WallStSmart

Blackstone Group Inc (BX)vsFidus Investment Corp (FDUS)

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Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 8976% more annual revenue ($15.47B vs $170.43M). FDUS leads profitability with a 45.4% profit margin vs 23.0%. BX appears more attractively valued with a PEG of 1.17. BX earns a higher WallStSmart Score of 59/100 (C).

BX

Buy

59

out of 100

Grade: C

Growth: 5.3Profit: 9.0Value: 5.7Quality: 4.0
Piotroski: 3/9Altman Z: 1.29

FDUS

Buy

54

out of 100

Grade: C-

Growth: 6.0Profit: 8.0Value: 5.7Quality: 6.5
Piotroski: 2/9Altman Z: 1.17

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BX4 strengths · Avg: 9.5/10
Return on EquityProfitability
40.2%10/10

Every $100 of equity generates 40 in profit

Operating MarginProfitability
48.9%10/10

Strong operational efficiency at 48.9%

Market CapQuality
$141.65B9/10

Large-cap with strong market position

Profit MarginProfitability
23.0%9/10

Keeps 23 of every $100 in revenue as profit

FDUS4 strengths · Avg: 10.0/10
P/E RatioValuation
9.4x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Profit MarginProfitability
45.4%10/10

Keeps 45 of every $100 in revenue as profit

Operating MarginProfitability
68.3%10/10

Strong operational efficiency at 68.3%

Areas to Watch

BX4 concerns · Avg: 3.8/10
P/E RatioValuation
26.4x4/10

Moderate valuation

Price/BookValuation
10.8x4/10

Trading at 10.8x book value

EPS GrowthGrowth
3.7%4/10

3.7% earnings growth

Debt/EquityHealth
1.613/10

Elevated debt levels

FDUS4 concerns · Avg: 2.5/10
Market CapQuality
$774.73M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
3.522/10

Expensive relative to growth rate

EPS GrowthGrowth
-26.9%2/10

Earnings declined 26.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : BX

The strongest argument for BX centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 23.0% and operating margin at 48.9%. PEG of 1.17 suggests the stock is reasonably priced for its growth.

Bull Case : FDUS

The strongest argument for FDUS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 45.4% and operating margin at 68.3%.

Bear Case : BX

The primary concerns for BX are P/E Ratio, Price/Book, EPS Growth. Debt-to-equity of 1.61 is elevated, increasing financial risk.

Bear Case : FDUS

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

Key Dynamics to Monitor

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

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

FDUS is growing revenue faster at 8.8% — sustainability is the question.

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

Bottom Line

BX scores higher overall (59/100 vs 54/100), backed by strong 23.0% 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.

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.

Fidus Investment Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Fidus Investment Corp (FDUS) is a publicly-traded business development company dedicated to offering tailored debt and equity investment solutions for lower middle-market enterprises across various sectors. The firm employs a disciplined investment strategy that emphasizes high current income and capital appreciation while maintaining a strong focus on credit quality and proactive portfolio management. As a regulated investment company, FDUS is committed to transparency and compliance, positioning itself as a trusted partner for growth-oriented businesses. With a robust track record of consistent returns, FDUS represents an attractive opportunity for institutional investors looking to enhance yield amidst a competitive market landscape.

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