WallStSmart

Blackstone Group Inc (BX)vsStellus Capital Investment (SCM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 14229% more annual revenue ($14.40B vs $100.48M). SCM leads profitability with a 23.6% profit margin vs 21.2%. SCM trades at a lower P/E of 10.7x. 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

SCM

Hold

47

out of 100

Grade: D+

Growth: 4.0Profit: 7.0Value: 6.7Quality: 3.3
Piotroski: 1/9

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

SCM4 strengths · Avg: 9.8/10
P/E RatioValuation
10.7x10/10

Attractively priced relative to earnings

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
71.7%10/10

Strong operational efficiency at 71.7%

Profit MarginProfitability
23.6%9/10

Keeps 24 of every $100 in revenue as profit

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

SCM4 concerns · Avg: 3.0/10
Market CapQuality
$256.47M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Debt/EquityHealth
1.053/10

Elevated debt levels

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

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 : SCM

The strongest argument for SCM centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 23.6% and operating margin at 71.7%.

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 : SCM

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

Key Dynamics to Monitor

BX profiles as a mature stock while SCM 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.

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

Bottom Line

BX scores higher overall (61/100 vs 47/100), backed by strong 21.2% margins. Both earn "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.

Stellus Capital Investment

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Stellus Capital Investment Corporation (SCM) is a prominent business development company specializing in providing customized debt and equity financing to private middle-market firms. Renowned for its robust investment management strategy, Stellus seeks to deliver attractive risk-adjusted returns while ensuring capital preservation for its investors. The company's diversified portfolio features senior secured loans, subordinated debt, and equity investments across various sectors, enabling it to adeptly navigate evolving market conditions. By focusing on consistent income generation and effective risk management practices, Stellus presents a compelling opportunity for institutional investors looking for resilience in a competitive investment environment.

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