Blackstone Group Inc (BX)vsFidus Investment Corp (FDUS)
BX
Blackstone Group Inc
$118.59
-0.98%
FINANCIAL SERVICES · Cap: $152.33B
FDUS
Fidus Investment Corp
$18.86
-0.89%
FINANCIAL SERVICES · Cap: $696.46M
Smart Verdict
WallStSmart Research — data-driven comparison
Blackstone Group Inc generates 8526% more annual revenue ($14.40B vs $166.90M). FDUS leads profitability with a 49.5% profit margin vs 21.2%. BX appears more attractively valued with a PEG of 2.09. FDUS earns a higher WallStSmart Score of 61/100 (C+).
BX
Buy59
out of 100
Grade: C
FDUS
Buy61
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 36 in profit
Strong operational efficiency at 38.0%
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 72.5%
Revenue surging 30.2% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 11.1x book value
3.9% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
Earnings declined 9.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : BX
The strongest argument for BX centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 21.2% and operating margin at 38.0%.
Bull Case : FDUS
The strongest argument for FDUS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 49.5% and operating margin at 72.5%. Revenue growth of 30.2% demonstrates continued momentum.
Bear Case : BX
The primary concerns for BX are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 1.69 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 mature stock while FDUS is a growth play — different risk/reward profiles.
BX carries more volatility with a beta of 1.58 — expect wider price swings.
FDUS is growing revenue faster at 30.2% — sustainability is the question.
BX generates stronger free cash flow (958M), providing more financial flexibility.
Bottom Line
FDUS scores higher overall (61/100 vs 59/100), backed by strong 49.5% margins and 30.2% revenue growth. 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 specializing in tailored debt and equity investment solutions for lower middle-market enterprises across various sectors. Driven by a disciplined investment strategy, FDUS aims to generate high current income and capital appreciation while maintaining a strong emphasis on credit quality and proactive portfolio management. As a regulated investment company, it emphasizes transparency and compliance, establishing itself as a trusted partner for growth-oriented businesses. With a strategic focus on delivering consistent returns, FDUS presents institutional investors with an attractive opportunity to enhance yield in today’s competitive market.
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