BX Blackstone Inc.

XNYS Down Alert

Financials

· How we analyze

About the company

Blackstone is a manager of alternative assets. The New York company invests on behalf of pension funds, sovereign wealth funds and private investors in real estate, private equity, private credit and infrastructure and earns management and performance fees. As of Oct 13, 2026

Fact sheet (from the annual report) Asset management and investment advice · New York, USA

Blackstone manages alternative assets and is headquartered in New York. Its capital comes from pension funds, insurers and private investors, among others. The firm invests money in real estate, private equity, infrastructure, credit, secondaries and hedge funds, among other things. The business is divided into real estate, private equity, credit and insurance, and multi-asset investing. Revenue comes from management fees and performance-based compensation. Besides institutional clients, Blackstone also serves wealthy individuals in the United States and other countries.

Automatically summarized from SEC annual report (10-K, filed Feb 27, 2026) (website of the US Securities and Exchange Commission) · reviewed Oct 15, 2026

Price performance at a glance

Last 30 trading days
  • Today +0.9%
  • 7 days +11.2%
  • 30 days +0.5%
  • 1 year −23.0%
Day range (last trading day)
−1.3%Price at 81% of the range+0.3%
52-week range
−14.6%Price at 27% of the range+38.7%
Distance from the all-time high
−40.8%

Our own calculation from the exchange’s daily candles, as of Oct 26, 2026. “All-time” applies since the start of this series, not to the whole market. Changes in percent; the TradingView chart shows prices. “Today” = change of the last trading day versus the previous day. Not investment advice.

Where is the price relative to the buy zone?

No buy zone

There is currently no buy zone for this symbol under our Elliott rule. One only forms when the price pulls back after a strong rise.

An observation, not investment advice

Rule (4-hour candles) No entry in the zone history yet (recording since Oct 12, 2026).

Automated analysis (rule-based)

How we analyze

Timeframe 4 hours · As of Oct 27, 2026

Elliott wave analysis Blackstone (4-hour candles): Flat (type known only after C), Corrective pattern (upward), C in progress (1 of 3 guidelines) (smaller wave degree); no buy zone of the rule on this timeframe. Candlestick chart BX with 117 4-hour candles from Aug 5, 2026, 19:30 to Oct 27, 2026, 18:30. No buy zone of the rule on this timeframe – only the Elliott count: Flat (type known only after C), Corrective pattern (upward), C in progress (1 of 3 guidelines) (B = 155% of A; C = 226% of A), invalid on a close below the end of B. smaller wave degree: Smaller wave degree: more sensitive turning-point detection, because no count fits at the usual degree – it describes shorter swings. Provisional – check the count yourself on the chart. Alternative: Double zigzag (W-X-Y), Corrective pattern (downward), Y complete (1 of 4 guidelines). Fibonacci target zones for this count from Watcher. No value axis. Automated analysis (rule-based), not investment advice. BX · 4-hour candles · Automated analysis (rule-based) No buy zone of the rule – Elliott count only Smaller wave degree: more sensitive turning points – check the count yourself on the chart Fibonacci target zones for this count from Watcher invalid on a close below the end of B 0 1 2 0 A B C in progress (i) (ii) (iii) (iv) (v) Aug 10 Aug 20 Sep 1 Sep 14 Sep 24 Oct 6 Oct 16 last candle Oct 27, 2026, 18:30 · not investment advice Without a buy zone of the rule: no value axis
  • 4-hour candles (green = close above open, red = below)
  • Elliott count (thin gold line, waves in circles; dashed circle = still in progress; small = subwaves; red dashed = invalidation level)
  • Dashed throughout with a label: fallback count (smaller wave degree) – provisional, check it yourself on the chart
  • Watcher Fibonacci target zones for this count from Watcher

Elliott count: Flat (type known only after C), Corrective pattern (upward), C in progress (1 of 3 guidelines) · B = 155% of A; C = 226% of A

smaller wave degree Smaller wave degree: more sensitive turning-point detection, because no count fits at the usual degree – it describes shorter swings. Provisional – check the count yourself on the chart.

Position: Wave 4 (after waves 1–2–3)

Alternative (not drawn): Double zigzag (W-X-Y), Corrective pattern (downward), Y complete (1 of 4 guidelines)

Before (drawn faintly): Impulse (W3 extended), Wave 3 complete

Note: Flat type (regular, expanded, running) can only be decided once C is complete.

