WallStSmart

Blackstone Group Inc (BX)vsSaratoga Investment Corp (SAR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 12369% more annual revenue ($15.48B vs $124.17M). BX leads profitability with a 22.7% profit margin vs 12.7%. SAR trades at a lower P/E of 20.0x. BX earns a higher WallStSmart Score of 73/100 (B).

BX

Strong Buy

73

out of 100

Grade: B

Growth: 9.3Profit: 9.0Value: 4.3Quality: 4.3
Piotroski: 3/9Altman Z: 1.29

SAR

Hold

48

out of 100

Grade: D+

Growth: 4.7Profit: 7.0Value: 5.3Quality: 6.3
Piotroski: 4/9

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
$168.02B9/10

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

SAR2 strengths · Avg: 10.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Operating MarginProfitability
69.0%10/10

Strong operational efficiency at 69.0%

Areas to Watch

BX4 concerns · Avg: 3.8/10
PEG RatioValuation
1.704/10

Expensive relative to growth rate

P/E RatioValuation
32.2x4/10

Premium valuation, high expectations priced in

Price/BookValuation
12.5x4/10

Trading at 12.5x book value

Debt/EquityHealth
1.563/10

Elevated debt levels

SAR4 concerns · Avg: 2.5/10
Market CapQuality
$311.65M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.563/10

Elevated debt levels

Revenue GrowthGrowth
-4.8%2/10

Revenue declined 4.8%

Free Cash FlowQuality
$-25.97M2/10

Negative free cash flow — burning cash

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 : SAR

The strongest argument for SAR centers on Price/Book, Operating Margin.

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 : SAR

The primary concerns for SAR are Market Cap, Debt/Equity, Revenue Growth. Debt-to-equity of 1.56 is elevated, increasing financial risk.

Key Dynamics to Monitor

BX profiles as a growth stock while SAR is a declining 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.

BX generates stronger free cash flow (1.9B), providing more financial flexibility.

Bottom Line

BX scores higher overall (73/100 vs 48/100), 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.

Saratoga Investment Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Saratoga Investment Corp (SAR) is a publicly traded business development company specializing in providing flexible debt and equity capital to middle-market enterprises across various sectors, including healthcare, technology, and consumer products. The firm employs a disciplined investment strategy that prioritizes comprehensive due diligence and risk management to safeguard capital while striving for optimal shareholder returns. With a robust portfolio management approach and a history of consistent dividend payouts, Saratoga offers institutional investors a compelling opportunity to enhance their exposure to alternative investments while benefiting from the growth potential inherent in the middle-market segment.

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