Blackstone Inc.
Financial ServicesNYSE:BX · New York Stock Exchange
+$1.91 today
Vol 3.84M · Avg 6.94M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
34.8%
avg 26.6%
ROIC
13.6%
avg 12.0%
ROA
6.3%
avg 5.6%
Analysis
ROE is currently the strongest return metric at 34.8% versus its period average of 26.6%. 3 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Stephen Allen Schwarzman | Chairman, Chief Executive Officer & Co-Founder | $125.64M | — | 79 | $0.00 | <0.01% |
Jonathan D. Gray CIMA | President, COO & Director | $59.27M | — | 57 | $3.68M | 0.47% |
Vikrant Sawhney | Chief Administrative Officer & Global Head of Institutional Client Solutions | $10.93M | — | — | $912,718.00 | 0.12% |
Michael S. Chae | Chief Financial Officer & Vice Chairman | $8.44M | — | 58 | $1.17M | 0.15% |
John Gary Finley | Chief Legal Officer | $6.92M | — | 69 | $561,017.00 | 0.07% |
Robert Christopher Heady | Senior MD - Hong Kong, Head of Asia Real Estate & Chairman of Asia Pacific | $4.93M | — | — | $63,091.00 | <0.01% |
Joseph Patrick Baratta | Global Head of Private Equity Strategies & Director | — | — | 55 | $871,599.00 | 0.11% |
Juergen Pinker | Senior MD of BXCI - Berkeley Square House London & Head of Germany for BXCI | — | — | — | — | — |
Kenneth A. Caplan | Global Co-Chief Investment Officer | — | — | 53 | $17,615.00 | <0.01% |
Craig Shepherd | Senior Managing Director of Blackstone Life Sciences Cambridge | — | — | — | — | — |
Mustafa Siddiqui | Former Senior MD of BXMA - New York & Co-Head of Strategic Capital Group | — | — | — | — | — |
Seth A. Meisel | Senior Managing Director of Private Equity - New York | — | — | 53 | $17,615.00 | <0.01% |
Alexander Peskind | Vice President | — | — | — | — | — |
William J. Stein | Senior Managing Director of Real Estate- New York | — | — | 64 | $31,529.00 | <0.01% |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
15
$4.22M
Sells
11
$54.48M
Net Sentiment
$50.26M
Net selling
Most Active
Porat Ruth
12 transactions
1–10 of 26
Analysis
Insiders reported 15 buys worth $4.22M and 11 sells worth $54.48M over the last 12 months. That adds up to net selling of $50.26M. Porat Ruth was the most active insider with 12 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | +36.4% | +17.2% (14yr)2 analysts |
| Revenue | N/A | N/A | +4.1% | +7.9% (14yr)1 analysts |
| Net Income | N/A | N/A | +48.1% | +18.3% (14yr)1 analysts |
| EBIT | N/A | N/A | +21.4% | +10.9% (14yr)1 analysts |
Analysis
Recent growth has been strongest in Net Income at +48.1% over three years. Forward estimates point to Net Income at +18.3% (14yr), giving you a quick check on whether expectations are accelerating or cooling.
Competitors
Peer companies in the same sector
Brookfield Corporation
NYSE:BN
$100.98B
KKR & Co. Inc.
NYSE:KKR
$86.41B
Apollo Global Management, Inc.
NYSE:APO
$77.18B
Brookfield Asset Management Ltd.
NYSE:BAM
$75.26B
State Street Corporation
NYSE:STT
$46.39B
Ares Management Corporation
NYSE:ARES
$44.30B
T. Rowe Price Group, Inc.
NASDAQ:TROW
$23.49B
TPG Inc.
NASDAQ:TPG
$16.49B
The Carlyle Group Inc.
NASDAQ:CG
$16.47B
Blue Owl Capital Inc.
NYSE:OWL
$15.13B
Carlyle Secured Lending, Inc.
NASDAQ:CGBD
$763.08M
Who manages BX?
Blackstone Inc. (BX) lists 14 active executives. The top listed executive is John Gary Finley, Chief Legal Officer.
Are BX insiders buying or selling?
Recent insider activity shows net selling of $296.41M.
Explore More
Continue the stock analysis
Jump to another research area for this company.