Note: Retracement at least 88.7% of A: flat possible (B in progress, type only with C).

Elliott count calculated automatically by fixed Elliott rules, not investment advice – display only, our buy zones do not use it. Provisional: The count can change with new candles.

Scenarios

Timeframe 4 hours · As of Oct 27, 2026 · from the Elliott count in the analysis chart

Weighting Main scenario: ahead (1 of 3 guidelines, weak) · Alternative: behind (1 of 4, weak)

Weighting by guidelines met – not a probability.

smaller wave degree Smaller wave degree: more sensitive turning-point detection, because no count fits at the usual degree – it describes shorter swings. Provisional – check the count yourself on the chart.

Main scenario

ahead weak · 1 of 3 guidelines

As long as the 4-hour close stays above the end of B, this applies: flat countermove upward in three waves (Flat, type known only after C), C in progress – count points to rising prices.

Invalid if the 4-hour close is below the end of B

Alternative

behind weak · 1 of 4 guidelines

If that breaks, the second reading no longer applies either: complex countermove downward (Double zigzag W-X-Y), Y complete – then there is no valid count for now; the next candles will produce a new one.

Invalid if the 4-hour close is below the end of Y

Watcher Fibonacci target zones and levels for this count – as a help for your own review – from Watcher.

Fundamental analysis

Blackstone Inc. · Sector Financials · amounts in USD

Information only – does not affect the other analysis methods, not investment advice. Source: SEC filings, As of Feb 27, 2026.

Quality checks

Four angles on the annual figures. Each check counts how many disclosed criteria are met – criteria without data do not count. The bars show where the company ranks on each figure among the stocks we cover and within its sector.

Fiscal year to Dec 31, 2025

Quality 5 of 6 met · 2 without data

  • no data: Gross margin above 40% not stated in the SEC filings
  • no data: Operating margin above 15% not stated in the SEC filings
  • met: Net margin above 10% 20.9%
  • met: Return on equity above 15% 34.8%
  • met: Free cash flow margin above 10% 31.5%
  • met: Profit in each of the last 5 fiscal years 5 of 5
  • met: Free cash flow positive in each of the last 3 fiscal years 3 of 3
  • not met: Equity ratio above 30% 18.2%
Net margin

20.9% Fiscal year 2025

Rank 69 of 100: higher than 69% of 237 peers (All). strong.

Rank 38 of 100: higher than 38% of 33 peers (Sector). medium.

Median Financials: 26.2%

Profit after all costs, interest and taxes divided by revenue.

Return on equity

34.8% Fiscal year 2025

Rank 80 of 100: higher than 80% of 218 peers (All). strong.

Rank 86 of 100: higher than 86% of 32 peers (Sector). strong.

Median Financials: 13.9%

Net income divided by equity at fiscal year end.

Return on assets

6.3% Fiscal year 2025 (total assets at year end)

Rank 53 of 100: higher than 53% of 238 peers (All). medium.

Rank 77 of 100: higher than 77% of 33 peers (Sector). strong.

Median Financials: 2.4%

Net income divided by total assets at fiscal year end.

Equity ratio

18.2% Fiscal year 2025

Rank 22 of 100: higher than 22% of 239 peers (All). weak.

Rank 50 of 100: higher than 50% of 33 peers (Sector). medium.

Median Financials: 18.2%

Equity as a share of total assets. Usually low for banks.

Free cash flow margin

31.5% Fiscal year 2025

Rank 85 of 100: higher than 85% of 213 peers (All). strong.

Rank 54 of 100: higher than 54% of 23 peers (Sector). medium.

Median Financials: 25.8%

Free cash flow divided by revenue.

Free cash flow

4.5B USD Fiscal year 2025

Operating cash flow minus capital expenditure on property and equipment.

Growth 6 of 7 met

  • met: Over 3 years, revenue grew by more than 5% per year +19.3%
  • met: Over 5 years, revenue grew by more than 5% per year +18.8%
  • met: Over 10 years, revenue grew by more than 5% per year +12.0%
  • met: Over 3 years, EPS grew by more than 5% per year +17.9%
  • met: Over 5 years, EPS grew by more than 5% per year +20.9%
  • not met: Revenue rose in at least 4 of the last 5 fiscal years 3 of 5
  • met: Revenue rose in the last fiscal year +9.2%
Revenue growth 3 years

+19.3% per year

Rank 75 of 100: higher than 75% of 230 peers (All). strong.

