WallStSmart

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

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Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 6427% more annual revenue ($15.48B vs $237.21M). CSWC leads profitability with a 46.7% profit margin vs 22.7%. BX appears more attractively valued with a PEG of 1.09. BX earns a higher WallStSmart Score of 75/100 (B+).

BX

Strong Buy

75

out of 100

Grade: B+

Growth: 9.3Profit: 9.0Value: 5.7Quality: 4.0
Piotroski: 3/9Altman Z: 1.29

CSWC

Buy

53

out of 100

Grade: C-

Growth: 6.0Profit: 8.0Value: 5.0Quality: 5.3
Piotroski: 4/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BX6 strengths · Avg: 9.3/10
Return on EquityProfitability
40.2%10/10

Every $100 of equity generates 40 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
$127.43B9/10

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

CSWC4 strengths · Avg: 9.5/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Profit MarginProfitability
46.7%10/10

Keeps 47 of every $100 in revenue as profit

Operating MarginProfitability
87.6%10/10

Strong operational efficiency at 87.6%

P/E RatioValuation
12.7x8/10

Attractively priced relative to earnings

Areas to Watch

BX4 concerns · Avg: 3.0/10
Price/BookValuation
10.5x4/10

Trading at 10.5x book value

Debt/EquityHealth
1.613/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
1.292/10

Distress zone — elevated risk

CSWC4 concerns · Avg: 2.3/10
Market CapQuality
$1.48B3/10

Smaller company, higher risk/reward

PEG RatioValuation
12.542/10

Expensive relative to growth rate

EPS GrowthGrowth
-17.8%2/10

Earnings declined 17.8%

Free Cash FlowQuality
$-80.87M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : CSWC

The strongest argument for CSWC centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 46.7% and operating margin at 87.6%.

Bear Case : BX

The primary concerns for BX are Price/Book, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.61 is elevated, increasing financial risk.

Bear Case : CSWC

The primary concerns for CSWC are Market Cap, PEG Ratio, EPS Growth.

Key Dynamics to Monitor

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

BX carries more volatility with a beta of 1.59 — expect wider price swings.

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

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

Bottom Line

BX scores higher overall (75/100 vs 53/100), backed by strong 22.7% margins and 28.6% revenue growth. 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 leading publicly traded business development company that specializes in providing customized financing solutions for middle-market enterprises. With a diversified investment portfolio that spans debt and equity across critical sectors including healthcare, technology, and manufacturing, CSWC aims to deliver attractive risk-adjusted returns to its investors. The company leverages its extensive industry knowledge and strategic networks to not only foster operational efficiencies within its portfolio but also drive sustainable growth, positioning itself as a vital partner in the dynamic business environment.

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