WallStSmart

Blackstone Group Inc (BX)vsNuveen Core Plus Impact Fund (NPCT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BX leads profitability with a 21.2% profit margin vs 0.0%. NPCT trades at a lower P/E of 11.0x. BX earns a higher WallStSmart Score of 61/100 (C+).

BX

Buy

61

out of 100

Grade: C+

Growth: 6.7Profit: 9.0Value: 5.0Quality: 3.5
Piotroski: 3/9Altman Z: 1.29

NPCT

Avoid

28

out of 100

Grade: F

Growth: 4.3Profit: 4.0Value: 6.7Quality: 4.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BX4 strengths · Avg: 9.5/10
Return on EquityProfitability
36.5%10/10

Every $100 of equity generates 36 in profit

Operating MarginProfitability
38.0%10/10

Strong operational efficiency at 38.0%

Market CapQuality
$140.45B9/10

Large-cap with strong market position

Profit MarginProfitability
21.2%9/10

Keeps 21 of every $100 in revenue as profit

NPCT1 strengths · Avg: 10.0/10
P/E RatioValuation
11.0x10/10

Attractively priced relative to earnings

Areas to Watch

BX4 concerns · Avg: 4.0/10
PEG RatioValuation
1.964/10

Expensive relative to growth rate

P/E RatioValuation
29.5x4/10

Moderate valuation

Price/BookValuation
11.1x4/10

Trading at 11.1x book value

EPS GrowthGrowth
3.9%4/10

3.9% earnings growth

NPCT4 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
$284.67M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
8.0%3/10

ROE of 8.0% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : BX

The strongest argument for BX centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 21.2% and operating margin at 38.0%.

Bull Case : NPCT

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

Bear Case : BX

The primary concerns for BX are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 1.69 is elevated, increasing financial risk.

Bear Case : NPCT

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

Key Dynamics to Monitor

BX profiles as a mature stock while NPCT is a value play — different risk/reward profiles.

BX is growing revenue faster at 5.7% — sustainability is the question.

BX generates stronger free cash flow (958M), providing more financial flexibility.

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

Bottom Line

BX scores higher overall (61/100 vs 28/100), backed by strong 21.2% margins. Both earn "Buy" and "Avoid" 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.

Nuveen Core Plus Impact Fund

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

The Nuveen Core Plus Impact Fund (NPCT) is designed for institutional investors seeking long-term capital appreciation through a responsible investment approach that balances financial performance with social and environmental impact. By utilizing Nuveen's extensive research resources, the fund creates a diversified portfolio spanning public and private equities, fixed income, and real estate. NPCT emphasizes sustainable finance, aligning ethical considerations with robust financial returns, making it an attractive option for those prioritizing both impact and performance in their investment strategies.

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