Rank 80 of 100: higher than 80% of 32 peers (Sector). strong.

Median Financials: +9.7%

Average growth per year over 3 fiscal years.

Revenue growth 5 years

+18.8% per year

Rank 73 of 100: higher than 73% of 217 peers (All). strong.

Rank 84 of 100: higher than 84% of 29 peers (Sector). strong.

Median Financials: +9.1%

Average growth per year over 5 fiscal years.

Revenue growth 10 years

+12.0% per year

Rank 72 of 100: higher than 72% of 157 peers (All). strong.

Rank 76 of 100: higher than 76% of 23 peers (Sector). strong.

Median Financials: +7.2%

Average growth per year over 10 fiscal years.

EPS growth 3 years

+17.9% per year

Rank 64 of 100: higher than 64% of 157 peers (All). medium.

Rank 52 of 100: higher than 52% of 24 peers (Sector). medium.

Median Financials: +17.6%

Growth of earnings per share per year, adjusted for stock splits.

EPS growth 5 years

+20.9% per year

Rank 68 of 100: higher than 68% of 146 peers (All). strong.

Rank 74 of 100: higher than 74% of 25 peers (Sector). strong.

Median Financials: +14.8%

Growth of earnings per share per year, adjusted for stock splits.

EPS growth 10 years

+14.0% per year

Rank 68 of 100: higher than 68% of 140 peers (All). strong.

Rank 77 of 100: higher than 77% of 24 peers (Sector). strong.

Median Financials: +11.5%

Growth of earnings per share per year, adjusted for stock splits.

Dividend 3 of 5 met · 2 without data

  • met: Pays a dividend 4.69 USD
  • not met: Payout ratio at most 60% of earnings 121%
  • met: Dividend paid in each of the last 5 fiscal years 5 of 5
  • not met: Dividend per share never lowered in the last 5 fiscal years Dividend per share as filed with the SEC, including special dividends; a one-off higher prior year does not count as a cut. 1 times
  • met: Dividend per share higher than 5 years ago +19.7%
  • no data: Free cash flow per share covers the dividend not meaningful for banks and insurers
  • no data: Dividends paid over the last 5 years covered by free cash flow not meaningful for banks and insurers
Payout ratio

121% Fiscal year 2025

Dividend per share divided by earnings per share.

Dividend growth 5 years

+19.7% per year

Rank 84 of 100: higher than 84% of 118 peers (All). strong.

Rank 78 of 100: higher than 78% of 20 peers (Sector). strong.

Median Financials: +10.0%

Growth of the dividend per share per year.

Free cash flow coverage

1.2x Fiscal year 2025

Free cash flow per share divided by dividend per share. From 1x the dividend is covered.

Financial strength 2 of 4 met · 2 without data

  • no data: Piotroski F-Score at least 7 of 9 not meaningful for banks and insurers
  • not met: Long-term debt no higher than equity 1.45
  • no data: Current assets cover current liabilities not reported (usual for banks and insurers)
  • met: Positive equity 8.7B USD
  • not met: In 5 years, share count up by at most 5% +11.9%
  • met: Free cash flow positive in the last fiscal year 4.5B USD
Debt / equity

1.45 at fiscal year end

Rank 22 of 100: lower than 22% of 199 peers (All). weak.

Rank 25 of 100: lower than 25% of 26 peers (Sector). weak.

Median Financials: 0.83

Long-term financial debt divided by equity.

Change in share count

+11.9% in 5 years

Rank 25 of 100: lower than 25% of 199 peers (All). weak.

Rank 15 of 100: lower than 15% of 24 peers (Sector). weak.

Median Financials: −6.1%

Change in diluted share count. Negative = share buybacks, positive = new shares.

Banks and insurers usually do not report gross margin, current assets or capital expenditure – those criteria then do not count. Debt is part of their business.

Price-based criteria (P/E, dividend yield) are shown to signed-in users.

Computed automatically from SEC annual reports – not investment advice. Describes the reported figures; points are not a rating of the stock. Rank 0–100 against the 239 stocks we cover and against the sector (from 5 peers); the stronger side is always on the right.

