WallStSmart

Blackstone Group Inc (BX)vsGladstone Investment Corporation (GAIN)

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Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 14789% more annual revenue ($15.47B vs $103.89M). GAIN leads profitability with a 158.9% profit margin vs 23.0%. BX appears more attractively valued with a PEG of 1.17. GAIN earns a higher WallStSmart Score of 77/100 (B+).

BX

Buy

59

out of 100

Grade: C

Growth: 5.3Profit: 9.0Value: 5.7Quality: 4.0
Piotroski: 3/9Altman Z: 1.29

GAIN

Strong Buy

77

out of 100

Grade: B+

Growth: 9.3Profit: 8.5Value: 5.7Quality: 4.0
Piotroski: 2/9Altman Z: 1.34

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BX4 strengths · Avg: 9.5/10
Return on EquityProfitability
40.2%10/10

Every $100 of equity generates 40 in profit

Operating MarginProfitability
48.9%10/10

Strong operational efficiency at 48.9%

Market CapQuality
$141.65B9/10

Large-cap with strong market position

Profit MarginProfitability
23.0%9/10

Keeps 23 of every $100 in revenue as profit

GAIN6 strengths · Avg: 9.8/10
P/E RatioValuation
3.5x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Profit MarginProfitability
158.9%10/10

Keeps 159 of every $100 in revenue as profit

Operating MarginProfitability
94.4%10/10

Strong operational efficiency at 94.4%

EPS GrowthGrowth
326.5%10/10

Earnings expanding 326.5% YoY

Return on EquityProfitability
25.5%9/10

Every $100 of equity generates 26 in profit

Areas to Watch

BX4 concerns · Avg: 3.8/10
P/E RatioValuation
26.4x4/10

Moderate valuation

Price/BookValuation
10.7x4/10

Trading at 10.7x book value

EPS GrowthGrowth
3.7%4/10

3.7% earnings growth

Debt/EquityHealth
1.613/10

Elevated debt levels

GAIN4 concerns · Avg: 2.5/10
Market CapQuality
$648.30M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
5.412/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.342/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BX

The strongest argument for BX centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 23.0% and operating margin at 48.9%. PEG of 1.17 suggests the stock is reasonably priced for its growth.

Bull Case : GAIN

The strongest argument for GAIN centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 158.9% and operating margin at 94.4%. Revenue growth of 20.4% demonstrates continued momentum.

Bear Case : BX

The primary concerns for BX are P/E Ratio, Price/Book, EPS Growth. Debt-to-equity of 1.61 is elevated, increasing financial risk.

Bear Case : GAIN

The primary concerns for GAIN are Market Cap, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

BX profiles as a declining stock while GAIN is a growth play — different risk/reward profiles.

BX carries more volatility with a beta of 1.59 — expect wider price swings.

GAIN is growing revenue faster at 20.4% — sustainability is the question.

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

Bottom Line

GAIN scores higher overall (77/100 vs 59/100), backed by strong 158.9% margins and 20.4% 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.

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.

Gladstone Investment Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Gladstone Investment Corporation (GAIN) is a publicly traded business development company that focuses on offering tailored financing solutions to small and mid-sized private enterprises via a strategic mix of debt and equity investments. With a diverse portfolio across multiple sectors, GAIN aims to provide both stable income and long-term capital appreciation for its shareholders. Backed by the reputable Gladstone family of funds, the firm is committed to rigorous risk management practices and aligns closely with investor interests, bolstered by an experienced management team and strong industry networks, thus establishing itself as a key participant in the alternative investment sector.

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