Blackstone Group Inc (BX)vsUbiquiti Networks Inc (UI)
BX
Blackstone Group Inc
$123.77
+1.18%
FINANCIAL SERVICES · Cap: $149.52B
UI
Ubiquiti Networks Inc
$842.10
-9.13%
TECHNOLOGY · Cap: $56.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Blackstone Group Inc generates 384% more annual revenue ($14.40B vs $2.97B). UI leads profitability with a 29.9% profit margin vs 21.2%. UI appears more attractively valued with a PEG of 1.10. UI earns a higher WallStSmart Score of 71/100 (B).
BX
Buy61
out of 100
Grade: C+
UI
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BX.
Margin of Safety
-85.1%
Fair Value
$385.30
Current Price
$842.10
$456.80 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 38.0%
Large-cap with strong market position
Every $100 of equity generates 30 in profit
Keeps 21 of every $100 in revenue as profit
Every $100 of equity generates 136 in profit
Strong operational efficiency at 35.9%
Revenue surging 35.8% year-over-year
Earnings expanding 70.8% YoY
Safe zone — low bankruptcy risk
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 11.6x book value
3.9% earnings growth
Premium valuation, high expectations priced in
Trading at 50.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BX
The strongest argument for BX centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 21.2% and operating margin at 38.0%.
Bull Case : UI
The strongest argument for UI centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 29.9% and operating margin at 35.9%. Revenue growth of 35.8% demonstrates continued momentum.
Bear Case : BX
The primary concerns for BX are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 1.63 is elevated, increasing financial risk.
Bear Case : UI
The primary concerns for UI are P/E Ratio, Price/Book. A P/E of 63.3x leaves little room for execution misses.
Key Dynamics to Monitor
BX profiles as a mature stock while UI is a growth play — different risk/reward profiles.
BX carries more volatility with a beta of 1.63 — expect wider price swings.
UI is growing revenue faster at 35.8% — sustainability is the question.
BX generates stronger free cash flow (958M), providing more financial flexibility.
Bottom Line
UI scores higher overall (71/100 vs 61/100), backed by strong 29.9% margins and 35.8% 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.
Ubiquiti Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ubiquiti Inc. develops network technology for service providers, businesses and consumers. The company is headquartered in New York, New York.
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