Added to YB: 2025-03-03
Pitch date: 2025-02-27
BX [neutral]
Blackstone Inc.
-2.65%
current return
Author Info
Two Natural Capital writes about markets, particularly focused on life sciences/biotech. Sign up for the newsletter.
Company Info
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.
Market Cap
$122.6B
Pitch Price
$154.44
Price Target
N/A
Dividend
2.52%
EV/EBITDA
N/A
P/E
45.01
EV/Sales
N/A
Sector
Capital Markets
Category
growth
Blackstone: A Test in Generating Alpha at Scale $bx
BX (overview): Asset manager shifting to perpetual capital (40% of AUM) for stable income. Challenges: performance-linked fees, redemption risks. Scale advantages in large deals, cross-pollination, private wealth (1-2% allocation vs 30% institutional). Insurance segment growing. Risks: origination quality, competition. Trading at 43x earnings, dependent on macro.
Read full article (9 min)