Blackstone (BX) Return on Invested Capital (2014 - 2017)

Blackstone's (BX) quarterly Return on Invested Capital came in at 0.23% in Q3 2017, up 5.0% year-on-year from 0.22% in Q3 2016, and down 15.51% quarter-over-quarter from 0.28% in Q2 2017.

Blackstone (BX) Return on Invested Capital (2014 - 2017) Analysis & Trends

Blackstone's Return on Invested Capital history runs 4 years deep, the most recent figure standing at 0.23% for Q3 2017.

  • On a quarterly basis, Return on Invested Capital rose 5.0% year-over-year to 0.23% in Q3 2017; TTM through Sep 2017 was 0.23%, a 5.0% increase from a year earlier, with the FY2016 full-year figure at 0.07%, up 16.0% from the prior year.
  • Return on Invested Capital fell to 0.23% in Q3 2017 per BX's latest filing, from 0.28% in the prior quarter.
  • Across five years, Return on Invested Capital topped out at 0.31% in Q1 2017 and bottomed at 0.02% in Q1 2014.
  • The 4-year median for Return on Invested Capital is 0.1% (2016), against an average of 0.12%.
  • Across the five-year window, Return on Invested Capital decreased 8 bps in 2016 and advanced 26 bps in 2017, its largest moves.
  • Year by year, Return on Invested Capital stood at 0.04% in 2014, then rose by 11 bps to 0.05% in 2015, then soared by 414 bps to 0.25% in 2016, then slipped by 5 bps to 0.23% in 2017.
  • Per Business Quant, the three latest BX Return on Invested Capital figures stand at 0.23% (Q3 2017), 0.28% (Q2 2017), and 0.31% (Q1 2017).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROIC (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 0.00%
2 BlackRock 161.01 Bn 148.08 Bn - 0.00%
3 Blackstone 97.77 Bn 96.72 Bn - -
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn -
5 State Street 51.30 Bn 51.30 Bn - -
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn -
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - 0.01%
9 Price T Rowe 24.70 Bn 21.13 Bn - -
10 Principal Financial 23.31 Bn -27.00 Bn -463.00 Mn 0.00%

Historic Data

Download Data
DateValue
Sep 30, 2017 0.23%
Jun 30, 2017 0.28%
Mar 31, 2017 0.31%
Dec 31, 2016 0.25%
Sep 30, 2016 0.18%
Jun 30, 2016 0.10%
Mar 31, 2016 0.05%
Dec 31, 2015 0.05%
Sep 30, 2015 0.07%
Jun 30, 2015 0.10%
Mar 31, 2015 0.13%
Dec 31, 2014 0.04%
Sep 30, 2014 0.03%
Jun 30, 2014 0.03%
Mar 31, 2014 0.02%