Bottom-line profit as a percentage of revenue. The ≥20% target reflects Buffett's preference for highly profitable businesses. Financial engineering (buybacks, tax optimisation) can inflate this temporarily — look for consistency across multiple years rather than a single strong result.
Financial Health
D
Years to Pay Off Debt4.4 yrs
Total Debt ÷ Net Income. Lower = stronger balance sheet. Important caveat: utilities, telecoms, REITs, and infrastructure companies carry large structural debt by design — their bond-like cash flows service it comfortably at ratios that would alarm Graham. Compare within sector.
Valuation
F
Margin of Safety0.0%
How far below the Graham Number the stock trades. Graham required a 33% discount as a buffer against analytical error. However, the Graham Number itself assumes 1960s-era P/E and P/B norms — for modern asset-light businesses it often understates true intrinsic value, making 0% MoS appear misleadingly bad.
Price-to-Book10.60x
Market price vs book value per share. Rarely below 1.5x for quality businesses today. Intangible assets (brand, software, patents) don't appear on the balance sheet under accounting rules, making P/B artificially high for asset-light companies like software and consumer brands.
Cash Flow
A
Free Cash Flow$4.5B
Operating cash flow minus capital expenditures. Buffett's most important metric — cash a business actually generates for its owners after maintaining and growing its asset base. Consistently positive FCF is one of the strongest indicators of a durable, well-run business regardless of accounting profits.
CapEx % of Net Income3.8%
Capital expenditure as a share of net income. Low CapEx signals a capital-light business that doesn't need heavy reinvestment to sustain earnings — Buffett's ideal. High CapEx is structurally necessary in manufacturing, airlines, telecoms, and semiconductors. For these industries, a high reading reflects the business model, not poor management.
Owner Earnings$3.2B
Net Income + Depreciation & Amortisation − Capital Expenditures. Buffett's preferred measure of a company's true annual earning power — what could theoretically be distributed to owners without impairing the business. More reliable than reported EPS because it accounts for the capital cost of maintaining the business.
About Blackstone Inc.
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.
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.
Metric Explanations
What each dimension measures and where the thresholds come from.
Net Income Margin
Bottom-line profit as a percentage of revenue. The ≥20% target reflects Buffett's preference for highly profitable businesses. Financial engineering (buybacks, tax optimisation) can inflate this temporarily — look for consistency across multiple years rather than a single strong result.
Years to Pay Off Debt
Total Debt ÷ Net Income. Lower = stronger balance sheet. Important caveat: utilities, telecoms, REITs, and infrastructure companies carry large structural debt by design — their bond-like cash flows service it comfortably at ratios that would alarm Graham. Compare within sector.
Margin of Safety
How far below the Graham Number the stock trades. Graham required a 33% discount as a buffer against analytical error. However, the Graham Number itself assumes 1960s-era P/E and P/B norms — for modern asset-light businesses it often understates true intrinsic value, making 0% MoS appear misleadingly bad.
Price-to-Book
Market price vs book value per share. Rarely below 1.5x for quality businesses today. Intangible assets (brand, software, patents) don't appear on the balance sheet under accounting rules, making P/B artificially high for asset-light companies like software and consumer brands.
Free Cash Flow
Operating cash flow minus capital expenditures. Buffett's most important metric — cash a business actually generates for its owners after maintaining and growing its asset base. Consistently positive FCF is one of the strongest indicators of a durable, well-run business regardless of accounting profits.
CapEx % of Net Income
Capital expenditure as a share of net income. Low CapEx signals a capital-light business that doesn't need heavy reinvestment to sustain earnings — Buffett's ideal. High CapEx is structurally necessary in manufacturing, airlines, telecoms, and semiconductors. For these industries, a high reading reflects the business model, not poor management.
Owner Earnings
Net Income + Depreciation & Amortisation − Capital Expenditures. Buffett's preferred measure of a company's true annual earning power — what could theoretically be distributed to owners without impairing the business. More reliable than reported EPS because it accounts for the capital cost of maintaining the business.
Mr. Market is currently offering Blackstone Inc. at $123.79.
The business passes 4 of 6 of Graham's defensive criteria — adequate but not exceptional.
At $123.79, the stock trades at a 288% premium to its Graham Number of $31.89. Graham would consider this price speculative.
