Blackstone Group Inc (BX)vsJanus Henderson Group PLC (JHG)
BX
Blackstone Group Inc
$108.38
+0.37%
FINANCIAL SERVICES · Cap: $131.98B
JHG
Janus Henderson Group PLC
$51.42
-1.31%
FINANCIAL SERVICES · Cap: $8.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Blackstone Group Inc generates 359% more annual revenue ($14.21B vs $3.10B). JHG leads profitability with a 26.3% profit margin vs 21.2%. JHG appears more attractively valued with a PEG of 1.05. JHG earns a higher WallStSmart Score of 85/100 (A).
BX
Strong Buy77
out of 100
Grade: B+
JHG
Exceptional Buy85
out of 100
Grade: A
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+35.7%
Fair Value
$181.12
Current Price
$108.38
$72.74 discount
Margin of Safety
+80.3%
Fair Value
$244.76
Current Price
$51.42
$193.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 52.8%
Revenue surging 50.6% year-over-year
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Keeps 21 of every $100 in revenue as profit
Earnings expanding 42.5% YoY
Attractively priced relative to earnings
Strong operational efficiency at 42.7%
Revenue surging 61.3% year-over-year
Keeps 26 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Trading at 9.8x book value
Elevated debt levels
Weak financial health signals
2.4% earnings growth
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : BX
The strongest argument for BX centers on Operating Margin, Revenue Growth, Market Cap. Profitability is solid with margins at 21.2% and operating margin at 52.8%. Revenue growth of 50.6% demonstrates continued momentum.
Bull Case : JHG
The strongest argument for JHG centers on P/E Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 26.3% and operating margin at 42.7%. Revenue growth of 61.3% demonstrates continued momentum.
Bear Case : BX
The primary concerns for BX are P/E Ratio, Price/Book, Debt/Equity. Debt-to-equity of 1.63 is elevated, increasing financial risk.
Bear Case : JHG
The primary concerns for JHG are EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
BX carries more volatility with a beta of 1.79 — expect wider price swings.
JHG is growing revenue faster at 61.3% — sustainability is the question.
BX generates stronger free cash flow (-25M), providing more financial flexibility.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JHG scores higher overall (85/100 vs 77/100), backed by strong 26.3% margins and 61.3% revenue growth. BX offers better value entry with a 35.7% margin of safety. Both earn "Exceptional 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.
Janus Henderson Group PLC
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Janus Henderson Group plc is an asset management portfolio entity. The company is headquartered in London, United Kingdom with additional offices in Jersey, United Kingdom and Sydney, Australia.
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