AVGO vs LLY: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
Broadcom Inc. · Technology
$379.86
-41.0% upside to fair value
Grade C
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.
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Valuation & Fundamentals
| Metric |
AVGO |
LLY |
| Current Price |
$379.86 |
$1,179.09 |
| Fair Value Estimate |
$223.93 |
$1,552.32 |
| Upside to Fair Value |
-41.0%
|
+31.7%
|
| Market Cap |
$1,806.8B |
$1,110.4B |
| Forward P/E |
61.3x
|
—
|
| EV / EBITDA |
44.1x
|
34.3x
|
| Price / Sales |
23.9x
|
14.6x
|
| Price / FCF |
55.2x
|
77.7x
|
| Revenue Growth YoY |
+47.9%
|
+55.5%
|
| Gross Margin |
67.0%
|
83.5%
|
| Operating Margin |
43.7%
|
45.9%
|
| Return on Equity |
36.4%
|
101.3%
|
| Dividend Yield |
0% |
0.55% |
| FCF Yield |
1.81%
|
1.29%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Broadcom Inc. is a leading technology company specializing in semiconductors and infrastructure software, with a business split nearly evenly between these two segments. The company benefits from a durable competitive moat driven by customer concentration in mission-critical infrastructure, high switching costs, and a broad portfolio spanning semiconductors and infrastructure software. Broadcom h…
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 |
AVGO |
LLY |
| Zone Low |
$167.95 |
$1,164.24 |
| Zone High |
$190.34 |
$1,319.47 |
| In Buy Zone? |
No
|
Yes
|