WallStSmart

Blackstone Group Inc (BX)vsVirtus Investment Partners, Inc. (VRTS)

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Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 1776% more annual revenue ($15.48B vs $825.30M). BX leads profitability with a 22.7% profit margin vs 14.5%. VRTS appears more attractively valued with a PEG of 0.56. BX earns a higher WallStSmart Score of 75/100 (B+).

BX

Strong Buy

75

out of 100

Grade: B+

Growth: 9.3Profit: 9.0Value: 5.7Quality: 3.5
Piotroski: 3/9Altman Z: 1.29

VRTS

Buy

63

out of 100

Grade: C+

Growth: 3.3Profit: 5.5Value: 7.7Quality: 4.5
Piotroski: 5/9Altman Z: 0.88

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BX6 strengths · Avg: 9.3/10
Return on EquityProfitability
39.0%10/10

Every $100 of equity generates 39 in profit

Operating MarginProfitability
54.4%10/10

Strong operational efficiency at 54.4%

EPS GrowthGrowth
57.3%10/10

Earnings expanding 57.3% YoY

Market CapQuality
$142.56B9/10

Large-cap with strong market position

Profit MarginProfitability
22.7%9/10

Keeps 23 of every $100 in revenue as profit

Revenue GrowthGrowth
28.6%8/10

Revenue surging 28.6% year-over-year

VRTS3 strengths · Avg: 9.3/10
P/E RatioValuation
7.4x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

PEG RatioValuation
0.568/10

Growing faster than its price suggests

Areas to Watch

BX4 concerns · Avg: 3.5/10
P/E RatioValuation
27.8x4/10

Moderate valuation

Price/BookValuation
10.5x4/10

Trading at 10.5x book value

Debt/EquityHealth
1.563/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

VRTS4 concerns · Avg: 2.0/10
Market CapQuality
$863.00M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-4.4%2/10

Revenue declined 4.4%

Altman Z-ScoreHealth
0.882/10

Distress zone — elevated risk

Debt/EquityHealth
2.991/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : BX

The strongest argument for BX centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 22.7% and operating margin at 54.4%. Revenue growth of 28.6% demonstrates continued momentum.

Bull Case : VRTS

The strongest argument for VRTS centers on P/E Ratio, Price/Book, PEG Ratio. PEG of 0.56 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 1.56 is elevated, increasing financial risk.

Bear Case : VRTS

The primary concerns for VRTS are Market Cap, Revenue Growth, Altman Z-Score. Debt-to-equity of 2.99 is elevated, increasing financial risk.

Key Dynamics to Monitor

BX profiles as a growth stock while VRTS is a declining play — different risk/reward profiles.

BX carries more volatility with a beta of 1.56 — expect wider price swings.

BX is growing revenue faster at 28.6% — sustainability is the question.

BX generates stronger free cash flow (1.9B), providing more financial flexibility.

Bottom Line

BX scores higher overall (75/100 vs 63/100), backed by strong 22.7% margins and 28.6% 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.

Virtus Investment Partners, Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Virtus Investment Partners, Inc. is a publicly owned investment manager. The company is headquartered in Hartford, Connecticut.

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