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 2026-07-17.
Advanced Micro Devices, Inc. · Technology
$555.79
+24.0% upside to fair value
Grade B
VS
Eli Lilly and Company · Healthcare
$1,179.09
+31.7% upside to fair value
High Conviction Grade A High Quality
QuantHub Verdict
LLY has more upside to fair value (+31.7%). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric AMD LLY
Current Price $555.79 $1,179.09
Fair Value Estimate $689.29 $1,552.32
Upside to Fair Value +24.0% +31.7%
Market Cap $906.3B $1,110.4B
Forward P/E 177.7x
EV / EBITDA 110.2x 34.3x
Price / Sales 24.1x 14.6x
Price / FCF 105.3x 77.7x
Revenue Growth YoY +37.8% +55.5%
Gross Margin 50.3% 83.5%
Operating Margin 11.7% 45.9%
Return on Equity 8.1% 101.3%
Dividend Yield 0% 0.55%
FCF Yield 0.95% 1.29%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
AMD — Advanced Micro Devices, Inc.
Advanced Micro Devices, Inc. (AMD) is a leading semiconductor company specializing in high-performance CPUs and GPUs with a competitive moat driven by technical innovation and ecosystem scale. Under CEO Dr. Lisa Su's leadership since 2014, AMD has transformed from a $2 billion market cap to over $90 billion, gaining significant market share from Intel and Nvidia. The company reported $34.6 billio…
LLY — Eli Lilly and Company
Eli Lilly is a global biopharma company whose exceptionally profitable cardiometabolic franchises, led by Mounjaro and Zepbound, are driving a high-quality growth phase: revenue rose 55.5% year over year and earnings rose 168.0% year over year in the most recent quarter, while gross, operating, and net margins were 83.5%, 45.9%, and 35.0%, respectively. Business quality is high because tirzepatid…
Accumulation Zones
Metric AMD LLY
Zone Low $516.97 $1,164.24
Zone High $585.90 $1,319.47
In Buy Zone? Yes Yes
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