WallStSmart

Blackstone Group Inc (BX)vsEquus Total Return Closed Fund (EQS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 1146812% more annual revenue ($15.48B vs $1.35M). BX leads profitability with a 22.7% profit margin vs 0.0%. BX earns a higher WallStSmart Score of 73/100 (B).

BX

Strong Buy

73

out of 100

Grade: B

Growth: 9.3Profit: 9.0Value: 5.0Quality: 4.3
Piotroski: 3/9Altman Z: 1.29

EQS

Avoid

21

out of 100

Grade: F

Growth: 2.0Profit: 2.5Value: 5.0Quality: 6.0
Piotroski: 2/9Altman Z: -2.41

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BX6 strengths · Avg: 9.3/10
Return on EquityProfitability
39.0%10/10

Every $100 of equity generates 39 in profit

Operating MarginProfitability
54.4%10/10

Strong operational efficiency at 54.4%

EPS GrowthGrowth
57.3%10/10

Earnings expanding 57.3% YoY

Market CapQuality
$167.62B9/10

Large-cap with strong market position

Profit MarginProfitability
22.7%9/10

Keeps 23 of every $100 in revenue as profit

Revenue GrowthGrowth
28.6%8/10

Revenue surging 28.6% year-over-year

EQS2 strengths · Avg: 9.5/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.119/10

Conservative balance sheet, low leverage

Areas to Watch

BX4 concerns · Avg: 3.8/10
PEG RatioValuation
1.514/10

Expensive relative to growth rate

P/E RatioValuation
28.6x4/10

Moderate valuation

Price/BookValuation
12.5x4/10

Trading at 12.5x book value

Debt/EquityHealth
1.563/10

Elevated debt levels

EQS4 concerns · Avg: 2.8/10
Market CapQuality
$16.20M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-100.3%2/10

ROE of -100.3% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : BX

The strongest argument for BX centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 22.7% and operating margin at 54.4%. Revenue growth of 28.6% demonstrates continued momentum.

Bull Case : EQS

The strongest argument for EQS centers on Price/Book, Debt/Equity.

Bear Case : BX

The primary concerns for BX are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 1.56 is elevated, increasing financial risk.

Bear Case : EQS

The primary concerns for EQS are Market Cap, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

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

BX carries more volatility with a beta of 1.55 — expect wider price swings.

BX is growing revenue faster at 28.6% — sustainability is the question.

BX generates stronger free cash flow (1.9B), providing more financial flexibility.

Bottom Line

BX scores higher overall (73/100 vs 21/100), backed by strong 22.7% margins and 28.6% 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.

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.

Equus Total Return Closed Fund

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Equus Total Return Closed Fund (EQS) is a closed-end investment fund dedicated to generating long-term capital appreciation by strategically investing in distressed and undervalued equity and debt securities. The Fund employs a disciplined investment approach, leveraging unique market opportunities and expert collaboration to optimize returns. With its diversified portfolio, EQS effectively navigates complex turnaround scenarios, offering institutional investors a robust platform for capital deployment while adhering to rigorous risk management practices.

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