03-31 | 1.06 | 1.09 | 0.03 | 2 | ||
2025-01-30 | 2024-12-31 | 1.47 | 1.69 | 0.22 | 14 | ||
2024-10-17 | 2024-09-30 | 0.91 | 1.01 | 0.1 | 10 | ||
2024-07-18 | 2024-06-30 | 0.99 | 0.96 | -0.03 | 3 | ||
2024-04-18 | 2024-03-31 | 0.96 | 0.98 | 0.02 | 2 | ||
2024-01-25 | 2023-12-31 | 0.95 | 1.11 | 0.16 | 16 | ||
2023-10-19 | 2023-09-30 | 1.01 | 0.94 | -0.07 | 6 | ||
2023-07-20 | 2023-06-30 | 0.92 | 0.93 | 0.01 | 1 | ||
2023-04-20 | 2023-03-31 | 0.96 | 0.97 | 0.01 | 1 | ||
2023-01-26 | 2022-12-31 | 0.95 | 1.07 | 0.12 | 12 | ||
2022-10-20 | 2022-09-30 | 0.99 | 1.06 | 0.07 | 7 | ||
2022-07-21 | 2022-06-30 | 1.44 | 1.49 | 0.05 | 3 | ||
2022-04-21 | 2022-03-31 | 1.07 | 1.55 | 0.48 | 44 | ||
2022-01-27 | 2021-12-31 | 1.37 | 1.71 | 0.34 | 24 | ||
2021-10-21 | 2021-09-30 | 0.91 | 1.28 | 0.37 | 40 | ||
2021-07-22 | 2021-06-30 | 0.78 | 0.82 | 0.04 | 5 | ||
2021-04-22 | 2021-03-31 | 0.76 | 0.96 | 0.2 | 26 | ||
2021-01-27 | 2020-12-31 | 0.89 | 1.13 | 0.24 | 26 | ||
2020-10-28 | 2020-09-30 | 0.57 | 0.63 | 0.06 | 10 | ||
2020-07-23 | 2020-06-30 | 0.43 | 0.43 | 0.0 | 0 | ||
2020-04-23 | 2020-03-31 | 0.5 | 0.46 | -0.04 | 8 | ||
2020-01-30 | 2019-12-31 | 0.67 | 0.72 | 0.05 | 7 | ||
2019-10-23 | 2019-09-30 | 0.53 | 0.58 | 0.05 | 9 | ||
2019-07-18 | 2019-06-30 | 0.48 | 0.57 | 0.09 | 18 | ||
2019-04-18 | 2019-03-31 | 0.51 | 0.44 | -0.07 | 13 | ||
2019-01-31 | 2018-12-31 | 0.01 | 0.05 | 0.04 | 400 | ||
2018-10-18 | 2018-09-30 | 0.74 | 0.76 | 0.02 | 2 | ||
2018-07-19 | 2018-06-30 | 0.75 | 0.9 | 0.15 | 20 | ||
2018-04-19 | 2018-03-31 | 0.45 | 0.65 | 0.2 | 44 | ||
2018-02-01 | 2017-12-31 | 0.67 | 0.71 | 0.04 | 5 | ||
2017-10-19 | 2017-09-30 | 0.54 | 0.69 | 0.15 | 27 | ||
2017-07-20 | 2017-06-30 | 0.62 | 0.59 | -0.03 | 4 | ||
2017-04-20 | 2017-03-31 | 0.68 | 0.82 | 0.14 | 20 | ||
2017-01-26 | 2016-12-31 | 0.64 | 0.68 | 0.04 | 6 | ||
2016-10-27 | 2016-09-30 | 0.48 | 0.57 | 0.09 | 18 | ||
2016-07-21 | 2016-06-30 | 0.39 | 0.44 | 0.05 | 12 | ||
2016-04-21 | 2016-03-31 | 0.37 | 0.31 | -0.06 | 16 | ||
2016-01-28 | 2015-12-31 | 0.46 | 0.37 | -0.09 | 19 | ||
2015-10-15 | 2015-09-30 | -0.3 | -0.35 | -0.05 | 16 | ||
2015-07-16 | 2015-06-30 | 0.43 | 0.43 | 0.0 | 0 | ||
2015-04-16 | 2015-03-31 | 1.04 | 1.37 | 0.33 | 31 | ||
2015-01-29 | 2014-12-31 | 0.92 | 1.25 | 0.33 | 35 | ||
2014-10-16 | 2014-09-30 | 0.72 | 0.66 | -0.06 | 8 | ||
2014-07-17 | 2014-06-30 | 0.71 | 1.15 | 0.44 | 61 | ||
2014-04-17 | 2014-03-31 | 0.55 | 0.7 | 0.15 | 27 | ||
2014-01-30 | 2013-12-31 | 0.82 | 1.35 | 0.53 | 64 | ||
2013-10-17 | 2013-09-30 | 0.55 | 0.56 | 0.01 | 1 | ||
2013-07-18 | 2013-06-30 | 0.49 | 0.62 | 0.13 | 26 | ||
2013-04-18 | 2013-03-31 | 0.54 | 0.55 | 0.01 | 1 | ||
