WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 8985% more annual revenue ($15.48B vs $170.43M). FDUS leads profitability with a 45.4% profit margin vs 22.7%. BX appears more attractively valued with a PEG of 1.21. 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: 3.5
Piotroski: 3/9Altman Z: 1.29

FDUS

Buy

53

out of 100

Grade: C-

Growth: 6.0Profit: 8.0Value: 5.7Quality: 6.8
Piotroski: 2/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BX6 strengths · Avg: 9.3/10
Return on EquityProfitability
39.0%10/10

Every $100 of equity generates 39 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
$149.90B9/10

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

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: 3.5/10
P/E RatioValuation
28.9x4/10

Moderate valuation

Price/BookValuation
10.6x4/10

Trading at 10.6x book value

Debt/EquityHealth
1.563/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

FDUS4 concerns · Avg: 2.5/10
Market CapQuality
$742.77M3/10

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, 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 : 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, Debt/Equity. Debt-to-equity of 1.56 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 growth stock while FDUS is a mature play — different risk/reward profiles.

BX carries more volatility with a beta of 1.56 — expect wider price swings.

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

BX generates stronger free cash flow (1.9B), providing more financial flexibility.

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.

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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