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Blackstone Inc. BX

equity

Price History

$4.43$66.65$128.87$191.09
2007-06 · DCA start$28.72

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-84.6%-56.4%-28.2%0.0%
2007-062026-08 · -23.4%

Worst drawdown: −85%, peaking Jun 2007 and bottoming Jan 2009 — 78 months below the prior high before recovering.

DCA Backtest

Invested
$23,100
Value today
$128,523
Return
+456.4%
Months invested
231

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $30,723 today, so the real (inflation-adjusted) return is +318.3%.

Lump sum instead — $23,100 all at once in Jun 2007: $117,743 (+409.7%) — DCA came out ahead.

Worst timing — same monthly amount started at the all-time high (Nov 2024): $2,245 on $2,200 invested (+2.0%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 2007-06: +456.4%

About Blackstone Inc.

Blackstone Inc. is an American alternative investment management company based in New York City. It was founded in 1985 as a mergers and acquisitions firm by Peter Peterson and Stephen Schwarzman, who had previously worked together at Lehman Brothers. Blackstone's private equity business has been one of the largest investors in leveraged buyouts in the last three decades, while its real estate business has actively acquired commercial real estate across the globe. Blackstone is also active in credit, infrastructure, hedge funds, secondaries, growth equity, and insurance solutions. (Wikipedia)

It's a listed company categorised under financials and asset management & custody banks, with a market cap of about $109.9B.

It rates High Risk at 2.8/5, meaning several rated factors score badly, so this carries materially more risk than a typical holding.

What pushes the score up: earnings quality (5.0/5) and sector / regulatory (4.0/5).

Scoring well: leverage / financial at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

High Risk(2.8/5)80% rated

How these ratings work

Market / Volatility3.7/5 · weight 20%
  • Annualised volatility (3yr)3/534.5
  • Max drawdown from ATH4/584.6
  • Beta vs S&P 5004/51.8
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5617.6m
  • Float % of shares outstandingnot yet researched
Leverage / Financial1.0/5 · weight 20%
  • Debt / equity1/51.5
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality5.0/5 · weight 15%
  • 3yr EPS volatility5/563.5
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory4.0/5 · weight 10%
  • Sector regulatory exposure4/5high

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.