WallStSmart

BlackRock Technology and Private Equity Term Trust (BTX)vsBlackstone Group Inc (BX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BX leads profitability with a 21.2% profit margin vs 0.0%. BTX trades at a lower P/E of 17.2x. BX earns a higher WallStSmart Score of 77/100 (B+).

BTX

Avoid

29

out of 100

Grade: F

Growth: 4.3Profit: 3.0Value: 5.7Quality: 4.3
Piotroski: 1/9

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

BTXSignificantly Overvalued (-163.5%)

Margin of Safety

-163.5%

Fair Value

$2.52

Current Price

$6.65

$4.13 premium

UndervaluedFair: $2.52Overvalued
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

BTX1 strengths · Avg: 8.0/10
P/E RatioValuation
17.2x8/10

Attractively priced relative to earnings

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

BTX4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$744.61M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

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 : BTX

The strongest argument for BTX centers on P/E Ratio.

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 : BTX

The primary concerns for BTX are Revenue Growth, EPS Growth, Market Cap.

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

BTX profiles as a value stock while BX is a growth play — different risk/reward profiles.

BX is growing revenue faster at 50.6% — sustainability is the question.

BTX generates stronger free cash flow (878M), providing more financial flexibility.

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

Bottom Line

BX scores higher overall (77/100 vs 29/100), backed by strong 21.2% margins and 50.6% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

BlackRock Technology and Private Equity Term Trust

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Brooklyn ImmunoTherapeutics, Inc., a clinical-stage biopharmaceutical company, is dedicated to developing therapies to treat cancer patients. The company is headquartered in Brooklyn, New York.

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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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