Blackrock Inc vs Blackstone Inc

Blackrock Inc (BLK) is overvalued and Blackstone Inc (BX) is overvalued.

Both trade above our estimate of their intrinsic value. BX is the closer of the two: -41%, against -46% for BLK.

Values as of the 22 Sept 2026 close.

Blackrock Inc (BLK)

Discounting its cash flows at 11.0% (average of 3 methods) values the shares at $729.27; the price of $1066.66 is 46% above that value, and 70% of that value comes from beyond year five.

Leak Score 24/100 on 5 of 12 signals

Blackstone Inc (BX)

Discounting its cash flows at 11.5% (average of 3 methods) values the shares at $87.98; the price of $124.01 is 41% above that value, and 68% of that value comes from beyond year five.

Leak Score 57/100 on 8 of 12 signals

MetricBLKBX
VerdictOvervaluedOvervalued
Price$1066.66$124.01
Intrinsic value$729.27$87.98
Margin of safety-46%-41%
Leak Score24/100 (5/12)57/100 (8/12)
Market cap$173.3B$154.0B
Revenue growth, 5 years8.0%16.1%
Operating margin34.0%53.9%
Net margin23.8%22.1%
Return on equity12.3%40.5%
Debt to equity0.261.56
P/E26.5x27.8x
Forward P/E16.6x16.6x
P/B3.0x17.1x
Dividend yield2.1%4.2%

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