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STOCK COMPARISON

Australian Foundation Investment Company vs Blackstone Group: Fair Value & Quality

Both stocks run through our valuation models. Here is how Australian Foundation Investment Company (AFI) and Blackstone Group (BX) compare, as of Sep 24, 2026.

As of Sep 24, 2026, Fair Value Calculator sees Australian Foundation Investment Company as the less overvalued of the two: Australian Foundation Investment Company trades at A$6.62 versus a fair value of A$5.53 (-16%), while Blackstone Group trades at $119 versus $52.88 (-56%).
Australian Foundation Investment Company
AFI.AU · AUD · Financials
-16%
upside to fair value
overvalued
PriceA$6.62
Fair ValueA$5.53
Quality64/100
Blackstone Group
BX · USD · Financials
-56%
upside to fair value
overvalued
Price$119
Fair Value$52.88
Quality61/100
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Head-to-head numbers

Green is the better side of a row, red the weaker one (for valuation multiples: lower = cheaper). Grey rows are for reference only and are not scored.

betterweakerfor reference, not scored

Australian Foundation Investment CompanyBlackstone Group
Valuation
30.1×P/E (TTM)31.6×
17.89×P/S (TTM)10.45×
0.67×P/B17.36×
18.4×EV/EBITDA22.2×
n/aPEG1.45×
−16.5%Fair value upside−55.7%
4.0%Dividend yield4.2%
A$0.27Dividend per share$4.97
Profitability
95%Operating margin38%
0.97×EBIT margin trend (5Y)1.07×
3%Return on equity30%
2%Return on assets13%
Growth
-2%Revenue growth (YoY)6%
-5.6%Avg. growth/yr (3Y)22.9%
3.9%Avg. growth/yr (5Y)20.7%
+6.7%Value creation/yr+15.3%
Balance & size
254.5×Interest coverage (EBIT/interest)14.1×
0.01×Debt / equity1.44×
$6BMarket cap$150B
weakGrowth qualitymixed

Blackstone Group leads: 7 to 8 metric wins.

n/a = not meaningfully computable, for example with negative equity.

Quality in detail

The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.

Australian Foundation Investment Companyof which business quality 63 · market factors 55 Blackstone Groupof which business quality 51 · market factors 31
ProfitabilityMargins and returns on capital today
33
59
Quality GrowthAre margins and returns improving?
40
41
CashflowEarnings quality: real cash, not paper profit
83
54
Fin. StrengthBalance sheet, leverage, solvency risk
77
18
InvestmentDisciplined investing over empire-building
73
87
Low VolatilityCalm price path (market factor)
100
34
MomentumPrice trend over the last 3–12 months (market factor)
40
41
52W MomentumDistance to the 52-week high (market factor)
28
12
Net IssuanceShare count: buybacks or dilution?
75
63

What the models say

How far the median fair value (base case) per model family sits from the current price, in percent. The amount in the currency of the trading venue is shown underneath.

above the price, more than 15% above close to the price, 85% to 115% of the price below the price, more than 15% below

Model familyAustralian Foundation Investment CompanyPrice A$6.62Blackstone GroupPrice $119
DCF Modelsn/a-29%below the price$84.48
Earnings-Basedn/a+22%above the price$146
Dividend Discountn/a+20%above the price$143
Multiples-9%close to the priceA$6.03-71%below the price$34.62
Asset-Based-28%below the priceA$4.76-93%below the price$7.82
Growth DCFn/a-47%below the price$63.41
Economic Profitn/a-76%below the price$28.37
Minimum-28%below the priceA$4.76-93%below the price$7.82
Maximum-9%close to the priceA$6.03+22%above the price$146
Median-19%below the priceA$5.40-47%below the price$63.41
Geometric mean-19%below the priceA$5.36-58%below the price$50.65

Minimum, maximum, median and geometric mean refer to the family values in this table. Geometric because deviations are ratios: half the price and twice the price average to 100%, not 125%.

Australian Foundation Investment Company: 2 of 2 models see the stock below the current price.

Blackstone Group: 9 of 13 models see the stock below the current price.

Scenario ranges

From our cautious bear scenario to the optimistic bull scenario. The white tick is the current price (value above it), the green tick the fair value (value below it): if the price sits left of the fair value, there is room to rise.

Australian Foundation Investment Company
Price A$6.62
Fair Value A$5.53
Bear A$4.15Bull A$6.91
Blackstone Group
Price $119
Fair Value $52.88
Bear $27.30Bull $103

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Ranked within their sector

Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.

Australian Foundation Investment Company · Financials

Quality score64 · Top 25%
Fair value upside-16% · below median

Blackstone Group · Financials

Quality score61 · above median
Fair value upside-56% · bottom 25%

Bottom line

As of Sep 24, 2026, Fair Value Calculator sees Australian Foundation Investment Company as the less overvalued of the two: Australian Foundation Investment Company trades at A$6.62 versus a fair value of A$5.53 (-16%), while Blackstone Group trades at $119 versus $52.88 (-56%).

Australian Foundation Investment Company has the higher quality score (64/100).

Open Australian Foundation Investment Company live analysis →

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A model-based valuation snapshot from 26 models. Values change with price and fundamentals; the date shown above applies.