There is no margin of safety at the current price. Graham would advise patience and waiting for a better entry point.
Conclusion: This stock is better suited for Graham's Enterprising investor — one willing to devote time and skill to security selection.
Showing Key Metrics
Income Highlights
Metric
2025
2024
2023
2022
Gross Profit %
N/A•
N/A•
N/A•
N/A
Operating Margin %
N/A•
N/A•
N/A•
N/A
Net Income %
24.3%▼
25.4%▲
19.9%▼
24.5%
Diluted EPS
3.87▲
3.62▲
1.84▼
2.36
Balance Sheet Highlights
Metric
2025
2024
2023
2022
2021
Total Assets
$47.7B
$43.5B
$40.3B
$42.5B
N/A
Total Debt
$13.3B▲
$12.3B▼
$12.3B▼
$13.4B•
N/A
Working Capital
N/A•
N/A•
N/A•
N/A•
N/A
Years to Pay Debt
4.41
4.43
8.84
7.65
N/A
Cash Flow Highlights
Metric
2025
2024
2023
2022
Free Cash Flow
$4.5B▲
$3.4B▼
$3.8B▼
$6.1B
Owner Earnings
$3.2B
$2.9B
$1.7B
$2.1B
CapEx % of Net Income
3.8%
2.2%
16.1%
13.5%
Income Statement
2025
2024
2023
2022
Tax Rate For Calcs
0
0
0
0
Net Income From Continuing Operation Net Minority Interest
3,019,214
2,776,508
1,390,880
1,747,631
Reconciled Depreciation
36,023
35,965
40,075
67,097
Net Interest Income
-92,221
-32,529
84,629
-45,613
Interest Expense
508,314
443,688
431,868
317,225
Interest Income
416,093
411,159
516,497
271,612
Normalized Income
3,019,214
2,776,508
1,390,880
1,747,631
Net Income From Continuing And Discontinued Operation
3,019,214
2,776,508
1,390,880
1,747,631
Diluted Average Shares
780,216
766,647
755,420
740,942
Basic Average Shares
780,019
766,487
755,205
740,664
Diluted EPS
0
0
0
0
Basic EPS
0
0
0
0
Diluted NI Availto Com Stockholders
3,019,214
2,776,508
1,390,880
1,747,631
Net Income Common Stockholders
3,019,214
2,776,508
1,390,880
1,747,631
Net Income
3,019,214
2,776,508
1,390,880
1,747,631
Minority Interests
-3,027,409
-2,661,301
-1,053,373
-1,241,278
Net Income Including Noncontrolling Interests
6,046,623
5,437,809
2,444,253
2,988,909
Net Income Continuous Operations
6,046,623
5,437,809
2,444,253
2,988,909
Tax Provision
1,125,023
1,021,671
513,461
472,880
Pretax Income
7,171,646
6,459,480
2,957,714
3,461,789
Gain On Sale Of Security
4,777,272
3,880,088
2,470,863
6,126,825
Operating Expense
5,238,366
4,471,060
4,048,935
3,670,843
Other Operating Expenses
-6,591
41,246
27,196
-22,283
Selling General And Administration
1,573,764
1,381,585
1,236,292
1,123,346
General And Administrative Expense
1,573,764
1,381,585
1,236,292
1,123,346
Total Revenue
12,410,012
10,930,540
7,006,649
7,132,632
Operating Revenue
12,410,012
10,930,540
7,006,649
7,132,632
Balance Sheet
2025
2024
2023
2022
2021
Ordinary Shares Number
783,183
768,722
758,039
742,654
Share Issued
783,183
768,722
758,039
742,654
Net Debt
9,813,903
9,348,816
8,348,193
8,097,581
Total Debt
13,306,165
12,286,698
12,293,882
13,371,038
Tangible Book Value
6,643,965
6,156,876
4,725,388
5,548,422
Invested Capital
21,110,670
19,533,277
18,120,857
20,005,495
Net Tangible Assets
6,643,965
6,156,876
4,725,388
5,548,422
Common Stock Equity
8,665,526
8,212,321
6,816,798
7,655,911
Total Capitalization
21,110,670
19,533,277
18,120,857
20,005,495
Total Equity Gross Minority Interest
21,881,172
19,495,015
18,075,214
19,681,067
Minority Interest
13,215,646
11,282,694
11,258,416
12,025,156
Stockholders Equity
8,665,526
8,212,321
6,816,798
7,655,911
Retained Earnings
191,641
808,079
660,734
1,748,106
Additional Paid In Capital
8,479,886
7,444,561
6,175,190
5,935,273
Capital Stock
7
7
7
7
Common Stock
7
7
7
7
Total Liabilities Net Minority Interest
25,827,803
