Asset Management
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PSEC vs BX
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
PSEC vs BX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $1.32B | $97.70B |
| Revenue (TTM) | $-277M | $13.83B |
| Net Income (TTM) | $-234M | $3.02B |
| Gross Margin | 147.0% | 86.0% |
| Operating Margin | 169.8% | 51.9% |
| Forward P/E | 5.9x | 20.9x |
| Total Debt | $2.09B | $13.31B |
| Cash & Equiv. | $47M | $2.63B |
PSEC vs BX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Prospect Capital Co… (PSEC) | 100 | 54.8 | -45.2% |
| Blackstone Inc. (BX) | 100 | 219.5 | +119.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: PSEC vs BX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
PSEC 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 0.93, yield 27.2%
- Lower volatility, beta 0.93, Low D/E 69.9%, current ratio 2.46x
- Beta 0.93, yield 27.2%, current ratio 2.46x
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 PSEC's 36.6%
- 21.6% NII/revenue growth vs PSEC's -159.2%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 21.6% NII/revenue growth vs PSEC's -159.2% | |
| Value | Lower P/E (5.9x vs 20.9x) | |
| Quality / Margins | 169.8% margin vs BX's 21.8% | |
| Stability / Safety | Beta 0.93 vs BX's 1.53 | |
| Dividends | 27.2% yield, vs BX's 6.2% | |
| Momentum (1Y) | -3.2% vs PSEC's -7.8% | |
| Efficiency (ROA) | 6.5% ROA vs PSEC's -3.6%, ROIC 16.1% vs -6.3% |
PSEC vs BX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
PSEC 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)
PSEC leads this category, winning 4 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
BX and PSEC operate at a comparable scale, with $13.8B and -$277M in trailing revenue. PSEC is the more profitable business, keeping 169.8% of every revenue dollar as net income compared to BX's 21.8%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | -$277M | $13.8B |
| EBITDAEarnings before interest/tax | -$204M | $7.2B |
| Net IncomeAfter-tax profit | -$234M | $3.0B |
| Free Cash FlowCash after capex | $425M | $3.5B |
| Gross MarginGross profit ÷ Revenue | +147.0% | +86.0% |
| Operating MarginEBIT ÷ Revenue | +169.8% | +51.9% |
| Net MarginNet income ÷ Revenue | +169.8% | +21.8% |
| FCF MarginFCF ÷ Revenue | -64.6% | +12.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +80.4% | +41.3% |
Valuation Metrics
PSEC leads this category, winning 4 of 4 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $1.3B | $97.7B |
| Enterprise ValueMkt cap + debt − cash | $3.4B | $108.4B |
| Trailing P/EPrice ÷ TTM EPS | -2.06x | 32.14x |
| Forward P/EPrice ÷ next-FY EPS est. | 5.91x | 20.89x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.54x |
| EV / EBITDAEnterprise value multiple | — | 15.02x |
| Price / SalesMarket cap ÷ Revenue | — | 7.07x |
| Price / BookPrice ÷ Book value/share | 0.41x | 4.45x |
| Price / FCFMarket cap ÷ FCF | 7.40x | 55.99x |
Profitability & Efficiency
BX leads this category, winning 6 of 8 comparable metrics.
