WallStSmart

Blackstone Group Inc (BX)vsOaktree Specialty Lending Corp (OCSL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 4617% more annual revenue ($14.40B vs $305.25M). BX leads profitability with a 21.2% profit margin vs 10.6%. OCSL appears more attractively valued with a PEG of 0.93. BX earns a higher WallStSmart Score of 61/100 (C+).

BX

Buy

61

out of 100

Grade: C+

Growth: 6.7Profit: 9.0Value: 4.3Quality: 3.8
Piotroski: 2/9

OCSL

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 6.5Value: 6.3Quality: 3.5
Piotroski: 4/9Altman Z: 0.31

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BX4 strengths · Avg: 9.3/10
Operating MarginProfitability
38.0%10/10

Strong operational efficiency at 38.0%

Market CapQuality
$149.52B9/10

Large-cap with strong market position

Return on EquityProfitability
29.5%9/10

Every $100 of equity generates 30 in profit

Profit MarginProfitability
21.2%9/10

Keeps 21 of every $100 in revenue as profit

OCSL3 strengths · Avg: 9.3/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
84.4%10/10

Strong operational efficiency at 84.4%

PEG RatioValuation
0.938/10

Growing faster than its price suggests

Areas to Watch

BX4 concerns · Avg: 4.0/10
PEG RatioValuation
1.824/10

Expensive relative to growth rate

P/E RatioValuation
31.4x4/10

Premium valuation, high expectations priced in

Price/BookValuation
11.6x4/10

Trading at 11.6x book value

EPS GrowthGrowth
3.9%4/10

3.9% earnings growth

OCSL4 concerns · Avg: 2.8/10
Market CapQuality
$1.08B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
2.2%3/10

ROE of 2.2% — below average capital efficiency

Debt/EquityHealth
1.123/10

Elevated debt levels

Revenue GrowthGrowth
-13.3%2/10

Revenue declined 13.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : BX

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

Bull Case : OCSL

The strongest argument for OCSL centers on Price/Book, Operating Margin, PEG Ratio. PEG of 0.93 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 1.63 is elevated, increasing financial risk.

Bear Case : OCSL

The primary concerns for OCSL are Market Cap, Return on Equity, Debt/Equity.

Key Dynamics to Monitor

BX profiles as a mature stock while OCSL is a declining play — different risk/reward profiles.

BX carries more volatility with a beta of 1.63 — expect wider price swings.

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

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

Bottom Line

BX scores higher overall (61/100 vs 57/100), backed by strong 21.2% 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.

Oaktree Specialty Lending Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Oaktree Specialty Lending Corp (OCSL) is a publicly traded business development company dedicated to providing tailored financing solutions to middle-market businesses. As a prominent subsidiary of Oaktree Capital Management, OCSL employs a disciplined investment strategy focused on delivering attractive risk-adjusted returns through investments primarily in secured debt instruments. Leveraging Oaktree's extensive industry expertise, the firm maintains a well-diversified portfolio across various sectors, complemented by a strong emphasis on credit quality and risk management. This strategic positioning enables OCSL to adeptly navigate the complex specialty lending landscape and enhance its appeal to institutional investors seeking solid returns in a competitive financial environment.

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