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 2026-05-05.
Advanced Micro Devices, Inc. · Technology
$341.54
+38.2% upside to fair value
Grade C
High Quality
VS
Eli Lilly and Company · Healthcare
$934.34
+17.6% upside to fair value
Grade B
High Quality
QuantHub Verdict
AMD has more upside to fair value
(+38.2%).
LLY trades at a lower forward P/E
(33.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMD |
LLY |
| Current Price |
$341.54 |
$934.34 |
| Fair Value Estimate |
$472.05 |
$1,098.43 |
| Upside to Fair Value |
+38.2%
|
+17.6%
|
| Market Cap |
$556.9B |
$882.8B |
| Forward P/E |
128.4x
|
33.1x
|
| EV / EBITDA |
76.3x
|
27.9x
|
| Price / Sales |
16.1x
|
12.2x
|
| Price / FCF |
82.7x
|
65.0x
|
| Revenue Growth YoY |
+34.1%
|
+55.5%
|
| Gross Margin |
49.5%
|
82.7%
|
| Operating Margin |
10.7%
|
46.3%
|
| Return on Equity |
7.2%
|
101.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.21%
|
1.54%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Advanced Micro Devices, Inc. is a leading semiconductor company specializing in high-performance computing products including CPUs and GPUs, with a strong foothold in data center, client, gaming, and embedded markets. The company benefits from a durable competitive moat driven by its technology leadership in Zen/Ryzen CPUs and graphics processors, as well as strategic diversification through the …
Eli Lilly and Company is a leading global pharmaceutical firm with a dominant position in the diabetes and obesity markets, driven by its blockbuster GLP-1 drugs Mounjaro and Zepbound which generated $36.5 billion in FY2025. The company reported $65.2 billion in total revenue for 2025, making it the top pharma by revenue globally. It exhibits high business quality with a durable competitive moat …
Accumulation Zones
| Metric |
AMD |
LLY |
| Zone Low |
$354.04 |
$823.82 |
| Zone High |
$401.24 |
$933.67 |
| In Buy Zone? |
Yes
|
No
|