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 2026-05-05.
Arista Networks, Inc. · Technology
$172.62
+12.4% upside to fair value
Grade C
High Quality
VS
BlackRock, Inc. · Financial Services
$1,042.85
+36.5% upside to fair value
Grade A
High Quality
QuantHub Verdict
BLK has more upside to fair value
(+36.5%).
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 |
$172.62 |
$1,042.85 |
| Fair Value Estimate |
$193.98 |
$1,423.18 |
| Upside to Fair Value |
+12.4%
|
+36.5%
|
| Market Cap |
$217.4B |
$162.2B |
| Forward P/E |
61.8x
|
25.9x
|
| EV / EBITDA |
54.8x
|
16.9x
|
| Price / Sales |
24.1x
|
6.3x
|
| Price / FCF |
51.1x
|
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 |
1.96%
|
2.21%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Arista Networks is a leading provider of software-driven cloud networking solutions focused on AI, cloud, and data center markets. The company benefits from durable competitive advantages including a highly experienced leadership team led by CEO Jayshree Ullal, who has driven growth from startup to a $100 billion market cap S&P 500 company. Arista's business quality is high, supported by strong r…
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 |
$145.48 |
$1,067.38 |
| Zone High |
$164.88 |
$1,209.70 |
| In Buy Zone? |
No
|
Yes
|