WallStSmart

Blackstone Group Inc (BX)vsAngel Oak Financial Strategies Income Term Trust (FINS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 39786% more annual revenue ($14.40B vs $36.10M). FINS leads profitability with a 130.0% profit margin vs 21.2%. FINS trades at a lower P/E of 7.5x. BX earns a higher WallStSmart Score of 63/100 (C+).

BX

Buy

63

out of 100

Grade: C+

Growth: 6.7Profit: 9.0Value: 5.0Quality: 4.3
Piotroski: 3/9Altman Z: 1.29

FINS

Buy

51

out of 100

Grade: C-

Growth: 4.7Profit: 8.5Value: 6.7Quality: 5.3
Piotroski: 2/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BX4 strengths · Avg: 9.5/10
Return on EquityProfitability
39.0%10/10

Every $100 of equity generates 39 in profit

Operating MarginProfitability
38.0%10/10

Strong operational efficiency at 38.0%

Market CapQuality
$150.12B9/10

Large-cap with strong market position

Profit MarginProfitability
21.2%9/10

Keeps 21 of every $100 in revenue as profit

FINS5 strengths · Avg: 9.8/10
P/E RatioValuation
7.5x10/10

Attractively priced relative to earnings

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Profit MarginProfitability
130.0%10/10

Keeps 130 of every $100 in revenue as profit

Operating MarginProfitability
79.0%10/10

Strong operational efficiency at 79.0%

Debt/EquityHealth
0.279/10

Conservative balance sheet, low leverage

Areas to Watch

BX4 concerns · Avg: 3.8/10
P/E RatioValuation
31.8x4/10

Premium valuation, high expectations priced in

Price/BookValuation
12.0x4/10

Trading at 12.0x book value

EPS GrowthGrowth
3.9%4/10

3.9% earnings growth

Debt/EquityHealth
1.563/10

Elevated debt levels

FINS4 concerns · Avg: 2.5/10
Market CapQuality
$418.05M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Revenue GrowthGrowth
-1.5%2/10

Revenue declined 1.5%

EPS GrowthGrowth
-97.7%2/10

Earnings declined 97.7%

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 21.2% and operating margin at 38.0%. PEG of 1.46 suggests the stock is reasonably priced for its growth.

Bull Case : FINS

The strongest argument for FINS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 130.0% and operating margin at 79.0%.

Bear Case : BX

The primary concerns for BX are P/E Ratio, Price/Book, EPS Growth. Debt-to-equity of 1.56 is elevated, increasing financial risk.

Bear Case : FINS

The primary concerns for FINS are Market Cap, Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

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

BX carries more volatility with a beta of 1.58 — expect wider price swings.

BX is growing revenue faster at 5.7% — sustainability is the question.

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

Bottom Line

BX scores higher overall (63/100 vs 51/100), backed by strong 21.2% 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.

Angel Oak Financial Strategies Income Term Trust

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Angel Oak Financial Strategies Income Term Trust (FINS) is a closed-end fund that focuses on delivering reliable income through a diversified portfolio of fixed-income securities, particularly mortgage-backed and credit instruments. Under the guidance of experienced investment professionals at Angel Oak Capital Advisors, FINS applies a disciplined investment strategy aimed at maximizing total return while maintaining a strong emphasis on risk management. This dual commitment to income enhancement and risk-adjusted performance positions FINS as an appealing option for institutional investors looking for stability and yield in the evolving fixed-income market.

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