2013-01-31 | 2012-12-31 | 0.47 | 0.59 | 0.12 | 25 | ||
2012-10-18 | 2012-09-30 | 0.42 | 0.55 | 0.13 | 30 | ||
2012-07-19 | 2012-06-30 | 0.11 | 0.19 | 0.08 | 72 | ||
2012-04-19 | 2012-03-31 | 0.4 | 0.39 | -0.01 | 2 | ||
2012-02-02 | 2011-12-31 | 0.4 | 0.4 | 0.0 | 0 | ||
2011-10-20 | 2011-09-30 | -0.05 | -0.31 | -0.26 | 520 | ||
2011-07-21 | 2011-06-30 | 0.33 | 0.63 | 0.3 | 90 | ||
2011-04-21 | 2011-03-31 | 0.41 | 0.51 | 0.1 | 24 | ||
2011-02-03 | 2010-12-31 | 0.3 | 0.46 | 0.16 | 53 | ||
2010-10-28 | 2010-09-30 | 0.26 | 0.3 | 0.04 | 15 | ||
2010-07-22 | 2010-06-30 | 0.16 | 0.18 | 0.02 | 12 | ||
2010-04-22 | 2010-03-31 | 0.21 | 0.32 | 0.11 | 52 | ||
2010-02-25 | 2009-12-31 | 0.2 | 0.29 | 0.09 | 45 | ||
2009-11-06 | 2009-09-30 | 0.15 | 0.25 | 0.1 | 66 | ||
2009-08-06 | 2009-06-30 | 0.09 | 0.16 | 0.07 | 77 | ||
2009-05-06 | 2009-03-31 | -0.1 | -0.07 | 0.03 | 30 | ||
2009-02-27 | 2008-12-31 | -0.4 | -0.68 | -0.28 | 70 | ||
2008-11-06 | 2008-09-30 | 0.01 | -0.44 | -0.45 | 4500 | ||
2008-08-06 | 2008-06-30 | 0.08 | 0.15 | 0.07 | 87 | ||
2008-05-15 | 2008-03-31 | 0.14 | -0.06 | -0.2 | 142 | ||
2008-03-10 | 2007-12-31 | 0.16 | 0.08 | -0.08 | 50 | ||
2007-11-12 | 2007-09-30 | 0.3 | 0.21 | -0.09 | 30 | ||
2007-08-13 | 2007-06-30 | 0.46 | 0.46 | 0.0 | 0 |
Use Blackstone in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Blackstone position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Blackstone will appreciate offsetting losses from the drop in the long position's value.Blackstone Pair Trading
Blackstone Group Pair Trading Analysis
The ability to find closely correlated positions to Blackstone could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Blackstone when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Blackstone - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Blackstone Group to buy it.
The correlation of Blackstone is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Blackstone moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Blackstone Group moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Blackstone can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Blackstone position
In addition to having Blackstone in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Consumer Discretionary ETFs Thematic Idea Now
Consumer Discretionary ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Consumer Discretionary ETFs theme has 32 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Consumer Discretionary ETFs Theme or any other thematic opportunities.
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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.