Blackstone, Inc. (BX) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

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BlackRock, Inc.

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Corebridge Financial, Inc.

Principal Financial Group, Inc.

Blackstone, Inc.

Northern Trust Corp.

Apollo Global Management, Inc.

Why is Blackstone, Inc. ?

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 35.34%

The company has declared Positive results for the last 5 consecutive quarters

OPERATING CASH FLOW(Y) Highest at USD 2,125.61 MM
NET SALES(9M) At USD 10,440.59 MM has Grown at 30.53%
NET PROFIT(9M) At USD 2,118.07 MM has Grown at 44.67%

With ROE of 32.33%, it has a very expensive valuation with a 21.36 Price to Book Value

The stock is trading at a premium compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of -19.91%, its profits have risen by 19% ; the PEG ratio of the company is 3.7

Underperformed the market in the last 1 year

Even though the market (S&P 500) has generated returns of 14.11% in the last 1 year, the stock has hugely underperformed and has generate negative returns of -19.91% returns

Real-Time Research Report

Verdict Report

How much should you hold?

Overall Portfolio exposure to Blackstone, Inc. should be less than 10%
Overall Portfolio exposure to Capital Markets should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is Blackstone, Inc. for you?

Medium Risk, High Return

Absolute

Risk Adjusted

Volatility

Blackstone, Inc.

-9.96%

0.75

38.54%

S&P 500

25.41%

0.70

20.15%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

16.72%

EBIT Growth (5y)

22.19%

EBIT to Interest (avg)

28.54

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

16.28%

Dividend Payout Ratio

121.20%

Pledged Shares

Institutional Holding

70.79%

ROCE (avg)

141.25%

ROE (avg)

35.34%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

15.24

EV to EBIT

16.98

EV to EBITDA

16.86

EV to Capital Employed

22.24

EV to Sales

9.22

PEG Ratio

8.76

Dividend Yield

ROCE (Latest)

131.01%

ROE (Latest)

34.84%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bullish

Mildly Bearish

RSI

No Signal

Bollinger Bands

Mildly Bearish

Moving Averages

Mildly Bearish (Daily)

KST

Bearish

Mildly Bearish

Dow Theory

Mildly Bullish

Mildly Bearish

OBV

Mildly Bearish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

4What is working for the Company

ROCE(HY)

Highest at 37.36%

RAW MATERIAL COST(Y)

Fallen by -0.27% (YoY

DIVIDEND PER SHARE(HY)

Highest at USD 2.36

-6What is not working for the Company

OPERATING CASH FLOW(Y)

Lowest at USD 989.63 MM

INTEREST COVERAGE RATIO(Q)

Lowest at 1,164.46

DEBT-EQUITY RATIO (HY)

Highest at 136.8 %

INTEREST(Q)

Highest at USD 137.05 MM

Here's what is working for Blackstone, Inc.

Dividend per share

Highest at USD 2.36

in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Raw Material Cost

Fallen by -0.27% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin

Raw Material Cost as a percentage of Sales

Here's what is not working for Blackstone, Inc.

Interest Coverage Ratio

Lowest at 1,164.46

in the last five periods

MOJO Watch

The company's ability to manage interest payments is deteriorating

Operating Profit to Interest

Operating Cash Flow

Lowest at USD 989.63 MM

in the last three years

MOJO Watch

The company's cash revenues from business operations are falling

Operating Cash Flows (USD MM)

Interest

Highest at USD 137.05 MM

in the last five periods and Increased by 7% (QoQ)

MOJO Watch

Rising interest cost signifies increased borrowings

Interest Paid (USD MM)

Debt-Equity Ratio

Highest at 136.8 %

in the last five Semi-Annual periods

MOJO Watch

The company is borrowing more to fund its operations; it's liquidity situation may be stressed

Debt-Equity Ratio