GAIN
Gladstone Investment Corporation
Asset Management
Market Cap$665M
5Y Perf.+50.7%
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Stock Comparison
GAIN vs BX
Revenue, margins, valuation, and 5-year total return — side by side.
BX
Blackstone Inc.
Asset Management
Market Cap$97.70B
5Y Perf.+119.5%
GAIN vs BX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | GAIN | BX |
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $665M | $97.70B |
| Revenue (TTM) | $90M | $13.83B |
| Net Income (TTM) | $130M | $3.02B |
| Gross Margin | 68.6% | 86.0% |
| Operating Margin | 72.7% | 51.9% |
| Forward P/E | 41.2x | 20.9x |
| Total Debt | $456M | $13.31B |
| Cash & Equiv. | $14M | $2.63B |
GAIN vs BX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
GAIN
BX
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Gladstone Investmen… (GAIN) | 100 | 150.7 | +50.7% |
| Blackstone Inc. (BX) | 100 | 219.5 | +119.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: GAIN vs BX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: GAIN leads in 6 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Blackstone Inc. is the stronger pick specifically for growth and revenue expansion. As sector peers, any of these can serve as alternatives in the same allocation.
GAIN
Gladstone Investment Corporation
The Banking Pick
GAIN carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 0 yrs, beta 0.53, yield 9.9%
- Lower volatility, beta 0.53, Low D/E 91.3%, current ratio 3.69x
- Beta 0.53, yield 9.9%, current ratio 3.69x
Best for: income & stability and sleep-well-at-night
BX
Blackstone Inc.
The Banking Pick
BX is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 21.6%, EPS growth 7.2%
- 487.1% 10Y total return vs GAIN's 322.9%
- 21.6% NII/revenue growth vs GAIN's -12.9%
Best for: growth exposure and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | BX | 21.6% NII/revenue growth vs GAIN's -12.9% |
| Value | GAIN | Better valuation composite |
| Quality / Margins | GAIN | 72.7% margin vs BX's 21.8% |
| Stability / Safety | GAIN | Beta 0.53 vs BX's 1.53 |
| Dividends | GAIN | 9.9% yield, vs BX's 6.2% |
| Momentum (1Y) | GAIN | +31.8% vs BX's -3.2% |
| Efficiency (ROA) | GAIN | 10.5% ROA vs BX's 6.5%, ROIC 5.3% vs 16.1% |
GAIN vs BX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2025
GAIN vs BX — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLGAINLAGGINGBX
BXBlackstone Inc.
1leads
GAINGladstone Investment …
2leads
6 Total Categories
CATEGORYLEADERvs BXMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
GAIN4/5
Valuation MetricsMultiples, price ratios, and targets
Tied
—
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
BX5/9
Total Returns1Y, 3Y, 5Y total returns with dividends
Tied
—
Risk & VolatilityBeta, volatility, and downside exposure
GAIN2/2
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
GAIN leads this category, winning 4 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
BX is the larger business by revenue, generating $13.8B annually — 153.9x GAIN's $90M. GAIN is the more profitable business, keeping 72.7% of every revenue dollar as net income compared to BX's 21.8%.
| Metric | GAINGladstone Investm… | BXBlackstone Inc. |
|---|---|---|
| RevenueTrailing 12 months | $90M | $13.8B |
| EBITDAEarnings before interest/tax | $58M | $7.2B |
| Net IncomeAfter-tax profit | $130M | $3.0B |
| Free Cash FlowCash after capex | -$82M | $3.5B |
| Gross MarginGross profit ÷ Revenue | +68.6% | +86.0% |
| Operating MarginEBIT ÷ Revenue | +72.7% | +51.9% |
| Net MarginNet income ÷ Revenue | +72.7% | +21.8% |
| FCF MarginFCF ÷ Revenue | +126.8% | +12.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +58.1% | +41.3% |
GAIN leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
Evenly matched — GAIN and BX each lead in 3 of 6 comparable metrics.
