Blackstone Group Inc (BX)vsJohnson & Johnson (JNJ)
BX
Blackstone Group Inc
$108.38
+0.37%
FINANCIAL SERVICES · Cap: $131.98B
JNJ
Johnson & Johnson
$239.93
+1.98%
HEALTHCARE · Cap: $567.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 563% more annual revenue ($94.19B vs $14.21B). JNJ leads profitability with a 28.5% profit margin vs 21.2%. BX appears more attractively valued with a PEG of 1.17. BX earns a higher WallStSmart Score of 77/100 (B+).
BX
Strong Buy77
out of 100
Grade: B+
JNJ
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+35.7%
Fair Value
$181.12
Current Price
$108.38
$72.74 discount
Margin of Safety
+54.5%
Fair Value
$516.67
Current Price
$239.93
$276.74 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 52.8%
Revenue surging 50.6% year-over-year
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Keeps 21 of every $100 in revenue as profit
Earnings expanding 42.5% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 35 in profit
Keeps 28 of every $100 in revenue as profit
Strong operational efficiency at 24.0%
Earnings expanding 48.6% YoY
Generating 5.5B in free cash flow
Areas to Watch
Moderate valuation
Trading at 9.8x book value
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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 : JNJ
The strongest argument for JNJ centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 28.5% and operating margin at 24.0%.
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 : JNJ
The primary concerns for JNJ are PEG Ratio.
Key Dynamics to Monitor
BX profiles as a growth stock while JNJ is a mature 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.
JNJ generates stronger free cash flow (5.5B), providing more financial flexibility.
Bottom Line
BX scores higher overall (77/100 vs 71/100), backed by strong 21.2% margins and 50.6% revenue growth. JNJ offers better value entry with a 54.5% margin of safety. 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.
Johnson & Johnson
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Johnson & Johnson (J&J) is an American multinational corporation founded in 1886 that develops medical devices, pharmaceuticals, and consumer packaged goods. Its common stock is a component of the Dow Jones Industrial Average and the company is ranked No. 36 on the 2021 Fortune 500 list of the largest United States corporations by total revenue. Johnson & Johnson is one of the world's most valuable companies, and is one of only two U.S.-based companies that has a prime credit rating of AAA, higher than that of the United States government.
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