WallStSmart

Barings BDC Inc (BBDC)vsBlackstone Group Inc (BX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 4990% more annual revenue ($14.21B vs $279.21M). BBDC leads profitability with a 36.5% 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+).

BBDC

Buy

55

out of 100

Grade: C

Growth: 5.3Profit: 8.0Value: 6.0Quality: 5.0

BX

Strong Buy

77

out of 100

Grade: B+

Growth: 10.0Profit: 9.0Value: 10.0Quality: 5.3
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BBDCUndervalued (+7.1%)

Margin of Safety

+7.1%

Fair Value

$9.86

Current Price

$8.18

$1.68 discount

UndervaluedFair: $9.86Overvalued
BXUndervalued (+35.7%)

Margin of Safety

+35.7%

Fair Value

$181.12

Current Price

$108.38

$72.74 discount

UndervaluedFair: $181.12Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BBDC4 strengths · Avg: 10.0/10
P/E RatioValuation
8.4x10/10

Attractively priced relative to earnings

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Profit MarginProfitability
36.5%10/10

Keeps 37 of every $100 in revenue as profit

Operating MarginProfitability
74.2%10/10

Strong operational efficiency at 74.2%

BX6 strengths · Avg: 9.2/10
Operating MarginProfitability
52.8%10/10

Strong operational efficiency at 52.8%

Revenue GrowthGrowth
50.6%10/10

Revenue surging 50.6% year-over-year

Market CapQuality
$131.98B9/10

Large-cap with strong market position

Return on EquityProfitability
29.2%9/10

Every $100 of equity generates 29 in profit

Profit MarginProfitability
21.2%9/10

Keeps 21 of every $100 in revenue as profit

EPS GrowthGrowth
42.5%8/10

Earnings expanding 42.5% YoY

Areas to Watch

BBDC4 concerns · Avg: 2.8/10
EPS GrowthGrowth
2.1%4/10

2.1% earnings growth

Market CapQuality
$851.27M3/10

Smaller company, higher risk/reward

PEG RatioValuation
3.152/10

Expensive relative to growth rate

Revenue GrowthGrowth
-3.8%2/10

Revenue declined 3.8%

BX4 concerns · Avg: 3.5/10
P/E RatioValuation
27.9x4/10

Moderate valuation

Price/BookValuation
9.8x4/10

Trading at 9.8x book value

Debt/EquityHealth
1.633/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : BBDC

The strongest argument for BBDC centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 36.5% and operating margin at 74.2%.

Bull 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.

Bear Case : BBDC

The primary concerns for BBDC are EPS Growth, Market Cap, PEG Ratio.

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.

Key Dynamics to Monitor

BBDC profiles as a declining stock while BX is a growth 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.

BBDC generates stronger free cash flow (205M), providing more financial flexibility.

Bottom Line

BX scores higher overall (77/100 vs 55/100), 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.

Barings BDC Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Barings BDC Inc (BBDC) is a leading business development company dedicated to delivering customized debt and equity financing solutions tailored for middle-market enterprises across the United States. The firm employs a value-oriented investment strategy, enriched by Barings' extensive industry expertise, to capitalize on strategic opportunities within the private credit market. Focusing on a diversified portfolio, BBDC aims to yield attractive risk-adjusted returns for investors while maintaining a strong commitment to responsible investment practices. With a well-established investment pipeline and a profound understanding of sector dynamics, Barings BDC is strategically positioned to excel in the evolving landscape of alternative investment opportunities.

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.

Want to dig deeper into these stocks?