AAPL vs LLY: Which Is the Better Buy?

Side-by-side comparison of Apple Inc. and Eli Lilly and Company β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-11.
Apple Inc. Β· Technology
$260.88
+135.9% upside to fair value
Grade B High Quality
VS
Eli Lilly and Company Β· Healthcare
$939.47
+71.1% upside to fair value
High Conviction Grade A
QuantHub Verdict
AAPL has more upside to fair value (+135.9%). LLY trades at a lower forward P/E (27.4x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AAPL LLY
Current Price $260.88 $939.47
Fair Value Estimate $615.48 $1,607.00
Upside to Fair Value +135.9% +71.1%
Market Cap $3,834.4B $887.6B
Forward P/E 32.6x 27.4x
EV / EBITDA 25.4x 35.8x
Price / Sales 8.8x 14.8x
Price / FCF 31.1x 107.6x
Revenue Growth YoY +40.3% +44.7%
Gross Margin 47.3% 83.8%
Operating Margin 32.4% 45.6%
Return on Equity 159.9% 77.8%
Dividend Yield 0% 0.56%
FCF Yield 3.21% 0.93%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
AAPL β€” Apple Inc.
Apple Inc. is a leading technology company specializing in consumer electronics, software, and services with a strong brand and durable competitive advantages. The business quality is high, demonstrated by exceptional profitability metrics including a 159.9% return on equity, 40.3% revenue growth year-over-year, and 53.3% earnings growth year-over-year. Despite these fundamentals, the stock is cu…
LLY β€” Eli Lilly and Company
Eli Lilly remains the dominant GLP-1 franchise holder with Mounjaro and Zepbound generating $36.5B combined in 2025 on 45% total revenue growth to $65.2B. The company guided $80-83B for 2026, well above prior Street consensus, and launched Foundayo (oral GLP-1, FDA approved April 2026) with $1.5B pre-built inventory. At $939 the stock trades at 14.8x P/S, right at its 5-year median, and 27.4x for…
Accumulation Zones
Metric AAPL LLY
Zone Low $461.61 $1,205.00
Zone High $523.16 $1,366.00
In Buy Zone? Yes Yes
← AAPL Research    LLY Research β†’    All Research