WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 15848% more annual revenue ($15.48B vs $97.09M). SCM leads profitability with a 30.7% profit margin vs 22.7%. SCM trades at a lower P/E of 7.8x. BX earns a higher WallStSmart Score of 75/100 (B+).

BX

Strong Buy

75

out of 100

Grade: B+

Growth: 9.3Profit: 9.0Value: 5.7Quality: 3.5
Piotroski: 3/9Altman Z: 1.29

SCM

Buy

57

out of 100

Grade: C

Growth: 6.7Profit: 7.5Value: 6.7Quality: 3.3
Piotroski: 1/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BX6 strengths · Avg: 9.3/10
Return on EquityProfitability
39.0%10/10

Every $100 of equity generates 39 in profit

Operating MarginProfitability
54.4%10/10

Strong operational efficiency at 54.4%

EPS GrowthGrowth
57.3%10/10

Earnings expanding 57.3% YoY

Market CapQuality
$149.90B9/10

Large-cap with strong market position

Profit MarginProfitability
22.7%9/10

Keeps 23 of every $100 in revenue as profit

Revenue GrowthGrowth
28.6%8/10

Revenue surging 28.6% year-over-year

SCM6 strengths · Avg: 10.0/10
P/E RatioValuation
7.8x10/10

Attractively priced relative to earnings

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Profit MarginProfitability
30.7%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
72.4%10/10

Strong operational efficiency at 72.4%

EPS GrowthGrowth
57.2%10/10

Earnings expanding 57.2% YoY

Free Cash FlowQuality
$56.17T10/10

Generating 56.2T in free cash flow

Areas to Watch

BX4 concerns · Avg: 3.5/10
P/E RatioValuation
28.9x4/10

Moderate valuation

Price/BookValuation
11.0x4/10

Trading at 11.0x book value

Debt/EquityHealth
1.563/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

SCM4 concerns · Avg: 3.0/10
Market CapQuality
$224.99M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Debt/EquityHealth
1.633/10

Elevated debt levels

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : BX

The strongest argument for BX centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 22.7% and operating margin at 54.4%. Revenue growth of 28.6% demonstrates continued momentum.

Bull Case : SCM

The strongest argument for SCM centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 30.7% and operating margin at 72.4%.

Bear Case : BX

The primary concerns for BX are P/E Ratio, Price/Book, Debt/Equity. Debt-to-equity of 1.56 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 1.63 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 1.56 — expect wider price swings.

BX is growing revenue faster at 28.6% — sustainability is the question.

SCM generates stronger free cash flow (56.2T), providing more financial flexibility.

Bottom Line

BX scores higher overall (75/100 vs 57/100), backed by strong 22.7% margins and 28.6% 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.

Stellus Capital Investment

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Stellus Capital Investment Corporation (SCM) is a distinguished business development company committed to delivering tailored debt and equity financing solutions to private middle-market enterprises. With a strong emphasis on risk-adjusted returns and capital preservation, Stellus employs a disciplined investment management strategy that emphasizes a diversified portfolio, including senior secured loans, subordinated debt, and equity investments across multiple sectors. This approach allows the company to effectively adapt to changing market dynamics while generating consistent income. For institutional investors, Stellus offers a compelling opportunity to gain exposure to resilient investment options in a competitive landscape.

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