BLK vs LLY: Which Is the Better Buy?

Side-by-side comparison of BlackRock, Inc. and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-22.
BlackRock, Inc. · Financial Services
$1,042.85
+125.5% upside to fair value
Grade A High Quality
VS
Eli Lilly and Company · Healthcare
$939.47
+71.1% upside to fair value
High Conviction Grade A
QuantHub Verdict
BLK has more upside to fair value (+125.5%). BLK trades at a lower forward P/E (25.9x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric BLK LLY
Current Price $1,042.85 $939.47
Fair Value Estimate $2,351.12 $1,607.00
Upside to Fair Value +125.5% +71.1%
Market Cap $162.2B $887.6B
Forward P/E 25.9x 27.4x
EV / EBITDA 16.9x 35.8x
Price / Sales 6.3x 14.8x
Price / FCF 45.2x 107.6x
Revenue Growth YoY +28.3% +44.7%
Gross Margin 59.1% 83.8%
Operating Margin 29.9% 45.6%
Return on Equity 12.0% 77.8%
Dividend Yield 0% 0.56%
FCF Yield 2.21% 0.93%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
BLK — BlackRock, Inc.
BlackRock, Inc. is the world's largest asset manager with over $14 trillion in assets under management, operating primarily in financial services and asset management. The company benefits from a durable competitive moat driven by its scale, technology platform Aladdin, and founder-led management with CEO Laurence D. Fink at the helm since inception. BlackRock exhibits strong fundamentals includi…
LLY — Eli Lilly and Company
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 BLK LLY
Zone Low $1,763.34 $1,205.00
Zone High $1,998.45 $1,366.00
In Buy Zone? Yes Yes
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