Valuation Metrics
At 9.4x trailing earnings, GAIN trades at a 71% valuation discount to BX's 32.1x P/E. On an enterprise value basis, BX's 15.0x EV/EBITDA is more attractive than GAIN's 16.9x.
| Metric | GAINGladstone Investm… | BXBlackstone Inc. |
|---|---|---|
| Market CapShares × price | $665M | $97.7B |
| Enterprise ValueMkt cap + debt − cash | $1.1B | $108.4B |
| Trailing P/EPrice ÷ TTM EPS | 9.39x | 32.14x |
| Forward P/EPrice ÷ next-FY EPS est. | 41.16x | 20.89x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.54x |
| EV / EBITDAEnterprise value multiple | 16.95x | 15.02x |
| Price / SalesMarket cap ÷ Revenue | 7.40x | 7.07x |
| Price / BookPrice ÷ Book value/share | 1.23x | 4.45x |
| Price / FCFMarket cap ÷ FCF | 5.84x | 55.99x |
Evenly matched — GAIN and BX each lead in 3 of 6 comparable metrics.
Profitability & Efficiency
BX leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
GAIN delivers a 21.9% return on equity — every $100 of shareholder capital generates $22 in annual profit, vs $14 for BX. BX carries lower financial leverage with a 0.61x debt-to-equity ratio, signaling a more conservative balance sheet compared to GAIN's 0.91x. On the Piotroski fundamental quality scale (0–9), BX scores 5/9 vs GAIN's 4/9, reflecting solid financial health.
| Metric | GAINGladstone Investm… | BXBlackstone Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +21.9% | +14.3% |
| ROA (TTM)Return on assets | +10.5% | +6.5% |
| ROICReturn on invested capital | +5.3% | +16.1% |
| ROCEReturn on capital employed | +6.8% | +16.9% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 |
| Debt / EquityFinancial leverage | 0.91x | 0.61x |
| Net DebtTotal debt minus cash | $441M | $10.7B |
| Cash & Equiv.Liquid assets | $14M | $2.6B |
| Total DebtShort + long-term debt | $456M | $13.3B |
| Interest CoverageEBIT ÷ Interest expense | 1.58x | 14.12x |
BX leads this category, winning 5 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
Evenly matched — GAIN and BX each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in GAIN five years ago would be worth $17,388 today (with dividends reinvested), compared to $16,476 for BX. Over the past 12 months, GAIN leads with a +31.8% total return vs BX's -3.2%. The 3-year compound annual growth rate (CAGR) favors BX at 19.1% vs GAIN's 16.5% — a key indicator of consistent wealth creation.
| Metric | GAINGladstone Investm… | BXBlackstone Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +22.2% | -19.8% |
| 1-Year ReturnPast 12 months | +31.8% | -3.2% |
| 3-Year ReturnCumulative with dividends | +57.9% | +68.9% |
| 5-Year ReturnCumulative with dividends | +73.9% | +64.8% |
| 10-Year ReturnCumulative with dividends | +322.9% | +487.1% |
| CAGR (3Y)Annualised 3-year return | +16.5% | +19.1% |
Evenly matched — GAIN and BX each lead in 3 of 6 comparable metrics.
Risk & Volatility
GAIN leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
GAIN is the less volatile stock with a 0.53 beta — it tends to amplify market swings less than BX's 1.53 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. GAIN currently trades 97.5% from its 52-week high vs BX's 65.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | GAINGladstone Investm… | BXBlackstone Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.53x | 1.53x |
| 52-Week HighHighest price in past year | $17.14 | $190.09 |
| 52-Week LowLowest price in past year | $13.11 | $101.73 |
| % of 52W HighCurrent price vs 52-week peak | +97.5% | +65.6% |
| RSI (14)Momentum oscillator 0–100 | 79.2 | 51.8 |
| Avg Volume (50D)Average daily shares traded | 369K | 7.2M |
GAIN leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Evenly matched — GAIN and BX each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates GAIN as "Hold" and BX as "Buy". Consensus price targets imply 25.3% upside for BX (target: $156) vs -10.2% for GAIN (target: $15). For income investors, GAIN offers the higher dividend yield at 9.93% vs BX's 6.18%.
