AMZN vs LLY: Which Is the Better Buy?

Side-by-side comparison of Amazon.com, Inc. and Eli Lilly and Company β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-20.
Amazon.com, Inc. Β· Consumer Cyclical
$259.34
+21.8% upside to fair value
Grade B High Quality
VS
Eli Lilly and Company Β· Healthcare
$934.34
+17.6% upside to fair value
Grade B High Quality
QuantHub Verdict
AMZN has more upside to fair value (+21.8%). AMZN trades at a lower forward P/E (26.5x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AMZN LLY
Current Price $259.34 $934.34
Fair Value Estimate $316.00 $1,098.43
Upside to Fair Value +21.8% +17.6%
Market Cap $2,789.8B $882.8B
Forward P/E 26.5x 33.1x
EV / EBITDA 16.8x 27.9x
Price / Sales 3.9x 12.2x
Price / FCF β€” 65.0x
Revenue Growth YoY +17.0% +55.5%
Gross Margin 51.8% 82.7%
Operating Margin 13.1% 46.3%
Return on Equity 21.5% 101.3%
Dividend Yield 0% 0%
FCF Yield -0.81% 1.54%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
AMZN β€” Amazon.com, Inc.
Amazon delivered a landmark Q1 2026 with revenue of $181.5 billion up 17% year over year and diluted EPS of $2.78 versus the $1.63 consensus, driven by AWS reaccelerating to 28% growth, its fastest pace in fifteen quarters, and a record consolidated operating margin of 13.1%. AWS generated $37.6 billion in revenue at a 37.7% segment operating margin, contributing $14.2 billion in operating income…
LLY β€” Eli Lilly and Company
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 AMZN LLY
Zone Low $237.00 $823.82
Zone High $268.60 $933.67
In Buy Zone? Yes No
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