Blackstone Inc. (BX) is a asset management & custody banks company in the Financials sector. Listed on the NASDAQ, Blackstone Inc. is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $118.48.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $118.48 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 15.54% |
| Risk / Std Dev (Annualized) | 39.42% |
| Sharpe Ratio (rf=4.5%) | 0.28 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Asset Management & Custody Banks
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 15.54% with an annualized volatility of 39.42%. The Sharpe ratio of 0.28 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 144.81B |
| Enterprise Value | 118.93B |
| Trailing P/E | 30.38 |
| Forward P/E | 15.72 |
| Price to Book | 11.12 |
| Price to Sales | 10.06 |
| EV/Revenue | 8.26 |
| Profitability | | | Profit Margin | 21.21% | | Operating Margin | 38.03% | | ROE | 29.53% | | ROA | 13.03% |
| Growth | | | Revenue Growth | 5.7% | | Earnings Growth | 3.9% |
| Dividend | | | Dividend Yield | 419.0% | | Payout Ratio | 121.54% | | 5Y Avg Yield | 338.0% |
| Financial Health | | | Total Revenue | 14.4B | | Total Debt | 15.42B | | Total Cash | 2.61B | | Operating Cash Flow | 4.54B |
| Price & Technical | | | 52W High | $190.09$ | | 52W Low | $101.73$ | | 50-Day Avg | $119.89$ | | 200-Day Avg | $140.98$ | | Beta | 1.58 | | Shares Outstanding | 0.74B | | Float Shares | 0.75B | | Insider Holdings | 1.08% | | Institutional Holdings | 73.74% | | Short Ratio | 3.96 | | Short % of Float | 2.67% |
| Analyst Targets | | | Target High | $190.0$ | | Target Low | $116.0$ | | Target Mean | $143.65$ | | Target Median | $138.0$ | | # of Analysts | 20 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.