23,974,860
22,212,316
22,843,160
Preferred Securities Outside Stock Equity
1,715,006
68,028
Long Term Debt And Capital Lease Obligation
13,306,165
12,286,698
12,293,882
13,371,038
Payables
3,224,432
2,808,148
2,393,410
2,118,481
Other Payable
3,224,432
2,808,148
2,393,410
2,118,481
Accounts Payable
2,277,258
1,251,840
937,169
Total Assets
47,708,975
43,469,875
40,287,530
42,524,227
Investments And Advances
32,346,668
29,980,875
26,317,512
27,755,928
Investmentin Financial Assets
12,820,122
11,036,781
9,617,882
9,864,825
Available For Sale Securities
12,672,785
10,843,229
9,427,803
9,587,222
Long Term Equity Investment
19,526,546
18,944,094
16,699,630
17,891,103
Goodwill And Other Intangible Assets
2,021,561
2,055,445
2,091,410
2,107,489
Other Intangible Assets
131,359
165,243
201,208
217,287
Goodwill
1,890,202
1,890,202
1,890,202
1,890,202
Net PPE
1,278,648
1,344,938
1,384,060
1,308,694
Accumulated Depreciation
-431,394
-483,200
-394,602
-336,621
Gross PPE
1,710,042
1,828,138
1,778,662
1,645,315
Prepaid Assets
315,338
192,777
207,886
165,079
Receivables
6,649,220
5,647,245
4,659,886
4,609,611
Cash And Cash Equivalents
2,631,241
1,972,140
2,955,866
4,252,003
Cash Cash Equivalents And Federal Funds Sold
2,854,682
2,176,192
3,272,063
4,493,715
Cash Flow
2025
2024
2023
2022
Free Cash Flow
4,547,458
3,420,253
3,832,675
6,100,756
Repurchase Of Capital Stock
-312,480
-661,065
-418,024
-465,956
Repayment Of Debt
-1,813,058
-103,221
-502,460
-280,768
Issuance Of Debt
2,813,736
741,173
494,975
3,521,544
Capital Expenditure
-115,703
-61,409
-224,231
-235,497
End Cash Position
2,854,682
2,176,192
3,272,063
4,493,715
Beginning Cash Position
2,176,192
3,272,063
4,493,715
2,199,732
Effect Of Exchange Rate Changes
9,837
-14,563
4,988
-12,318
Changes In Cash
668,653
-1,081,308
-1,226,640
2,306,301
Financing Cash Flow
-3,878,805
-4,501,561
-5,053,895
-3,794,455
Net Other Financing Charges
1,446,382
-54,265
-359,939
-50,490
Cash Dividends Paid
-6,013,385
-4,424,183
-4,268,447
-6,518,785
Common Stock Dividend Paid
-6,013,385
-4,424,183
-4,268,447
-6,518,785
Net Common Stock Issuance
-312,480
-661,065
-418,024
-465,956
Common Stock Payments
-312,480
-661,065
-418,024
-465,956
Net Issuance Payments Of Debt
1,000,678
637,952
-7,485
3,240,776
Net Long Term Debt Issuance
1,000,678
637,952
-7,485
3,240,776
Long Term Debt Payments
-1,813,058
-103,221
-502,460
-280,768
Long Term Debt Issuance
2,813,736
741,173
494,975
3,521,544
Investing Cash Flow
-115,703
-61,409
-229,651
-235,497
Net Business Purchase And Sale
0
0
-5,420
0
Purchase Of Business
0
0
-5,420
0
Net PPE Purchase And Sale
-115,703
-61,409
-224,231
-235,497
Purchase Of PPE
-115,703
-61,409
-224,231
-235,497
Operating Cash Flow
4,663,161
3,481,662
4,056,906
6,336,253
Change In Working Capital
-1,737,981
-1,539,128
-617,751
-1,085,148
Change In Other Current Assets
-235,872
-74,055
-160,888
4,938
Change In Accrued Expense
-1,493,875
-1,211,545
-1,071,559
-2,197,446
Change In Payable
390,179
211,511
45,450
275,238
Change In Receivables
-398,413
-465,039
569,246
832,122
Other Non Cash Items
2,754,758
2,294,155
2,317,351
3,871,633
Depreciation And Amortization
36,023
35,965
40,075
67,097
Amortization Cash Flow
36,023
35,965
40,075
67,097
Gain Loss On Investment Securities
-2,436,262
-2,747,139
-127,022
493,762
Net Income From Continuing Operations
6,046,623
5,437,809
2,444,253
2,988,909
4/6
Graham Score
Enterprising Investor
Requires deeper research. Suited for active investors.
