WallStSmart

Blackstone Group Inc (BX)vsSWK Holdings Corp (SWKH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 35300% more annual revenue ($14.21B vs $40.15M). SWKH leads profitability with a 56.6% profit margin vs 21.2%. SWKH trades at a lower P/E of 9.0x. 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

SWKH

Strong Buy

70

out of 100

Grade: B

Growth: 5.3Profit: 8.0Value: 8.3Quality: 7.0
Piotroski: 4/9Altman Z: -13.01
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BXUndervalued (+35.7%)

Margin of Safety

+35.7%

Fair Value

$181.12

Current Price

$108.38

$72.74 discount

UndervaluedFair: $181.12Overvalued
SWKHUndervalued (+80.1%)

Margin of Safety

+80.1%

Fair Value

$86.58

Current Price

$16.77

$69.81 discount

UndervaluedFair: $86.58Overvalued

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
$131.98B9/10

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

SWKH6 strengths · Avg: 9.8/10
P/E RatioValuation
9.0x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Profit MarginProfitability
56.6%10/10

Keeps 57 of every $100 in revenue as profit

Operating MarginProfitability
67.7%10/10

Strong operational efficiency at 67.7%

Revenue GrowthGrowth
34.7%10/10

Revenue surging 34.7% year-over-year

Debt/EquityHealth
0.139/10

Conservative balance sheet, low leverage

Areas to Watch

BX4 concerns · Avg: 3.5/10
P/E RatioValuation
27.9x4/10

Moderate valuation

Price/BookValuation
9.8x4/10

Trading at 9.8x book value

Debt/EquityHealth
1.633/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

SWKH3 concerns · Avg: 3.0/10
EPS GrowthGrowth
1.6%4/10

1.6% earnings growth

Market CapQuality
$201.64M3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
-13.012/10

Distress zone — elevated risk

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 : SWKH

The strongest argument for SWKH centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 56.6% and operating margin at 67.7%. Revenue growth of 34.7% demonstrates continued momentum.

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 : SWKH

The primary concerns for SWKH are EPS Growth, Market Cap, Altman Z-Score.

Key Dynamics to Monitor

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.

SWKH generates stronger free cash flow (19M), providing more financial flexibility.

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

Bottom Line

BX scores higher overall (77/100 vs 70/100), backed by strong 21.2% margins and 50.6% revenue growth. SWKH offers better value entry with a 80.1% margin of safety. Both earn "Strong Buy" and "Strong 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.

SWK Holdings Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

SWK Holdings Corporation, a specialized finance company, focuses on the healthcare sector. The company is headquartered in Dallas, Texas.

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