PFLT
PennantPark Floating Rate Capital Ltd.
Asset Management
Market Cap$914M
5Y Perf.+7.6%
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Stock Comparison
PFLT vs BX
Revenue, margins, valuation, and 5-year total return — side by side.
BX
Blackstone Inc.
Asset Management
Market Cap$97.70B
5Y Perf.+115.4%
PFLT vs BX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | PFLT | BX |
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $914M | $97.70B |
| Revenue (TTM) | $172M | $13.83B |
| Net Income (TTM) | $34M | $3.02B |
| Gross Margin | 45.6% | 86.0% |
| Operating Margin | 39.4% | 51.9% |
| Forward P/E | 7.9x | 20.5x |
| Total Debt | $1.78B | $13.31B |
| Cash & Equiv. | $123M | $2.63B |
PFLT vs BX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
PFLT
BX
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| PennantPark Floatin… (PFLT) | 100 | 107.6 | +7.6% |
| Blackstone Inc. (BX) | 100 | 215.4 | +115.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: PFLT vs BX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: PFLT 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.
PFLT
PennantPark Floating Rate Capital Ltd.
The Banking Pick
PFLT carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 3 yrs, beta 0.79, yield 13.1%
- Lower volatility, beta 0.79, current ratio 2.94x
- PEG 0.89 vs BX's 0.98
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 PFLT's 77.8%
- 21.6% NII/revenue growth vs PFLT's 2.2%
Best for: growth exposure and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | BX | 21.6% NII/revenue growth vs PFLT's 2.2% |
| Value | PFLT | Lower P/E (7.9x vs 20.5x), PEG 0.89 vs 0.98 |
| Quality / Margins | PFLT | Efficiency ratio 0.1% vs BX's 0.3% (lower = leaner) |
| Stability / Safety | PFLT | Beta 0.79 vs BX's 1.53 |
| Dividends | PFLT | 13.1% yield, 3-year raise streak, vs BX's 6.2% |
| Momentum (1Y) | PFLT | +3.7% vs BX's -3.2% |
| Efficiency (ROA) | PFLT | Efficiency ratio 0.1% vs BX's 0.3% |
PFLT vs BX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2025
PFLT vs BX — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLPFLTLAGGINGBX
BXBlackstone Inc.
3leads
PFLTPennantPark Floating …
3leads
6 Total Categories
CATEGORYLEADERvs BXMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
BX3/5
Valuation MetricsMultiples, price ratios, and targets
PFLT6/7
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
BX7/9
Total Returns1Y, 3Y, 5Y total returns with dividends
BX4/6
Risk & VolatilityBeta, volatility, and downside exposure
PFLT2/2
Analyst OutlookRatings, price targets, and dividends
PFLT2/2
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 — 80.6x PFLT's $172M. PFLT is the more profitable business, keeping 38.7% of every revenue dollar as net income compared to BX's 21.8%.
| Metric | PFLTPennantPark Float… | BXBlackstone Inc. |
|---|---|---|
| RevenueTrailing 12 months | $172M | $13.8B |
| EBITDAEarnings before interest/tax | $36M | $7.2B |
| Net IncomeAfter-tax profit | $34M | $3.0B |
| Free Cash FlowCash after capex | $100M | $3.5B |
| Gross MarginGross profit ÷ Revenue | +45.6% | +86.0% |
| Operating MarginEBIT ÷ Revenue | +39.4% | +51.9% |
| Net MarginNet income ÷ Revenue | +38.7% | +21.8% |
| FCF MarginFCF ÷ Revenue | +55.4% | +12.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -110.3% | +41.3% |
BX leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
PFLT leads this category, winning 6 of 7 comparable metrics.
Valuation Metrics
At 12.8x trailing earnings, PFLT trades at a 60% valuation discount to BX's 32.1x P/E. Adjusting for growth (PEG ratio), PFLT offers better value at 1.44x vs BX's 1.54x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | PFLTPennantPark Float… | BXBlackstone Inc. |
|---|---|---|
| Market CapShares × price | $914M | $97.7B |
| Enterprise ValueMkt cap + debt − cash | $2.6B | $108.4B |
| Trailing P/EPrice ÷ TTM EPS | 12.79x | 32.14x |
| Forward P/EPrice ÷ next-FY EPS est. | 7.93x | 20.50x |
| PEG RatioP/E ÷ EPS growth rate | 1.44x | 1.54x |
| EV / EBITDAEnterprise value multiple | 38.04x | 15.02x |
| Price / SalesMarket cap ÷ Revenue | 5.33x | 7.07x |
| Price / BookPrice ÷ Book value/share | 0.79x | 4.45x |
| Price / FCFMarket cap ÷ FCF | 9.62x | 55.99x |
PFLT leads this category, winning 6 of 7 comparable metrics.
Profitability & Efficiency
BX leads this category, winning 7 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 PFLT. BX carries lower financial leverage with a 0.61x debt-to-equity ratio, signaling a more conservative balance sheet compared to PFLT's 1.65x. On the Piotroski fundamental quality scale (0–9), BX scores 5/9 vs PFLT's 4/9, reflecting solid financial health.
| Metric | PFLTPennantPark Float… | BXBlackstone Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +3.2% | +14.3% |
| ROA (TTM)Return on assets | +1.3% | +6.5% |
| ROICReturn on invested capital | +2.1% | +16.1% |
| ROCEReturn on capital employed | +2.7% | +16.9% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 |
| Debt / EquityFinancial leverage | 1.65x | 0.61x |
| Net DebtTotal debt minus cash | $1.7B | $10.7B |
| Cash & Equiv.Liquid assets | $123M | $2.6B |
| Total DebtShort + long-term debt | $1.8B | $13.3B |
| Interest CoverageEBIT ÷ Interest expense | 0.36x | 14.12x |
BX leads this category, winning 7 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
BX leads this category, winning 4 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 $11,941 for PFLT. Over the past 12 months, PFLT leads with a +3.7% total return vs BX's -3.2%. The 3-year compound annual growth rate (CAGR) favors BX at 19.1% vs PFLT's 6.5% — a key indicator of consistent wealth creation.
