Value
5.3/10data confidence 83%| Component | Sub-score |
|---|---|
| P/E | 4.4 |
| P/S | 3.7 |
| Fwd P/E | 7.9 |
| PEG | 4.6 |
| Analyst target | 6.0 |
- ▸Forward P/E: 15.2x
- ▸PEG: 1.94
BX · Why this verdict
Why Blackstone (BX) is rated BUY WAIT
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictBUY WAIT
Overall score5.3/10
ConfidenceMEDIUM
MacroRISK_OFF
Per-dimension breakdown
Quality
8.6/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 9.8 |
| ROA | 8.7 |
| Gross margin | 10.0 |
| Op margin | 10.0 |
| Net margin | 10.0 |
| Current ratio | 3.6 |
| Moat | 7.6 |
| Piotroski F | 8.9 |
- ▸Excellent ROE: 30%
- ▸Strong margins: 21%
- ▸Wide economic moat
- ▸Compounder quality: strong returns + growth
Growth
3.3/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 3.9 |
| EPS growth | 2.8 |
Momentum
1.5/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 4.5 |
| MACD | 0.0 |
| OBV | 1.0 |
| MA position | 1.0 |
| Volume | 0.9 |
- ▸Volume distribution (falling OBV)
- ▸Below 200-MA, MA slope -4.7%/30d — confirmed downtrend
Sentiment
7.6/10data confidence 100%| Component | Sub-score |
|---|---|
| LLM sentiment | 7.1 |
| Analyst rating | 7.5 |
| Price target | 8.2 |
- ▸LLM news sentiment: +0.41 (n=5)
- ▸Analyst upside: 26%
Insider
5.1/10data confidence 50%| Component | Sub-score |
|---|---|
| materiality | 5.0 |
| holder change | 5.2 |
- ▸Negligible insider selling — $3,721,572 (0.003% of mkt cap)
Peer rank
3.8/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 3.3 |
| quality rank | 6.4 |
| growth rank | 5.3 |
- ▸Superior ROE vs peers
Technical
5.3/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 7.8 |
| support resistance | 5.8 |
| 52w position | 2.4 |
Risk (lower is worse)
6.1/10data confidence 100%| Component | Sub-score |
|---|---|
| short interest | 8.8 |
| days to cover | 7.6 |
| volatility | 3.3 |
| put call | 6.3 |
| implied vol | 4.7 |
| max pain risk | 7.0 |
| beta | 4.7 |
| debt equity | 6.7 |
| news risk | 5.5 |
Catalyst
7.0/10data confidence 100%| Component | Sub-score |
|---|---|
| erm | 5.0 |
| earnings history | 10.0 |
| earnings timing | 5.0 |
| surprise avg | 8.7 |
| dividend safety | 5.2 |
| news activity | 8.0 |
- ▸Perfect beat streak: 4Q
- ▸Dividend: 435.0%
How the verdict was assembled
Engine trigger
Wide-moat business. Accumulate on weakness.
Engine technical detail
verdict_path:
L4:PATH_E_WIDE_MOAT|ENTRY_STICKY:PRIOR_STILL_VIABLEPassed (6)
- ASYMMETRY:1.8>=1.5
- INSIDER:OK
- 8K:CLEAN
- EARNINGS_PROXIMITY:43d clear
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (2)
- MOMENTUM:1.5<4.5
- DEATH_CROSS:HARD_BLOCK
Warning (0)
none
Reward-to-Risk
1.79
Upside
+13.2%
Downside
7.4%
Sizing output
STARTER
SetupUNKNOWN — No clear chart pattern; technical signals are mixed
EdgeTEMP_HEADWIND — High quality (8.6) with weak momentum (1.5)
SuitabilityAGGRESSIVE — Beta 1.58>1.3
Investment implication
The STRONG_BUY_WAIT verdict reflects the MOMENTUM gate's 1.5<4.5 outcome against Quality at 8.6 and asymmetric R:R of 1.79.
The strongest dimensions are Quality at 8.6, Sentiment at 7.6, and Catalyst at 7.0; the weakest are Momentum at 1.5, Growth at 3.3, and Peer rank at 3.8. The V9 engine flagged 2 failed gates, producing an asymmetric reward-to-risk of 1.79 and an engine sizing output of STARTER.