In short

  • Light green: Revenue grew over 5 years (+18.8% per year), at least as fast as the sector median.
  • Light green: Net income (total) grew over 5 years (+23.6% per year), at least as fast as the sector median; per share +20.9% per year.
  • Light green: Net margin 20.9%, above the sector median (19.4%).
  • Light red: Debt much higher than usual in the sector.
  • Light green: Profit in each of the last 10 fiscal years.
  • Light red: Dividend higher than earnings.

Summarized from the lights below. Describes the reported figures – not a recommendation to buy or sell.

RevenueNet income Net margin (below) in USD
  1. Fiscal year 2016 (Jan 1, 2016 – Dec 31, 2016): Revenue 5.1B USD · Net income 1.0B USD · Net margin 20.3%
  2. Fiscal year 2017 (Jan 1, 2017 – Dec 31, 2017): Revenue 7.1B USD · Net income 1.5B USD · Net margin 20.7%
  3. Fiscal year 2018 (Jan 1, 2018 – Dec 31, 2018): Revenue 6.8B USD · Net income 1.5B USD · Net margin 22.6%
  4. Fiscal year 2019 (Jan 1, 2019 – Dec 31, 2019): Revenue 7.3B USD · Net income 2.0B USD · Net margin 27.9%
  5. Fiscal year 2020 (Jan 1, 2020 – Dec 31, 2020): Revenue 6.1B USD · Net income 1.0B USD · Net margin 17.1%
  6. Fiscal year 2021 (Jan 1, 2021 – Dec 31, 2021): Revenue 22.6B USD · Net income 5.9B USD · Net margin 25.9%
  7. Fiscal year 2022 (Jan 1, 2022 – Dec 31, 2022): Revenue 8.5B USD · Net income 1.7B USD · Net margin 20.5%
  8. Fiscal year 2023 (Jan 1, 2023 – Dec 31, 2023): Revenue 8.0B USD · Net income 1.4B USD · Net margin 17.3%
  9. Fiscal year 2024 (Jan 1, 2024 – Dec 31, 2024): Revenue 13.2B USD · Net income 2.8B USD · Net margin 21.0%
  10. Fiscal year 2025 (Jan 1, 2025 – Dec 31, 2025): Revenue 14.5B USD · Net income 3.0B USD · Net margin 20.9%

Fiscal year 2025 (Jan 1, 2025 – Dec 31, 2025): Revenue 14.5B USD · Net income 3.0B USD · Net margin 20.9%

Figures over time

Where the money of a fiscal year goes and how margins, returns, balance sheet, cash flow and share count developed over up to 10 years. Each chart has one sentence saying what the trend shows.

Money flow in fiscal year 2025

Of 100 USD of revenue, 20.9 USD net income remained.

Money flow as a table
Fiscal year 2025, amounts in USD, share of revenue
ItemAmountof revenue
Revenue14.5B USD100.0%
Net income3.0B USD20.9%
Interest expense508.3M USD3.5%
Taxes1.1B USD7.8%
Remaining costs & other9.8B USD67.8%

Taxes, interest and other items are not available separately in the SEC data; they are combined as the difference.

Margins

The net margin rose in 5 years from 17.1% to 20.9%.

Net margin
  1. Fiscal year 2016: Net margin 20.3%
  2. Fiscal year 2017: Net margin 20.7%
  3. Fiscal year 2018: Net margin 22.6%
  4. Fiscal year 2019: Net margin 27.9%
  5. Fiscal year 2020: Net margin 17.1%
  6. Fiscal year 2021: Net margin 25.9%
  7. Fiscal year 2022: Net margin 20.5%
  8. Fiscal year 2023: Net margin 17.3%
  9. Fiscal year 2024: Net margin 21.0%
  10. Fiscal year 2025: Net margin 20.9%

Returns

Return on equity rose in 5 years from 15.7% to 34.8%.

