📊 BX Key Takeaways
Is Blackstone Inc. (BX) a Good Investment?
Blackstone demonstrates exceptional financial strength with robust profitability metrics, strong cash generation, and excellent operational efficiency despite a significant net income decline. The company's 49.6% operating margin, 31.5% FCF margin, and 14.1x interest coverage reflect a well-managed business with substantial pricing power and financial resilience.
Blackstone shows elite underlying profitability, with a 49.6% operating margin, 34.8% ROE, and free cash flow of $4.55B, indicating a highly scalable fee-based platform. Revenue growth of 9.2% and strong cash generation support fundamental quality, but the 50.1% drop in net income highlights earnings volatility that is typical for alternative asset managers and tempers conviction somewhat.
Why Buy Blackstone Inc. Stock? BX Key Strengths
- Exceptional operating margin of 49.6% demonstrates strong operational efficiency and pricing power
- Robust free cash flow generation of $4.5B with 31.5% FCF margin indicating high-quality earnings conversion
- Strong balance sheet with 14.1x interest coverage and manageable 1.45x debt-to-equity ratio
- Revenue growth of 9.2% YoY despite challenging market conditions shows resilience and market demand
- Outstanding ROE of 34.8% demonstrates efficient capital deployment and shareholder value creation
- Significant insider activity with 17 Form 4 filings suggesting leadership confidence
- Very high operating profitability and returns on equity signal a strong franchise with scalable economics
- Free cash flow generation is robust, with $4.55B of FCF and a 31.5% FCF margin
- Interest coverage of 14.1x suggests debt is currently manageable despite meaningful leverage
BX Stock Risks: Blackstone Inc. Investment Risks
- Net income declined 50.1% YoY despite revenue growth, indicating significant operating headwinds or one-time charges requiring investigation
- EPS growth of only 6.9% lags revenue growth, suggesting margin compression or increased share count dilution
- Long-term debt of $12.6B represents meaningful financial leverage that could constrain flexibility in downturns
- Dependence on investment management and advisory services exposes company to market cyclicality and asset performance volatility
- Data freshness note at 2025-12-31 (future date) suggests potential data quality concerns or reporting anomalies
- Net income fell 50.1% year over year, showing that bottom-line results can be volatile
- Debt-to-equity of 1.45x and $12.58B of long-term debt add balance-sheet risk if operating conditions weaken
- Cash of $2.63B is modest relative to total liabilities of $25.83B, limiting balance-sheet flexibility
Key Metrics to Watch
- Net income trend recovery and margin expansion in subsequent quarters
- Operating cash flow sustainability and capital expenditure requirements
- Debt service capacity and refinancing needs given macroeconomic conditions
- Assets under management (AUM) growth and fee revenue realization
- Operating margin maintenance at elevated 49%+ levels
- Net income and margin stability versus revenue growth
- Free cash flow conversion and leverage trends
Blackstone Inc. (BX) Financial Metrics & Key Ratios
💡 AI Analyst Insight
The 31.5% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.
BX Profit Margin, ROE & Profitability Analysis
BX vs Market Sector: How Blackstone Inc. Compares
How Blackstone Inc. compares to Market sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Blackstone Inc. Stock Overvalued? BX Valuation Analysis 2026
Based on fundamental analysis, Blackstone Inc. has mixed fundamental signals relative to the Market sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
Blackstone Inc. Balance Sheet: BX Debt, Cash & Liquidity
BX Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: Blackstone Inc.'s revenue has declined by 36% over the 5-year period, indicating business contraction. The most recent EPS of $1.84 reflects profitable operations.
BX Revenue Growth, EPS Growth & YoY Performance
BX Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $3.1B | $624.9M | $0.80 |
| Q2 2025 | $2.8B | $444.4M | $0.58 |
| Q1 2025 | $3.3B | $614.9M | $0.80 |
| Q3 2024 | $2.5B | $552.0M | $0.73 |
| Q1 2024 | $1.4B | $85.8M | $0.11 |
| Q3 2023 | $1.1B | $2.3M | $0.00 |
| Q2 2023 | $629.2M | -$29.4M | $-0.04 |
| Q1 2023 | $1.4B | $85.8M | $0.11 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
Blackstone Inc. Dividends, Buybacks & Capital Allocation
BX SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for Blackstone Inc. (CIK: 0001393818)
📋 Recent SEC Filings
❓ Frequently Asked Questions about BX
What is the AI rating for BX?
Blackstone Inc. (BX) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (BUY) with 78% combined confidence, based on fundamental analysis of SEC EDGAR filings.
What are BX's key strengths?
Claude: Exceptional operating margin of 49.6% demonstrates strong operational efficiency and pricing power. Robust free cash flow generation of $4.5B with 31.5% FCF margin indicating high-quality earnings conversion. ChatGPT: Very high operating profitability and returns on equity signal a strong franchise with scalable economics. Free cash flow generation is robust, with $4.55B of FCF and a 31.5% FCF margin.
What are the risks of investing in BX?
Claude: Net income declined 50.1% YoY despite revenue growth, indicating significant operating headwinds or one-time charges requiring investigation. EPS growth of only 6.9% lags revenue growth, suggesting margin compression or increased share count dilution. ChatGPT: Net income fell 50.1% year over year, showing that bottom-line results can be volatile. Debt-to-equity of 1.45x and $12.58B of long-term debt add balance-sheet risk if operating conditions weaken.
What is BX's revenue and growth?
Blackstone Inc. reported revenue of $14.5B.
Does BX pay dividends?
Blackstone Inc. pays dividends, with $6,013.4M distributed to shareholders in the trailing twelve months.
Where can I find BX SEC filings?
Official SEC filings for Blackstone Inc. (CIK: 0001393818) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is BX's EPS?
Blackstone Inc. has a diluted EPS of $3.87.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.
Is BX a good stock to buy right now?
Based on our AI fundamental analysis in April 2026, Blackstone Inc. has a BUY rating with 78% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.
Is BX stock overvalued or undervalued?
Valuation metrics for BX: ROE of 34.8% (sector avg: 15%), net margin of 20.9% (sector avg: 12%). Higher ROE suggests strong returns relative to peers.
Should I buy BX stock in 2026?
Our dual AI analysis gives Blackstone Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.
What is BX's free cash flow?
Blackstone Inc.'s operating cash flow is $4.7B, with capital expenditures of $115.7M. FCF margin is 31.5%.
How does BX compare to other Market stocks?
Vs Default sector averages: Net margin 20.9% (avg: 12%), ROE 34.8% (avg: 15%), current ratio N/A (avg: 1.8).
Why is BX's return on equity (ROE) so high?
Blackstone Inc. has a return on equity of 34.8%, significantly above the Market sector average of 15%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 20.9% net margin.