Asset Management
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MRCC vs BX
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
MRCC vs BX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $110M | $97.70B |
| Revenue (TTM) | $21M | $13.83B |
| Net Income (TTM) | $-5M | $3.02B |
| Gross Margin | 60.8% | 86.0% |
| Operating Margin | 51.7% | 51.9% |
| Forward P/E | 14.9x | 20.9x |
| Total Debt | $191M | $13.31B |
| Cash & Equiv. | $2M | $2.63B |
MRCC vs BX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | Apr 26 | Return |
|---|---|---|---|
| Monroe Capital Corp… (MRCC) | 100 | 65.4 | -34.6% |
| Blackstone Inc. (BX) | 100 | 202.4 | +102.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: MRCC vs BX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
MRCC carries the broadest edge in this set and is the clearest fit for sleep-well-at-night and valuation efficiency.
- Lower volatility, beta 0.74, current ratio 1.64x
- PEG 0.32 vs BX's 1.00
- Beta 0.74, yield 0.2%, current ratio 1.64x
BX is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 2 yrs, beta 1.53, yield 6.2%
- Rev growth 21.6%, EPS growth 7.2%
- 487.1% 10Y total return vs MRCC's 22.9%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 21.6% NII/revenue growth vs MRCC's -39.7% | |
| Value | Lower P/E (14.9x vs 20.9x), PEG 0.32 vs 1.00 | |
| Quality / Margins | Efficiency ratio 0.1% vs BX's 0.3% (lower = leaner) | |
| Stability / Safety | Beta 0.74 vs BX's 1.53 | |
| Dividends | 6.2% yield, 2-year raise streak, vs MRCC's 0.2% | |
| Momentum (1Y) | -3.2% vs MRCC's -7.6% | |
| Efficiency (ROA) | Efficiency ratio 0.1% vs BX's 0.3% |
MRCC vs BX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
MRCC vs BX — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
BX leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
BX is the larger business by revenue, generating $13.8B annually — 652.1x MRCC's $21M. MRCC is the more profitable business, keeping 53.8% of every revenue dollar as net income compared to BX's 21.8%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $21M | $13.8B |
| EBITDAEarnings before interest/tax | $11M | $7.2B |
| Net IncomeAfter-tax profit | -$5M | $3.0B |
| Free Cash FlowCash after capex | $25M | $3.5B |
| Gross MarginGross profit ÷ Revenue | +60.8% | +86.0% |
| Operating MarginEBIT ÷ Revenue | +51.7% | +51.9% |
| Net MarginNet income ÷ Revenue | +53.8% | +21.8% |
| FCF MarginFCF ÷ Revenue | +5.5% | +12.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -51.5% | +41.3% |
Valuation Metrics
MRCC leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 9.6x trailing earnings, MRCC trades at a 70% valuation discount to BX's 32.1x P/E. Adjusting for growth (PEG ratio), MRCC offers better value at 0.21x vs BX's 1.54x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $110M | $97.7B |
| Enterprise ValueMkt cap + debt − cash | $108M | $108.4B |
| Trailing P/EPrice ÷ TTM EPS | 9.58x | 32.14x |
| Forward P/EPrice ÷ next-FY EPS est. | 14.94x | 20.89x |
| PEG RatioP/E ÷ EPS growth rate | 0.21x | 1.54x |
| EV / EBITDAEnterprise value multiple | — | 15.02x |
| Price / SalesMarket cap ÷ Revenue | 3.55x | 7.07x |
| Price / BookPrice ÷ Book value/share | 0.66x | 4.45x |
| Price / FCFMarket cap ÷ FCF | 0.95x | 55.99x |
Profitability & Efficiency
BX leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
BX delivers a 14.3% return on equity — every $100 of shareholder capital generates $14 in annual profit, vs $-3 for MRCC. BX carries lower financial leverage with a 0.61x debt-to-equity ratio, signaling a more conservative balance sheet compared to MRCC's 1.15x. On the Piotroski fundamental quality scale (0–9), MRCC scores 6/9 vs BX's 5/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -2.9% | +14.3% |
| ROA (TTM)Return on assets | -1.3% | +6.5% |
| ROICReturn on invested capital | +2.0% | +16.1% |
| ROCEReturn on capital employed | +2.6% | +16.9% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 |
| Debt / EquityFinancial leverage | 1.15x | 0.61x |
| Net DebtTotal debt minus cash | $189M | $10.7B |
| Cash & Equiv.Liquid assets | $2M | $2.6B |
| Total DebtShort + long-term debt | $191M | $13.3B |
| Interest CoverageEBIT ÷ Interest expense | 0.69x | 14.12x |
Total Returns (Dividends Reinvested)
BX leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BX five years ago would be worth $16,476 today (with dividends reinvested), compared to $9,840 for MRCC. Over the past 12 months, BX leads with a -3.2% total return vs MRCC's -7.6%. The 3-year compound annual growth rate (CAGR) favors BX at 19.1% vs MRCC's 5.7% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -11.4% | -19.8% |
| 1-Year ReturnPast 12 months | -7.6% | -3.2% |
| 3-Year ReturnCumulative with dividends | +18.0% | +68.9% |
| 5-Year ReturnCumulative with dividends | -1.6% | +64.8% |
| 10-Year ReturnCumulative with dividends | +22.9% | +487.1% |
| CAGR (3Y)Annualised 3-year return | +5.7% | +19.1% |
Risk & Volatility
Evenly matched — MRCC and BX each lead in 1 of 2 comparable metrics.
