Blackstone Inc (BX)
SottovalutatoFondamentale
69
Prezzo
$111.78
Capitalizzazione
$136.93B
Parte 1 · Quanto vale l'azienda
Panoramica
Blackstone Inc. is an alternative asset management firm specializing in private equity, venture capital, real estate, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies. The firm typically invests in early-stage, seed, middle market, mature, late venture, growth capital, emerging growth, turnaround, and later stage companies. It also provide capital markets services. The real estate segment specializes in opportunistic, core+ investments as well as debt investment opportunities collateralized by commercial real estate, and stabilized income-oriented commercial real estate across North America, Europe and Asia. Within fund of fund investments, it seeks to invest in private equity funds, venture capital funds, mezzanine funds, distressed debt/turnaround funds, secondary investment funds & real estate funds. The firm's corporate private equity business pursues transactions throughout the world across a variety of transaction types, including large buyouts, recapitalization, special situations, distressed mortgage loans, mid-cap buyouts, buy and build platforms, which involves multiple acquisitions behind a single management team and platform, and growth equity/development projects involving significant majority stakes in portfolio companies and minority investments in operating companies, shipping, real estate, corporate or consumer loans, and alternative energy greenfield development projects in energy and power, property, dislocated markets, shipping opportunities, financial institution breakups, re-insurance, and improving freight mobility, financial services, cargo, data processing, oil & gas production, oil & gas refining, oil & gas storage, building products, home entertainment, B2B, consumer electronics, home supply store, lodging, commercial services & supplies, metal & mineral mining machinery, coal, hazardous waste collection, solid waste collection, waste water treatment, renewable electricity, equity REITs, power generation by nuclear & fossil fuels, personal loan services, chemicals, other specialty retail, biotech, pharmaceuticals, metal, aerospace, healthcare, cable, entertainment services, infrastructure services, transportation infrastructure, exhaust, life sciences, alternative carriers, infrastructure, system software, manufacturing services, enterprise tech and consumer, enterprise software & application, as well as consumer technologies. The firm considers investment in Asia, Latin America, Japan, Australia, South Korea, Singapore, Hong Kong, Africa, Middle East, Beijing, Shanghai, India, Belgium, France, Ireland, Luxembourg, Monaco, Netherlands, United Kingdom, North America and South America. It seeks to invest between $0.25 million and $900 million per transaction. It invests in companies with enterprise value between $500 million and $5000 million. It makes equity investments up to $300 million through fund of fund investments. It has a three year investment period. The firm prefers to take majority and minority stakes. Its hedge fund business manages a broad range of commingled and customized fund solutions and its credit business focuses on loans, and securities of non-investment grade companies spread across the capital structure including senior debt, subordinated debt, preferred stock and common equity. Blackstone Inc. through its subsidiary South City Projects (Kolkata) Limited offers residential and commercial real estate development services that include development of township, residential towers, malls, IT parks, stadiums, resorts, hospitals, and schools. Blackstone Inc. was founded in 1985 and is based in New York, New York with additional offices across Asia, Europe, North America and Central America.
Per questa società non c'è ancora una scheda redazionale
Concorrenti diretti
Con chi questa società si contende gli stessi clienti
Generato il 18 settembre 2026 con claude-haiku-4-5 — condiviso con tutti gli utenti
Apollo è il rivale più vicino per dimensione: raccoglie capitali dagli stessi investitori istituzionali e assicurativi per credito privato, private equity e prodotti legati alla previdenza.
KKR gestisce la stessa piattaforma multi-strategia — grandi buyout, credito, infrastrutture e capitale assicurativo — e si contende con Blackstone le stesse operazioni e gli stessi sottoscrittori.
Brookfield è l'avversario principale di Blackstone negli asset reali: si contendono gli stessi portafogli immobiliari e gli stessi progetti infrastrutturali ed energetici nel mondo.
Ares si scontra direttamente sul credito privato e sul direct lending, la fonte di capitale commissionabile che cresce più in fretta per entrambe.
Carlyle insegue gli stessi buyout aziendali e gli stessi mandati istituzionali in private equity, credito e asset reali, pur con masse gestite inferiori.
EQT è il peso massimo europeo che contende a Blackstone i grandi buyout e le operazioni infrastrutturali in Europa, oltre agli impegni di raccolta degli stessi investitori globali.
