WallStSmart

Blackstone Group Inc (BX)vsHercules Capital, Inc. (HTGC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 2635% more annual revenue ($15.48B vs $566.17M). HTGC leads profitability with a 67.7% profit margin vs 22.7%. HTGC appears more attractively valued with a PEG of 0.53. HTGC earns a higher WallStSmart Score of 76/100 (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

HTGC

Strong Buy

76

out of 100

Grade: B+

Growth: 8.7Profit: 8.0Value: 7.7Quality: 3.5
Piotroski: 5/9Altman Z: 0.98

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

HTGC6 strengths · Avg: 9.7/10
P/E RatioValuation
8.7x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Profit MarginProfitability
67.7%10/10

Keeps 68 of every $100 in revenue as profit

Operating MarginProfitability
83.2%10/10

Strong operational efficiency at 83.2%

EPS GrowthGrowth
54.7%10/10

Earnings expanding 54.7% YoY

PEG RatioValuation
0.538/10

Growing faster than its price suggests

Areas to Watch

BX4 concerns · Avg: 3.5/10
P/E RatioValuation
28.9x4/10

Moderate valuation

Price/BookValuation
11.1x4/10

Trading at 11.1x book value

Debt/EquityHealth
1.563/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

HTGC2 concerns · Avg: 2.5/10
Debt/EquityHealth
1.033/10

Elevated debt levels

Altman Z-ScoreHealth
0.982/10

Distress zone — elevated risk

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 : HTGC

The strongest argument for HTGC centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 67.7% and operating margin at 83.2%. PEG of 0.53 suggests the stock is reasonably priced for its growth.

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 : HTGC

The primary concerns for HTGC are Debt/Equity, Altman Z-Score.

Key Dynamics to Monitor

BX profiles as a growth stock while HTGC 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

HTGC scores higher overall (76/100 vs 75/100), backed by strong 67.7% margins. Both earn "Strong Buy" and "Strong 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.

Hercules Capital, Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Hercules Capital, Inc. (HTGC) is a leading publicly traded business development company that specializes in providing tailored debt and equity financing solutions to growth-oriented companies, primarily in the technology and life sciences sectors. Leveraging its deep industry knowledge and expertise, Hercules focuses on investing in high-growth firms, facilitating their scalability while ensuring a diversified portfolio that prioritizes credit quality and risk-adjusted returns. As a strategic partner for innovative ventures, Hercules Capital is dedicated to fostering sustainable value, making it an attractive investment opportunity for institutional investors seeking exposure to dynamic and emerging markets.

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