Other

Deferred Tax Liabilities Unrealized Gains From Investments

Blackstone Deferred Tax Liabilities Unrealized Gains From Investments decreased by 33.0% to $12.28M in Q4 2024 compared to the prior quarter. Over 4 years (FY 2020 to FY 2024), Deferred Tax Liabilities Unrealized Gains From Investments shows a downward trend with a -10.0% CAGR.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryRisk
SignalContext dependent
VolatilityModerate
First reportedQ4 2018
Last reportedQ4 2024

How to read this metric

An increase suggests significant unrealized appreciation in the investment portfolio, while a decrease may indicate asset sales or market depreciation.

Detailed definition

This represents the tax liability arising from the appreciation of investment assets that have not yet been sold. It ref...

Peer comparison

Common among large alternative asset managers with significant mark-to-market investment portfolios.

Metric ID: other_deferred_tax_liabilities_unrealized_gains_from_inv_43e2e8

Historical Data

4 periods
 Q4 '21Q4 '22Q4 '23Q4 '24
Value$15.42M$15.41M$18.33M$12.28M
QoQ Change—-0.1%+19.0%-33.0%
YoY Change—-0.1%+19.0%-33.0%
Range$12.28M – $18.33M
Avg YoY Growth-4.7%
Median YoY Growth-0.1%

Frequently Asked Questions

What is Blackstone's deferred tax liabilities unrealized gains from investments?
Blackstone (BX) reported deferred tax liabilities unrealized gains from investments of $12.28M in Q4 2024.
What is the long-term trend for Blackstone's deferred tax liabilities unrealized gains from investments?
Over 4 years (2020 to 2024), Blackstone's deferred tax liabilities unrealized gains from investments has grown at a -10.0% compound annual growth rate (CAGR), from $18.73M to $12.28M.
What does deferred tax liabilities unrealized gains from investments mean?
The estimated future tax bill on investment gains that have not yet been realized through a sale.