Blackstone Group Inc (BX)vsNoah Holdings Ltd (NOAH)
BX
Blackstone Group Inc
$108.38
+0.37%
FINANCIAL SERVICES · Cap: $131.98B
NOAH
Noah Holdings Ltd
$11.45
-0.35%
FINANCIAL SERVICES · Cap: $783.86M
Smart Verdict
WallStSmart Research — data-driven comparison
Blackstone Group Inc generates 451% more annual revenue ($14.21B vs $2.58B). NOAH leads profitability with a 22.2% profit margin vs 21.2%. NOAH trades at a lower P/E of 9.7x. BX earns a higher WallStSmart Score of 77/100 (B+).
BX
Strong Buy77
out of 100
Grade: B+
NOAH
Buy56
out of 100
Grade: C
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
-55.0%
Fair Value
$7.75
Current Price
$11.45
$3.70 premium
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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 22 of every $100 in revenue as profit
Strong operational efficiency at 25.6%
Areas to Watch
Moderate valuation
Trading at 9.8x book value
Elevated debt levels
Weak financial health signals
2.2% revenue growth
Smaller company, higher risk/reward
ROE of 6.0% — below average capital efficiency
Earnings declined 16.8%
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 : NOAH
The strongest argument for NOAH centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 22.2% and operating margin at 25.6%.
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 : NOAH
The primary concerns for NOAH are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
BX profiles as a growth stock while NOAH is a value 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.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BX scores higher overall (77/100 vs 56/100), backed by strong 21.2% margins and 50.6% 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.
Noah Holdings Ltd
FINANCIAL SERVICES · ASSET MANAGEMENT · China
Noah Holdings Limited, is a provider of wealth and asset management services with a focus on investment and asset allocation services for high-net-worth individuals and companies in mainland China, Hong Kong and internationally. The company is headquartered in Shanghai, the People's Republic of China.
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