WallStSmart

Blackstone Group Inc (BX)vsStellus Capital Investment (SCM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 13815% more annual revenue ($14.21B vs $102.14M). SCM leads profitability with a 26.5% profit margin vs 21.2%. SCM trades at a lower P/E of 8.7x. BX earns a higher WallStSmart Score of 77/100 (B+).

BX

Strong Buy

77

out of 100

Grade: B+

Growth: 10.0Profit: 9.0Value: 10.0Quality: 5.3
Piotroski: 2/9

SCM

Hold

47

out of 100

Grade: D+

Growth: 4.7Profit: 7.5Value: 5.7Quality: 6.3
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BXUndervalued (+35.7%)

Margin of Safety

+35.7%

Fair Value

$181.12

Current Price

$110.43

$70.69 discount

UndervaluedFair: $181.12Overvalued
SCMSignificantly Overvalued (-55.3%)

Margin of Safety

-55.3%

Fair Value

$7.41

Current Price

$9.16

$1.75 premium

UndervaluedFair: $7.41Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BX6 strengths · Avg: 9.2/10
Operating MarginProfitability
52.8%10/10

Strong operational efficiency at 52.8%

Revenue GrowthGrowth
50.6%10/10

Revenue surging 50.6% year-over-year

Market CapQuality
$134.97B9/10

Large-cap with strong market position

Return on EquityProfitability
29.2%9/10

Every $100 of equity generates 29 in profit

Profit MarginProfitability
21.2%9/10

Keeps 21 of every $100 in revenue as profit

EPS GrowthGrowth
42.5%8/10

Earnings expanding 42.5% YoY

SCM4 strengths · Avg: 9.8/10
P/E RatioValuation
8.7x10/10

Attractively priced relative to earnings

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
56.6%10/10

Strong operational efficiency at 56.6%

Profit MarginProfitability
26.5%9/10

Keeps 27 of every $100 in revenue as profit

Areas to Watch

BX4 concerns · Avg: 3.5/10
P/E RatioValuation
28.5x4/10

Moderate valuation

Price/BookValuation
10.0x4/10

Trading at 10.0x book value

Debt/EquityHealth
1.633/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

SCM4 concerns · Avg: 3.0/10
Market CapQuality
$275.00M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
7.3%3/10

ROE of 7.3% — below average capital efficiency

Debt/EquityHealth
1.673/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull 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 : SCM

The strongest argument for SCM centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 26.5% and operating margin at 56.6%.

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 : SCM

The primary concerns for SCM are Market Cap, Return on Equity, Debt/Equity. Debt-to-equity of 1.67 is elevated, increasing financial risk.

Key Dynamics to Monitor

BX profiles as a growth stock while SCM is a declining 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.

SCM generates stronger free cash flow (7M), providing more financial flexibility.

Bottom Line

BX scores higher overall (77/100 vs 47/100), backed by strong 21.2% margins and 50.6% 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.

Stellus Capital Investment

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Stellus Capital Investment Corporation (SCM) operates as a prominent business development company focused on providing tailored debt and equity financing solutions for private middle-market enterprises. With a strong investment management foundation, Stellus aims to generate attractive risk-adjusted returns while ensuring capital preservation for its shareholders. The company's diversified portfolio includes senior secured loans, subordinated debt, and equity investments across multiple sectors, positioning it effectively to capitalize on growth opportunities in an evolving market landscape. Stellus is committed to consistent income generation and prudent risk management, making it a compelling choice for institutional investors seeking resilient investment strategies.

Visit Website →

Want to dig deeper into these stocks?