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 2026-05-01.
The Boeing Company · Industrials
$231.28
+45.0% upside to fair value
Grade C
VS
Eli Lilly and Company · Healthcare
$934.34
+17.6% upside to fair value
Grade B
High Quality
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
LLY trades at a lower forward P/E
(33.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
LLY |
| Current Price |
$231.28 |
$934.34 |
| Fair Value Estimate |
$335.36 |
$1,098.43 |
| Upside to Fair Value |
+45.0%
|
+17.6%
|
| Market Cap |
$181.8B |
$882.8B |
| Forward P/E |
83.4x
|
33.1x
|
| EV / EBITDA |
30.8x
|
27.9x
|
| Price / Sales |
2.0x
|
12.2x
|
| Price / FCF |
776.7x
|
65.0x
|
| Revenue Growth YoY |
+14.0%
|
+55.5%
|
| Gross Margin |
4.8%
|
82.7%
|
| Operating Margin |
-5.9%
|
46.3%
|
| Return on Equity |
-8723.1%
|
101.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
0.13%
|
1.54%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company is a leading global aerospace and defense firm operating across commercial airplanes, defense, space and security, and global services segments. Despite a challenging operating margin of negative 5.9% and a high trailing P/E of 83.43, Boeing is currently fairly valued with a fair value estimate of $422.56, implying an 82.7% upside from the current price of $231.28. The 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 |
BA |
LLY |
| Zone Low |
$251.52 |
$823.82 |
| Zone High |
$285.06 |
$933.67 |
| In Buy Zone? |
Yes
|
No
|