Blackstone Group Inc (BX)vsSBA Communications Corp (SBAC)
BX
Blackstone Group Inc
$125.58
+4.80%
FINANCIAL SERVICES · Cap: $153.49B
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Blackstone Group Inc generates 411% more annual revenue ($14.40B vs $2.82B). SBAC leads profitability with a 37.4% profit margin vs 21.2%. BX appears more attractively valued with a PEG of 1.75. BX earns a higher WallStSmart Score of 60/100 (C).
BX
Buy60
out of 100
Grade: C
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BX.
Margin of Safety
+12.1%
Fair Value
$217.30
Current Price
$221.20
$3.90 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 38.0%
Large-cap with strong market position
Every $100 of equity generates 30 in profit
Keeps 21 of every $100 in revenue as profit
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 11.8x book value
3.9% earnings growth
3.7% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 37.4% and operating margin at 52.4%.
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 : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
BX profiles as a mature stock while SBAC is a value play — different risk/reward profiles.
BX carries more volatility with a beta of 1.74 — expect wider price swings.
BX is growing revenue faster at 5.7% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Bottom Line
BX scores higher overall (60/100 vs 54/100), 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.
SBA Communications Corp
REAL ESTATE · REIT - SPECIALTY · USA
SBA Communications Corporation is a real estate investment trust which owns and operates wireless infrastructure in the United States, Canada, Central America, South America, and South Africa.
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