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BXBlackstone Inc.
$119.27$94.0B
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  1. Home
  2. Financial Ratios

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  4. Financial Ratios

Blackstone Inc. (BX) Financial Ratios

Latest Ratios: P/E Ratio 30.7x · EV/EBITDA 14.5x · ROE 14.6%. (1999–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

BX Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$94.0B$120.4B$132.2B$98.9B$55.0B$93.2B$45.2B$37.8B$18.0B$21.3B$16.2B
Enterprise Value$104.6B$131.0B$142.5B$108.2B$64.1B$99.8B$49.5B$47.4B$26.0B$34.3B$23.3B
P/E Ratio →30.7439.7347.6371.1531.4415.9243.2118.4613.1914.4917.33
P/S Ratio7.059.0412.0914.127.715.608.646.133.103.693.75
P/B Ratio4.265.506.785.472.794.293.102.501.311.551.29
P/FCF53.8568.9838.6525.809.0123.7624.7719.88657.40——
P/OCF50.5064.7037.9724.388.6823.3823.3419.27393.29——

P/E links to full P/E history page with 30-year chart

BX EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—9.8413.0415.458.995.999.477.684.485.935.39
EV / EBITDA14.5018.1721.9436.1118.167.3218.4212.207.278.239.44
EV / EBIT14.5818.2622.0636.6018.517.3618.9212.427.398.329.77
EV / FCF—75.1041.6628.2410.5125.4427.1524.93948.51——

BX Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin89.3%89.3%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%
Operating Margin53.9%53.9%59.1%42.2%48.5%81.4%50.0%61.8%60.6%71.3%55.2%
Net Profit Margin22.7%22.7%25.4%19.9%24.5%35.2%20.0%33.2%26.6%25.5%24.1%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE14.6%14.6%14.8%7.4%8.4%32.3%7.0%14.2%11.2%11.2%8.4%
ROA6.6%6.6%6.6%3.4%4.2%17.4%3.6%6.7%4.9%4.8%4.2%
ROIC16.1%16.1%15.6%7.0%8.2%39.6%8.2%11.3%10.0%12.3%9.0%
ROCE16.9%16.9%16.4%7.6%8.7%41.8%9.1%12.8%11.6%14.3%10.1%

BX Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.610.610.630.680.680.400.430.780.741.090.71
Debt / EBITDA1.841.841.894.103.790.642.363.032.853.593.63
Net Debt / Equity—0.490.530.520.460.300.300.640.580.940.57
Net Debt / EBITDA1.481.481.593.112.580.481.622.472.233.112.88
Debt / FCF—6.123.022.441.491.682.385.05291.11——
Interest Coverage14.1214.1214.566.8510.9168.3915.7519.1221.4220.8515.60

BX Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.910.910.771.322.091.168.647.325.652.433.84
Quick Ratio0.910.910.771.322.091.168.647.325.652.433.84
Cash Ratio0.820.820.701.242.011.112.792.692.520.981.70
Asset Turnover—0.280.250.170.170.400.200.190.200.170.16
Inventory Turnover———————————
Days Sales Outstanding———————————

BX Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield6.5%5.0%3.3%4.3%11.9%4.9%5.3%6.3%16.9%13.3%12.5%
Payout Ratio199.2%199.2%159.3%306.9%373.0%78.6%228.2%116.9%197.6%193.2%194.3%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield3.3%2.5%2.1%1.4%3.2%6.3%2.3%5.4%7.6%6.9%5.8%
FCF Yield1.9%1.4%2.6%3.9%11.1%4.2%4.0%5.0%0.2%——
Buyback Yield0.3%0.3%0.5%0.4%0.8%1.4%1.1%1.5%3.2%0.1%0.2%
Total Shareholder Yield6.8%5.3%3.8%4.7%12.7%6.3%6.4%7.9%20.1%13.5%12.7%
Shares Outstanding—$781M$767M$755M$741M$720M$697M$676M$603M$666M$598M

Key Metrics

Growth RegimeAccelerating
ProfitabilityStrong
Balance SheetHealthy
Cash FlowRobust
Top Statement Risk

Real estate downturn exposure

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Premium Multiple Reflects Franchise Status

Blackstone trades at 5.05x book and 36.45x trailing earnings, a premium to peers like KKR (1.25x P/B) and Apollo (1.86x P/B), as per current market data.

The market prices Blackstone as a premier alternative asset manager, justified by its scale, brand, and retail distribution moat. The forward P/E of 23.83 implies expectations of sustained earnings growth, likely driven by fee-related earnings expansion. However, the premium also embeds assumptions of continued fundraising success and deployment at attractive returns, which could be challenged if real estate or credit markets deteriorate.

ROE Volatility Masks Underlying Earnings Power

ROE swung from 2.4% in Q2 2024 to 5.6% in Q2 2026, reflecting performance fee timing, while fee income consistently exceeds 95% of revenue, as per financial statements.

