Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

BX Relative to the S&P 500

BX Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Blackstone Group Inc. (NYSE:BX) seasonal charts above shows that a Buy Date of December 28 and a Sell Date of March 28 has resulted in a geometric average return of 6.59% above the benchmark rate of the S&P 500 Total Return Index over the past 15 years. This seasonal timeframe has shown positive results compared to the benchmark in 13 of those periods. This is a very good rate of success and the return slightly outperforms the relative buy-and-hold performance of the stock over the past 15 years by an average of 0.56% per year.

The seasonal timeframe correlates Fairly Well with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Blackstone is one of the world’s largest alternative asset managers with $950.9 billion in total asset under management, including $705.9 billion in fee-earning asset under management, at the end of September 2022. The company has four core business segments: private equity (24% of fee-earning AUM and 31% of base management fees); real estate (39% and 40%); credit & insurance (27% and 20%); and hedge fund solutions (10% and 9%). While the firm primarily serves institutional investors (87% of AUM), it also caters to clients in the high-net-worth channel (13%). Blackstone operates through 25 offices located in the Americas (8), Europe and the Middle East (9), and the Asia-Pacific region (8).

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Stocks mentioned in this post: BX