Blackstone Group Inc (BX)vsNew Mountain Finance Corporation (NMFC)
BX
Blackstone Group Inc
$108.38
+0.37%
FINANCIAL SERVICES · Cap: $131.98B
NMFC
New Mountain Finance Corporation
$7.72
-1.03%
FINANCIAL SERVICES · Cap: $786.29M
Smart Verdict
WallStSmart Research — data-driven comparison
Blackstone Group Inc generates 4245% more annual revenue ($14.21B vs $327.08M). BX leads profitability with a 21.2% profit margin vs 5.0%. BX trades at a lower P/E of 27.9x. BX earns a higher WallStSmart Score of 77/100 (B+).
BX
Strong Buy77
out of 100
Grade: B+
NMFC
Hold43
out of 100
Grade: D
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
-677.1%
Fair Value
$1.09
Current Price
$7.72
$6.63 premium
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
Reasonable price relative to book value
Strong operational efficiency at 80.8%
Areas to Watch
Moderate valuation
Trading at 9.8x book value
Elevated debt levels
Weak financial health signals
Smaller company, higher risk/reward
ROE of 1.3% — below average capital efficiency
5.0% margin — thin
Premium valuation, high expectations priced in
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 : NMFC
The strongest argument for NMFC centers on Price/Book, Operating Margin.
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 : NMFC
The primary concerns for NMFC are Market Cap, Return on Equity, Profit Margin. A P/E of 48.8x leaves little room for execution misses.
Key Dynamics to Monitor
BX profiles as a growth stock while NMFC is a value play — different risk/reward profiles.
BX carries more volatility with a beta of 1.79 — expect wider price swings.
BX is growing revenue faster at 50.6% — sustainability is the question.
NMFC generates stronger free cash flow (-2M), providing more financial flexibility.
Bottom Line
BX scores higher overall (77/100 vs 43/100), 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.
New Mountain Finance Corporation
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
New Mountain Finance Corporation (NMFC) is a leading business development company dedicated to providing tailored debt and equity financing solutions to private middle-market enterprises across various industries. Managed by New Mountain Capital, NMFC employs a disciplined investment strategy that emphasizes capital preservation and sustainable income generation, aiming to deliver attractive risk-adjusted returns. The firm’s robust investment approach, underpinned by extensive industry expertise, facilitates informed decision-making that fosters growth and value creation for its shareholders. Committed to long-term shareholder value, NMFC focuses on prudent capital allocation and ongoing operational enhancements to strengthen its market position.
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