WallStSmart

Ameriprise Financial Inc (AMP)vsBlackstone Group Inc (BX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ameriprise Financial Inc generates 34% more annual revenue ($19.32B vs $14.40B). BX leads profitability with a 21.2% profit margin vs 20.2%. AMP appears more attractively valued with a PEG of 1.57. AMP earns a higher WallStSmart Score of 74/100 (B).

AMP

Strong Buy

74

out of 100

Grade: B

Growth: 7.3Profit: 8.0Value: 6.3Quality: 5.3
Piotroski: 4/9

BX

Buy

60

out of 100

Grade: C

Growth: 6.7Profit: 9.0Value: 4.3Quality: 3.8
Piotroski: 2/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMP5 strengths · Avg: 9.8/10
P/E RatioValuation
11.6x10/10

Attractively priced relative to earnings

Return on EquityProfitability
66.9%10/10

Every $100 of equity generates 67 in profit

Operating MarginProfitability
37.2%10/10

Strong operational efficiency at 37.2%

EPS GrowthGrowth
66.0%10/10

Earnings expanding 66.0% YoY

Profit MarginProfitability
20.2%9/10

Keeps 20 of every $100 in revenue as profit

BX4 strengths · Avg: 9.3/10
Operating MarginProfitability
38.0%10/10

Strong operational efficiency at 38.0%

Market CapQuality
$150.45B9/10

Large-cap with strong market position

Return on EquityProfitability
29.5%9/10

Every $100 of equity generates 30 in profit

Profit MarginProfitability
21.2%9/10

Keeps 21 of every $100 in revenue as profit

Areas to Watch

AMP2 concerns · Avg: 3.0/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

Free Cash FlowQuality
$-2.88B2/10

Negative free cash flow — burning cash

BX4 concerns · Avg: 4.0/10
PEG RatioValuation
1.854/10

Expensive relative to growth rate

P/E RatioValuation
32.4x4/10

Premium valuation, high expectations priced in

Price/BookValuation
11.5x4/10

Trading at 11.5x book value

EPS GrowthGrowth
3.9%4/10

3.9% earnings growth

Comparative Analysis Report

WallStSmart Research

Bull Case : AMP

The strongest argument for AMP centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 20.2% and operating margin at 37.2%.

Bull Case : BX

The strongest argument for BX centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 21.2% and operating margin at 38.0%.

Bear Case : AMP

The primary concerns for AMP are PEG Ratio, Free Cash Flow.

Bear Case : BX

The primary concerns for BX are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 1.63 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

AMP is growing revenue faster at 9.0% — sustainability is the question.

BX generates stronger free cash flow (-25M), providing more financial flexibility.

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

Bottom Line

AMP scores higher overall (74/100 vs 60/100), backed by strong 20.2% 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.

Ameriprise Financial Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Ameriprise Financial, Inc. is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis, Minnesota. It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning.

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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