Blackstone Secured Lending Fund Manager Performance Evaluation
| BXSL Fund | USD 32.19 0.31 0.95% |
The fund shows a Beta (market volatility) of 0.23, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Blackstone Secured's returns are expected to increase less than the market. However, during the bear market, the loss of holding Blackstone Secured is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Blackstone Secured Lending are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. Despite quite unsteady basic indicators, Blackstone Secured may actually be approaching a critical reversion point that can send shares even higher in February 2025.
...moreForward Dividend Yield 0.0996 | Payout Ratio 0.8887 | Forward Dividend Rate 3.08 | Dividend Date 2025-01-24 | Ex Dividend Date 2024-12-31 |
| Blackstone Secured dividend paid on 25th of October 2024 | 10/25/2024 |
1 | James River Group Reports Q3 Loss, Tops Revenue Estimates | 11/11/2024 |
2 | Blackstone Secured Lending reports Q3 results | 11/12/2024 |
3 | Blackstone Secured Lending Fund Q3 2024 Earnings Call Highlights Strong Income Growth ... | 11/13/2024 |
4 | Insider Trading | 11/15/2024 |
5 | Acquisition by Brad Marshall of tradable shares of Blackstone Secured at 24.1325 subject to Rule 16b-3 | 11/19/2024 |
6 | Blackstone Secured Lending Fund Beats Q3 Earnings and Revenue Estimates - MSN | 11/20/2024 |
7 | Are Options Traders Betting on a Big Move in Blackstone Secured Lending Fund Stock | 11/27/2024 |
8 | Wells Fargo cuts Blackstone Secured Lending stock to Equal Weight | 12/02/2024 |
9 | Acquisition by Brad Marshall of tradable shares of Blackstone Secured at 24.0854 subject to Rule 16b-3 | 12/05/2024 |
10 | Acquisition by Brad Marshall of 607 shares of Blackstone Secured at 24.075 subject to Rule 16b-3 | 12/09/2024 |
11 | Blackstone Secured Lending Fund Prices Public Offering of 300.0 million 5. ... | 12/11/2024 |
| Blackstone Secured dividend paid on 26th of December 2024 | 12/26/2024 |
| Begin Period Cash Flow | 131.3 M |
Blackstone |
Blackstone Secured Relative Risk vs. Return Landscape
If you would invest 2,900 in Blackstone Secured Lending on October 6, 2024 and sell it today you would earn a total of 319.00 from holding Blackstone Secured Lending or generate 11.0% return on investment over 90 days. Blackstone Secured Lending is currently generating 0.1724% in daily expected returns and assumes 0.8978% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of funds are less volatile than Blackstone, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Blackstone Secured Current Valuation
Undervalued
Today
Please note that Blackstone Secured's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Blackstone Secured shows a prevailing Real Value of $33.38 per share. The current price of the fund is $32.19. We determine the value of Blackstone Secured from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor picking up undervalued funds and discarding overvalued funds since, at some point, fund prices and their ongoing real values will blend.
The fair value of the Blackstone fund is determined by what a typical buyer is willing to pay for full or partial control of Blackstone Secured Lending. Since Blackstone Secured is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Blackstone Fund. However, Blackstone Secured's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 32.19 | Real 33.38 | Target 32.09 | Hype 32.17 | Naive 32.84 |
The intrinsic value of Blackstone Secured's stock can be calculated using various methods such as discounted cash flow or dividend analysis. That value may differ from its market price, which is determined by factors such as investor sentiment, market trends, headlines, and other external factors that may influence Blackstone Secured's stock price.
Estimating the potential upside or downside of Blackstone Secured Lending helps investors to forecast how Blackstone fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Blackstone Secured more accurately as focusing exclusively on Blackstone Secured's fundamentals will not take into account other important factors: Blackstone Secured Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Blackstone Secured's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Blackstone Secured Lending, and traders can use it to determine the average amount a Blackstone Secured's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1921
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Estimated Market Risk
| 0.9 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Blackstone Secured is performing at about 15% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Blackstone Secured by adding it to a well-diversified portfolio.
Blackstone Secured Fundamentals Growth
Blackstone Fund prices reflect investors' perceptions of the future prospects and financial health of Blackstone Secured, and Blackstone Secured fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Blackstone Fund performance.
| Return On Equity | 0.15 | ||||
| Return On Asset | 0.0566 | ||||
| Profit Margin | 0.58 % | ||||
| Operating Margin | 0.78 % | ||||
| Current Valuation | 12 B | ||||
| Shares Outstanding | 216.67 M | ||||
| Price To Earning | 9.28 X | ||||
| Price To Book | 1.22 X | ||||
| Price To Sales | 5.72 X | ||||
| Revenue | 1.14 B | ||||
| EBITDA | 863.28 M | ||||
| Total Debt | 4.91 B | ||||
| Book Value Per Share | 26.66 X | ||||
| Cash Flow From Operations | 458.81 M | ||||
| Earnings Per Share | 3.59 X | ||||
| Total Asset | 10.13 B | ||||
| Retained Earnings | 250.03 M | ||||
About Blackstone Secured Performance
By examining Blackstone Secured's fundamental ratios, stakeholders can obtain critical insights into Blackstone Secured's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Blackstone Secured is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Blackstone Secured Lending Fund is business development company and a Delaware statutory trust formed on March 26, 2018, and structured as an externally managed, non-diversified closed-end investment Fund. The Fund seeks to achieve its investment objective primarily through originated loans, equity and other securities, including syndicated loans, of private U.S. companies, specifically small and middle market companies, typically in the form of first lien senior secured and unitranche loans , and to a lesser extent, second lien, third lien, unsecured and subordinated loans and other debt and equity securities. Blackstone Secured operates under Asset Management classification in the United States and is traded on New York Stock Exchange.Things to note about Blackstone Secured performance evaluation
Checking the ongoing alerts about Blackstone Secured for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Blackstone Secured help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| On 26th of December 2024 Blackstone Secured paid $ 0.77 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Blackstone Secured Lending Fund Enters into Amendments for Revolving Credit Agreements with Subsidiaries | |
| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Blackstone Secured's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Blackstone Secured's stock is overvalued or undervalued compared to its peers.
- Examining Blackstone Secured's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Blackstone Secured's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Blackstone Secured's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Blackstone Secured's fund. These opinions can provide insight into Blackstone Secured's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Blackstone Fund
Blackstone Secured financial ratios help investors to determine whether Blackstone Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Blackstone with respect to the benefits of owning Blackstone Secured security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |