Blackstone Group Inc (BX)vsFidus Investment Corp (FDUS)
BX
Blackstone Group Inc
$137.22
+1.87%
FINANCIAL SERVICES · Cap: $150.12B
FDUS
Fidus Investment Corp
$20.47
+1.44%
FINANCIAL SERVICES · Cap: $736.69M
Smart Verdict
WallStSmart Research — data-driven comparison
Blackstone Group Inc generates 8526% more annual revenue ($14.40B vs $166.90M). FDUS leads profitability with a 49.5% profit margin vs 21.2%. BX appears more attractively valued with a PEG of 1.46. BX earns a higher WallStSmart Score of 63/100 (C+).
BX
Buy63
out of 100
Grade: C+
FDUS
Buy61
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 39 in profit
Strong operational efficiency at 38.0%
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 72.5%
Revenue surging 30.2% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Trading at 12.9x book value
3.9% earnings growth
Elevated debt levels
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
Earnings declined 9.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : BX
The strongest argument for BX centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 21.2% and operating margin at 38.0%. PEG of 1.46 suggests the stock is reasonably priced for its growth.
Bull Case : FDUS
The strongest argument for FDUS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 49.5% and operating margin at 72.5%. Revenue growth of 30.2% demonstrates continued momentum.
Bear Case : BX
The primary concerns for BX are P/E Ratio, Price/Book, EPS Growth. Debt-to-equity of 1.56 is elevated, increasing financial risk.
Bear Case : FDUS
The primary concerns for FDUS are Market Cap, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
BX profiles as a mature stock while FDUS is a growth play — different risk/reward profiles.
BX carries more volatility with a beta of 1.58 — expect wider price swings.
FDUS is growing revenue faster at 30.2% — sustainability is the question.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BX scores higher overall (63/100 vs 61/100), backed by strong 21.2% margins. Both earn "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.
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.
Fidus Investment Corp
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Fidus Investment Corp (FDUS) is a publicly-traded business development company dedicated to offering tailored debt and equity investment solutions for lower middle-market enterprises across various sectors. The firm employs a disciplined investment strategy that emphasizes high current income and capital appreciation while maintaining a strong focus on credit quality and proactive portfolio management. As a regulated investment company, FDUS is committed to transparency and compliance, positioning itself as a trusted partner for growth-oriented businesses. With a robust track record of consistent returns, FDUS represents an attractive opportunity for institutional investors looking to enhance yield amidst a competitive market landscape.
Visit Website →Compare with Other ASSET MANAGEMENT Stocks
Want to dig deeper into these stocks?