WallStSmart

Blackstone Group Inc (BX)vsMainStay CBRE Global Infrastructure Megatrends Fund (MEGI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BX leads profitability with a 22.7% profit margin vs 0.0%. MEGI trades at a lower P/E of 4.7x. BX earns a higher WallStSmart Score of 75/100 (B+).

BX

Strong Buy

75

out of 100

Grade: B+

Growth: 9.3Profit: 9.0Value: 5.7Quality: 3.5
Piotroski: 3/9Altman Z: 1.29

MEGI

Hold

37

out of 100

Grade: F

Growth: 4.3Profit: 5.0Value: 6.7Quality: 5.8
Piotroski: 4/9

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
$149.90B9/10

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

MEGI2 strengths · Avg: 9.5/10
P/E RatioValuation
4.7x10/10

Attractively priced relative to earnings

Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

Areas to Watch

BX4 concerns · Avg: 3.5/10
P/E RatioValuation
28.9x4/10

Moderate valuation

Price/BookValuation
11.4x4/10

Trading at 11.4x book value

Debt/EquityHealth
1.563/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

MEGI4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$761.98M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

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 : MEGI

The strongest argument for MEGI centers on P/E Ratio, Debt/Equity.

Bear Case : BX

The primary concerns for BX are P/E Ratio, Price/Book, Debt/Equity. Debt-to-equity of 1.56 is elevated, increasing financial risk.

Bear Case : MEGI

The primary concerns for MEGI are Revenue Growth, EPS Growth, Market Cap.

Key Dynamics to Monitor

BX profiles as a growth stock while MEGI is a value play — different risk/reward profiles.

BX is growing revenue faster at 28.6% — sustainability is the question.

BX generates stronger free cash flow (1.9B), providing more financial flexibility.

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

Bottom Line

BX scores higher overall (75/100 vs 37/100), backed by strong 22.7% margins and 28.6% revenue growth. Both earn "Strong Buy" and "Hold" 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.

MainStay CBRE Global Infrastructure Megatrends Fund

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

The MainStay CBRE Global Infrastructure Megatrends Fund (MEGI) provides institutional investors with a strategic avenue to engage in a diversified portfolio targeting global infrastructure sectors that are pivotal to megatrends such as urbanization, technological innovation, and sustainability. Focused on essential areas including utilities, transportation, and communications, the fund aims to achieve both capital appreciation and reliable income generation through a disciplined investment strategy. With a seasoned management team adept at navigating the complexities of the evolving infrastructure landscape, MEGI seeks to capitalize on the growing demand for advanced infrastructure solutions, delivering attractive risk-adjusted returns in a dynamic market.

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