Return on equityReturn on assets
  1. Fiscal year 2016: Return on equity not available · Return on assets 3.9%
  2. Fiscal year 2017: Return on equity not available · Return on assets 4.3%
  3. Fiscal year 2018: Return on equity 24.2% · Return on assets 5.3%
  4. Fiscal year 2019: Return on equity 29.2% · Return on assets 6.3%
  5. Fiscal year 2020: Return on equity 15.7% · Return on assets 4.0%
  6. Fiscal year 2021: Return on equity 62.2% · Return on assets 14.2%
  7. Fiscal year 2022: Return on equity 22.8% · Return on assets 4.1%
  8. Fiscal year 2023: Return on equity 20.4% · Return on assets 3.5%
  9. Fiscal year 2024: Return on equity 33.8% · Return on assets 6.4%
  10. Fiscal year 2025: Return on equity 34.8% · Return on assets 6.3%

Equity and long-term debt

The equity ratio fell in 5 years from 25.3% to 18.2%.

EquityLong-term debt in USD Long-term debt, depending on the filing, includes the current portion or leases.
  1. Fiscal year 2016: Equity not available · Long-term debt 8.9B USD
  2. Fiscal year 2017: Equity not available · Long-term debt 15.2B USD
  3. Fiscal year 2018: Equity 6.4B USD · Long-term debt 10.4B USD
  4. Fiscal year 2019: Equity 7.0B USD · Long-term debt 11.5B USD
  5. Fiscal year 2020: Equity 6.7B USD · Long-term debt 5.7B USD
  6. Fiscal year 2021: Equity 9.4B USD · Long-term debt 7.9B USD
  7. Fiscal year 2022: Equity 7.7B USD · Long-term debt 12.5B USD
  8. Fiscal year 2023: Equity 6.8B USD · Long-term debt 11.6B USD
  9. Fiscal year 2024: Equity 8.2B USD · Long-term debt 11.5B USD
  10. Fiscal year 2025: Equity 8.7B USD · Long-term debt 12.6B USD

Share count

The share count rose in 5 years by 11.9% – more new shares were issued than repurchased (dilution).

Diluted share count
  1. Fiscal year 2016: Diluted share count 1.2B
  2. Fiscal year 2017: Diluted share count 666.2M
  3. Fiscal year 2018: Diluted share count 1.2B
  4. Fiscal year 2019: Diluted share count 676.2M
  5. Fiscal year 2020: Diluted share count 697.3M
  6. Fiscal year 2021: Diluted share count 720.1M
  7. Fiscal year 2022: Diluted share count 740.9M
  8. Fiscal year 2023: Diluted share count 755.4M
  9. Fiscal year 2024: Diluted share count 766.6M
  10. Fiscal year 2025: Diluted share count 780.2M

Banks and insurers: gross margin, current assets and capital expenditure are usually not reported and cash flow is not meaningful there – those lines and charts are omitted.

From annual reports filed with the SEC (10-K, 20-F, 40-F) as first reported, share count adjusted for splits; obvious filing errors (e.g. wrong unit, outliers against both neighbouring years) are hidden. Describes the reported figures – not investment advice.

Dividends and share repurchases

How much the company returns to its shareholders – as dividends or by repurchasing its own shares – and whether free cash flow supports it.

Dividend per share
4.69 USD · Fiscal year 2025
Dividend growth per year
3 y –5 y +19.7%10 y +4.9%
Years without a cut
2 in a row up to now
Payout ratio
of earnings 121% of free cash flow 132%
Share count over 5 years
+11.9% more shares – dilution

Dividend per share

The dividend per share rose in 5 years from 1.91 USD to 4.69 USD.

Dividend per share USD per share Per share as filed with the SEC, including special dividends; obvious filing errors are hidden.
  1. Fiscal year 2016: Dividend per share 1.66 USD
  2. Fiscal year 2017: Dividend per share 2.32 USD
  3. Fiscal year 2018: Dividend per share 2.42 USD
  4. Fiscal year 2019: Dividend per share 1.92 USD
  5. Fiscal year 2020: Dividend per share 1.91 USD
  6. Fiscal year 2021: Dividend per share 3.57 USD
  7. Fiscal year 2022: Dividend per share 4.94 USD
  8. Fiscal year 2023: Dividend per share 3.32 USD
  9. Fiscal year 2024: Dividend per share 3.45 USD
  10. Fiscal year 2025: Dividend per share 4.69 USD

Payout ratios

The payout ratio fell in 5 years from 127.3% to 121.2%.

