WallStSmart

Blackstone Group Inc (BX)vsGladstone Investment Corporation (GAIN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 15528% more annual revenue ($15.48B vs $99.08M). GAIN leads profitability with a 186.5% profit margin vs 22.7%. BX appears more attractively valued with a PEG of 1.51. BX earns a higher WallStSmart Score of 73/100 (B).

BX

Strong Buy

73

out of 100

Grade: B

Growth: 9.3Profit: 9.0Value: 5.0Quality: 4.3
Piotroski: 3/9Altman Z: 1.29

GAIN

Buy

56

out of 100

Grade: C

Growth: 7.3Profit: 6.5Value: 5.7Quality: 4.3
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
$167.62B9/10

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

GAIN5 strengths · Avg: 9.8/10
P/E RatioValuation
3.3x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Profit MarginProfitability
186.5%10/10

Keeps 187 of every $100 in revenue as profit

EPS GrowthGrowth
326.5%10/10

Earnings expanding 326.5% YoY

Return on EquityProfitability
29.2%9/10

Every $100 of equity generates 29 in profit

Areas to Watch

BX4 concerns · Avg: 3.8/10
PEG RatioValuation
1.514/10

Expensive relative to growth rate

P/E RatioValuation
28.6x4/10

Moderate valuation

Price/BookValuation
12.1x4/10

Trading at 12.1x book value

Debt/EquityHealth
1.563/10

Elevated debt levels

GAIN4 concerns · Avg: 2.5/10
Market CapQuality
$653.48M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
5.412/10

Expensive relative to growth rate

Revenue GrowthGrowth
-8.6%2/10

Revenue declined 8.6%

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 : GAIN

The strongest argument for GAIN centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 186.5% and operating margin at -0.0%.

Bear Case : BX

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

Bear Case : GAIN

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

Key Dynamics to Monitor

BX profiles as a growth stock while GAIN is a declining play — different risk/reward profiles.

BX carries more volatility with a beta of 1.55 — expect wider price swings.

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

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

Bottom Line

BX scores higher overall (73/100 vs 56/100), 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.

Gladstone Investment Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Gladstone Investment Corporation (GAIN) is a publicly traded business development company that focuses on offering tailored financing solutions to small and mid-sized private enterprises via a strategic mix of debt and equity investments. With a diverse portfolio across multiple sectors, GAIN aims to provide both stable income and long-term capital appreciation for its shareholders. Backed by the reputable Gladstone family of funds, the firm is committed to rigorous risk management practices and aligns closely with investor interests, bolstered by an experienced management team and strong industry networks, thus establishing itself as a key participant in the alternative investment sector.

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