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Upturn AI SWOT - About
BX 
Blackstone Group Inc (BX)
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Upturn Advisory Summary
04/01/2025: BX (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -20.77% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 174.02B USD | Price to earnings Ratio 39.34 | 1Y Target Price 182.35 |
Price to earnings Ratio 39.34 | 1Y Target Price 182.35 | ||
Volume (30-day avg) 4553572 | Beta 1.54 | 52 Weeks Range 113.59 - 199.26 | Updated Date 04/2/2025 |
52 Weeks Range 113.59 - 199.26 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 2.77% | Basic EPS (TTM) 3.63 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 21.93% | Operating Margin (TTM) 50.75% |
Management Effectiveness
Return on Assets (TTM) 12.99% | Return on Equity (TTM) 28.95% |
Valuation
Trailing PE 39.34 | Forward PE 24.69 | Enterprise Value 132266246144 | Price to Sales(TTM) 13.74 |
Enterprise Value 132266246144 | Price to Sales(TTM) 13.74 | ||
Enterprise Value to Revenue 11.13 | Enterprise Value to EBITDA - | Shares Outstanding 729416000 | Shares Floating 727749346 |
Shares Outstanding 729416000 | Shares Floating 727749346 | ||
Percent Insiders 0.92 | Percent Institutions 71.23 |
Analyst Ratings
Rating 3.58 | Target Price 180.05 | Buy 1 | Strong Buy 7 |
Buy 1 | Strong Buy 7 | ||
Hold 15 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Blackstone Group Inc
Company Overview
History and Background
Blackstone Group Inc. was founded in 1985 by Stephen A. Schwarzman and Peter G. Peterson. Initially focused on mergers and acquisitions, it expanded into private equity, real estate, credit, and hedge fund solutions. Blackstone went public in 2007.
Core Business Areas
- Private Equity: Invests in established companies and seeks to improve their performance through operational enhancements and strategic initiatives.
- Real Estate: Acquires, develops, and manages real estate properties globally across various asset classes.
- Credit & Insurance: Provides financing solutions, including loans, high-yield debt, and distressed debt.
- Hedge Fund Solutions: Manages and advises on alternative investment portfolios, including hedge funds.
Leadership and Structure
Stephen A. Schwarzman is the Chairman, CEO and Co-Founder. Jonathan Gray is the President and COO. The firm operates with a decentralized structure, with investment teams focused on specific sectors and regions.
Top Products and Market Share
Key Offerings
- Private Equity Funds: Blackstone's private equity funds invest in a variety of sectors. Competitors include KKR, Carlyle Group, and Apollo Global Management. Market share is difficult to pinpoint exactly, but Blackstone is considered among the largest PE firms globally. Performance varies by fund and vintage year.
- market_share: 25
- Real Estate Funds: Blackstone Real Estate Partners (BREP) are among the largest real estate funds in the world. Competitors include Brookfield Asset Management and Starwood Capital Group. Their real estate portfolio is vast, diversified and globally distributed with a significant impact on rents and real estate availability in the areas in which they operate. Market share is difficult to pinpoint exactly, but Blackstone is considered among the largest real estate investors globally.
- market_share: 20
- Credit Funds: Blackstone Credit provides debt financing to companies. Competitors include Apollo Global Management, Ares Management, and Oaktree Capital Management. Market share is difficult to pinpoint exactly, but Blackstone is a significant player in credit markets.
- market_share: 15
Market Dynamics
Industry Overview
The alternative asset management industry is characterized by high growth potential, driven by institutional investors seeking higher returns in a low-yield environment. Increased regulation and competition are ongoing challenges.
Positioning
Blackstone is one of the largest and most diversified alternative asset managers globally, with a strong brand reputation and extensive network. Its competitive advantages include scale, expertise, and a global reach.
Total Addressable Market (TAM)
The global alternative assets under management (AUM) is estimated to be in the trillions of dollars. Blackstone is well-positioned to capture a significant share of this TAM, given its scale and diverse investment strategies.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Diversified investment platform
- Experienced management team
- Extensive global network
- Significant assets under management (AUM)
Weaknesses
- High dependence on fundraising
- Performance can be volatile and dependent on market conditions
- Complex organizational structure
- Potential for reputational risk due to investment decisions
- Illiquidity of certain investments
Opportunities
- Growing demand for alternative investments
- Expansion into new markets and asset classes
- Technological innovation in investment processes
- Strategic acquisitions to enhance capabilities
- Increasing regulatory scrutiny of competitors
Threats
- Increased competition from other alternative asset managers
- Economic downturns impacting investment performance
- Changes in regulatory environment
- Geopolitical risks
- Rising interest rates impacting borrowing costs
Competitors and Market Share
Key Competitors
- KKR (KKR)
- Apollo Global Management (APO)
- Brookfield Asset Management (BAM)
Competitive Landscape
Blackstone's advantages include its scale, diversification, and brand reputation. Competitors may have strengths in specific asset classes or regions.
Major Acquisitions
Sphera
- Year: 2021
- Acquisition Price (USD millions): 1400
- Strategic Rationale: Acquisition of ESG software and data provider.
Growth Trajectory and Initiatives
Historical Growth: Blackstone has demonstrated significant growth in AUM and revenue over the past years, driven by successful fundraising and investment performance.
Future Projections: Analyst estimates vary depending on market conditions and Blackstone's strategic initiatives.
Recent Initiatives: Blackstone has been actively pursuing acquisitions and expanding its presence in new markets, such as infrastructure and insurance.
Summary
Blackstone stands as a powerful force in alternative asset management, leveraging its diverse platform and scale to attract significant capital. Its success hinges on sustained investment performance and effective navigation of market volatility. The company's growth strategy, including strategic acquisitions, positions it for future expansion. However, it must remain vigilant against increasing competition and potential economic downturns to maintain its leading position.
Similar Companies
APO
Apollo Global Management LLC Class A
APO
Apollo Global Management LLC Class A
ARES
Ares Management LP
ARES
Ares Management LP
BAM
Brookfield Asset Management Inc
BAM
Brookfield Asset Management Inc
CG
Carlyle Group Inc
CG
Carlyle Group Inc
KKR
KKR & Co LP
KKR
KKR & Co LP
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Industry Reports
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Data may be subject to change and inaccuracies. Market share data is estimated.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Blackstone Group Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2007-06-22 | Chairman, CEO & Co-Founder Mr. Stephen Allen Schwarzman B.A., M.B.A. | ||
Sector Financial Services | Industry Asset Management | Full time employees 4895 | Website https://www.blackstone.com |
Full time employees 4895 | Website https://www.blackstone.com | ||
Blackstone Inc. is an alternative asset management firm specializing in private equity, 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 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. 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, healthcare, life sciences, infrastructure, enterprise tech and consumer, as well as consumer technologies. The firm considers investment in Asia and Latin 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 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, sub
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