WallStSmart

Blackstone Group Inc (BX)vsWisdomTree Inc. (WT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 2779% more annual revenue ($14.21B vs $493.75M). WT leads profitability with a 22.1% profit margin vs 21.2%. BX appears more attractively valued with a PEG of 1.17. WT earns a higher WallStSmart Score of 80/100 (B+).

BX

Strong Buy

77

out of 100

Grade: B+

Growth: 10.0Profit: 9.0Value: 10.0Quality: 5.3
Piotroski: 2/9

WT

Strong Buy

80

out of 100

Grade: B+

Growth: 9.3Profit: 9.0Value: 10.0Quality: 4.5
Piotroski: 4/9Altman Z: 1.30
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
WTUndervalued (+54.3%)

Margin of Safety

+54.3%

Fair Value

$35.10

Current Price

$13.91

$21.19 discount

UndervaluedFair: $35.10Overvalued

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

WT6 strengths · Avg: 9.3/10
Operating MarginProfitability
40.7%10/10

Strong operational efficiency at 40.7%

Revenue GrowthGrowth
33.2%10/10

Revenue surging 33.2% year-over-year

EPS GrowthGrowth
58.1%10/10

Earnings expanding 58.1% YoY

Return on EquityProfitability
26.8%9/10

Every $100 of equity generates 27 in profit

Profit MarginProfitability
22.1%9/10

Keeps 22 of every $100 in revenue as profit

P/E RatioValuation
17.6x8/10

Attractively priced relative to earnings

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

WT4 concerns · Avg: 2.5/10
PEG RatioValuation
1.544/10

Expensive relative to growth rate

Market CapQuality
$1.88B3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
1.302/10

Distress zone — elevated risk

Debt/EquityHealth
2.311/10

Elevated debt levels

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 : WT

The strongest argument for WT centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 22.1% and operating margin at 40.7%. Revenue growth of 33.2% 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 : WT

The primary concerns for WT are PEG Ratio, Market Cap, Altman Z-Score. Debt-to-equity of 2.31 is elevated, increasing financial risk.

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.

WT generates stronger free cash flow (56M), providing more financial flexibility.

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

Bottom Line

WT scores higher overall (80/100 vs 77/100), backed by strong 22.1% margins and 33.2% revenue growth. BX offers better value entry with a 35.7% 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.

WisdomTree Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

WisdomTree Inc. (WT) is a prominent exchange-traded fund (ETF) and asset management firm founded in 2006, recognized for its innovative fundamentally weighted investment strategies that cater specifically to the nuanced needs of institutional investors. The firm provides a diverse array of ETFs that cover various asset classes and geographical regions, driven by proprietary research and market insights aimed at maximizing returns while managing risk effectively. With a commitment to transparency and cost efficiency, WisdomTree is well-equipped to navigate changing market dynamics and fulfill the evolving requirements of its client base, positioning itself as a forward-thinking leader in the asset management industry.

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