WallStSmart

Blackstone Group Inc (BX)vsCapital Southwest Corporation (CSWC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 6168% more annual revenue ($14.21B vs $226.75M). CSWC leads profitability with a 45.5% profit margin vs 21.2%. BX appears more attractively valued with a PEG of 1.17. BX earns a higher WallStSmart Score of 77/100 (B+).

BX

Strong Buy

77

out of 100

Grade: B+

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

CSWC

Buy

65

out of 100

Grade: C+

Growth: 8.7Profit: 8.0Value: 7.3Quality: 4.0
Piotroski: 1/9Altman Z: 0.60
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BXUndervalued (+35.7%)

Margin of Safety

+35.7%

Fair Value

$181.12

Current Price

$108.38

$72.74 discount

UndervaluedFair: $181.12Overvalued
CSWCUndervalued (+72.6%)

Margin of Safety

+72.6%

Fair Value

$84.71

Current Price

$22.05

$62.66 discount

UndervaluedFair: $84.71Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

CSWC6 strengths · Avg: 9.3/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Profit MarginProfitability
45.5%10/10

Keeps 46 of every $100 in revenue as profit

Operating MarginProfitability
85.7%10/10

Strong operational efficiency at 85.7%

EPS GrowthGrowth
59.4%10/10

Earnings expanding 59.4% YoY

P/E RatioValuation
12.2x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
18.2%8/10

18.2% revenue growth

Areas to Watch

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

CSWC4 concerns · Avg: 2.5/10
Market CapQuality
$1.33B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
12.542/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.602/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : CSWC

The strongest argument for CSWC centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 45.5% and operating margin at 85.7%. Revenue growth of 18.2% demonstrates continued momentum.

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.

Bear Case : CSWC

The primary concerns for CSWC are Market Cap, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

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.

CSWC generates stronger free cash flow (34M), providing more financial flexibility.

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

Bottom Line

BX scores higher overall (77/100 vs 65/100), backed by strong 21.2% margins and 50.6% revenue growth. CSWC offers better value entry with a 72.6% margin of safety. Both earn "Strong 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.

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.

Capital Southwest Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Capital Southwest Corporation (CSWC) is a prominent publicly traded business development company that specializes in offering tailored financing solutions to middle-market businesses. With a focus on strategic debt and equity investments, CSWC aims to generate attractive risk-adjusted returns for its investors while supporting the growth of its portfolio companies across diverse sectors, including healthcare, technology, and manufacturing. The firm combines its deep private equity expertise and extensive industry relationships to drive operational enhancements and create long-term value, positioning itself as a reliable partner in the expansion journey of its clients.

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