WallStSmart

Blackstone Group Inc (BX)vsHercules Capital, Inc. (HTGC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 2692% more annual revenue ($15.48B vs $554.52M). HTGC leads profitability with a 59.9% profit margin vs 22.7%. HTGC appears more attractively valued with a PEG of 0.53. 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

HTGC

Strong Buy

68

out of 100

Grade: B-

Growth: 6.7Profit: 8.0Value: 7.7Quality: 3.5
Piotroski: 5/9Altman Z: 0.98

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

HTGC6 strengths · Avg: 9.3/10
P/E RatioValuation
8.1x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Profit MarginProfitability
59.9%10/10

Keeps 60 of every $100 in revenue as profit

Operating MarginProfitability
84.0%10/10

Strong operational efficiency at 84.0%

PEG RatioValuation
0.538/10

Growing faster than its price suggests

Revenue GrowthGrowth
18.4%8/10

18.4% revenue growth

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
12.1x4/10

Trading at 12.1x book value

Debt/EquityHealth
1.563/10

Elevated debt levels

HTGC4 concerns · Avg: 2.3/10
Debt/EquityHealth
1.153/10

Elevated debt levels

EPS GrowthGrowth
-20.8%2/10

Earnings declined 20.8%

Free Cash FlowQuality
$-230.65M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.982/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BX

The strongest argument for BX centers on Return on Equity, Operating Margin, 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 : HTGC

The strongest argument for HTGC centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 59.9% and operating margin at 84.0%. Revenue growth of 18.4% demonstrates continued momentum.

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 : HTGC

The primary concerns for HTGC are Debt/Equity, EPS Growth, Free Cash Flow.

Key Dynamics to Monitor

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.

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

Bottom Line

BX scores higher overall (73/100 vs 68/100), backed by strong 22.7% margins and 28.6% revenue growth. Both earn "Strong Buy" and "Strong 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.

Hercules Capital, Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Hercules Capital, Inc. (HTGC) is a leading publicly traded business development company that specializes in providing tailored debt and equity financing solutions to growth-oriented companies, primarily in the technology and life sciences sectors. Leveraging its deep industry knowledge and expertise, Hercules focuses on investing in high-growth firms, facilitating their scalability while ensuring a diversified portfolio that prioritizes credit quality and risk-adjusted returns. As a strategic partner for innovative ventures, Hercules Capital is dedicated to fostering sustainable value, making it an attractive investment opportunity for institutional investors seeking exposure to dynamic and emerging markets.

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