BA vs LLY: Which Is the Better Buy?

Side-by-side comparison of The Boeing Company and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-17.
The Boeing Company · Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
Eli Lilly and Company · Healthcare
$1,179.09
+31.7% upside to fair value
High Conviction Grade A High Quality
QuantHub Verdict
BA has more upside to fair value (+45.0%). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric BA LLY
Current Price $234.54 $1,179.09
Fair Value Estimate $340.08 $1,552.32
Upside to Fair Value +45.0% +31.7%
Market Cap $184.9B $1,110.4B
Forward P/E 96.9x
EV / EBITDA 30.4x 34.3x
Price / Sales 2.0x 14.6x
Price / FCF -177.6x 77.7x
Revenue Growth YoY +14.0% +55.5%
Gross Margin 4.8% 83.5%
Operating Margin -5.9% 45.9%
Return on Equity -8723.1% 101.3%
Dividend Yield 0% 0.55%
FCF Yield 1.29%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
BA — The Boeing Company
The Boeing Company operates in the Industrials sector within the Aerospace & Defense industry, manufacturing commercial jetliners, defense, space, and security systems. Despite a challenging operating margin of -5.9% and a negative free cash flow per share of -2.46, Boeing shows strong recent earnings growth of 89.2% and revenue growth of 14.0% in the most recent quarter, signaling a potential re…
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 BA LLY
Zone Low $255.06 $1,164.24
Zone High $289.07 $1,319.47
In Buy Zone? Yes Yes
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