BLK vs MSFT: Which Is the Better Buy?

Side-by-side comparison of BlackRock, Inc. and Microsoft Corporation โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-15.
BlackRock, Inc. ยท Financial Services
$1,025.44
+31.0% upside to fair value
Grade A High Quality
VS
Microsoft Corporation ยท Technology
$379.40
+45.0% upside to fair value
Grade A High Quality
QuantHub Verdict
MSFT has more upside to fair value (+45.0%). MSFT trades at a lower forward P/E (22.5x). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric BLK MSFT
Current Price $1,025.44 $379.40
Fair Value Estimate $1,343.02 $550.13
Upside to Fair Value +31.0% +45.0%
Market Cap $158.9B $2,818.3B
Forward P/E 24.2x 22.5x
EV / EBITDA 16.0x 14.2x
Price / Sales 5.8x 8.9x
Price / FCF 44.6x 38.6x
Revenue Growth YoY +30.6% +18.3%
Gross Margin 54.6% 68.3%
Operating Margin 32.9% 46.8%
Return on Equity 12.5% 33.1%
Dividend Yield 0% 0%
FCF Yield 2.24% 2.59%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
BLK โ€” BlackRock, Inc.
BlackRock, Inc. is a leading global asset management firm operating within the financial services sector, specializing in investment management and risk advisory. The company demonstrates high business quality with a durable competitive moat supported by strong brand recognition, intangible assets, and switching costs. It reported robust growth in the most recent quarter with revenue up 30.6% yeaโ€ฆ
MSFT โ€” Microsoft Corporation
Microsoft Corporation is a leading global technology company specializing in cloud computing, productivity software, and enterprise platforms. The company benefits from a very strong and widening competitive moat supported by scale, switching costs, an integrated ecosystem, and disciplined capital allocation including large buybacks and dividends. Its business quality is high, demonstrated by a 3โ€ฆ
Accumulation Zones
Metric BLK MSFT
Zone Low $1,007.26 $412.60
Zone High $1,141.57 $467.61
In Buy Zone? Yes Yes
โ† BLK Research    MSFT Research โ†’    All Research