Graham's Fair Value
$31.89
Margin of Safety
0%
Market Cap / Net Assets
4.2x
Net Assets: $21.9B
Warren's Owner Earnings
$3.2B
Latest fiscal year
Graham's 7 Criteria
Defensive Investor Checklist
4/6 — Enterprising Investor
✅
Adequate Size
Graham required companies large enough to withstand economic downturns. This threshold ($1.5B) is inflation-adjusted from Graham's original $100M — virtually all S&P 500 companies pass this today.
$12.4B
vs > $1.5B revenue
✅
Earnings Stability
Graham required uninterrupted positive earnings. Any loss year is a red flag for defensive investors. Growth companies and cyclicals may show occasional losses during investment cycles or downturns without being fundamentally unsound.
No loss years (4 yrs data)
vs No negative EPS years
✅
Dividend Record
Graham valued dividends as evidence of financial discipline and shareholder alignment. Many excellent modern businesses (Alphabet, Amazon, Berkshire Hathaway) pay no dividend, preferring to reinvest cash at high rates of return. Failing this criterion does not indicate a poor business — it may indicate a high-growth one.
3.98%
vs Uninterrupted dividends
✅
Earnings Growth
EPS grew from $2.36 to $3.87 over 3 years. Graham's 33% threshold was set over a 10-year period. Measured over fewer years (as here), the bar is proportionally lower. Share buybacks can also inflate EPS growth without reflecting underlying business improvement.
+64.0% EPS growth
vs > 33% EPS growth
❌
Moderate P/E Ratio
Graham's 15x P/E threshold was calibrated to 1960s market averages when interest rates were higher. Today's lower rate environment structurally supports higher multiples — the S&P 500 long-run average P/E is now closer to 20–25x. A stock trading at 20x is not automatically speculative in the modern context.
31.7x
vs P/E ≤ 15.0x
❌
Moderate Price-to-Book
Graham's 1.5x P/B threshold made sense when most company value was tangible. Today, intangible assets — brand, software, patents, network effects — rarely appear on the balance sheet. A high P/B in tech, pharma, or consumer brands often reflects intangible value, not overvaluation. P/FCF or EV/EBITDA are more reliable for asset-light businesses.
10.60x P/B (P/E×P/B: 336.5)
vs P/B ≤ 1.5x | P/E × P/B ≤ 22.5
Graham's 7 Criteria — Explained
What each criterion measures and why it matters.
✅ Adequate Size — $12.4Bvs > $1.5B revenue
Graham required companies large enough to withstand economic downturns. This threshold ($1.5B) is inflation-adjusted from Graham's original $100M — virtually all S&P 500 companies pass this today.
"The minimum size of an enterprise should be not less than $100 million of annual sales."
✅ Earnings Stability — No loss years (4 yrs data)vs No negative EPS years
Graham required uninterrupted positive earnings. Any loss year is a red flag for defensive investors. Growth companies and cyclicals may show occasional losses during investment cycles or downturns without being fundamentally unsound.
"The company should have shown no deficit in the past ten years."
✅ Dividend Record — 3.98%vs Uninterrupted dividends
Graham valued dividends as evidence of financial discipline and shareholder alignment. Many excellent modern businesses (Alphabet, Amazon, Berkshire Hathaway) pay no dividend, preferring to reinvest cash at high rates of return. Failing this criterion does not indicate a poor business — it may indicate a high-growth one.
"Some current dividend payments — for at least the past 20 years."
EPS grew from $2.36 to $3.87 over 3 years. Graham's 33% threshold was set over a 10-year period. Measured over fewer years (as here), the bar is proportionally lower. Share buybacks can also inflate EPS growth without reflecting underlying business improvement.
