WallStSmart

Blackstone Group Inc (BX)vsState Street Corp (STT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

State Street Corp generates 4% more annual revenue ($15.02B vs $14.40B). STT leads profitability with a 23.0% profit margin vs 21.2%. STT appears more attractively valued with a PEG of 0.78. BX earns a higher WallStSmart Score of 63/100 (C+).

BX

Buy

63

out of 100

Grade: C+

Growth: 6.7Profit: 9.0Value: 5.0Quality: 4.3
Piotroski: 3/9Altman Z: 1.29

STT

Buy

62

out of 100

Grade: C+

Growth: 4.0Profit: 7.0Value: 7.0Quality: 4.5
Piotroski: 5/9Altman Z: -0.03

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BX4 strengths · Avg: 9.5/10
Return on EquityProfitability
39.0%10/10

Every $100 of equity generates 39 in profit

Operating MarginProfitability
38.0%10/10

Strong operational efficiency at 38.0%

Market CapQuality
$150.12B9/10

Large-cap with strong market position

Profit MarginProfitability
21.2%9/10

Keeps 21 of every $100 in revenue as profit

STT6 strengths · Avg: 8.3/10
Market CapQuality
$50.93B9/10

Large-cap with strong market position

Profit MarginProfitability
23.0%9/10

Keeps 23 of every $100 in revenue as profit

PEG RatioValuation
0.788/10

Growing faster than its price suggests

P/E RatioValuation
16.4x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Operating MarginProfitability
27.8%8/10

Strong operational efficiency at 27.8%

Areas to Watch

BX4 concerns · Avg: 3.8/10
P/E RatioValuation
31.8x4/10

Premium valuation, high expectations priced in

Price/BookValuation
12.9x4/10

Trading at 12.9x book value

EPS GrowthGrowth
3.9%4/10

3.9% earnings growth

Debt/EquityHealth
1.563/10

Elevated debt levels

STT4 concerns · Avg: 2.3/10
Debt/EquityHealth
1.083/10

Elevated debt levels

Revenue GrowthGrowth
-2.8%2/10

Revenue declined 2.8%

EPS GrowthGrowth
-24.1%2/10

Earnings declined 24.1%

Free Cash FlowQuality
$-12.41B2/10

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, Market Cap. Profitability is solid with margins at 21.2% and operating margin at 38.0%. PEG of 1.46 suggests the stock is reasonably priced for its growth.

Bull Case : STT

The strongest argument for STT centers on Market Cap, Profit Margin, PEG Ratio. Profitability is solid with margins at 23.0% and operating margin at 27.8%. PEG of 0.78 suggests the stock is reasonably priced for its growth.

Bear Case : BX

The primary concerns for BX are P/E Ratio, Price/Book, EPS Growth. Debt-to-equity of 1.56 is elevated, increasing financial risk.

Bear Case : STT

The primary concerns for STT are Debt/Equity, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

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

BX carries more volatility with a beta of 1.58 — 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 (63/100 vs 62/100), 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.

State Street Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

State Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide.

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