Blackstone Group Inc (BX)vsSixth Street Specialty Lending Inc (TSLX)
BX
Blackstone Group Inc
$108.38
+0.37%
FINANCIAL SERVICES · Cap: $131.98B
TSLX
Sixth Street Specialty Lending Inc
$17.75
0.00%
FINANCIAL SERVICES · Cap: $1.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Blackstone Group Inc generates 3065% more annual revenue ($14.21B vs $449.06M). TSLX leads profitability with a 38.0% profit margin vs 21.2%. BX appears more attractively valued with a PEG of 1.17. BX earns a higher WallStSmart Score of 77/100 (B+).
BX
Strong Buy77
out of 100
Grade: B+
TSLX
Buy60
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
-63.4%
Fair Value
$12.31
Current Price
$17.75
$5.44 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
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 77.0%
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
Weak financial health signals
Revenue declined 12.5%
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 : TSLX
The strongest argument for TSLX centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 38.0% and operating margin at 77.0%. PEG of 1.27 suggests the stock is reasonably priced for its growth.
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 : TSLX
The primary concerns for TSLX are Market Cap, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
BX profiles as a growth stock while TSLX 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.
TSLX generates stronger free cash flow (52M), providing more financial flexibility.
Bottom Line
BX scores higher overall (77/100 vs 60/100), backed by strong 21.2% margins and 50.6% revenue growth. 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.
Sixth Street Specialty Lending Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Sixth Street Specialty Lending Inc. (TSLX) is a leading provider of financing solutions, primarily focusing on debt investments for private equity-backed middle market companies. The firm leverages its extensive industry expertise and strong relationships to offer tailored capital solutions that enhance returns while managing risks effectively. With a commitment to innovation, TSLX provides flexible financing options that prioritize sustainable income and long-term shareholder value. As part of Sixth Street Partners, TSLX enjoys a diversified investment platform, solidifying its stature as a key player in the specialty lending sector.
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