AMD vs LLY: Which Is the Better Buy?
Side-by-side comparison of Advanced Micro Devices, Inc. and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Advanced Micro Devices, Inc. · Technology
$614.61
-13.7% upside to fair value
Med Conviction
Grade C
VS
Eli Lilly and Company · Healthcare
$1,183.72
+2.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
LLY has more upside to fair value
(+2.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
LLY |
| Current Price |
$614.61 |
$1,183.72 |
| Fair Value Estimate |
$530.25 |
$1,208.00 |
| Upside to Fair Value |
-13.7%
|
+2.1%
|
| Market Cap |
$1,002.2B |
$1,114.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
93.4x
|
26.8x
|
| Price / Sales |
24.3x
|
14.0x
|
| Price / FCF |
119.3x
|
52.7x
|
| Revenue Growth YoY |
+50.1%
|
+47.7%
|
| Gross Margin |
53.2%
|
83.4%
|
| Operating Margin |
15.7%
|
49.7%
|
| Return on Equity |
10.1%
|
92.6%
|
| Dividend Yield |
0% |
0.57% |
| FCF Yield |
0.84%
|
1.9%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Advanced Micro Devices designs x86 CPUs, GPUs, and data-center accelerators across two segments, Computing and Graphics and Enterprise, Embedded and Semi-Custom, with 31,000 employees and a $1.002 trillion market capitalization at $614.61 per share. The business quality is genuinely improving: revenue grew 50.1% year over year in the most recent quarter, earnings grew 163.4% year over year in the…
Eli Lilly is a global pharmaceutical company whose incretin franchise, led by Mounjaro and Zepbound, has become the dominant growth engine in diabetes and obesity care. The business quality is high: TTM gross margin is 83.4%, TTM operating margin is 49.7%, TTM net margin is 33.5%, and ROE is 92.6%, while revenue grew 47.7% and earnings grew 25.3% in the most recent quarter on a year-over-year bas…
Accumulation Zones
| Metric |
AMD |
LLY |
| Zone Low |
$397.69 |
$906.00 |
| Zone High |
$450.71 |
$1,026.80 |
| In Buy Zone? |
No
|
No
|