Payout ratio (earnings)Payout ratio (free cash flow) Ratios above 500% hidden (earnings or free cash flow close to zero).
  1. Fiscal year 2016: Payout ratio (earnings) 106.4% · Payout ratio (free cash flow) not available
  2. Fiscal year 2017: Payout ratio (earnings) 105.0% · Payout ratio (free cash flow) not available
  3. Fiscal year 2018: Payout ratio (earnings) 107.1% · Payout ratio (free cash flow) not available
  4. Fiscal year 2019: Payout ratio (earnings) 63.4% · Payout ratio (free cash flow) 126.0%
  5. Fiscal year 2020: Payout ratio (earnings) 127.3% · Payout ratio (free cash flow) 130.8%
  6. Fiscal year 2021: Payout ratio (earnings) 43.9% · Payout ratio (free cash flow) 117.4%
  7. Fiscal year 2022: Payout ratio (earnings) 209.3% · Payout ratio (free cash flow) 106.9%
  8. Fiscal year 2023: Payout ratio (earnings) 180.4% · Payout ratio (free cash flow) 111.4%
  9. Fiscal year 2024: Payout ratio (earnings) 95.3% · Payout ratio (free cash flow) 129.4%
  10. Fiscal year 2025: Payout ratio (earnings) 121.2% · Payout ratio (free cash flow) 132.2%

What goes back to shareholders

Over 5 years, 25.8B USD went back to shareholders as dividends. That is 118% of the free cash flow of those years.

Dividends paidShare repurchasesNew shares issued (including employee plans)Free cash flow in USD
  1. Fiscal year 2016: Dividends paid not available · Share repurchases not available · New shares issued (including employee plans) not available · Free cash flow −110.4M USD
  2. Fiscal year 2017: Dividends paid 2.8B USD · Share repurchases not available · New shares issued (including employee plans) not available · Free cash flow −1.7B USD
  3. Fiscal year 2018: Dividends paid 3.0B USD · Share repurchases not available · New shares issued (including employee plans) not available · Free cash flow 27.4M USD
  4. Fiscal year 2019: Dividends paid 2.4B USD · Share repurchases not available · New shares issued (including employee plans) not available · Free cash flow 1.9B USD
  5. Fiscal year 2020: Dividends paid 2.4B USD · Share repurchases not available · New shares issued (including employee plans) not available · Free cash flow 1.8B USD
  6. Fiscal year 2021: Dividends paid 4.6B USD · Share repurchases not available · New shares issued (including employee plans) not available · Free cash flow 3.9B USD
  7. Fiscal year 2022: Dividends paid 6.5B USD · Share repurchases not available · New shares issued (including employee plans) not available · Free cash flow 6.1B USD
  8. Fiscal year 2023: Dividends paid 4.3B USD · Share repurchases not available · New shares issued (including employee plans) not available · Free cash flow 3.8B USD
  9. Fiscal year 2024: Dividends paid 4.4B USD · Share repurchases not available · New shares issued (including employee plans) not available · Free cash flow 3.4B USD
  10. Fiscal year 2025: Dividends paid 6.0B USD · Share repurchases not available · New shares issued (including employee plans) not available · Free cash flow 4.5B USD

For banks and insurers free cash flow is not meaningful; ratios to free cash flow are usually omitted.

Dividends paid, repurchases and new shares issued from the cash flow statement of annual reports filed with the SEC (as first reported). Describes the reported figures – not investment advice.

Valuation over time

Price-based valuation (P/E, P/S, price/free cash flow and dividend yield per fiscal year, compared with its own average) for signed-in users.

Sector comparison

Blackstone Inc. next to 8 stocks of the sector Financials we cover that are closest in revenue. Click a column header to sort the table.

Sector comparison BX, sector Financials; last row: sector median
Symbol Revenue (FY) Growth 5 yrsGross marginOp. marginNet marginROEEquity ratioFCF marginPiotroski
MRSH Marsh McLennan 27.0B USD +9.4%–23.1%15.4%27.2%26.1%––
BLK BlackRock 24.2B USD +8.4%–29.1%22.9%9.9%32.9%––
SCHW Charles Schwab Corporation 23.9B USD +15.4%––37.0%17.9%10.1%––
PNC PNC Financial Services 23.1B USD +6.4%––30.0%11.4%10.6%––
BNY BNY Mellon 20.1B USD +4.9%––27.6%12.5%9.4%––
KKR KKR & Co. 19.5B USD +35.7%––12.2%7.7%7.5%––
SPGI S&P Global 15.3B USD +15.6%–42.2%29.2%14.4%50.9%––
BX Blackstone Inc. this stock 14.5B USD +18.8%––20.9%34.8%18.2%––
ICE Intercontinental Exchange 12.6B USD +8.9%–39.0%26.2%11.5%21.1%––
Median of the sector 33 symbols 27.0B USD +9.1%–39.0%26.2%13.9%18.2%––

Growth 5 yrs = revenue growth per year over 5 fiscal years · Op. margin = operating margin · ROE = return on equity · FCF = free cash flow · Piotroski = F-Score (only with all 9 criteria).

