Blackstone Group Inc (BX)vsSaratoga Investment Corp (SAR)
BX
Blackstone Group Inc
$108.38
+0.37%
FINANCIAL SERVICES · Cap: $131.98B
SAR
Saratoga Investment Corp
$22.17
+1.84%
FINANCIAL SERVICES · Cap: $360.01M
Smart Verdict
WallStSmart Research — data-driven comparison
Blackstone Group Inc generates 11190% more annual revenue ($14.21B vs $125.89M). SAR leads profitability with a 30.6% profit margin vs 21.2%. SAR trades at a lower P/E of 9.2x. BX earns a higher WallStSmart Score of 77/100 (B+).
BX
Strong Buy77
out of 100
Grade: B+
SAR
Buy54
out of 100
Grade: C-
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
+71.2%
Fair Value
$79.57
Current Price
$22.17
$57.40 discount
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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 67.9%
Areas to Watch
Moderate valuation
Trading at 9.8x book value
Elevated debt levels
Weak financial health signals
Smaller company, higher risk/reward
Elevated debt levels
Revenue declined 11.8%
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 : SAR
The strongest argument for SAR centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 30.6% and operating margin at 67.9%.
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 : SAR
The primary concerns for SAR are Market Cap, Debt/Equity, Revenue Growth. Debt-to-equity of 1.85 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 1.79 — expect wider price swings.
BX is growing revenue faster at 50.6% — sustainability is the question.
SAR generates stronger free cash flow (8M), providing more financial flexibility.
Bottom Line
BX scores higher overall (77/100 vs 54/100), backed by strong 21.2% margins and 50.6% revenue growth. SAR offers better value entry with a 71.2% margin of safety. Both earn "Strong 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.
Saratoga Investment Corp
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Saratoga Investment Corp (SAR) is a publicly traded business development company that specializes in providing flexible debt and equity capital to middle-market firms across various sectors, including healthcare, technology, and consumer products. With a disciplined investment strategy, Saratoga emphasizes thorough due diligence and robust risk management practices, aiming to enhance shareholder returns while ensuring capital preservation. The company's commitment to active portfolio management and its history of consistent dividend distributions make it an attractive choice for institutional investors looking to diversify their investments within the alternative asset space.
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