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 2026-04-22.
Arista Networks, Inc. · Technology
$172.86
+82.8% upside to fair value
Grade C
High Quality
VS
BlackRock, Inc. · Financial Services
$1,042.85
+125.5% upside to fair value
Grade A
High Quality
QuantHub Verdict
BLK has more upside to fair value
(+125.5%).
BLK trades at a lower forward P/E
(25.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ANET |
BLK |
| Current Price |
$172.86 |
$1,042.85 |
| Fair Value Estimate |
$316.03 |
$2,351.12 |
| Upside to Fair Value |
+82.8%
|
+125.5%
|
| Market Cap |
$217.7B |
$162.2B |
| Forward P/E |
61.9x
|
25.9x
|
| EV / EBITDA |
54.9x
|
16.9x
|
| Price / Sales |
24.2x
|
6.3x
|
| Price / FCF |
51.2x
|
45.2x
|
| Revenue Growth YoY |
+28.9%
|
+28.3%
|
| Gross Margin |
64.1%
|
59.1%
|
| Operating Margin |
42.8%
|
29.9%
|
| Return on Equity |
31.0%
|
12.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.95%
|
2.21%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Arista Networks is a leading provider of high-speed data center networking hardware and software, specializing in Ethernet switches and cloud networking solutions. The company benefits from strong revenue growth driven by AI and hyperscale cloud demand, with 28.9% revenue growth and 19.3% earnings growth in the most recent quarter. High margins, including a 64.1% gross margin and 42.8% operating …
BlackRock, Inc. is the world's largest asset manager with over $14 trillion in assets under management, operating primarily in financial services and asset management. The company benefits from a durable competitive moat driven by its scale, technology platform Aladdin, and founder-led management with CEO Laurence D. Fink at the helm since inception. BlackRock exhibits strong fundamentals includi…
Accumulation Zones
| Metric |
ANET |
BLK |
| Zone Low |
$237.02 |
$1,763.34 |
| Zone High |
$268.63 |
$1,998.45 |
| In Buy Zone? |
Yes
|
Yes
|