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 2026-05-13.
BlackRock, Inc. · Financial Services
$1,042.85
+36.5% upside to fair value
Grade A High Quality
VS
Caterpillar Inc. · Industrials
$912.14
-47.9% upside to fair value
Grade D 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 BLK CAT
Current Price $1,042.85 $912.14
Fair Value Estimate $1,423.18 $475.00
Upside to Fair Value +36.5% -47.9%
Market Cap $162.2B $420.2B
Forward P/E 25.9x 44.9x
EV / EBITDA 16.9x 30.0x
Price / Sales 6.3x 5.9x
Price / FCF 45.2x 36.7x
Revenue Growth YoY +28.3% +22.2%
Gross Margin 59.1% 32.5%
Operating Margin 29.9% 16.6%
Return on Equity 12.0% 47.5%
Dividend Yield 0% 1.5%
FCF Yield 2.21% 2.73%
Analyst Consensus Strong Buy Hold
Investment Thesis
BLK — BlackRock, Inc.
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…
CAT — Caterpillar Inc.
Caterpillar is the world's leading manufacturer of construction and mining equipment, with diversified revenue across Construction Industries, Resource Industries, Energy & Transportation, and Cat Financial. Q1 2026 results reported April 30 showed revenue of $17.4 billion (+22.2% YoY) and EPS of $5.50 (+30.3% YoY), driven by powerful demand from data center build-outs (large engine and power gen…
Accumulation Zones
Metric BLK CAT
Zone Low $1,067.38 $356.00
Zone High $1,209.70 $404.00
In Buy Zone? Yes No
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