| Metric | GAINGladstone Investm… | BXBlackstone Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $15.00 | $156.29 |
| # AnalystsCovering analysts | 7 | 29 |
| Dividend YieldAnnual dividend ÷ price | +9.9% | +6.2% |
| Dividend StreakConsecutive years of raises | 0 | 2 |
| Dividend / ShareAnnual DPS | $1.66 | $7.70 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.3% |
Evenly matched — GAIN and BX each lead in 1 of 2 comparable metrics.
Key Takeaway
GAIN leads in 2 of 6 categories (Income & Cash Flow, Risk & Volatility). BX leads in 1 (Profitability & Efficiency). 3 tied.
Best OverallGladstone Investment Corpor… (GAIN)Leads 2 of 6 categories
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GAIN vs BX: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is GAIN or BX a better buy right now?
For growth investors, Blackstone Inc.
(BX) is the stronger pick with 21. 6% revenue growth year-over-year, versus -12. 9% for Gladstone Investment Corporation (GAIN). Gladstone Investment Corporation (GAIN) offers the better valuation at 9. 4x trailing P/E (41. 2x forward), making it the more compelling value choice. Analysts rate Blackstone Inc. (BX) a "Buy" — based on 29 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — GAIN or BX?
On trailing P/E, Gladstone Investment Corporation (GAIN) is the cheapest at 9.
4x versus Blackstone Inc. at 32. 1x. On forward P/E, Blackstone Inc. is actually cheaper at 20. 9x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — GAIN or BX?
Over the past 5 years, Gladstone Investment Corporation (GAIN) delivered a total return of +73.
9%, compared to +64. 8% for Blackstone Inc. (BX). Over 10 years, the gap is even starker: BX returned +487. 1% versus GAIN's +322. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — GAIN or BX?
By beta (market sensitivity over 5 years), Gladstone Investment Corporation (GAIN) is the lower-risk stock at 0.
53β versus Blackstone Inc. 's 1. 53β — meaning BX is approximately 186% more volatile than GAIN relative to the S&P 500. On balance sheet safety, Blackstone Inc. (BX) carries a lower debt/equity ratio of 61% versus 91% for Gladstone Investment Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — GAIN or BX?
By revenue growth (latest reported year), Blackstone Inc.
(BX) is pulling ahead at 21. 6% versus -12. 9% for Gladstone Investment Corporation (GAIN). On earnings-per-share growth, the picture is similar: Blackstone Inc. grew EPS 7. 2% year-over-year, compared to -27. 9% for Gladstone Investment Corporation. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — GAIN or BX?
Gladstone Investment Corporation (GAIN) is the more profitable company, earning 72.
7% net margin versus 21. 8% for Blackstone Inc. — meaning it keeps 72. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GAIN leads at 72. 7% versus 51. 9% for BX. At the gross margin level — before operating expenses — BX leads at 86. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is GAIN or BX more undervalued right now?
On forward earnings alone, Blackstone Inc.
(BX) trades at 20. 9x forward P/E versus 41. 2x for Gladstone Investment Corporation — 20. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BX: 25. 3% to $156. 29.
08Which pays a better dividend — GAIN or BX?
All stocks in this comparison pay dividends.
Gladstone Investment Corporation (GAIN) offers the highest yield at 9. 9%, versus 6. 2% for Blackstone Inc. (BX).
09Is GAIN or BX better for a retirement portfolio?
For long-horizon retirement investors, Gladstone Investment Corporation (GAIN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
53), 9. 9% yield, +322. 9% 10Y return). Blackstone Inc. (BX) carries a higher beta of 1. 53 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (GAIN: +322. 9%, BX: +487. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between GAIN and BX?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: GAIN is a small-cap deep-value stock; BX is a mid-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(GAIN: -12.9% · BX: 21.6%)Net Margin>
%
(GAIN: 72.7% · BX: 21.8%)P/E Ratio<
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