WallStSmart

Blackstone Group Inc (BX)vsEllington Residential Mortgage (EARN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 39498% more annual revenue ($14.21B vs $35.89M). BX leads profitability with a 21.2% profit margin vs -14.6%. EARN trades at a lower P/E of 15.5x. 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

EARN

Hold

37

out of 100

Grade: F

Growth: 6.7Profit: 4.0Value: 8.3Quality: 5.0
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
EARNUndervalued (+48.4%)

Margin of Safety

+48.4%

Fair Value

$10.19

Current Price

$4.40

$5.79 discount

UndervaluedFair: $10.19Overvalued

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

EARN3 strengths · Avg: 9.3/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
68.4%10/10

Strong operational efficiency at 68.4%

P/E RatioValuation
15.5x8/10

Attractively priced relative to earnings

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

EARN4 concerns · Avg: 2.0/10
Market CapQuality
$163.06M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-2.8%2/10

ROE of -2.8% — below average capital efficiency

Revenue GrowthGrowth
-61.0%2/10

Revenue declined 61.0%

Profit MarginProfitability
-14.6%1/10

Currently unprofitable

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 : EARN

The strongest argument for EARN centers on Price/Book, Operating Margin, P/E Ratio.

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 : EARN

The primary concerns for EARN are Market Cap, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

BX profiles as a growth stock while EARN is a turnaround 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.

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

Bottom Line

BX scores higher overall (77/100 vs 37/100), backed by strong 21.2% margins and 50.6% revenue growth. EARN offers better value entry with a 48.4% margin of safety. Both earn "Strong Buy" and "Hold" 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.

Ellington Residential Mortgage

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Ellington Residential Mortgage REIT, a real estate investment trust, specializes in acquiring, investing, and managing residential and real estate-related mortgage assets. The company is headquartered in Old Greenwich, Connecticut.

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