BLK vs ORCL: Which Is the Better Buy?

Side-by-side comparison of BlackRock, Inc. and Oracle Corporation β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-22.
BlackRock, Inc. Β· Financial Services
$1,042.85
+125.5% upside to fair value
Grade A High Quality
VS
Oracle Corporation Β· Technology
$175.08
+137.3% upside to fair value
Grade C High Quality
QuantHub Verdict
ORCL has more upside to fair value (+137.3%). BLK trades at a lower forward P/E (25.9x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric BLK ORCL
Current Price $1,042.85 $175.08
Fair Value Estimate $2,351.12 $415.43
Upside to Fair Value +125.5% +137.3%
Market Cap $162.2B $503.5B
Forward P/E 25.9x 30.8x
EV / EBITDA 16.9x 21.4x
Price / Sales 6.3x 7.9x
Price / FCF 45.2x -20.4x
Revenue Growth YoY +28.3% +21.7%
Gross Margin 59.1% 66.4%
Operating Margin 29.9% 30.8%
Return on Equity 12.0% 57.4%
Dividend Yield 0% 0%
FCF Yield 2.21% β€”
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
BLK β€” 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…
ORCL β€” Oracle Corporation
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a strong legacy in database technology and a growing cloud business. The company benefits from a durable competitive moat supported by high insider ownership, experienced leadership, and a history of strategic acquisitions. Oracle's recent financials show robust revenue growth of 21.7% and earnings growth o…
Accumulation Zones
Metric BLK ORCL
Zone Low $1,763.34 $311.57
Zone High $1,998.45 $353.12
In Buy Zone? Yes Yes
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