Profitability & Efficiency
BX delivers a 14.3% return on equity — every $100 of shareholder capital generates $14 in annual profit, vs $-5 for PSEC. BX carries lower financial leverage with a 0.61x debt-to-equity ratio, signaling a more conservative balance sheet compared to PSEC's 0.70x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -5.1% | +14.3% |
| ROA (TTM)Return on assets | -3.6% | +6.5% |
| ROICReturn on invested capital | -6.3% | +16.1% |
| ROCEReturn on capital employed | -6.5% | +16.9% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 |
| Debt / EquityFinancial leverage | 0.70x | 0.61x |
| Net DebtTotal debt minus cash | $2.0B | $10.7B |
| Cash & Equiv.Liquid assets | $47M | $2.6B |
| Total DebtShort + long-term debt | $2.1B | $13.3B |
| Interest CoverageEBIT ÷ Interest expense | -1.71x | 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 $7,534 for PSEC. Over the past 12 months, BX leads with a -3.2% total return vs PSEC's -7.8%. The 3-year compound annual growth rate (CAGR) favors BX at 19.1% vs PSEC's -9.9% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +13.4% | -19.8% |
| 1-Year ReturnPast 12 months | -7.8% | -3.2% |
| 3-Year ReturnCumulative with dividends | -26.8% | +68.9% |
| 5-Year ReturnCumulative with dividends | -24.7% | +64.8% |
| 10-Year ReturnCumulative with dividends | +36.6% | +487.1% |
| CAGR (3Y)Annualised 3-year return | -9.9% | +19.1% |
Risk & Volatility
PSEC leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
PSEC is the less volatile stock with a 0.93 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. PSEC currently trades 73.7% from its 52-week high vs BX's 65.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.93x | 1.53x |
| 52-Week HighHighest price in past year | $3.77 | $190.09 |
| 52-Week LowLowest price in past year | $2.45 | $101.73 |
| % of 52W HighCurrent price vs 52-week peak | +73.7% | +65.6% |
| RSI (14)Momentum oscillator 0–100 | 53.6 | 51.8 |
| Avg Volume (50D)Average daily shares traded | 4.5M | 7.2M |
Analyst Outlook
Evenly matched — PSEC and BX each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates PSEC as "Hold" and BX as "Buy". Consensus price targets imply 25.3% upside for BX (target: $156) vs -10.1% for PSEC (target: $3). For income investors, PSEC offers the higher dividend yield at 27.15% vs BX's 6.18%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $2.50 | $156.29 |
| # AnalystsCovering analysts | 20 | 29 |
| Dividend YieldAnnual dividend ÷ price | +27.2% | +6.2% |
| Dividend StreakConsecutive years of raises | 0 | 2 |
| Dividend / ShareAnnual DPS | $0.75 | $7.70 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.2% | +0.3% |
PSEC leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). BX leads in 2 (Profitability & Efficiency, Total Returns). 1 tied.
PSEC vs BX: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is PSEC 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 -159. 2% for Prospect Capital Corporation (PSEC). Blackstone Inc. (BX) offers the better valuation at 32. 1x trailing P/E (20. 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 — PSEC or BX?
On forward P/E, Prospect Capital Corporation is actually cheaper at 5.
9x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — PSEC or BX?
Over the past 5 years, Blackstone Inc.
(BX) delivered a total return of +64. 8%, compared to -24. 7% for Prospect Capital Corporation (PSEC). Over 10 years, the gap is even starker: BX returned +487. 1% versus PSEC's +36. 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 — PSEC or BX?
By beta (market sensitivity over 5 years), Prospect Capital Corporation (PSEC) is the lower-risk stock at 0.
93β versus Blackstone Inc. 's 1. 53β — meaning BX is approximately 65% more volatile than PSEC relative to the S&P 500. On balance sheet safety, Blackstone Inc. (BX) carries a lower debt/equity ratio of 61% versus 70% for Prospect Capital Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — PSEC or BX?
By revenue growth (latest reported year), Blackstone Inc.
(BX) is pulling ahead at 21. 6% versus -159. 2% for Prospect Capital Corporation (PSEC). On earnings-per-share growth, the picture is similar: Blackstone Inc. grew EPS 7. 2% year-over-year, compared to -475. 0% for Prospect Capital 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 — PSEC or BX?
Prospect Capital Corporation (PSEC) is the more profitable company, earning 169.
8% net margin versus 21. 8% for Blackstone Inc. — meaning it keeps 169. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: PSEC leads at 169. 8% versus 51. 9% for BX. At the gross margin level — before operating expenses — PSEC leads at 147. 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 PSEC or BX more undervalued right now?
On forward earnings alone, Prospect Capital Corporation (PSEC) trades at 5.
9x forward P/E versus 20. 9x for Blackstone Inc. — 15. 0x 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 — PSEC or BX?
All stocks in this comparison pay dividends.
Prospect Capital Corporation (PSEC) offers the highest yield at 27. 2%, versus 6. 2% for Blackstone Inc. (BX).
09Is PSEC or BX better for a retirement portfolio?
For long-horizon retirement investors, Prospect Capital Corporation (PSEC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
93), 27. 2% 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 (PSEC: +36. 6%, 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 PSEC 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: PSEC is a small-cap income-oriented 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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