WallStSmart

Barings BDC Inc (BBDC)vsBlackstone Group Inc (BX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 5129% more annual revenue ($14.40B vs $275.34M). BBDC leads profitability with a 32.5% profit margin vs 21.2%. BX appears more attractively valued with a PEG of 1.46. BX earns a higher WallStSmart Score of 63/100 (C+).

BBDC

Buy

53

out of 100

Grade: C-

Growth: 4.7Profit: 7.5Value: 5.7Quality: 5.8
Piotroski: 4/9

BX

Buy

63

out of 100

Grade: C+

Growth: 6.7Profit: 9.0Value: 5.0Quality: 4.3
Piotroski: 3/9Altman Z: 1.29

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BBDC4 strengths · Avg: 10.0/10
P/E RatioValuation
9.9x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Profit MarginProfitability
32.5%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
74.7%10/10

Strong operational efficiency at 74.7%

BX4 strengths · Avg: 9.5/10
Return on EquityProfitability
39.0%10/10

Every $100 of equity generates 39 in profit

Operating MarginProfitability
38.0%10/10

Strong operational efficiency at 38.0%

Market CapQuality
$150.12B9/10

Large-cap with strong market position

Profit MarginProfitability
21.2%9/10

Keeps 21 of every $100 in revenue as profit

Areas to Watch

BBDC4 concerns · Avg: 2.8/10
Market CapQuality
$873.25M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
7.8%3/10

ROE of 7.8% — below average capital efficiency

Debt/EquityHealth
1.233/10

Elevated debt levels

PEG RatioValuation
3.152/10

Expensive relative to growth rate

BX4 concerns · Avg: 3.8/10
P/E RatioValuation
31.8x4/10

Premium valuation, high expectations priced in

Price/BookValuation
12.8x4/10

Trading at 12.8x book value

EPS GrowthGrowth
3.9%4/10

3.9% earnings growth

Debt/EquityHealth
1.563/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : BBDC

The strongest argument for BBDC centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 32.5% and operating margin at 74.7%.

Bull Case : BX

The strongest argument for BX centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 21.2% and operating margin at 38.0%. PEG of 1.46 suggests the stock is reasonably priced for its growth.

Bear Case : BBDC

The primary concerns for BBDC are Market Cap, Return on Equity, Debt/Equity.

Bear Case : BX

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

Key Dynamics to Monitor

BBDC profiles as a declining stock while BX is a mature play — different risk/reward profiles.

BX carries more volatility with a beta of 1.58 — expect wider price swings.

BX is growing revenue faster at 5.7% — sustainability is the question.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BX scores higher overall (63/100 vs 53/100), backed by strong 21.2% margins. Both earn "Buy" and "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.

Barings BDC Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Barings BDC Inc (BBDC) is a prominent business development company that offers tailored debt and equity financing solutions to middle-market enterprises across the United States. Drawing upon the extensive expertise of its parent company, Barings, BBDC adopts a disciplined investment strategy aimed at uncovering high-quality opportunities in the private credit sector. The firm emphasizes a diversified portfolio to achieve attractive risk-adjusted returns while adhering to strict responsible investing principles. With a robust investment pipeline and deep sector insights, Barings BDC is well-equipped to navigate the evolving alternative investment landscape.

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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