BLK vs CAT: Which Is the Better Buy?
Side-by-side comparison of BlackRock, Inc. and Caterpillar Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-21.
BlackRock, Inc. · Financial Services
$1,069.78
+44.0% upside to fair value
High Conviction
Grade A
High Quality
VS
Caterpillar Inc. · Industrials
$808.99
-2.2% upside to fair value
Med Conviction
Grade C
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 |
BLK |
CAT |
| Current Price |
$1,069.78 |
$808.99 |
| Fair Value Estimate |
$1,540.94 |
$790.88 |
| Upside to Fair Value |
+44.0%
|
-2.2%
|
| Market Cap |
$165.8B |
$372.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
15.9x
|
23.6x
|
| Price / Sales |
6.1x
|
5.0x
|
| Price / FCF |
71.5x
|
41.4x
|
| Revenue Growth YoY |
+30.6%
|
+24.0%
|
| Gross Margin |
55.7%
|
33.9%
|
| Operating Margin |
31.1%
|
17.5%
|
| Return on Equity |
11.7%
|
54.1%
|
| Dividend Yield |
2.09% |
0.76% |
| FCF Yield |
1.4%
|
2.41%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
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…
Caterpillar is the world's premier manufacturer of heavy construction and mining equipment, diesel and natural gas power units, and industrial gas turbines, organized across Construction Industries, Resource Industries, Energy & Transportation, and Financial Products, with 118,000 employees and a century-old brand. Business quality is high: return on equity of 54.1%, TTM operating margin of 17.5%…
Accumulation Zones
| Metric |
BLK |
CAT |
| Zone Low |
$1,155.70 |
$593.16 |
| Zone High |
$1,309.80 |
$672.25 |
| In Buy Zone? |
Yes
|
No
|