Stato Patrimoniale e Liquidità
Ricavi
$16.11B
Ultimi 12 mesi (al 30/06/2026)
Utile Netto
$3.52B
Ultimi 12 mesi (al 30/06/2026)
Free Cash Flow
$4.55B
Patrimonio Netto Totale
$8.67B
Passività Totali
$25.83B
Rapporto di Liquidità
0.73
Copertura Interessi
-
Debito/EBITDA
-
Utile per Azione
Ricavi e Utile Netto
Free Cash Flow
Scomposizione Ricavi
Prospetto storico
Margini nel tempo
Il debito nel tempo
Quanto pesa il debito
Griglia della crescita
Crescita — Ricavi
Stima del Fair Value
Fair Value
$157.06
Prezzo Attuale
$111.78
Margine di Sicurezza
+28.8%
Range Fair Value
$113.21 - $200.91
Intervallo di dispersione tra i metodi di valutazione usati, non una stima statisticamente calibrata.
Metodi di Stima
Metriche di Valutazione
Rapporto P/E
25.13
ROE
34.8%
Rapporto P/B
9.33
P/FCF
15.34
Margine Lordo
-
ROIC
-
Radar Redditività
Creazione di Valore (Vantaggio Competitivo)
ROIC
-
WACC
11.1%
ROIC − WACC
-
Criteri di Analisi Fondamentale
Superati (16)
- EPS shows upward trend
- Price CAGR 16.87%
- P/FCF 15.34
- Debt/Equity ratio
- Positive Free Cash Flow
- CapEx intensity
- Return on Tangible Assets
- Low reliance on intangibles
- ROE 40.9%
- Revenue Growth 5Y 18.8%
- Analyst Consensus 67% Buy
- Earnings Surprise avg 9.6%
- PEG Ratio 1.93
- Earnings Quality (OCF/NI) 1.59
- Share Dilution 1.7%
- Net Margin Trend 21.8% vs 20.8%
Non superati (4)
- P/B Ratio 9.33
- Price below Graham Number
- DCF valuation (Overvalued)
- Piotroski F-Score 4/9
Non disponibili (7)
- ROIC NaN%
- Gross Margin NaN%
- Dividend Payout NaN%
- Operating Margin NaN%
- Current Ratio
- Interest Coverage
- Debt/EBITDA
Piotroski F-Score
Segnali misti: alcune aree necessitano attenzione
Qualità degli Utili
Alta qualità: utili supportati da cash
Diluizione Azionaria
Numero di azioni stabile
Partecipazioni istituzionali
Governance
Team Dirigenziale
| Nome | Ruolo | Età |
|---|---|---|
| Mr. Stephen Allen Schwarzman B.A., M.B.A. | Co-Founder, Chairman & CEO | 78 |
| Mr. Michael S. Chae J.D. | CFO & Vice Chairman | 57 |
| Mr. Jonathan D. Gray CIMA | President, COO & Director | 56 |
| Mr. Vikrant Sawhney J.D. | Chief Administrative Officer & Global Head of Institutional Client Solutions | - |
| Mr. John Gary Finley J.D. | Chief Legal Officer | 68 |
| Mr. Joseph Patrick Baratta | Global Head of Private Equity Strategies & Director | 54 |
| Mr. Mustafa Mohsin Siddiqui | Former Senior MD of BXMA - New York & Co-Head of Strategic Capital Group | - |
| Mr. Seth A. Meisel | Senior Managing Director of Private Equity - New York | 52 |
| Mr. Juergen Pinker | Senior MD of BXCI - Berkeley Square House London & Head of Germany for BXCI | - |
| Mr. M. Craig Shepherd | Senior Managing Director of Blackstone Life Sciences Cambridge | - |
Rischio Audit
8
Rischio CdA
10
Rischio Compensi
9
Rischio Diritti Azionisti
10
Parte 2 · Il prezzo e il momento d'ingresso
Questa parte non serve a capire se l'azienda vale: serve a scegliere quando comprarla, dopo che i fondamentali ti hanno convinto. Dentro: analisi tecnica, potenziale, drawdown storici, esposizione gamma.
Documenti
- Vedi documento
Relazione annuale (10-K)
Una panoramica annuale del business, dei risultati finanziari e dei rischi dell'azienda.
Depositato il 2026-02-27
- Vedi documento
Relazione trimestrale (10-Q)
Un aggiornamento sull'andamento finanziario degli ultimi tre mesi.
Depositato il 2026-08-07
- Vedi documento
Comunicazione price-sensitive (8-K)
Una comunicazione su un evento importante, come un cambio ai vertici o un grande annuncio.
Depositato il 2026-09-22
via SEC EDGAR
Storico Ricavi
via SEC EDGAR
Ultime Notizie
Ultime notizie per BX, da Markets Gazette.
- 6d agoNEUTRALBlackstone Cements Shift From Star Dealmakers With Baratta Exit
Jon Gray's increasing influence at Blackstone Inc. is highlighted by the recent departure of dealmaker Joe Baratta. This marks a significant shift in the firm's operational structure, moving away from reliance on star dealmakers towards a more centralized leadership under Gray. While this transition may signal a new strategic direction for Blackstone, its immediate impact on the company's financial performance or stock price is not yet clear. Investors will be watching to see how this leadership evolution affects future deal flow and asset management strategies.