Banks and insurers: gross margin (only if reported), free cash flow margin and Piotroski are not meaningful there (“–”).

Figures of the last fiscal year from SEC annual reports (peers as of Oct 28, 2026). Median across all companies of the sector we cover (from 5 stocks; several share classes of one company count once). Signed-in users also see P/E, P/S and dividend yield in the comparison. Describes the reported figures – not investment advice.

Key figures with traffic lights

Each light follows a simple, disclosed rule. The comparison is with the sector median of all 79 symbols in the Financials sector on our list (current members of the S&P 500 and other lists).

Revenue growth

Light green: above sector

+18.8% per year, last 5 years

Sector Financials: median +8.8% (73 symbols)

What does this mean? Revenue: over 5 years it grew by 18.8% per year on average – at least as fast as the median company in the sector (+8.8%).

Light rule: Green: grows at least as fast as the sector median (without a sector comparison: grows) · Yellow: grows more slowly · Red: shrinks.

Net income (total)

Light green: above sector

+23.6% per year, last 5 years

Sector Financials: median +13.8% (71 symbols)

per share: +20.9% per year (5 years, split-adjusted)

What does this mean? Total net income: over 5 years it grew by 23.6% per year on average – at least as fast as the median company in the sector (+13.8%).

Light rule: Green: grows at least as fast as the sector median (without a sector comparison: grows) · Yellow: grows more slowly · Red: shrinks.

Net margin

Light green: above sector

20.9% last fiscal year

Sector Financials: median 19.4% (75 symbols)

What does this mean? Of every 100 USD in revenue, 20.89 USD remained as profit – at least as much as the median company in the sector (19.4%). Five years ago the margin was 17.1%.

Light rule: Green: at least the sector median (without a sector comparison: profit) · Yellow: profit, but below the median · Red: loss.

Debt / equity

Light red: much higher

1.48 latest balance sheet

Sector Financials: median 0.63 (60 symbols)

What does this mean? For every 1 USD of equity there is 1.48 USD of financial debt – more than twice as much as the median company in the sector (0.63). For banks and insurers, debt is part of the business – so the comparison is only with their own sector.

Light rule: Green: at most the sector median · Yellow: up to twice the median · Red: more than twice · Gray: without a sector comparison.

Payout ratio

Light red: above earnings

121% Dividend / earnings per share

Sector Financials: median 34% (58 symbols)

What does this mean? The payout was higher than the earnings per share; it is paid from cash flow, from reserves or with new debt. Median company in the sector: 34%.

Light rule: Green: up to 60% of earnings · Yellow: up to 100% · Red: more than earnings or a dividend despite a loss · Gray for real estate (REITs). The sector median is for comparison only.

Profitable years

Light green: profit every year

10 of 10 fiscal years with a profit

What does this mean? In 10 of the last 10 fiscal years the bottom line showed a profit. There were no losses in this period.

Light rule: Green: profit in every year · Yellow: one loss year · Red: several loss years (at least 3 years needed).

