BLK vs MSFT: Which Is the Better Buy?
Side-by-side comparison of BlackRock, Inc. and Microsoft Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
BlackRock, Inc. · Financial Services
$1,042.85
+125.5% upside to fair value
Grade A
High Quality
VS
Microsoft Corporation · Technology
$372.20
+32.4% upside to fair value
High Conviction
Grade A
QuantHub Verdict
BLK has more upside to fair value
(+125.5%).
MSFT trades at a lower forward P/E
(22.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BLK |
MSFT |
| Current Price |
$1,042.85 |
$372.20 |
| Fair Value Estimate |
$2,351.12 |
$493.00 |
| Upside to Fair Value |
+125.5%
|
+32.4%
|
| Market Cap |
$162.2B |
$2,763.6B |
| Forward P/E |
25.9x
|
22.0x
|
| EV / EBITDA |
16.9x
|
17.5x
|
| Price / Sales |
6.3x
|
9.1x
|
| Price / FCF |
45.2x
|
35.8x
|
| Revenue Growth YoY |
+28.3%
|
+14.9%
|
| Gross Margin |
59.1%
|
68.8%
|
| Operating Margin |
29.9%
|
45.6%
|
| Return on Equity |
12.0%
|
29.6%
|
| Dividend Yield |
0% |
0.94% |
| FCF Yield |
2.21%
|
2.8%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
Microsoft is the world's largest software company, operating a three-pillar empire across cloud (Azure), productivity (Office 365/Teams), and personal computing (Windows/Xbox). Azure is the second-largest cloud platform globally with 24% market share and growing at 38-39% in constant currency, while Microsoft Cloud revenue crossed $168.9B in FY2025. The stock has dropped 33% from its highs to $37…
Accumulation Zones
| Metric |
BLK |
MSFT |
| Zone Low |
$1,763.34 |
$370.00 |
| Zone High |
$1,998.45 |
$419.00 |
| In Buy Zone? |
Yes
|
Yes
|