AMZN vs LLY: Which Is the Better Buy?

Side-by-side comparison of Amazon.com, Inc. and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-17.
Amazon.com, Inc. · Consumer Cyclical
$242.67
+22.0% upside to fair value
Grade B High Quality
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 AMZN LLY
Current Price $242.67 $1,179.09
Fair Value Estimate $295.95 $1,552.32
Upside to Fair Value +22.0% +31.7%
Market Cap $2,610.4B $1,110.4B
Forward P/E 28.7x
EV / EBITDA 14.4x 34.3x
Price / Sales 3.5x 14.6x
Price / FCF -1056.0x 77.7x
Revenue Growth YoY +16.6% +55.5%
Gross Margin 50.6% 83.5%
Operating Margin 11.5% 45.9%
Return on Equity 23.3% 101.3%
Dividend Yield 0% 0.55%
FCF Yield 1.29%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
AMZN — Amazon.com, Inc.
Amazon.com, Inc. operates a diversified platform with core engines in retail, AWS cloud services, and advertising, leveraging a strong competitive moat driven by scale, logistics, and technology leadership. The company exhibits high business quality with 23.3% ROE, 16.6% revenue growth, and 76.7% earnings growth in the most recent quarter, supported by a widening moat in e-commerce and cloud. Des…
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 AMZN LLY
Zone Low $221.96 $1,164.24
Zone High $251.56 $1,319.47
In Buy Zone? Yes Yes
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