# BX · Blackstone Inc. Snapshot 2026-10-26 · CIK 0001393818 · NYSE · Investment Advice Price 117.97 (2026-10-23, Alpaca Market Data (consolidated SIP daily bar)) · Market cap 88.55 B Machine-readable: https://theclaudetrader.com/s/BX.json · index: https://theclaudetrader.com/llms.txt ## Scores ### Graham Defensive: 44.2 (partial: 2) · complete: False · missing tests: 2 · current inputs as of 2025-12-31 · stale inputs: Revenue · history 2013–2025 · price 2026-10-23 · verification {'verified': 14, 'mismatch': 0, 'unverified': 19, 'not_cross_checked': 2} · computed 2026-10-26 · rules https://theclaudetrader.com/p/graham - 1 Adequate size: 14.45 revenue $B · threshold >= 1 · points 5.0/5 - 2 Debt <= equity (unclassified balance sheet fallback): 1.48 · threshold <= 1.0 · points None/30 - 3 Positive earnings each of 10 years: 10 of 10 · threshold 10 of 10 · points 15.0/15 - 4 Dividends every year for 20 years: 19 of 20 · threshold 20 of 20 · points 14.25/15 - 5 EPS growth, 3-yr avg now vs 10 yrs ago: 1.73 -> 3.11 (+80%) · threshold >= +33% · points 10.0/10 - 6 P/E on 3-year average EPS: 37.9 · threshold <= 15 · points 0.0/15 - 7 P/B <= 1.5, or P/E x P/B <= 22.5: P/B 9.82, product 372.6 · threshold <= 1.5 or <= 22.5 · points 0.0/10 Inputs: - Price (close, per traded unit): 117.97 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1 - Revenue: 14450265000.0 · 2025-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - debt_incl_current: 13318636000.0 · 2026-06-30 · SEC XBRL LongTermDebt (companyfacts) · https://www.sec.gov/Archives/edgar/data/1393818/000119312526340208/ · unverified - equity: 9014543000.0 · 2026-06-30 · SEC XBRL StockholdersEquity (companyfacts) · https://www.sec.gov/Archives/edgar/data/1393818/000119312526340208/ · unverified - Net income FY2016: 1039014000.0 · 2016-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312519061011/ · unverified - Net income FY2017: 1471374000.0 · 2017-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312520056733/ · unverified - Net income FY2018: 1541788000.0 · 2018-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312521060361/ · unverified - Net income FY2019: 2049682000.0 · 2019-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312522054433/ · unverified - Net income FY2020: 1045363000.0 · 2020-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312523048733/ · unverified - Net income FY2021: 5857397000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312524264461/ · unverified - Net income FY2022: 1747631000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312525042469/ · unverified - Net income FY2023: 1390880000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - Net income FY2024: 2776508000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - Net income FY2025: 3019214000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - Dividend years (Yahoo): [2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026] · · Yahoo Finance dividend history · https://finance.yahoo.com/quote/BX/history?filter=div · verified (partly: XBRL covers 13 of 20 years) - Dividends per share FY2013 (XBRL): 1.18 · 2013-12-31 · SEC XBRL CommonStockDividendsPerShareDeclared · https://www.sec.gov/Archives/edgar/data/1393818/000119312516481948/ · verified - Dividends per share FY2014 (XBRL): 1.92 · 2014-12-31 · SEC XBRL CommonStockDividendsPerShareDeclared · https://www.sec.gov/Archives/edgar/data/1393818/000119312517056300/ · verified - Dividends per share FY2015 (XBRL): 2.9 · 2015-12-31 · SEC XBRL CommonStockDividendsPerShareDeclared · https://www.sec.gov/Archives/edgar/data/1393818/000119312518067079/ · verified - Dividends per share FY2016 (XBRL): 1.66 · 2016-12-31 · SEC XBRL CommonStockDividendsPerShareDeclared · https://www.sec.gov/Archives/edgar/data/1393818/000119312519061011/ · verified - Dividends per share FY2017 (XBRL): 2.32 · 2017-12-31 · SEC XBRL CommonStockDividendsPerShareDeclared · https://www.sec.gov/Archives/edgar/data/1393818/000119312520056733/ · verified - Dividends per share FY2018 (XBRL): 2.42 · 2018-12-31 · SEC XBRL CommonStockDividendsPerShareDeclared · https://www.sec.gov/Archives/edgar/data/1393818/000119312521060361/ · verified - Dividends per share FY2019 (XBRL): 1.92 · 2019-12-31 · SEC XBRL CommonStockDividendsPerShareDeclared · https://www.sec.gov/Archives/edgar/data/1393818/000119312522054433/ · verified - Dividends per share FY2020 (XBRL): 1.91 · 2020-12-31 · SEC XBRL CommonStockDividendsPerShareDeclared · https://www.sec.gov/Archives/edgar/data/1393818/000119312523048733/ · verified - Dividends per share FY2021 (XBRL): 3.57 · 2021-12-31 · SEC XBRL CommonStockDividendsPerShareDeclared · https://www.sec.gov/Archives/edgar/data/1393818/000119312524264461/ · verified - Dividends per share FY2022 (XBRL): 4.94 · 2022-12-31 · SEC XBRL CommonStockDividendsPerShareDeclared · https://www.sec.gov/Archives/edgar/data/1393818/000119312525042469/ · verified - Dividends per share FY2023 (XBRL): 3.32 · 2023-12-31 · SEC XBRL CommonStockDividendsPerShareDeclared · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · verified - Dividends per share FY2024 (XBRL): 3.45 · 2024-12-31 · SEC XBRL CommonStockDividendsPerShareDeclared · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · verified - Dividends per share FY2025 (XBRL): 4.69 · 2025-12-31 · SEC XBRL CommonStockDividendsPerShareDeclared · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · verified - EPS diluted FY2014: 2.58 · 2014-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1393818/000119312517056300/ · unverified - EPS diluted FY2015: 1.04 · 2015-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1393818/000119312518067079/ · unverified - EPS diluted FY2016: 1.56 · 2016-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1393818/000119312519061011/ · unverified - EPS diluted FY2023: 1.84 · 2023-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - EPS diluted FY2024: 3.62 · 2024-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - EPS diluted FY2025: 3.87 · 2025-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - Shares outstanding: 750625114.0 · 2026-07-31 · SEC cover page 10-Q 0001193125-26-340208 (750,625,114 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1393818/000119312526340208/d158269d10q.htm · https://www.sec.gov/Archives/edgar/data/1393818/000119312526340208/R1.htm ### Magic Formula: — (insufficient data (no operating income in XBRL)) · complete: None · missing tests: none · current inputs as of None · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/magic_formula ### Momentum: 30.1 (ok) · complete: True · missing tests: none · current inputs as of 2026-10-23 · stale inputs: none · history None–None · price 2026-10-23 · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/momentum - 12-1 month return: -19.9 % · threshold · points 7.8/50 - 6 month return: -1.7 % · threshold · points 7.6/20 - Price / 52-week high: 0.744 · threshold · points 11.2/15 - Volatility penalty (60d annualised): 38.8 % · threshold · points 3.6/15 Inputs: - Adjusted close series (14 months): 117.97 · 2026-10-23 · Yahoo Finance / Alpaca Market Data daily history · ### Insider: 15.5 (ok) · complete: True · missing tests: none · current inputs as of 2026-10-23 · stale inputs: none · history None–None · price None · verification None · computed 2026-10-26 · rules https://theclaudetrader.com/p/insider - Open-market buy value / market cap (percentile among buyers): 0.01 bp · threshold · points 6.1/35 - Distinct buyers: 1 · threshold · points 6.2/25 - Buyer seniority: 0.5 · threshold · points 10.0/20 - Recency (half-life 30d): 0.17 · threshold · points 1.7/10 - Sales penalty (excludes 10b5-1 plan sales): 2.76 bp · threshold · points -8.6/0 Inputs: - Form 4 S Baratta Joseph 2026-09-18: 5211044.1 · 2026-09-18 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1393818/000119312526395751/ - Form 4 S Baratta Joseph 2026-09-18: 7169004.02 · 2026-09-18 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1393818/000119312526395751/ - Form 4 S Payne David 2026-08-11: 1379685.0 · 2026-08-11 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1393818/000119312526347283/ - Form 4 S Finley John G 2026-08-11: 3713177.2800000003 · 2026-08-11 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1393818/000119312526347284/ - Form 4 S Finley John G 2026-08-11: 2906933.6 · 2026-08-11 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1393818/000119312526347284/ - Form 4 P Porat Ruth 2026-08-10: 17311.932399999998 · 2026-08-10 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1393818/000119312526347281/ - Form 4 P Porat Ruth 2026-08-10: 11541.746 · 2026-08-10 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1393818/000119312526347281/ - Form 4 P Porat Ruth 2026-08-10: 33592.242 · 2026-08-10 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1393818/000119312526347281/ - Form 4 S Sawhney Vikrant 2026-08-04: 1576048.32 · 2026-08-04 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1393818/000119312526335160/ - Form 4 S Sawhney Vikrant 2026-08-04: 2490418.32 · 2026-08-04 · SEC Form 4 (insider transactions data set) · https://www.sec.gov/Archives/edgar/data/1393818/000119312526335160/ ### Buffett Quality: 73.1 (partial: 5) · complete: False · missing tests: 5 · current inputs as of 2026-06-30 · stale inputs: none · history 2016–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 37, 'not_cross_checked': 2} · computed 2026-10-26 · rules https://theclaudetrader.com/p/buffett - 1 Average return on equity (net income / year-end equity): 30.4% over 8 yrs · threshold >= 15% · points 25.0/25 - 2 Profitable every year: 10 of 10 · threshold all years · points 15.0/15 - 3 Net income growth, 3-yr average now vs start of window: +8.5% a year · threshold >= +10% · points 8.5/10 - 4 Borrowings / 3-yr average earnings (years to repay): 5.6 years · threshold <= 4 · points 9.2/15 - 5 Operating margin, 5-yr average: 0 years with operating income and revenue · threshold >= 20% · points None/10 - 6 Free cash flow / net income, 5-yr (operating cash flow minus capex): 1.48 · threshold >= 1.0 · points 10.0/10 - 7 Owner-earnings yield (3-yr avg free cash flow / market cap): 4.4% · threshold >= 7% · points 5.4/15 Inputs: - Price (close, per traded unit): 117.97 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1 - Net income FY2018: 1541788000.0 · 2018-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312521060361/ · unverified - Equity at FY2018 end: 6379224000.0 · 2018-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1393818/000119312520056733/ · unverified - Net income FY2019: 2049682000.0 · 2019-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312522054433/ · unverified - Equity at FY2019 end: 7009784000.0 · 2019-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1393818/000119312521060361/ · unverified - Net income FY2020: 1045363000.0 · 2020-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312523048733/ · unverified - Equity at FY2020 end: 6652043000.0 · 2020-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1393818/000119312522054433/ · unverified - Net income FY2021: 5857397000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312524264461/ · unverified - Equity at FY2021 end: 9422893000.0 · 2021-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1393818/000119312523048733/ · unverified - Net income FY2022: 1747631000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312525042469/ · unverified - Equity at FY2022 end: 7655911000.0 · 2022-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1393818/000119312524264461/ · unverified - Net income FY2023: 1390880000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - Equity at FY2023 end: 6816798000.0 · 2023-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1393818/000119312525042469/ · unverified - Net income FY2024: 2776508000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - Equity at FY2024 end: 8212321000.0 · 2024-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - Net income FY2025: 3019214000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - Equity at FY2025 end: 8665526000.0 · 2025-12-31 · SEC XBRL StockholdersEquity · https://www.sec.gov/Archives/edgar/data/1393818/000119312526340208/ · unverified - Net income FY2016: 1039014000.0 · 2016-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312519061011/ · unverified - Net income FY2017: 1471374000.0 · 2017-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312520056733/ · unverified - Net income FY2018: 1541788000.0 · 2018-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312521060361/ · unverified - Net income FY2019: 2049682000.0 · 2019-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312522054433/ · unverified - Net income FY2020: 1045363000.0 · 2020-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312523048733/ · unverified - Net income FY2021: 5857397000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312524264461/ · unverified - Net income FY2022: 1747631000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312525042469/ · unverified - Net income FY2023: 1390880000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - Net income FY2024: 2776508000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - Net income FY2025: 3019214000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - debt_incl_current: 13318636000.0 · 2026-06-30 · SEC XBRL LongTermDebt (companyfacts) · https://www.sec.gov/Archives/edgar/data/1393818/000119312526340208/ · unverified - Operating cash flow FY2021: 3985988000.0 · 2021-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1393818/000119312524264461/ · unverified - Capital expenditure FY2021: 64316000.0 · 2021-12-31 · SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment · https://www.sec.gov/Archives/edgar/data/1393818/000119312524264461/ · unverified - Operating cash flow FY2022: 6336253000.0 · 2022-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1393818/000119312525042469/ · unverified - Capital expenditure FY2022: 235497000.0 · 2022-12-31 · SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment · https://www.sec.gov/Archives/edgar/data/1393818/000119312525042469/ · unverified - Operating cash flow FY2023: 4056906000.0 · 2023-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - Capital expenditure FY2023: 224231000.0 · 2023-12-31 · SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - Operating cash flow FY2024: 3481662000.0 · 2024-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - Capital expenditure FY2024: 61409000.0 · 2024-12-31 · SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - Operating cash flow FY2025: 4663161000.0 · 2025-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - Capital expenditure FY2025: 115703000.0 · 2025-12-31 · SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - Shares outstanding: 750625114.0 · 2026-07-31 · SEC cover page 10-Q 0001193125-26-340208 (750,625,114 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1393818/000119312526340208/d158269d10q.htm · https://www.sec.gov/Archives/edgar/data/1393818/000119312526340208/R1.htm ### Lynch GARP: 55.5 (ok) · complete: True · missing tests: none · current inputs as of 2026-06-30 · stale inputs: none · history 2020–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 5, 'not_cross_checked': 1} · computed 2026-10-26 · rules https://theclaudetrader.com/p/lynch - 1 PEG: P/E divided by 5-yr EPS growth (in % points): 1.46 · threshold <= 1.0 · points 16.2/30 - 2 EPS growth, 5-yr compound rate: +20.9% a year · threshold 12% to 35% a year · points 20.0/20 - 3 P/E on latest annual EPS: 30.5 · threshold <= 25 · points 6.3/10 - 4 Borrowings / equity: 1.48 · threshold <= 0.5 · points 0.3/15 - 5 Years of the last 5 in which EPS rose: 3 of 5 · threshold 5 of 5 · points 9.0/15 - 6 Net cash (cash minus borrowings) / market cap: -12.2% · threshold >= +10% · points 3.7/10 Inputs: - Price (close, per traded unit): 117.97 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1 - EPS diluted FY2025: 3.87 · 2025-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - EPS diluted FY2020: 1.5 · 2020-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1393818/000119312523048733/ · unverified - debt_incl_current: 13318636000.0 · 2026-06-30 · SEC XBRL LongTermDebt (companyfacts) · https://www.sec.gov/Archives/edgar/data/1393818/000119312526340208/ · unverified - equity: 9014543000.0 · 2026-06-30 · SEC XBRL StockholdersEquity (companyfacts) · https://www.sec.gov/Archives/edgar/data/1393818/000119312526340208/ · unverified - cash: 2507073000.0 · 2026-06-30 · SEC XBRL CashAndCashEquivalentsAtCarryingValue (companyfacts) · https://www.sec.gov/Archives/edgar/data/1393818/000119312526340208/ · unverified ### Graham Enterprising: 35.0 (partial: 1, 2, 7) · complete: False · missing tests: 1, 2, 7 · current inputs as of 2026-06-30 · stale inputs: none · history 2020–2025 · price 2026-10-23 · verification {'verified': 0, 'mismatch': 0, 'unverified': 8, 'not_cross_checked': 3} · computed 2026-10-26 · rules https://theclaudetrader.com/p/graham_enterprising - 1 Current ratio: None · threshold >= 1.5 · points None/15 - 2 Borrowings vs working capital: None · threshold <= 1.1x · points None/15 - 3 No earnings deficit in the last 5 years: 5 of 5 profitable · threshold 5 of 5 · points 15.0/15 - 4 Pays a current dividend: yes · threshold yes · points 10.0/10 - 5 EPS higher than five years earlier: 1.50 -> 3.87 · threshold higher · points 10.0/10 - 6 Price / book value per share: 9.82 · threshold <= 1.2 · points 0.0/20 - 7 Price / net current asset value per share (current assets minus all liabilities): None · threshold <= 0.67 · points None/15 Inputs: - Price (close, per traded unit): 117.97 · 2026-10-23 · Alpaca Market Data (consolidated SIP daily bar) · https://docs.alpaca.markets/docs/historical-stock-data-1 - Net income FY2021: 5857397000.0 · 2021-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312524264461/ · unverified - Net income FY2022: 1747631000.0 · 2022-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312525042469/ · unverified - Net income FY2023: 1390880000.0 · 2023-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - Net income FY2024: 2776508000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - Net income FY2025: 3019214000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - Dividend years (Yahoo): [2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026] · · Yahoo Finance dividend history · https://finance.yahoo.com/quote/BX/history?filter=div - EPS diluted FY2025: 3.87 · 2025-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - EPS diluted FY2020: 1.5 · 2020-12-31 · SEC XBRL EarningsPerShareDiluted · https://www.sec.gov/Archives/edgar/data/1393818/000119312523048733/ · unverified - equity: 9014543000.0 · 2026-06-30 · SEC XBRL StockholdersEquity (companyfacts) · https://www.sec.gov/Archives/edgar/data/1393818/000119312526340208/ · unverified - Shares outstanding: 750625114.0 · 2026-07-31 · SEC cover page 10-Q 0001193125-26-340208 (750,625,114 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1393818/000119312526340208/d158269d10q.htm · https://www.sec.gov/Archives/edgar/data/1393818/000119312526340208/R1.htm ### Piotroski F-Score: 33.3 (partial: 5, 6, 8) · complete: False · missing tests: 5, 6, 8 · current inputs as of None · stale inputs: none · history 2024–2026 · price None · verification {'verified': 0, 'mismatch': 0, 'unverified': 15, 'not_cross_checked': 0} · computed 2026-10-26 · rules https://theclaudetrader.com/p/piotroski - 1 Return on assets is positive: 6.3% · threshold pass = 1 · points 11.11111111111111/11.11111111111111 - 2 Operating cash flow is positive: 4,663M · threshold pass = 1 · points 11.11111111111111/11.11111111111111 - 3 Return on assets improved on the prior year: 6.4% -> 6.3% · threshold pass = 1 · points 0.0/11.11111111111111 - 4 Operating cash flow exceeds net income (accruals): 4,663M vs 3,019M · threshold pass = 1 · points 11.11111111111111/11.11111111111111 - 5 Long-term debt / assets fell: None · threshold pass = 1 · points None/11.11111111111111 - 6 Current ratio improved: None · threshold pass = 1 · points None/11.11111111111111 - 7 No new shares issued (share count did not rise): 737M -> 751M · threshold pass = 1 · points 0.0/11.11111111111111 - 8 Operating margin improved (stand-in for gross margin, which the dataset does not carry): None · threshold pass = 1 · points None/11.11111111111111 - 9 Asset turnover (revenue / assets) improved: 0.30 -> 0.30 · threshold pass = 1 · points 0.0/11.11111111111111 Inputs: - net_income 2025-12-31: 3019214000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - total_assets 2025-12-31: 47708975000.0 · 2025-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1393818/000119312526340208/ · unverified - cfo 2025-12-31: 4663161000.0 · 2025-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - net_income 2025-12-31: 3019214000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - net_income 2024-12-31: 2776508000.0 · 2024-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - total_assets 2025-12-31: 47708975000.0 · 2025-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1393818/000119312526340208/ · unverified - total_assets 2024-12-31: 43469875000.0 · 2024-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - cfo 2025-12-31: 4663161000.0 · 2025-12-31 · SEC XBRL NetCashProvidedByUsedInOperatingActivities · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - net_income 2025-12-31: 3019214000.0 · 2025-12-31 · SEC XBRL NetIncomeLoss · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - shares_out 2026-07-31: 750625114.0 · 2026-07-31 · SEC XBRL EntityCommonStockSharesOutstanding (companyfacts) · https://www.sec.gov/Archives/edgar/data/1393818/000119312526340208/ · unverified - shares_out 2025-08-01: 737091668.0 · 2025-08-01 · SEC XBRL EntityCommonStockSharesOutstanding · https://www.sec.gov/Archives/edgar/data/1393818/000119312525176984/ · unverified - revenue 2025-12-31: 14450265000.0 · 2025-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - revenue 2024-12-31: 13229968000.0 · 2024-12-31 · SEC XBRL Revenues · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified - total_assets 2025-12-31: 47708975000.0 · 2025-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1393818/000119312526340208/ · unverified - total_assets 2024-12-31: 43469875000.0 · 2024-12-31 · SEC XBRL Assets · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ · unverified ## Market value, source trail - Formula: market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used - Traded price: 117.97 on 2026-10-23 (USD per traded unit (share or ADS)) · https://docs.alpaca.markets/docs/historical-stock-data-1 - SEC shares outstanding: 750,625,114 underlying shares, period 2026-07-31, SEC cover page 10-Q 0001193125-26-340208 (750,625,114 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1393818/000119312526340208/d158269d10q.htm, accession 0001193125-26-340208 · https://www.sec.gov/Archives/edgar/data/1393818/000119312526340208/R1.htm - Depositary ratio: 1.0 (domestic; 10-K filer; SEC shares are the traded units) · None - Market value (price date x latest reported shares): 88,551,244,699 USD; 117.97 (price 2026-10-23) / 1 x 750,625,114 (shares at 2026-07-31) = 88,551,244,699 ## Revenue by fiscal year (SEC XBRL; FY = calendar year in which the fiscal year ends) - FY2013 (ended 2013-12-31): 6613168000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312516481948/ - FY2014 (ended 2014-12-31): 7484728000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312517056300/ - FY2015 (ended 2015-12-31): 4646552000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312518067079/ - FY2016 (ended 2016-12-31): 5146299000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312519061011/ - FY2017 (ended 2017-12-31): 7145015000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312520056733/ - FY2018 (ended 2018-12-31): 6833259000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312521060361/ - FY2019 (ended 2019-12-31): 7338270000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312522054433/ - FY2020 (ended 2020-12-31): 6101927000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312523048733/ - FY2021 (ended 2021-12-31): 22577148000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312524264461/ - FY2022 (ended 2022-12-31): 8517673000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312525042469/ - FY2023 (ended 2023-12-31): 8022841000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ - FY2024 (ended 2024-12-31): 13229968000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ - FY2025 (ended 2025-12-31): 14450265000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ ## Net income by fiscal year (SEC XBRL) - FY2013 (ended 2013-12-31): 1171202000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312516481948/ - FY2014 (ended 2014-12-31): 1584589000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312517056300/ - FY2015 (ended 2015-12-31): 709789000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312518067079/ - FY2016 (ended 2016-12-31): 1039014000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312519061011/ - FY2017 (ended 2017-12-31): 1471374000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312520056733/ - FY2018 (ended 2018-12-31): 1541788000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312521060361/ - FY2019 (ended 2019-12-31): 2049682000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312522054433/ - FY2020 (ended 2020-12-31): 1045363000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312523048733/ - FY2021 (ended 2021-12-31): 5857397000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312524264461/ - FY2022 (ended 2022-12-31): 1747631000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312525042469/ - FY2023 (ended 2023-12-31): 1390880000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ - FY2024 (ended 2024-12-31): 2776508000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ - FY2025 (ended 2025-12-31): 3019214000.0 · https://www.sec.gov/Archives/edgar/data/1393818/000119312526082531/ ## EPS diluted by fiscal year (split-adjusted to today's share basis; as filed in brackets) - FY2013 (ended 2013-12-31): 1.98 [filed 1.98, split factor 1.0] - FY2014 (ended 2014-12-31): 2.58 [filed 2.58, split factor 1.0] - FY2015 (ended 2015-12-31): 1.04 [filed 1.04, split factor 1.0] - FY2016 (ended 2016-12-31): 1.56 [filed 1.56, split factor 1.0] - FY2017 (ended 2017-12-31): 2.21 [filed 2.21, split factor 1.0] - FY2018 (ended 2018-12-31): 2.26 [filed 2.26, split factor 1.0] - FY2019 (ended 2019-12-31): 3.03 [filed 3.03, split factor 1.0] - FY2020 (ended 2020-12-31): 1.5 [filed 1.5, split factor 1.0] - FY2021 (ended 2021-12-31): 8.13 [filed 8.13, split factor 1.0] - FY2022 (ended 2022-12-31): 2.36 [filed 2.36, split factor 1.0] - FY2023 (ended 2023-12-31): 1.84 [filed 1.84, split factor 1.0] - FY2024 (ended 2024-12-31): 3.62 [filed 3.62, split factor 1.0] - FY2025 (ended 2025-12-31): 3.87 [filed 3.87, split factor 1.0] ## Dividend years (Yahoo history) 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026 ## Insider transactions (SEC Form 4 data set, latest 40) - 2026-09-18 S Baratta Joseph (director) 42246 @ 123.35 = 5211044 · https://www.sec.gov/Archives/edgar/data/1393818/000119312526395751/ - 2026-09-18 S Baratta Joseph (director) 57754 @ 124.13 = 7169004 · https://www.sec.gov/Archives/edgar/data/1393818/000119312526395751/ - 2026-08-11 S Payne David (officer) 9500 @ 145.23 = 1379685 · https://www.sec.gov/Archives/edgar/data/1393818/000119312526347283/ - 2026-08-11 S Finley John G (officer) 25198 @ 147.36 = 3713177 · https://www.sec.gov/Archives/edgar/data/1393818/000119312526347284/ - 2026-08-11 S Finley John G (officer) 19802 @ 146.80 = 2906934 · https://www.sec.gov/Archives/edgar/data/1393818/000119312526347284/ - 2026-08-10 P Porat Ruth (director) 126 @ 137.32 = 17312 · https://www.sec.gov/Archives/edgar/data/1393818/000119312526347281/ - 2026-08-10 P Porat Ruth (director) 84 @ 137.32 = 11542 · https://www.sec.gov/Archives/edgar/data/1393818/000119312526347281/ - 2026-08-10 P Porat Ruth (director) 245 @ 137.10 = 33592 · https://www.sec.gov/Archives/edgar/data/1393818/000119312526347281/ - 2026-08-04 S Sawhney Vikrant (officer) 11592 @ 135.96 = 1576048 · https://www.sec.gov/Archives/edgar/data/1393818/000119312526335160/ - 2026-08-04 S Sawhney Vikrant (officer) 18408 @ 135.29 = 2490418 · https://www.sec.gov/Archives/edgar/data/1393818/000119312526335160/ - 2026-05-11 P Porat Ruth (director) 84 @ 122.77 = 10281 · https://www.sec.gov/Archives/edgar/data/1393818/000119312526221785/ - 2026-05-11 P Porat Ruth (director) 126 @ 122.77 = 15421 · https://www.sec.gov/Archives/edgar/data/1393818/000119312526221785/ - 2026-05-11 P Porat Ruth (director) 230 @ 123.19 = 28272 · https://www.sec.gov/Archives/edgar/data/1393818/000119312526221785/ - 2026-05-01 S Sawhney Vikrant (officer) 16965 @ 125.55 = 2129956 · https://www.sec.gov/Archives/edgar/data/1393818/000119312526201508/ - 2026-05-01 S Sawhney Vikrant (officer) 13049 @ 126.11 = 1645609 · https://www.sec.gov/Archives/edgar/data/1393818/000119312526201508/ ## Links - sec_filings: https://www.sec.gov/edgar/browse/?CIK=0001393818 - sec_xbrl_companyfacts: https://data.sec.gov/api/xbrl/companyfacts/CIK0001393818.json - sec_form4: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001393818&type=4 - sec_8k: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001393818&type=8-K - yahoo: https://finance.yahoo.com/quote/BX - stooq: https://stooq.com/q/d/?s=bx.us - morningstar (link only, nothing stored): https://www.morningstar.com/search?query=BX - finviz (link only, nothing stored): https://finviz.com/quote.ashx?t=BX - stockanalysis (link only, nothing stored): https://stockanalysis.com/stocks/bx/ - seeking_alpha (link only, nothing stored): https://seekingalpha.com/symbol/BX - openinsider (link only, nothing stored): http://openinsider.com/search?q=BX - google_news (link only, nothing stored): https://news.google.com/rss/search?q=BX+stock Cite as: The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/BX; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23. Scores are deterministic rule outputs from public filings. fair_value_model is a labelled model estimate from the same filings (method at /fair-value), not an opinion or recommendation.