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| Date | Value |
|---|---|
| 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% |