Blackstone Group Inc (BX)vsInvesco Plc (IVZ)
BX
Blackstone Group Inc
$119.51
-0.27%
FINANCIAL SERVICES · Cap: $141.65B
IVZ
Invesco Plc
$27.08
0.00%
FINANCIAL SERVICES · Cap: $12.55B
Smart Verdict
WallStSmart Research — data-driven comparison
Blackstone Group Inc generates 124% more annual revenue ($15.47B vs $6.90B). BX leads profitability with a 23.0% profit margin vs -0.9%. IVZ appears more attractively valued with a PEG of 0.90. IVZ earns a higher WallStSmart Score of 70/100 (B).
BX
Buy59
out of 100
Grade: C
IVZ
Strong Buy70
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Strong operational efficiency at 48.9%
Large-cap with strong market position
Keeps 23 of every $100 in revenue as profit
Reasonable price relative to book value
Conservative balance sheet, low leverage
Growing faster than its price suggests
Strong operational efficiency at 20.0%
Revenue surging 20.5% year-over-year
Earnings expanding 35.0% YoY
Areas to Watch
Moderate valuation
Trading at 10.8x book value
3.7% earnings growth
Elevated debt levels
ROE of -0.6% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
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 23.0% and operating margin at 48.9%. PEG of 1.17 suggests the stock is reasonably priced for its growth.
Bull Case : IVZ
The strongest argument for IVZ centers on Price/Book, Debt/Equity, PEG Ratio. Revenue growth of 20.5% demonstrates continued momentum. PEG of 0.90 suggests the stock is reasonably priced for its growth.
Bear Case : BX
The primary concerns for BX are P/E Ratio, Price/Book, EPS Growth. Debt-to-equity of 1.61 is elevated, increasing financial risk.
Bear Case : IVZ
The primary concerns for IVZ are Return on Equity, Altman Z-Score, Profit Margin.
Key Dynamics to Monitor
BX profiles as a declining stock while IVZ is a growth play — different risk/reward profiles.
IVZ carries more volatility with a beta of 1.63 — expect wider price swings.
IVZ is growing revenue faster at 20.5% — sustainability is the question.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IVZ scores higher overall (70/100 vs 59/100) and 20.5% 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.
Invesco Plc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia.
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