WallStSmart

Affiliated Managers Group, Inc. (AMG)vsBlackstone Group Inc (BX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 578% more annual revenue ($14.40B vs $2.12B). AMG leads profitability with a 35.5% profit margin vs 21.2%. AMG appears more attractively valued with a PEG of 1.07. AMG earns a higher WallStSmart Score of 72/100 (B).

AMG

Strong Buy

72

out of 100

Grade: B

Growth: 6.7Profit: 7.5Value: 6.3Quality: 6.0
Piotroski: 5/9Altman Z: 2.49

BX

Buy

61

out of 100

Grade: C+

Growth: 6.7Profit: 9.0Value: 5.0Quality: 3.5
Piotroski: 3/9Altman Z: 1.29

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMG6 strengths · Avg: 8.8/10
Profit MarginProfitability
35.5%10/10

Keeps 36 of every $100 in revenue as profit

EPS GrowthGrowth
73.6%10/10

Earnings expanding 73.6% YoY

Return on EquityProfitability
24.4%9/10

Every $100 of equity generates 24 in profit

P/E RatioValuation
14.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
22.1%8/10

Strong operational efficiency at 22.1%

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

Areas to Watch

AMG0 concerns · Avg: 0/10

No major concerns identified

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

Comparative Analysis Report

WallStSmart Research

Bull Case : AMG

The strongest argument for AMG centers on Profit Margin, EPS Growth, Return on Equity. Profitability is solid with margins at 35.5% and operating margin at 22.1%. PEG of 1.07 suggests the stock is reasonably priced for its growth.

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%.

Bear Case : AMG

No major red flags identified for AMG, but monitor valuation.

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.

Key Dynamics to Monitor

BX carries more volatility with a beta of 1.63 — expect wider price swings.

AMG is growing revenue faster at 9.7% — sustainability is the question.

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

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AMG scores higher overall (72/100 vs 61/100), backed by strong 35.5% margins. 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.

Affiliated Managers Group, Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Affiliated Managers Group, Inc., through its affiliates, is an asset management company providing investment management services to mutual funds, institutional clients and high net worth individuals in the United States. The company is headquartered in Prides Crossing, Massachusetts.

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.

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