- 7d agoPOSITIVEBlackstone Debuts First Multi-Asset Fund for Non-US Individuals
Blackstone Inc. has launched its inaugural multi-asset private markets fund specifically for non-US retail investors. This move signifies a strategic expansion by the alternative asset manager to tap into a broader global investor base, moving beyond traditional institutional clients. The fund aims to provide access to Blackstone's diverse alternative investment strategies, including private equity, credit, and real estate, to a new segment of international clientele. For investors, this offers a potential avenue to diversify portfolios with alternative assets, while for Blackstone, it represents a significant growth opportunity in global retail distribution.
- 8d agoNEUTRALGlobal Tensions Not Slowing Capital: Blackstone's Nides
Tom Nides, vice chairman at Blackstone, discussed global dealmaking, including insights on China, Canada, and the burgeoning AI and data center sectors. While acknowledging global tensions, Nides suggested they are not hindering capital deployment. The conversation, featured on "Bloomberg Deals," touched upon the 'anxiety' surrounding AI and data center investments, implying a high-demand environment. For investors, Blackstone's perspective highlights continued activity in strategic sectors despite geopolitical complexities, suggesting opportunities in areas driven by technological advancement and infrastructure needs.
- 13d agoPOSITIVEBlackstone Sees India Nearing Tipping Point for Foreign Capital
Blackstone Inc. is signaling a significant positive outlook for India's investment landscape, with President Jon Gray suggesting the country is approaching a 'tipping point' for attracting foreign capital. This optimism stems from Blackstone's early experiences in India, which, despite initial challenges and headwinds during the global financial crisis, have laid the groundwork for future growth. The firm's long-term commitment and evolving strategy in India indicate a belief in the nation's burgeoning economic potential and its capacity to absorb substantial foreign investment. Investors should monitor Blackstone's activities in India for potential opportunities in real estate and infrastructure.
- 13d agoPOSITIVEBlackstone Lands Loan for Data Center Cooling Firm Acquisition
Blackstone Inc. has secured a first-lien term loan to finance its acquisition of a controlling stake in Flow Control Holdings, a key player in the data center liquid cooling components sector. This strategic move by Blackstone highlights the growing investor interest and capital allocation towards infrastructure supporting the booming data center industry, particularly in advanced cooling solutions. The financing underscores the perceived value and future growth potential of Flow Control Holdings within Blackstone's portfolio, signaling a positive outlook for the company and its role in enabling next-generation data processing capabilities.
- 16d agoNEUTRALFlows Will Return to Private Credit, Blackstone’s Gray Tells NZZ
Blackstone President and COO Jon Gray expressed confidence in the recovery of the private credit asset class, despite acknowledging a backlog of investor redemption requests for the firm's main private credit fund. Gray indicated that flows are expected to return to private credit, suggesting a normalization of investor sentiment and capital allocation. This outlook implies that while current liquidity challenges exist, the underlying fundamentals of private credit are seen as robust by Blackstone's leadership, potentially signaling a period of stabilization and eventual rebound for the sector.
- 9/1/2026POSITIVEBlackstone’s $1.3 Billion India REIT Sale Fully Subscribed
Blackstone Inc. has successfully completed an upsized sale of a stake in its India-based Knowledge Realty Trust, raising approximately 121 billion rupees ($1.3 billion). The offering was fully subscribed, indicating robust investor demand for Indian real estate assets managed by Blackstone. This strong subscription level suggests positive market sentiment towards the REIT and Blackstone's asset management capabilities in the region. For investors, this successful capital raise highlights the attractiveness of Blackstone's managed properties and its ability to generate significant investor interest in emerging markets.
- 8/18/2026POSITIVEBlackstone, Blue Owl Tap Bond Market
Blackstone's BCRED unit successfully raised $750 million in the bond market, while Blue Owl secured $400 million. This issuance highlights a strong resurgence of private credit into the bond market, bolstered by robust investor demand. The investment-grade issuance in August has reached record levels. Investors are returning to this asset class, showing a preference for safer positions higher up the capital stack, indicating confidence in these alternative asset managers' ability to attract capital.
- 7/1/2026NEUTRALBlackstone Offloads Stakes in Trio of Virginia Data Centers
Blackstone is divesting its stakes in three Northern Virginia data centers for $3.5 billion, marking an exit from an investment made less than three years ago. This strategic move allows the firm to realize gains from its real estate portfolio. While the sale itself is a significant transaction, it represents a partial exit and does not inherently signal a change in Blackstone's overall investment strategy or outlook. Investors will monitor future capital allocation decisions for further insights.
via Markets Gazette