WallStSmart

Blackstone Group Inc (BX)vsSRH Total Return Fund Inc. (STEW)

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Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 46704% more annual revenue ($15.47B vs $33.05M). STEW leads profitability with a 446.8% profit margin vs 23.0%. STEW trades at a lower P/E of 12.0x. 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

STEW

Hold

47

out of 100

Grade: D+

Growth: 4.7Profit: 8.5Value: 6.0Quality: 7.8
Piotroski: 4/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BX4 strengths · Avg: 9.5/10
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

STEW6 strengths · Avg: 9.5/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Return on EquityProfitability
32.4%10/10

Every $100 of equity generates 32 in profit

Profit MarginProfitability
446.8%10/10

Keeps 447 of every $100 in revenue as profit

Operating MarginProfitability
33.6%10/10

Strong operational efficiency at 33.6%

Debt/EquityHealth
0.109/10

Conservative balance sheet, low leverage

P/E RatioValuation
12.0x8/10

Attractively priced relative to earnings

Areas to Watch

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

Moderate valuation

Price/BookValuation
10.9x4/10

Trading at 10.9x book value

EPS GrowthGrowth
3.7%4/10

3.7% earnings growth

Debt/EquityHealth
1.613/10

Elevated debt levels

STEW3 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.5%4/10

3.5% revenue growth

Market CapQuality
$1.74B3/10

Smaller company, higher risk/reward

EPS GrowthGrowth
-44.1%2/10

Earnings declined 44.1%

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 : STEW

The strongest argument for STEW centers on Price/Book, Return on Equity, Profit Margin. Profitability is solid with margins at 446.8% and operating margin at 33.6%.

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 : STEW

The primary concerns for STEW are Revenue Growth, Market Cap, EPS Growth.

Key Dynamics to Monitor

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

BX carries more volatility with a beta of 1.59 — expect wider price swings.

STEW is growing revenue faster at 3.5% — sustainability is the question.

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

Bottom Line

BX scores higher overall (59/100 vs 47/100), backed by strong 23.0% margins. Both earn "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.

SRH Total Return Fund Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

SRH Total Return Fund Inc. (STEW) is a closed-end management investment company dedicated to achieving total returns through a balanced strategy encompassing capital appreciation and income generation. With a diversified portfolio that includes equities, fixed income, and hybrid instruments, the fund is adept at navigating varying market conditions, thereby positioning itself for sustainable long-term growth. Led by an experienced management team, STEW employs disciplined risk management strategies to capitalize on emerging investment opportunities, making it an attractive proposition for investors seeking a strong risk-adjusted return profile while maximizing shareholder value across diverse economic landscapes.

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