WallStSmart

Blackstone Group Inc (BX)vsInvesco Plc (IVZ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 123% more annual revenue ($14.21B vs $6.38B). BX leads profitability with a 21.2% profit margin vs -4.4%. IVZ appears more attractively valued with a PEG of 0.38. BX earns a higher WallStSmart Score of 77/100 (B+).

BX

Strong Buy

77

out of 100

Grade: B+

Growth: 10.0Profit: 9.0Value: 10.0Quality: 5.3
Piotroski: 2/9

IVZ

Strong Buy

66

out of 100

Grade: B-

Growth: 4.7Profit: 4.0Value: 6.7Quality: 4.5
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BXUndervalued (+35.7%)

Margin of Safety

+35.7%

Fair Value

$181.12

Current Price

$108.38

$72.74 discount

UndervaluedFair: $181.12Overvalued

Intrinsic value data unavailable for IVZ.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BX6 strengths · Avg: 9.2/10
Operating MarginProfitability
52.8%10/10

Strong operational efficiency at 52.8%

Revenue GrowthGrowth
50.6%10/10

Revenue surging 50.6% year-over-year

Market CapQuality
$131.98B9/10

Large-cap with strong market position

Return on EquityProfitability
29.2%9/10

Every $100 of equity generates 29 in profit

Profit MarginProfitability
21.2%9/10

Keeps 21 of every $100 in revenue as profit

EPS GrowthGrowth
42.5%8/10

Earnings expanding 42.5% YoY

IVZ3 strengths · Avg: 9.3/10
PEG RatioValuation
0.3810/10

Growing faster than its price suggests

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Operating MarginProfitability
20.4%8/10

Strong operational efficiency at 20.4%

Areas to Watch

BX4 concerns · Avg: 3.5/10
P/E RatioValuation
27.9x4/10

Moderate valuation

Price/BookValuation
9.8x4/10

Trading at 9.8x book value

Debt/EquityHealth
1.633/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

IVZ3 concerns · Avg: 2.3/10
EPS GrowthGrowth
4.5%4/10

4.5% earnings growth

Return on EquityProfitability
-1.2%2/10

ROE of -1.2% — below average capital efficiency

Profit MarginProfitability
-4.4%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull 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 : IVZ

The strongest argument for IVZ centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.38 suggests the stock is reasonably priced for its growth.

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 : IVZ

The primary concerns for IVZ are EPS Growth, Return on Equity, Profit Margin.

Key Dynamics to Monitor

BX profiles as a growth stock while IVZ is a turnaround play — different risk/reward profiles.

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.

IVZ generates stronger free cash flow (432M), providing more financial flexibility.

Bottom Line

BX scores higher overall (77/100 vs 66/100), backed by strong 21.2% margins and 50.6% 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.

Invesco Plc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia.

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