BAC vs LLY: Which Is the Better Buy?
Side-by-side comparison of Bank of America Corporation and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Bank of America Corporation · Financial Services
$52.54
+7.3% upside to fair value
Grade B+
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%).
BAC trades at a lower forward P/E
(12.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BAC |
LLY |
| Current Price |
$52.54 |
$939.47 |
| Fair Value Estimate |
$56.39 |
$1,607.00 |
| Upside to Fair Value |
+7.3%
|
+71.1%
|
| Market Cap |
$377.1B |
$887.6B |
| Forward P/E |
12.1x
|
27.4x
|
| EV / EBITDA |
12.8x
|
35.8x
|
| Price / Sales |
2.0x
|
14.8x
|
| Price / FCF |
29.9x
|
107.6x
|
| Revenue Growth YoY |
-0.5%
|
+44.7%
|
| Gross Margin |
56.1%
|
83.8%
|
| Operating Margin |
19.7%
|
45.6%
|
| Return on Equity |
10.1%
|
77.8%
|
| Dividend Yield |
2.09% |
0.56% |
| FCF Yield |
3.35%
|
0.93%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Bank of America is a top-two U.S. bank by assets with $3.4 trillion on its balance sheet, generating $30.5 billion in net income in 2025 on the back of 12.5% earnings growth. The bank benefits from scale in consumer deposits, a recovering investment banking franchise, and an expanding digital platform serving 47 million active users. At 12.7x trailing earnings and 1.97x sales, BAC trades at a fai…
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 |
BAC |
LLY |
| Zone Low |
$42.29 |
$1,205.00 |
| Zone High |
$47.93 |
$1,366.00 |
| In Buy Zone? |
No
|
Yes
|