WallStSmart

Affiliated Managers Group Inc (AMG)vsBlackstone Group Inc (BX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 585% more annual revenue ($14.21B vs $2.07B). AMG leads profitability with a 34.5% profit margin vs 21.2%. AMG appears more attractively valued with a PEG of 0.46. BX earns a higher WallStSmart Score of 77/100 (B+).

AMG

Strong Buy

73

out of 100

Grade: B

Growth: 6.7Profit: 7.0Value: 10.0Quality: 5.8
Piotroski: 5/9Altman Z: 2.64

BX

Strong Buy

77

out of 100

Grade: B+

Growth: 10.0Profit: 9.0Value: 10.0Quality: 5.3
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AMGUndervalued (+71.0%)

Margin of Safety

+71.0%

Fair Value

$1063.76

Current Price

$280.66

$783.10 discount

UndervaluedFair: $1063.76Overvalued
BXUndervalued (+35.7%)

Margin of Safety

+35.7%

Fair Value

$181.12

Current Price

$108.38

$72.74 discount

UndervaluedFair: $181.12Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMG5 strengths · Avg: 9.2/10
PEG RatioValuation
0.4610/10

Growing faster than its price suggests

Profit MarginProfitability
34.5%10/10

Keeps 35 of every $100 in revenue as profit

EPS GrowthGrowth
122.1%10/10

Earnings expanding 122.1% YoY

P/E RatioValuation
12.1x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

BX6 strengths · Avg: 9.2/10
Operating MarginProfitability
52.8%10/10

Strong operational efficiency at 52.8%

Revenue GrowthGrowth
50.6%10/10

Revenue surging 50.6% year-over-year

Market CapQuality
$131.98B9/10

Large-cap with strong market position

Return on EquityProfitability
29.2%9/10

Every $100 of equity generates 29 in profit

Profit MarginProfitability
21.2%9/10

Keeps 21 of every $100 in revenue as profit

EPS GrowthGrowth
42.5%8/10

Earnings expanding 42.5% YoY

Areas to Watch

AMG0 concerns · Avg: 0/10

No major concerns identified

BX4 concerns · Avg: 3.5/10
P/E RatioValuation
27.9x4/10

Moderate valuation

Price/BookValuation
9.8x4/10

Trading at 9.8x book value

Debt/EquityHealth
1.633/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : AMG

The strongest argument for AMG centers on PEG Ratio, Profit Margin, EPS Growth. Profitability is solid with margins at 34.5% and operating margin at 11.6%. PEG of 0.46 suggests the stock is reasonably priced for its growth.

Bull Case : BX

The strongest argument for BX centers on Operating Margin, Revenue Growth, Market Cap. Profitability is solid with margins at 21.2% and operating margin at 52.8%. Revenue growth of 50.6% demonstrates continued momentum.

Bear Case : AMG

No major red flags identified for AMG, but monitor valuation.

Bear Case : BX

The primary concerns for BX are P/E Ratio, Price/Book, Debt/Equity. Debt-to-equity of 1.63 is elevated, increasing financial risk.

Key Dynamics to Monitor

AMG profiles as a mature stock while BX is a growth play — different risk/reward profiles.

BX carries more volatility with a beta of 1.79 — expect wider price swings.

BX is growing revenue faster at 50.6% — sustainability is the question.

AMG generates stronger free cash flow (265M), providing more financial flexibility.

Bottom Line

BX scores higher overall (77/100 vs 73/100), backed by strong 21.2% margins and 50.6% revenue growth. AMG offers better value entry with a 71.0% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Affiliated Managers Group Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Affiliated Managers Group, Inc., through its affiliates, is an asset management company providing investment management services to mutual funds, institutional clients and high net worth individuals in the United States. The company is headquartered in Prides Crossing, Massachusetts.

Blackstone Group Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Blackstone Group Inc. is an alternative asset management company specializing in real estate, private equity, hedge fund solutions, credit, secondary funds of funds, public debt and equity strategies and multiple asset classes. The company is headquartered in New York, New York with additional offices across Asia, Europe and North America.

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