WallStSmart

Blackstone Group Inc (BX)vsMainStay CBRE Global Infrastructure Megatrends Fund (MEGI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BX leads profitability with a 21.2% profit margin vs 0.0%. MEGI trades at a lower P/E of 7.1x. BX earns a higher WallStSmart Score of 77/100 (B+).

BX

Strong Buy

77

out of 100

Grade: B+

Growth: 10.0Profit: 9.0Value: 10.0Quality: 5.3
Piotroski: 2/9

MEGI

Hold

35

out of 100

Grade: F

Growth: 4.3Profit: 4.0Value: 6.3Quality: 5.8
Piotroski: 5/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BXUndervalued (+35.7%)

Margin of Safety

+35.7%

Fair Value

$181.12

Current Price

$108.38

$72.74 discount

UndervaluedFair: $181.12Overvalued
MEGIOvervalued (-7.4%)

Margin of Safety

-7.4%

Fair Value

$14.01

Current Price

$14.33

$0.32 premium

UndervaluedFair: $14.01Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BX6 strengths · Avg: 9.2/10
Operating MarginProfitability
52.8%10/10

Strong operational efficiency at 52.8%

Revenue GrowthGrowth
50.6%10/10

Revenue surging 50.6% year-over-year

Market CapQuality
$131.98B9/10

Large-cap with strong market position

Return on EquityProfitability
29.2%9/10

Every $100 of equity generates 29 in profit

Profit MarginProfitability
21.2%9/10

Keeps 21 of every $100 in revenue as profit

EPS GrowthGrowth
42.5%8/10

Earnings expanding 42.5% YoY

MEGI1 strengths · Avg: 10.0/10
P/E RatioValuation
7.1x10/10

Attractively priced relative to earnings

Areas to Watch

BX4 concerns · Avg: 3.5/10
P/E RatioValuation
27.9x4/10

Moderate valuation

Price/BookValuation
9.8x4/10

Trading at 9.8x book value

Debt/EquityHealth
1.633/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

MEGI4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$756.77M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull 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 : MEGI

The strongest argument for MEGI centers on P/E Ratio.

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 : MEGI

The primary concerns for MEGI are Revenue Growth, EPS Growth, Market Cap.

Key Dynamics to Monitor

BX profiles as a growth stock while MEGI is a value play — different risk/reward profiles.

BX is growing revenue faster at 50.6% — sustainability is the question.

MEGI generates stronger free cash flow (86M), providing more financial flexibility.

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

Bottom Line

BX scores higher overall (77/100 vs 35/100), backed by strong 21.2% margins and 50.6% revenue growth. Both earn "Strong Buy" and "Hold" 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.

MainStay CBRE Global Infrastructure Megatrends Fund

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

The MainStay CBRE Global Infrastructure Megatrends Fund (MEGI) provides institutional investors with a strategic platform to access a diversified array of global infrastructure assets, capitalizing on enduring megatrends such as urbanization, technological advancement, and sustainability. By focusing on publicly traded companies in essential infrastructure sectors like utilities, transportation, and communications, the fund aims to achieve both capital appreciation and reliable income. With a disciplined investment approach executed by an experienced management team, MEGI is positioned to deliver compelling risk-adjusted returns, tapping into the growing demand for innovative infrastructure solutions in a rapidly evolving global landscape.

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