WallStSmart

Blackstone Group Inc (BX)vsPershing Square USA, Ltd. (PSUS)

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Smart Verdict

WallStSmart Research — data-driven comparison

BX leads profitability with a 23.0% profit margin vs 0.0%. BX earns a higher WallStSmart Score of 59/100 (C).

BX

Buy

59

out of 100

Grade: C

Growth: 5.3Profit: 9.0Value: 5.7Quality: 4.0
Piotroski: 3/9Altman Z: 1.29

PSUS

Avoid

23

out of 100

Grade: F

Growth: 4.3Profit: 4.0Value: 5.0Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BX5 strengths · Avg: 9.2/10
Return on EquityProfitability
40.2%10/10

Every $100 of equity generates 40 in profit

Operating MarginProfitability
48.9%10/10

Strong operational efficiency at 48.9%

Market CapQuality
$141.65B9/10

Large-cap with strong market position

Profit MarginProfitability
23.0%9/10

Keeps 23 of every $100 in revenue as profit

Free Cash FlowQuality
$1.92B8/10

Generating 1.9B in free cash flow

PSUS0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

BX4 concerns · Avg: 3.8/10
P/E RatioValuation
26.4x4/10

Moderate valuation

Price/BookValuation
10.7x4/10

Trading at 10.7x book value

EPS GrowthGrowth
3.7%4/10

3.7% earnings growth

Debt/EquityHealth
1.613/10

Elevated debt levels

PSUS4 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

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

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, Market Cap. Profitability is solid with margins at 23.0% and operating margin at 48.9%. PEG of 1.17 suggests the stock is reasonably priced for its growth.

Bull Case : PSUS

PSUS has a balanced fundamental profile.

Bear Case : BX

The primary concerns for BX are P/E Ratio, Price/Book, EPS Growth. Debt-to-equity of 1.61 is elevated, increasing financial risk.

Bear Case : PSUS

The primary concerns for PSUS are Revenue Growth, EPS Growth, Return on Equity.

Key Dynamics to Monitor

BX profiles as a declining stock while PSUS is a value play — different risk/reward profiles.

PSUS is growing revenue faster at 0.0% — sustainability is the question.

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

Bottom Line

BX scores higher overall (59/100 vs 23/100), backed by strong 23.0% margins. Both earn "Buy" and "Avoid" 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.

Pershing Square USA, Ltd.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Pershing Square USA, Ltd. (PSUS) is a prominent investment management firm based in New York City, renowned for its activist investment approach and focused portfolio strategy. Established by Bill Ackman, PSUS specializes in identifying and acquiring stakes in undervalued companies with significant growth potential while engaging constructively with management to maximize shareholder value. The firm employs a rigorous research-driven investment methodology with a commitment to long-term returns, positioning itself as a strategic partner for institutional investors seeking high-conviction investment opportunities in the public equity market. With a proven track record in enhancing corporate governance and delivering robust risk-adjusted returns, PSUS stands out in the competitive landscape of investment management.

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