Risk & Volatility
MRCC is the less volatile stock with a 0.74 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.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.74x | 1.53x |
| 52-Week HighHighest price in past year | $7.76 | $190.09 |
| 52-Week LowLowest price in past year | $4.04 | $101.73 |
| % of 52W HighCurrent price vs 52-week peak | +65.5% | +65.6% |
| RSI (14)Momentum oscillator 0–100 | 50.4 | 51.8 |
| Avg Volume (50D)Average daily shares traded | 155K | 7.2M |
Analyst Outlook
BX leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates MRCC as "Hold" and BX as "Buy". Consensus price targets imply 57.5% upside for MRCC (target: $8) vs 25.3% for BX (target: $156). For income investors, BX offers the higher dividend yield at 6.18% vs MRCC's 0.24%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $8.00 | $156.29 |
| # AnalystsCovering analysts | 11 | 29 |
| Dividend YieldAnnual dividend ÷ price | +0.2% | +6.2% |
| Dividend StreakConsecutive years of raises | 0 | 2 |
| Dividend / ShareAnnual DPS | $0.93 | $7.70 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.3% |
BX leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). MRCC leads in 1 (Valuation Metrics). 1 tied.
MRCC vs BX: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is MRCC 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 -39. 7% for Monroe Capital Corporation (MRCC). Monroe Capital Corporation (MRCC) offers the better valuation at 9. 6x trailing P/E (14. 9x 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 — MRCC or BX?
On trailing P/E, Monroe Capital Corporation (MRCC) is the cheapest at 9.
6x versus Blackstone Inc. at 32. 1x. On forward P/E, Monroe Capital Corporation is actually cheaper at 14. 9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Monroe Capital Corporation wins at 0. 32x versus Blackstone Inc. 's 1. 00x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — MRCC or BX?
Over the past 5 years, Blackstone Inc.
(BX) delivered a total return of +64. 8%, compared to -1. 6% for Monroe Capital Corporation (MRCC). Over 10 years, the gap is even starker: BX returned +487. 1% versus MRCC's +22. 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 — MRCC or BX?
By beta (market sensitivity over 5 years), Monroe Capital Corporation (MRCC) is the lower-risk stock at 0.
74β versus Blackstone Inc. 's 1. 53β — meaning BX is approximately 107% more volatile than MRCC relative to the S&P 500. On balance sheet safety, Blackstone Inc. (BX) carries a lower debt/equity ratio of 61% versus 115% for Monroe Capital Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — MRCC or BX?
By revenue growth (latest reported year), Blackstone Inc.
(BX) is pulling ahead at 21. 6% versus -39. 7% for Monroe Capital Corporation (MRCC). On earnings-per-share growth, the picture is similar: Monroe Capital Corporation grew EPS 17. 8% year-over-year, compared to 7. 2% for Blackstone Inc.. 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 — MRCC or BX?
Monroe Capital Corporation (MRCC) is the more profitable company, earning 53.
8% net margin versus 21. 8% for Blackstone Inc. — meaning it keeps 53. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BX leads at 51. 9% versus 51. 7% for MRCC. 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 MRCC or BX more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Monroe Capital Corporation (MRCC) is the more undervalued stock at a PEG of 0. 32x versus Blackstone Inc. 's 1. 00x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Monroe Capital Corporation (MRCC) trades at 14. 9x forward P/E versus 20. 9x for Blackstone Inc. — 6. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MRCC: 57. 5% to $8. 00.
08Which pays a better dividend — MRCC or BX?
All stocks in this comparison pay dividends.
Blackstone Inc. (BX) offers the highest yield at 6. 2%, versus 0. 2% for Monroe Capital Corporation (MRCC).
09Is MRCC or BX better for a retirement portfolio?
For long-horizon retirement investors, Blackstone Inc.
(BX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (6. 2% yield, +487. 1% 10Y return). Both have compounded well over 10 years (BX: +487. 1%, MRCC: +22. 9%), 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 MRCC 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: MRCC is a small-cap deep-value stock; BX is a mid-cap high-growth stock. BX pays a dividend while MRCC does not, making them suitable for different income and tax situations. 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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