WallStSmart

Ameriprise Financial Inc (AMP)vsBlackstone Group Inc (BX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ameriprise Financial Inc generates 28% more annual revenue ($19.84B vs $15.48B). BX leads profitability with a 22.7% profit margin vs 19.9%. BX appears more attractively valued with a PEG of 1.21. BX earns a higher WallStSmart Score of 75/100 (B+).

AMP

Strong Buy

70

out of 100

Grade: B

Growth: 6.0Profit: 8.0Value: 5.7Quality: 5.5
Piotroski: 5/9Altman Z: 0.90

BX

Strong Buy

75

out of 100

Grade: B+

Growth: 9.3Profit: 9.0Value: 5.7Quality: 3.5
Piotroski: 3/9Altman Z: 1.29

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMP4 strengths · Avg: 9.0/10
Return on EquityProfitability
62.0%10/10

Every $100 of equity generates 62 in profit

Operating MarginProfitability
30.7%10/10

Strong operational efficiency at 30.7%

P/E RatioValuation
13.6x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$2.85B8/10

Generating 2.8B in free cash flow

BX6 strengths · Avg: 9.3/10
Return on EquityProfitability
39.0%10/10

Every $100 of equity generates 39 in profit

Operating MarginProfitability
54.4%10/10

Strong operational efficiency at 54.4%

EPS GrowthGrowth
57.3%10/10

Earnings expanding 57.3% YoY

Market CapQuality
$149.90B9/10

Large-cap with strong market position

Profit MarginProfitability
22.7%9/10

Keeps 23 of every $100 in revenue as profit

Revenue GrowthGrowth
28.6%8/10

Revenue surging 28.6% year-over-year

Areas to Watch

AMP3 concerns · Avg: 3.0/10
PEG RatioValuation
1.594/10

Expensive relative to growth rate

Debt/EquityHealth
1.033/10

Elevated debt levels

Altman Z-ScoreHealth
0.902/10

Distress zone — elevated risk

BX4 concerns · Avg: 3.5/10
P/E RatioValuation
28.9x4/10

Moderate valuation

Price/BookValuation
11.4x4/10

Trading at 11.4x book value

Debt/EquityHealth
1.563/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : AMP

The strongest argument for AMP centers on Return on Equity, Operating Margin, P/E Ratio. Profitability is solid with margins at 19.9% and operating margin at 30.7%. Revenue growth of 11.6% demonstrates continued momentum.

Bull Case : BX

The strongest argument for BX centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 22.7% and operating margin at 54.4%. Revenue growth of 28.6% demonstrates continued momentum.

Bear Case : AMP

The primary concerns for AMP are PEG Ratio, Debt/Equity, Altman Z-Score.

Bear Case : BX

The primary concerns for BX are P/E Ratio, Price/Book, Debt/Equity. Debt-to-equity of 1.56 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

BX carries more volatility with a beta of 1.56 — expect wider price swings.

BX is growing revenue faster at 28.6% — sustainability is the question.

AMP generates stronger free cash flow (2.8B), providing more financial flexibility.

Bottom Line

BX scores higher overall (75/100 vs 70/100), backed by strong 22.7% margins and 28.6% revenue growth. 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.

Ameriprise Financial Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Ameriprise Financial, Inc. is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis, Minnesota. It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning.

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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