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 2026-04-11.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
Eli Lilly and Company · Healthcare
$939.47
+71.1% upside to fair value
High Conviction
Grade A
QuantHub Verdict
LLY has more upside to fair value
(+71.1%).
LLY trades at a lower forward P/E
(27.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
LLY |
| Current Price |
$217.63 |
$939.47 |
| Fair Value Estimate |
$260.00 |
$1,607.00 |
| Upside to Fair Value |
+19.5%
|
+71.1%
|
| Market Cap |
$170.9B |
$887.6B |
| Forward P/E |
74.0x
|
27.4x
|
| EV / EBITDA |
28.4x
|
35.8x
|
| Price / Sales |
1.9x
|
14.8x
|
| Price / FCF |
-88.2x
|
107.6x
|
| Revenue Growth YoY |
+34.5%
|
+44.7%
|
| Gross Margin |
4.8%
|
83.8%
|
| Operating Margin |
-6.1%
|
45.6%
|
| Return on Equity |
41.0%
|
77.8%
|
| Dividend Yield |
0.2% |
0.56% |
| FCF Yield |
-1.1%
|
0.93%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company is the world's largest aerospace manufacturer operating across commercial airplanes, defense and space, global services, and Boeing Capital. After years of losses stemming from the 737 MAX crisis, production disruptions, and regulatory setbacks, Boeing posted its first profitable year in 2025 with net income of $2.2 billion on revenue of $89.5 billion, a 34.5% revenue increase …
Eli Lilly remains the dominant GLP-1 franchise holder with Mounjaro and Zepbound generating $36.5B combined in 2025 on 45% total revenue growth to $65.2B. The company guided $80-83B for 2026, well above prior Street consensus, and launched Foundayo (oral GLP-1, FDA approved April 2026) with $1.5B pre-built inventory. At $939 the stock trades at 14.8x P/S, right at its 5-year median, and 27.4x for…
Accumulation Zones
| Metric |
BA |
LLY |
| Zone Low |
$195.00 |
$1,205.00 |
| Zone High |
$221.00 |
$1,366.00 |
| In Buy Zone? |
Yes
|
Yes
|