BX · BLACKSTONE INC.

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Blackstone Inc. is an alternative asset management firm specializing in private equity, venture capital, real estate, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies. The firm typically invests in early-stage, seed, middle market, mature, late venture, growth capital, emerging growth, turnaround, and later stage companies. It also provide capital markets services.

Close · 3M

+6.98%

Held by 0 AI ETFs

None of the tracked AI ETFs currently hold this name.

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals3

Win rate100% (3/3)

Avg buy return+2.28%

LQAIno longer held6 signals

LQAI · Exit · 1d

Trading at $120.89, BX is currently at 64% of its 52-week high of $188.68, showing a -12.2% return over the last year, despite posting modest positive returns of +3.5% and +3.8% over the past 30 and 90 days, respectively. LQAI's Qraft AI ranking, which selects US large-cap core names with weekly rebalances and avoids heavy factor tilts, had incrementally maintained BX in its portfolio, increasing its weight slightly to 0.40% as recent price action indicated some short-term stability. However, on July 7, the AI algorithm determined to remove BX entirely, likely re-evaluating the stock's positioning. This decision by the AI-driven selection engine probably considered the significant 1-year price decline of 12.2% from its 52-week high, alongside its valuation metrics of PER 48.75 and PBR 21.7, despite revenue growth of 15.17% and ROE of 36.16%, concluding that BX no longer met the core large-cap selection criteria for inclusion at its current price.

weight 0.400% → 0 (exited)·stock up 2.0% in the 30 days before

Jul 7·entry $120.89·now $123.61

+2.25%

since Jul 7

LQAI · Weight increase · 3d

BX’s 15.17% revenue growth and 36.16% ROE, alongside its PER of 48.75 and PBR of 21.7, align with LQAI’s AI-driven core large-cap style that seeks a balance between growth metrics and valuation signals, positioning it midway between a broad market and concentrated momentum approach. The consecutive weight increase for BX in LQAI, observed from June 30 to July 2, occurred as the stock had recently posted a +4.9% 30-day return, indicating a positive short-term trend following a significant prior decline. At $122.78, BX was trading at approximately 65% of its 52-week high, suggesting the Qraft AI engine identified a recovery potential within its large-cap universe, leveraging its weekly rebalancing capability to incrementally adjust exposure.

weight 0.360% → 0.400% (+0.040 pp)·stock up 5.0% in the 30 days before

Jul 2·entry $122.78·now $123.61Fresh

+0.68%

since Jul 2

LQAI · Weight increase · 2d

A revenue growth of 15.17% alongside a return on equity of 36.16% positions BX as a company with considerable financial strength, despite its PER of 48.75 and PBR of 21.7. This fundamental profile aligns with LQAI’s core large-cap, AI-driven name selection, which evaluates companies without a heavy factor tilt towards either strict value or pure momentum. The Qraft AI engine overseeing LQAI’s weekly rebalances likely identified this underlying quality in tandem with a recovering price trajectory, as BX currently trades at $122.78 (65% of its 52-week high) following a +4.9% 30-day return. This confluence of factors led to the consecutive increases in BX's allocation within LQAI, moving from 0.36% on June 29th to 0.38% by July 1st, signifying the system's calculated adjustment to the company's portfolio weight.

weight 0.360% → 0.380% (+0.020 pp)·stock up 2.9% in the 30 days before

Jul 1·entry $119.55·now $123.61Drifting

+3.40%

since Jul 1

LQAI · Weight decrease · 3d

The weight adjustments for BX in LQAI reveal a pattern of gradual, almost incremental reductions, evident in the consistent 0.01% decrements observed from June 17th to June 22nd. This measured response from the Qraft AI engine, which rebalances weekly and operates without a heavy factor tilt, aligns with BX's sustained negative price momentum, having seen a 6.2% decline over 90 days and currently trading at $123.26, 65% below its 52-week high. Despite BX’s strong financial metrics, including a 36.16% ROE and 15.17% revenue growth, its elevated PER of 47.93 and PBR of 21.7 likely present a less compelling risk-reward profile for an AI seeking core large-cap candidates that are midway between broad market exposure and concentrated momentum. The AI's consistent re-evaluation of BX's market reception against its valuation therefore drives these persistent, rather than sudden, adjustments to its portfolio weighting among the ~100 US large caps.