The DuPont decomposition reveals that Blackstone's ROE is driven by high asset utilization (ROA of 2.5% in Q2 2026) and moderate leverage (equity/assets of 0.45), but the volatility stems from performance-related earnings. The efficiency ratio improvement to 36.8% in Q2 2026 from 59.7% in Q1 2026 indicates strong operating leverage when performance fees realize. Investors should focus on fee-related earnings (FRE) as a more stable profitability measure, which likely supports a higher quality of earnings than headline ROE suggests.

Negative NIM Reflects Capital-Light Model

Net interest margin is consistently near zero or negative, as Blackstone's income is fee-based (97.2% of revenue), not interest-driven, according to recent filings.

The negative NIM is not a weakness but a structural feature of the asset management business, where the balance sheet is not used for traditional lending. The efficiency ratio, though volatile, has trended down from 45.2% in Q2 2024 to 36.8% in Q2 2026, indicating improving cost discipline. However, the spike to 59.7% in Q1 2026 highlights the impact of lower performance fees, underscoring the cyclicality of operating leverage.

Leverage Stable, Capital Return Robust

Equity-to-assets ratio held steady at 0.45, with equity growing 32.4% year-over-year to $9.0B, while dividends totaled $1.5B in Q2 2026, as per balance sheet data.

Blackstone's capital position is healthy, with a stable leverage ratio that provides ample cushion for its investment activities. The firm's ability to return capital via dividends (yield 5.4% on a trailing basis) while growing equity suggests strong internal capital generation. However, the $1.4B loan loss provision in Q4 2025 warrants monitoring, as it may indicate emerging credit stress in the securities portfolio, which could pressure capital if losses materialize.

Credit Stress Signals Mixed Picture

Loan loss provisions were minimal or reversed in most quarters, but Q4 2025 saw a $1.4B provision, a sharp departure, as per cash flow statement data.

The provision spike in Q4 2025 suggests potential deterioration in the credit portfolio, possibly related to real estate exposure. However, the reversal in Q2 2026 ($86.1M) indicates that the stress may have been temporary or that reserves were deemed excessive. Investors should monitor the trend in non-performing assets and provision coverage, as the current data is insufficient to conclude on adequacy. The firm's heavy real estate footprint, particularly in logistics, remains a key risk if property values decline.

Valuation Premium vs. Peers Justified by Scale

Blackstone's P/B of 5.05x and P/E of 36.45x exceed all major peers, including KKR (1.25x P/B) and Apollo (1.86x P/B), based on current market data.

The premium reflects Blackstone's superior scale, brand, and retail distribution, which provide a more durable fee base. Its ROE of 5.6% in Q2 2026 is lower than Apollo's 7.1% and Carlyle's 7.8%, but this is partly due to timing of performance fees. The market appears to value Blackstone's growth prospects and stability more highly, as evidenced by its inclusion in the S&P 500 and its 'supermarket' approach to alternatives. However, the gap may narrow if peers successfully expand their retail channels or if Blackstone's growth slows.

P/E Misleads Due to Earnings Volatility

Blackstone's P/E of 36.45x is distorted by volatile performance fees; a more reliable metric is price-to-fee-related earnings (P/FRE), which excludes mark-to-market swings, as per industry practice.

The trailing P/E is heavily influenced by the timing of carried interest realizations, which can cause earnings to swing dramatically quarter to quarter. For example, ROE ranged from 2.4% to 5.6% over the past two years, making P/E an unreliable valuation tool. Investors should instead use P/FRE, which captures the stable management fee stream, or P/B adjusted for unrealized gains/losses. This adjustment provides a clearer picture of the underlying earnings power and valuation, especially given the firm's significant unrealized performance revenue.

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Includes 30+ ratios · 22 years · Updated daily

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BX — Frequently Asked Questions

Quick answers to the most common questions about buying BX stock.

What is Blackstone Inc.'s P/E ratio?

Blackstone Inc.'s current P/E ratio is 30.7x. The historical average is 27.3x. This places it at the 60th percentile of its historical range.

What is Blackstone Inc.'s EV/EBITDA?

Blackstone Inc.'s current EV/EBITDA is 14.5x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 14.4x.

What is Blackstone Inc.'s ROE?

Blackstone Inc.'s return on equity (ROE) is 14.6%. The historical average is 7.4%.

Is BX stock overvalued?

Based on historical data, Blackstone Inc. is trading at a P/E of 30.7x. This is at the 60th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Blackstone Inc.'s dividend yield?

Blackstone Inc.'s current dividend yield is 6.46% with a payout ratio of 199.2%.

What are Blackstone Inc.'s profit margins?

Blackstone Inc. has 89.3% gross margin and 53.9% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Blackstone Inc. have?

Blackstone Inc.'s Debt/EBITDA ratio is 1.8x, indicating moderate leverage. A ratio below 2x is generally considered financially healthy.