Blackstone Group Inc (BX)vsSRH Total Return Fund Inc. (STEW)
BX
Blackstone Group Inc
$108.38
+0.37%
FINANCIAL SERVICES · Cap: $131.98B
STEW
SRH Total Return Fund Inc.
$17.11
+0.74%
FINANCIAL SERVICES · Cap: $1.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Blackstone Group Inc generates 43724% more annual revenue ($14.21B vs $32.43M). BX leads profitability with a 21.2% profit margin vs 5.4%. STEW trades at a lower P/E of 9.4x. BX earns a higher WallStSmart Score of 77/100 (B+).
BX
Strong Buy77
out of 100
Grade: B+
STEW
Hold41
out of 100
Grade: D
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
-49.1%
Fair Value
$12.24
Current Price
$17.11
$4.87 premium
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
Areas to Watch
Moderate valuation
Trading at 9.8x book value
Elevated debt levels
Weak financial health signals
Smaller company, higher risk/reward
5.4% margin — thin
Revenue declined 11.6%
Earnings declined 44.1%
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 : STEW
The strongest argument for STEW centers on P/E Ratio, Price/Book.
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 : STEW
The primary concerns for STEW are Market Cap, Profit Margin, Revenue Growth.
Key Dynamics to Monitor
BX profiles as a growth stock while STEW is a value 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.
STEW generates stronger free cash flow (-144,279), providing more financial flexibility.
Bottom Line
BX scores higher overall (77/100 vs 41/100), backed by strong 21.2% margins and 50.6% 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.
SRH Total Return Fund Inc.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
SRH Total Return Fund Inc. (STEW) is a closed-end management investment company that seeks to achieve total return through a balanced strategy of capital appreciation and income generation. The fund employs a diversified investment portfolio that includes equities, fixed income, and hybrid instruments, aimed at long-term growth while managing risk effectively. Led by a skilled management team, STEW is adept at navigating changing market conditions to identify promising opportunities, ultimately providing investors with an attractive risk-adjusted return profile.
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