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BX vs SCHW

BX
Blackstone Inc.
NEUTRAL
Price
$129.73
Market Cap
$158.56B
Sector
Financial Services
AI Confidence
85%
SCHW
The Charles Schwab Corporation
NEUTRAL
Price
$100.27
Market Cap
$175.69B
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
BX
33.52
SCHW
21.56
Forward P/E
BX
16.97
SCHW
14.5
P/B Ratio
BX
11.73
SCHW
4.13
P/S Ratio
BX
11.16
SCHW
7.34
EV/EBITDA
BX
--
SCHW
--

Profitability

Gross Margin
BX
100.0%
SCHW
97.41%
Operating Margin
BX
52.83%
SCHW
49.68%
Profit Margin
BX
21.24%
SCHW
37.0%
ROE
BX
29.23%
SCHW
18.1%
ROA
BX
13.26%
SCHW
1.82%

Growth

Revenue Growth
BX
50.6%
SCHW
18.9%
Earnings Growth
BX
42.5%
SCHW
41.1%

Financial Health

Debt/Equity
BX
0.67
SCHW
1.15
Current Ratio
BX
1.01
SCHW
0.63
Quick Ratio
BX
0.96
SCHW
0.63

Dividends

Dividend Yield
BX
3.65%
SCHW
1.28%
Payout Ratio
BX
121.19%
SCHW
23.23%

AI Verdict

BX NEUTRAL

Blackstone exhibits a dichotomy between explosive growth and valuation concerns. While the Piotroski F-Score of 4/9 indicates stable financial health, the stock is trading at a significant premium to its Graham Number ($31.04) and slightly above its growth-based intrinsic value ($114.17). Exceptional revenue growth (50.60%) and a strong earnings beat track record are offset by an unsustainable dividend payout ratio of 121.19% and a bearish technical trend.

Strengths
Exceptional YoY revenue growth of 50.60%
Strong earnings growth (42.50% YoY) with a consistent history of beating estimates
High operating margins (52.83%) and robust ROE (29.23%)
Risks
Unsustainable dividend payout ratio of 121.19%
High valuation multiples (Price/Book of 11.73 and Price/Sales of 11.16)
Bearish technical trend (0/100 score) and significant 6-month price decline (-18.1%)
SCHW NEUTRAL

SCHW presents a dichotomy between strong fundamental growth and bearish sentiment indicators. The Piotroski F-Score of 4/9 indicates stable but not strong financial health, while the significant gap between the Graham Number ($50.38) and Intrinsic Value ($137.18) suggests the market is pricing in high growth expectations rather than defensive value. While earnings growth is robust (41.10% YoY) and ROE is strong at 18.10%, the analysis is tempered by a very bearish technical trend (10/100) and consistent insider selling.

Strengths
Strong earnings growth (41.10% YoY) and revenue growth (18.90% YoY)
High profitability with a 37% profit margin and 18.10% ROE
Consistent track record of beating earnings estimates over 25 quarters
Risks
Heavy insider selling totaling $25.85M with zero buy transactions
Very weak technical trend score (10/100) indicating bearish momentum
High Price-to-Book ratio (4.13) compared to traditional financial benchmarks

Compare Another Pair

BX vs SCHW: Head-to-Head Comparison

This page compares Blackstone Inc. (BX) and The Charles Schwab Corporation (SCHW) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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