"A minimum increase of at least one-third in per-share earnings over ten years."
❌ Moderate P/E Ratio — 31.7xvs P/E ≤ 15.0x
Graham's 15x P/E threshold was calibrated to 1960s market averages when interest rates were higher. Today's lower rate environment structurally supports higher multiples — the S&P 500 long-run average P/E is now closer to 20–25x. A stock trading at 20x is not automatically speculative in the modern context.
"The price-earnings ratio should be no more than 15 times average earnings."
Graham's 1.5x P/B threshold made sense when most company value was tangible. Today, intangible assets — brand, software, patents, network effects — rarely appear on the balance sheet. A high P/B in tech, pharma, or consumer brands often reflects intangible value, not overvaluation. P/FCF or EV/EBITDA are more reliable for asset-light businesses.
"The price should not be more than 1½ times book value. P/E × P/B ≤ 22.5."
These metrics estimate what Blackstone Inc. is worth based on fundamentals — independent of what the market prices it at.
Graham's Fair Value and NCAV are conservative floors.
EPV assumes zero growth. These are reference points, not price targets.
Net Current Asset Value
N/A
"Buy at two-thirds of net current assets." — Graham
Earnings Power Value
N/A
Per share, no-growth floor. Compare to current price.
"The management of a business is its most important single factor — more important than market position, patents, or financial structure."
— Benjamin Graham
Capital Allocation & Alignment
Insider Ownership
1.08%
Low — management has little skin in the game
Return on Equity (ROE)
34.8%
Excellent — management generates strong returns on equity
Return on Assets (ROA)
6.3%
Strong — management uses assets efficiently
Share Buybacks (Latest Year)
$312M
Management is returning capital to shareholders via buybacks
Debt Trend YoY
+8.3% YoY
Debt is roughly stable
Leadership Team
Stephen Allen Schwarzman ,
Co-Founder, Chairman & CEO
Age 78
Pay: $125,641,824
4.161% of net income
Jonathan Gray CIMA
President, COO & Director
Age 56
Pay: $59,274,602
1.963% of net income
Michael Chae
CFO & Vice Chairman
Age 57
Pay: $8,436,779
0.279% of net income
Robert Christopher Heady
Senior MD - Hong Kong, Head of Asia Real Estate & Chairman of Asia Pacific
Pay: $4,932,575
0.163% of net income
Top Institutional Holders
Institution
% Owned
Shares
Blackrock Inc.
7.09%
52,702,690
Vanguard Capital Management LLC
6.50%
48,309,794
Morgan Stanley
4.37%
32,494,438
State Street Corporation
4.31%
32,027,701
Charles Schwab Investment Management, Inc.
2.88%
21,359,609
Geode Capital Management, LLC
2.47%
18,317,778
Vanguard Portfolio Management LLC
2.16%
16,037,998
JPMORGAN CHASE & CO
2.14%
15,928,310
⚠️Current ratio below 1 — liquidity risk
Risk Analysis
Beta (Market Risk)
1.58
High volatility — moves more than the market
Short Interest
2.7% of float
Low short interest — market is not heavily bearish
Debt-to-Equity
0.72x
Conservative balance sheet — low financial risk
Current Ratio
0.90x
Weak liquidity — current liabilities exceed current assets
52-Week Price Range
Low: $101.73Current: $123.79High: $190.09
Currently at 25% of 52-week range
Blackstone Inc. (BX) fundamental analysis — Overall grade C based on profitability, financial health, valuation and cash flow. Graham's
Fair Value: $31.89. Margin of safety: 0%. Gross profit margin: N/A. Operating margin: N/A. Net margin: 24.3%. Market cap: $151.3B. Sector: Financial Services. Industry: Asset Management. Analysis powered by 360investing — free fundamental stock analysis based on Benjamin Graham and Warren Buffett
principles.
Disclaimer: 360investing is provided for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. All data is sourced from public third-party providers
and may be delayed, inaccurate, or incomplete. Past performance is not indicative of future results. Analysis, scores, and valuations are algorithmic and do not represent professional investment recommendations. Always conduct your own due
diligence and consult a qualified financial adviser before making any investment decision. Use of this tool constitutes acceptance that 360investing and its operators bear no liability for decisions made based on information presented here.