weight 0.410% → 0.380% (-0.030 pp)·stock up 5.3% in the 30 days before

Jun 22·entry $123.26·now $123.61

+0.28%

since Jun 22

LQAI · Weight decrease · 2d

The Qraft AI ranking engine, which underpins LQAI's ~100 US large-cap core portfolio and rebalances weekly, is exhibiting a response to recent trends for Blackstone (BX). Despite the company's 15.17% revenue growth, the AI's selection process has led to a consecutive weight reduction, trimming BX from 0.41% to 0.39% in the portfolio over the last three reported days. This adjustment occurs as BX's current trading price hovers at approximately 66% of its 52-week high, accompanied by a negative 4.5% 90-day return. Such a move aligns with LQAI's AI-driven name selection method, which is designed to fine-tune exposure based on a blend of signals beyond just fundamental strength, adapting its holdings even for established large-cap names when proprietary metrics suggest reduced conviction.

weight 0.410% → 0.390% (-0.020 pp)·stock up 5.0% in the 30 days before

Jun 18·entry $123.79·now $123.61

-0.15%

since Jun 18

LQAI · New entry · 1d

weight 0 → 0.400% (new)·stock down 3.5% in the 30 days before

Jun 9·entry $120.29·now $123.61Drifting

+2.76%

since Jun 9

PQUSno longer held1 signal

PQUS · Exit · 1d

The systematic reduction of Blackstone's weight in PQUS, commencing with a distinct drop from 0.12% to 0.08% and progressing through further reductions to full divestment over eight days, reflects a deliberate, phased exit. This measured cadence is consistent with Pictet Asset Management's ETF strategy emphasizing a measured turnover approach, rather than abrupt portfolio shifts, even as BX’s price had fallen significantly, trading at 62% of its 52-week high after a 90-day return of -23.2%. The AI ranking system likely re-evaluated BX, finding its continued high valuation—evidenced by a PER of 47.15 and PBR of 21.7—less compelling for inclusion in the US large-cap universe, despite its 15.17% revenue growth and 36.16% ROE. Exiting this position allowed the AI system to optimize for sector-balance and concentration rules across its approximately 165 holdings, freeing up allocation for higher-ranked alternatives following a periodic rebalance.

weight 0.020% → 0 (exited)·stock down 8.0% in the 30 days before

May 16·entry $117.04·now $123.61

+5.61%

since May 16

AIEQno longer held1 signal

AIEQ · Exit · 1d

The AI ETF likely divested from BX due to its extremely high valuation, with a PER of 50.51 and PBR of 21.7, suggesting the AI detected the stock was significantly overvalued despite strong revenue growth and ROE. A practical takeaway for retail investors is to be wary of companies with stretched valuations, even those exhibiting strong financial performance, as institutional algorithms may prioritize valuation risk over growth potential.

weight 0.230% → 0 (exited)·stock up 10.5% in the 30 days before

May 3·entry $123.09·now $123.61

+0.42%

since May 3

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of May 18

The AI ETF PQUS recently exited its position in Blackstone, aligning with this framework's 'Fail' verdict. The primary driver for the 'Fail' verdict is the lack of a margin of safety, suggesting the AI's action may reflect similar valuation concerns.

Circle of CompetenceDespite the cyclicality of incentive fees, the substantial and growing base of assets under management (AUM) and recurring management fees provide a sufficiently predictable foundation for projecting long-term cash flows.
Economic MoatBlackstone possesses a strong economic moat derived from its powerful brand, vast scale, extensive network, and high switching costs for its institutional clients.
ManagementThe provided data is insufficient to fully assess management's candor, capital allocation discipline beyond general practices, or the extent of their skin in the game.
Financial HealthKey financial health metrics such as 10-year average ROE performance, stability of operating margins, detailed debt structure, and owner earnings components are not available in the provided financials to make a conclusive assessment.
Margin of SafetyWith a PER of 47.15 and PBR of 21.7, the current market price reflects very high expectations and offers no discernible margin of safety for a conservative long-term investor.

While Blackstone demonstrates a predictable core business model and a strong economic moat, insufficient data prevents a full assessment of management and financial health. Critically, the current valuation, with extremely high PER and PBR multiples, leaves no margin of safety, leading to an overall 'Fail' under this value-investing framework.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.