Last fiscal year and 13F

Information, not a trading signal · Source: SEC EDGAR
Revenue (FY)
14.5B USD
Revenue vs. prior year
+9.2%
Net income (FY)
3.0B USD
Net income vs. prior year
+8.7%
EPS (FY)
3.87 USD
13F funds with a position
0 of 9
Funds vs. prior quarter
−1
Shares held vs. prior quarter
−100.0%
Fiscal year to Dec 31, 2025 · 10-K filed Feb 27, 2026 · Balance sheet Jun 30, 2026 (filed Aug 7, 2026) · Price-based figures (P/E, P/S, dividend yield, market cap) only when logged in. · Values as first reported; debt = reported financial debt (US GAAP: long-term). 13F: reporting date Jun 30, 2026, 9 tracked funds have filed (latest Aug 14, 2026), filed with up to 45 days of delay. Stock positions only; comparison with Mar 31, 2026 only across funds that filed for both quarters.
All figures as a table
Fiscal years (amounts in USD, per share in USD)
YearEndRevenueNet income MarginEarnings per shareDividend per sharePayout
2025Dec 31, 2025 14.5B3.0B 20.9% 3.87 4.69 121%
2024Dec 31, 2024 13.2B2.8B 21.0% 3.62 3.45 95%
2023Dec 31, 2023 8.0B1.4B 17.3% 1.84 3.32 180%
2022Dec 31, 2022 8.5B1.7B 20.5% 2.36 4.94 209%
2021Dec 31, 2021 22.6B5.9B 25.9% 8.13 3.57 44%
2020Dec 31, 2020 6.1B1.0B 17.1% 1.50 1.91 127%
2019Dec 31, 2019 7.3B2.0B 27.9% 3.03 1.92 63%
2018Dec 31, 2018 6.8B1.5B 22.6% 2.26 2.42 107%
2017Dec 31, 2017 7.1B1.5B 20.7% 2.21 2.32 105%
2016Dec 31, 2016 5.1B1.0B 20.3% 1.56 1.66 106%
Quarters (amounts in USD, per share in USD)
QuarterEndRevenueNet income MarginEarnings per shareDividend per sharePayout
Q2/26Jun 30, 2026 5.0B1.2B 24.4% 1.54 1.16 75%
Q1/26Mar 31, 2026 3.6B649.7M 18.0% 0.83 1.49 180%
Q4/25*Dec 31, 2025 4.4B1.0B 23.3% – 1.29 –
Q3/25Sep 30, 2025 3.1B624.9M 20.2% 0.80 1.03 129%
Q2/25Jun 30, 2025 3.7B764.2M 20.6% 0.98 0.93 95%
Q1/25Mar 31, 2025 3.3B614.9M 18.7% 0.80 1.44 180%
Q4/24*Dec 31, 2024 3.1B703.9M 22.8% – 0.86 –
Q3/24Sep 30, 2024 3.7B780.8M 21.3% 1.02 0.82 80%
Q2/24Jun 30, 2024 2.8B444.4M 15.9% 0.58 0.83 143%
Q1/24Mar 31, 2024 3.7B847.4M 23.0% 1.11 0.94 85%
Q4/23*Dec 31, 2023 1.3B151.8M 11.8% – 0.80 –
Q3/23Sep 30, 2023 2.5B552.0M 21.7% 0.73 0.79 108%

* Q4 derived: fiscal year minus the 9-month value (EPS cannot be derived this way); may be distorted by restatements.

How we calculate: values as first reported to the SEC (later corrections are left out), a fixed order of reporting tags per figure, partial sums are never added up. Growth per year over 5 years (otherwise 3 years). Quarters are labeled by the calendar quarter in which they end.

Insiders

All insider transactions
Insider purchases and sales on the market over 3, 6 and 12 months
PeriodPurchasesSalesNet
3 months $62.4K1 person $24.4M4 people −$24.4M
6 months $116.4K1 person $28.2M4 people −$28.1M
12 months $4.2M2 people $28.2M4 people −$24.0M

Latest transactions

  • Sep 18, 2026 Baratta Joseph Director Open-market sale 57,754 shares · $7.2M · SEC
  • Sep 18, 2026 Baratta Joseph Director Open-market sale 42,246 shares · $5.2M · SEC
  • Aug 11, 2026 Finley John G Officer Open-market sale 25,198 shares · $3.7M · SEC
  • Aug 11, 2026 Finley John G Officer Open-market sale 19,802 shares · $2.9M · SEC
  • Aug 11, 2026 Payne David Officer Open-market sale 9,500 shares · $1.4M · SEC
  • Aug 10, 2026 Porat Ruth Director Open-market purchase 84 shares · $11.5K · SEC

Source: mandatory filings with the SEC (Form 4), open-market purchases and sales only. General information, not investment advice.

Trend score -70

Price vs. EMA 50-15
Price vs. EMA 200-15
EMA 50 vs. EMA 200-20
ADX (trend strength)+15
Highs and lows-20
Relative strength-15

Volatility and trend strength

ADX 14 (trend strength)34.8
Rel. strength 60 d−9.0%

ATR and moving averages as price values only when logged in.

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