| Metric | PFLTPennantPark Float… | BXBlackstone Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +2.4% | -19.8% |
| 1-Year ReturnPast 12 months | +3.7% | -3.2% |
| 3-Year ReturnCumulative with dividends | +20.7% | +68.9% |
| 5-Year ReturnCumulative with dividends | +19.4% | +64.8% |
| 10-Year ReturnCumulative with dividends | +77.8% | +487.1% |
| CAGR (3Y)Annualised 3-year return | +6.5% | +19.1% |
BX leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
PFLT leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
PFLT is the less volatile stock with a 0.79 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. PFLT currently trades 84.7% from its 52-week high vs BX's 65.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | PFLTPennantPark Float… | BXBlackstone Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.79x | 1.53x |
| 52-Week HighHighest price in past year | $10.88 | $190.09 |
| 52-Week LowLowest price in past year | $7.68 | $101.73 |
| % of 52W HighCurrent price vs 52-week peak | +84.7% | +65.6% |
| RSI (14)Momentum oscillator 0–100 | 66.8 | 51.8 |
| Avg Volume (50D)Average daily shares traded | 984K | 7.2M |
PFLT leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
PFLT leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates PFLT as "Buy" and BX as "Buy". Consensus price targets imply 25.3% upside for BX (target: $156) vs 14.0% for PFLT (target: $11). For income investors, PFLT offers the higher dividend yield at 13.09% vs BX's 6.18%.
| Metric | PFLTPennantPark Float… | BXBlackstone Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $10.50 | $156.29 |
| # AnalystsCovering analysts | 11 | 29 |
| Dividend YieldAnnual dividend ÷ price | +13.1% | +6.2% |
| Dividend StreakConsecutive years of raises | 3 | 2 |
| Dividend / ShareAnnual DPS | $1.21 | $7.70 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.3% |
PFLT leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
BX leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). PFLT leads in 3 (Valuation Metrics, Risk & Volatility).
Best OverallPennantPark Floating Rate C… (PFLT)Leads 3 of 6 categories
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PFLT vs BX: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is PFLT 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 2. 2% for PennantPark Floating Rate Capital Ltd. (PFLT). PennantPark Floating Rate Capital Ltd. (PFLT) offers the better valuation at 12. 8x trailing P/E (7. 9x forward), making it the more compelling value choice. Analysts rate PennantPark Floating Rate Capital Ltd. (PFLT) a "Buy" — based on 11 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 — PFLT or BX?
On trailing P/E, PennantPark Floating Rate Capital Ltd.
(PFLT) is the cheapest at 12. 8x versus Blackstone Inc. at 32. 1x. On forward P/E, PennantPark Floating Rate Capital Ltd. is actually cheaper at 7. 9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: PennantPark Floating Rate Capital Ltd. wins at 0. 89x versus Blackstone Inc. 's 0. 98x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — PFLT or BX?
Over the past 5 years, Blackstone Inc.
(BX) delivered a total return of +64. 8%, compared to +19. 4% for PennantPark Floating Rate Capital Ltd. (PFLT). Over 10 years, the gap is even starker: BX returned +476. 1% versus PFLT's +72. 6%. 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 — PFLT or BX?
By beta (market sensitivity over 5 years), PennantPark Floating Rate Capital Ltd.
(PFLT) is the lower-risk stock at 0. 79β versus Blackstone Inc. 's 1. 53β — meaning BX is approximately 94% more volatile than PFLT relative to the S&P 500. On balance sheet safety, Blackstone Inc. (BX) carries a lower debt/equity ratio of 61% versus 165% for PennantPark Floating Rate Capital Ltd. — giving it more financial flexibility in a downturn.
05Which is growing faster — PFLT or BX?
By revenue growth (latest reported year), Blackstone Inc.
(BX) is pulling ahead at 21. 6% versus 2. 2% for PennantPark Floating Rate Capital Ltd. (PFLT). On earnings-per-share growth, the picture is similar: Blackstone Inc. grew EPS 7. 2% year-over-year, compared to -48. 6% for PennantPark Floating Rate Capital Ltd.. 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 — PFLT or BX?
PennantPark Floating Rate Capital Ltd.
(PFLT) is the more profitable company, earning 38. 7% net margin versus 21. 8% for Blackstone Inc. — meaning it keeps 38. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BX leads at 51. 9% versus 39. 4% for PFLT. 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 PFLT 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, PennantPark Floating Rate Capital Ltd. (PFLT) is the more undervalued stock at a PEG of 0. 89x versus Blackstone Inc. 's 0. 98x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, PennantPark Floating Rate Capital Ltd. (PFLT) trades at 7. 9x forward P/E versus 20. 5x for Blackstone Inc. — 12. 6x 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 — PFLT or BX?
All stocks in this comparison pay dividends.
PennantPark Floating Rate Capital Ltd. (PFLT) offers the highest yield at 13. 1%, versus 6. 2% for Blackstone Inc. (BX).
09Is PFLT or BX better for a retirement portfolio?
For long-horizon retirement investors, PennantPark Floating Rate Capital Ltd.
(PFLT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 79), 13. 1% yield). 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 (PFLT: +72. 6%, BX: +476. 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 PFLT 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: PFLT 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>
%
(PFLT: 2.2% · BX: 21.6%)Net Margin>
%
(PFLT: 38.7% · BX: 21.8%)P/E Ratio<
x
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