Blackstone Group Inc (BX)vsSRH Total Return Fund Inc. (STEW)
BX
Blackstone Group Inc
$118.59
+1.50%
FINANCIAL SERVICES · Cap: $140.45B
STEW
SRH Total Return Fund Inc.
$17.47
+0.81%
FINANCIAL SERVICES · Cap: $1.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Blackstone Group Inc generates 44293% more annual revenue ($14.40B vs $32.43M). STEW leads profitability with a 537.0% profit margin vs 21.2%. STEW trades at a lower P/E of 9.9x. BX earns a higher WallStSmart Score of 61/100 (C+).
BX
Buy61
out of 100
Grade: C+
STEW
Hold41
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 36 in profit
Strong operational efficiency at 38.0%
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 32 in profit
Keeps 537 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 11.1x book value
3.9% earnings growth
Smaller company, higher risk/reward
Revenue declined 11.6%
Earnings declined 44.1%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : BX
The strongest argument for BX centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 21.2% and operating margin at 38.0%.
Bull Case : STEW
The strongest argument for STEW centers on P/E Ratio, Price/Book, Return on Equity. Profitability is solid with margins at 537.0% and operating margin at 16.6%.
Bear Case : BX
The primary concerns for BX are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 1.69 is elevated, increasing financial risk.
Bear Case : STEW
The primary concerns for STEW are Market Cap, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
BX profiles as a mature stock while STEW is a declining play — different risk/reward profiles.
BX carries more volatility with a beta of 1.63 — expect wider price swings.
BX is growing revenue faster at 5.7% — sustainability is the question.
BX generates stronger free cash flow (958M), providing more financial flexibility.
Bottom Line
BX scores higher overall (61/100 vs 41/100), backed by strong 21.2% 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 that aims to achieve total returns through a strategic mix of capital appreciation and income generation. The fund's diversified portfolio includes equities, fixed income, and hybrid instruments, allowing it to effectively navigate varying market conditions while emphasizing long-term growth. Led by a seasoned management team, STEW employs disciplined risk management practices and is well-positioned to capitalize on evolving investment opportunities, providing investors with an attractive risk-adjusted return profile.
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