Blackstone Group Inc (BX)vsCrowdstrike Holdings Inc (CRWD)
BX
Blackstone Group Inc
$108.38
+0.37%
FINANCIAL SERVICES · Cap: $131.98B
CRWD
Crowdstrike Holdings Inc
$385.86
-1.81%
TECHNOLOGY · Cap: $99.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Blackstone Group Inc generates 195% more annual revenue ($14.21B vs $4.81B). BX leads profitability with a 21.2% profit margin vs -3.4%. BX appears more attractively valued with a PEG of 1.17. BX earns a higher WallStSmart Score of 77/100 (B+).
BX
Strong Buy77
out of 100
Grade: B+
CRWD
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+35.7%
Fair Value
$181.12
Current Price
$108.38
$72.74 discount
Intrinsic value data unavailable for CRWD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 52.8%
Revenue surging 50.6% year-over-year
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Keeps 21 of every $100 in revenue as profit
Earnings expanding 42.5% YoY
Large-cap with strong market position
Revenue surging 23.3% year-over-year
Areas to Watch
Moderate valuation
Trading at 9.8x book value
Elevated debt levels
Weak financial health signals
Operating margin of 1.0%
Weak financial health signals
Expensive relative to growth rate
Trading at 22.1x book value
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : CRWD
The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
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.
Bear Case : CRWD
The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
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.
CRWD generates stronger free cash flow (376M), providing more financial flexibility.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BX scores higher overall (77/100 vs 40/100), backed by strong 21.2% margins and 50.6% revenue growth. Both earn "Strong Buy" and "Hold" 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.
Crowdstrike Holdings Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
CrowdStrike Holdings, Inc. provides cloud solutions for endpoint and cloud workload protection in the United States, Australia, Germany, India, Israel, Romania, and the United Kingdom. The company is headquartered in Sunnyvale, California.
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