WallStSmart

Blackstone Group Inc (BX)vsJPMorgan Chase & Co (JPM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 1105% more annual revenue ($173.56B vs $14.40B). JPM leads profitability with a 33.9% profit margin vs 21.2%. JPM appears more attractively valued with a PEG of 1.67. JPM earns a higher WallStSmart Score of 73/100 (B).

BX

Buy

61

out of 100

Grade: C+

Growth: 6.7Profit: 9.0Value: 4.3Quality: 3.8
Piotroski: 2/9

JPM

Strong Buy

73

out of 100

Grade: B

Growth: 8.0Profit: 8.0Value: 5.7Quality: 5.5
Piotroski: 4/9Altman Z: 0.55

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BX4 strengths · Avg: 9.3/10
Operating MarginProfitability
38.0%10/10

Strong operational efficiency at 38.0%

Market CapQuality
$149.52B9/10

Large-cap with strong market position

Return on EquityProfitability
29.5%9/10

Every $100 of equity generates 30 in profit

Profit MarginProfitability
21.2%9/10

Keeps 21 of every $100 in revenue as profit

JPM5 strengths · Avg: 9.2/10
Market CapQuality
$820.65B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
33.9%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
43.7%10/10

Strong operational efficiency at 43.7%

P/E RatioValuation
14.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Areas to Watch

BX4 concerns · Avg: 4.0/10
PEG RatioValuation
1.824/10

Expensive relative to growth rate

P/E RatioValuation
31.4x4/10

Premium valuation, high expectations priced in

Price/BookValuation
11.6x4/10

Trading at 11.6x book value

EPS GrowthGrowth
3.9%4/10

3.9% earnings growth

JPM4 concerns · Avg: 2.8/10
PEG RatioValuation
1.674/10

Expensive relative to growth rate

Debt/EquityHealth
1.383/10

Elevated debt levels

Free Cash FlowQuality
$-211.76B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.552/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BX

The strongest argument for BX centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 21.2% and operating margin at 38.0%.

Bull Case : JPM

The strongest argument for JPM centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 33.9% and operating margin at 43.7%. Revenue growth of 12.7% demonstrates continued momentum.

Bear Case : BX

The primary concerns for BX are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 1.63 is elevated, increasing financial risk.

Bear Case : JPM

The primary concerns for JPM are PEG Ratio, Debt/Equity, Free Cash Flow.

Key Dynamics to Monitor

BX carries more volatility with a beta of 1.63 — expect wider price swings.

JPM is growing revenue faster at 12.7% — sustainability is the question.

BX generates stronger free cash flow (958M), providing more financial flexibility.

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

Bottom Line

JPM scores higher overall (73/100 vs 61/100), backed by strong 33.9% margins and 12.7% 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.

JPMorgan Chase & Co

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is incorporated in Delaware. As a Bulge Bracket bank, it is a major provider of various investment banking and financial services. It is one of America's Big Four banks, along with Bank of America, Citigroup, and Wells Fargo. JPMorgan Chase is considered to be a universal bank and a custodian bank. The J.P. Morgan brand is used by the investment banking, asset management, private banking, private wealth management, and treasury services divisions.

Visit Website →

Want to dig deeper into these stocks?