WallStSmart

Blackstone Group Inc (BX)vsNew Mountain Finance Corporation (NMFC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 4891% more annual revenue ($15.48B vs $310.21M). BX leads profitability with a 22.7% profit margin vs -18.6%. NMFC appears more attractively valued with a PEG of 1.34. 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

NMFC

Hold

46

out of 100

Grade: D+

Growth: 2.0Profit: 5.0Value: 5.3Quality: 3.5
Piotroski: 2/9Altman Z: 0.68

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

NMFC2 strengths · Avg: 10.0/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
84.5%10/10

Strong operational efficiency at 84.5%

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
11.8x4/10

Trading at 11.8x book value

Debt/EquityHealth
1.563/10

Elevated debt levels

NMFC4 concerns · Avg: 2.8/10
Market CapQuality
$648.89M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.273/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-5.5%2/10

ROE of -5.5% — below average capital efficiency

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 : NMFC

The strongest argument for NMFC centers on Price/Book, Operating Margin. PEG of 1.34 suggests the stock is reasonably priced for its growth.

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 : NMFC

The primary concerns for NMFC are Market Cap, Debt/Equity, Piotroski F-Score.

Key Dynamics to Monitor

BX profiles as a growth stock while NMFC is a turnaround 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 46/100), backed by strong 22.7% margins and 28.6% 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.

New Mountain Finance Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

New Mountain Finance Corporation (NMFC) is a leading business development company focused on delivering tailored debt and equity financing solutions for middle-market enterprises across a variety of industries. Strategically backed by New Mountain Capital, NMFC emphasizes a disciplined investment approach aimed at capital preservation and sustainable income, thereby providing attractive risk-adjusted returns for its investors. With a seasoned management team and a strong commitment to shareholder value, NMFC is adept at managing the complexities of the middle-market, positioning itself for resilience and growth in a competitive investment environment.

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