AMZN vs LLY: Which Is the Better Buy?

Side-by-side comparison of Amazon.com, Inc. and Eli Lilly and Company โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-26.
Amazon.com, Inc. ยท Consumer Cyclical
$251.19
+18.5% upside to fair value
Med Conviction Grade B High Quality
VS
Eli Lilly and Company ยท Healthcare
$1,183.72
+2.1% upside to fair value
Med Conviction Grade B High Quality
QuantHub Verdict
AMZN has more upside to fair value (+18.5%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric AMZN LLY
Current Price $251.19 $1,183.72
Fair Value Estimate $297.67 $1,208.00
Upside to Fair Value +18.5% +2.1%
Market Cap $2,702.1B $1,114.8B
Forward P/E โ€” โ€”
EV / EBITDA 11.2x 26.8x
Price / Sales 3.5x 14.0x
Price / FCF โ€” 52.7x
Revenue Growth YoY +19.6% +47.7%
Gross Margin 50.8% 83.4%
Operating Margin 12.1% 49.7%
Return on Equity 30.5% 92.6%
Dividend Yield 0% 0.57%
FCF Yield โ€” 1.9%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
AMZN โ€” Amazon.com, Inc.
Amazon.com operates a vast global retail enterprise spanning online and physical stores, third-party seller services, advertising, subscription offerings, and Amazon Web Services, the world's largest cloud infrastructure provider. The business quality is high: trailing-twelve-month gross margin of 50.8%, operating margin of 12.1%, and net margin of 17.4% reflect a durable mix shift toward high-maโ€ฆ
LLY โ€” Eli Lilly and Company
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 basโ€ฆ
Accumulation Zones
Metric AMZN LLY
Zone Low $223.25 $906.00
Zone High $253.02 $1,026.80
In Buy Zone? Yes No
โ† AMZN Research    LLY Research โ†’    All Research