ANET vs BLK: Which Is the Better Buy?
Side-by-side comparison of Arista Networks, Inc. and BlackRock, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Arista Networks, Inc. · Technology
$203.47
+15.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
BlackRock, Inc. · Financial Services
$1,069.78
+44.0% upside to fair value
High Conviction
Grade A
High Quality
QuantHub Verdict
BLK has more upside to fair value
(+44.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ANET |
BLK |
| Current Price |
$203.47 |
$1,069.78 |
| Fair Value Estimate |
$234.80 |
$1,540.94 |
| Upside to Fair Value |
+15.4%
|
+44.0%
|
| Market Cap |
$256.2B |
$165.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
49.7x
|
15.9x
|
| Price / Sales |
24.3x
|
6.1x
|
| Price / FCF |
49.7x
|
71.5x
|
| Revenue Growth YoY |
+37.7%
|
+30.6%
|
| Gross Margin |
63.0%
|
55.7%
|
| Operating Margin |
43.1%
|
31.1%
|
| Return on Equity |
30.8%
|
11.7%
|
| Dividend Yield |
0% |
2.09% |
| FCF Yield |
2.01%
|
1.4%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Arista Networks designs and sells high-performance Ethernet switching and routing hardware plus its extensible EOS network operating system, and it sits directly in the path of the AI data-center build-out where networking, not compute, is increasingly the bottleneck. The business quality is genuinely high: TTM gross margin of 63.0%, TTM operating margin of 43.1%, TTM net margin of 38.4%, and ROE…
BlackRock is the world's largest asset manager, overseeing $15.345 trillion in assets across ETFs, active strategies, alternatives, and the Aladdin investment-technology platform, serving institutional, intermediary, and individual clients globally. The business quality is high: TTM gross margin of 55.7%, operating margin of 31.1%, and net margin of 24.1% reflect the scalability of a fee-based mo…
Accumulation Zones
| Metric |
ANET |
BLK |
| Zone Low |
$176.10 |
$1,155.70 |
| Zone High |
$199.58 |
$1,309.80 |
| In Buy Zone? |
No
|
Yes
|