WallStSmart

Blackstone Group Inc (BX)vsNuveen Variable Rate Preferred & Income Fund (NPFD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 29812% more annual revenue ($14.40B vs $48.13M). NPFD leads profitability with a 108.7% profit margin vs 21.2%. NPFD trades at a lower P/E of 9.0x. BX earns a higher WallStSmart Score of 61/100 (C+).

BX

Buy

61

out of 100

Grade: C+

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

NPFD

Buy

60

out of 100

Grade: C+

Growth: 6.3Profit: 8.0Value: 6.7Quality: 5.0

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

NPFD5 strengths · Avg: 9.6/10
P/E RatioValuation
9.0x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Profit MarginProfitability
108.7%10/10

Keeps 109 of every $100 in revenue as profit

Operating MarginProfitability
83.3%10/10

Strong operational efficiency at 83.3%

EPS GrowthGrowth
23.6%8/10

Earnings expanding 23.6% YoY

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
11.4x4/10

Trading at 11.4x book value

EPS GrowthGrowth
3.9%4/10

3.9% earnings growth

NPFD1 concerns · Avg: 3.0/10
Market CapQuality
$468.78M3/10

Smaller company, higher risk/reward

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 : NPFD

The strongest argument for NPFD centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 108.7% and operating margin at 83.3%.

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 : NPFD

The primary concerns for NPFD are Market Cap.

Key Dynamics to Monitor

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

NPFD is growing revenue faster at 6.8% — 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

BX scores higher overall (61/100 vs 60/100), backed by strong 21.2% margins. Both earn "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.

Nuveen Variable Rate Preferred & Income Fund

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

The Nuveen Variable Rate Preferred & Income Fund (NPFD) is a closed-end fund designed for investors seeking substantial current income through investments in variable-rate preferred and income-generating securities. Managed by Nuveen, a leader in investment management, NPFD employs a disciplined approach to portfolio construction, focusing on high-quality assets to achieve attractive risk-adjusted returns. With a strategic emphasis on income stability in fluctuating interest rate environments, the fund provides institutional investors with a compelling opportunity to capitalize on the preferred securities market while effectively managing income dynamics.

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