Blackstone Group Inc (BX)vsNew Mountain Finance Corporation (NMFC)
BX
Blackstone Group Inc
$125.58
+6.24%
FINANCIAL SERVICES · Cap: $141.65B
NMFC
New Mountain Finance Corporation
$7.10
+1.28%
FINANCIAL SERVICES · Cap: $630.00M
Smart Verdict
WallStSmart Research — data-driven comparison
Blackstone Group Inc generates 5267% more annual revenue ($15.47B vs $288.20M). BX leads profitability with a 23.0% profit margin vs -16.8%. BX appears more attractively valued with a PEG of 1.17. BX earns a higher WallStSmart Score of 59/100 (C).
BX
Buy59
out of 100
Grade: C
NMFC
Buy56
out of 100
Grade: C
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
Strong operational efficiency at 76.6%
Earnings expanding 157.1% YoY
Areas to Watch
Moderate valuation
Trading at 11.4x book value
3.7% earnings growth
Elevated debt levels
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
ROE of -4.7% — below average capital efficiency
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 : NMFC
The strongest argument for NMFC centers on Price/Book, Operating Margin, EPS Growth. PEG of 1.34 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 : NMFC
The primary concerns for NMFC are Market Cap, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
BX profiles as a declining stock while NMFC is a turnaround play — different risk/reward profiles.
BX carries more volatility with a beta of 1.59 — expect wider price swings.
BX is growing revenue faster at -0.5% — sustainability is the question.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BX scores higher overall (59/100 vs 56/100), backed by strong 23.0% margins. Both earn "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.
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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