BLK vs LLY: Which Is the Better Buy?

Side-by-side comparison of BlackRock, Inc. and Eli Lilly and Company โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-26.
BlackRock, Inc. ยท Financial Services
$1,069.78
+44.0% upside to fair value
High Conviction Grade A High Quality
VS
Eli Lilly and Company ยท Healthcare
$1,183.72
+2.1% upside to fair value
Med Conviction Grade B High Quality
QuantHub Verdict
BLK has more upside to fair value (+44.0%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric BLK LLY
Current Price $1,069.78 $1,183.72
Fair Value Estimate $1,540.94 $1,208.00
Upside to Fair Value +44.0% +2.1%
Market Cap $165.8B $1,114.8B
Forward P/E โ€” โ€”
EV / EBITDA 15.9x 26.8x
Price / Sales 6.1x 14.0x
Price / FCF 71.5x 52.7x
Revenue Growth YoY +30.6% +47.7%
Gross Margin 55.7% 83.4%
Operating Margin 31.1% 49.7%
Return on Equity 11.7% 92.6%
Dividend Yield 2.09% 0.57%
FCF Yield 1.4% 1.9%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
BLK โ€” BlackRock, Inc.
BlackRock is the world's largest asset manager, overseeing $15.345 trillion in assets across ETFs, active strategies, alternatives, and the Aladdin investment-technology platform, serving institutional, intermediary, and individual clients globally. The business quality is high: TTM gross margin of 55.7%, operating margin of 31.1%, and net margin of 24.1% reflect the scalability of a fee-based moโ€ฆ
LLY โ€” Eli Lilly and Company
Eli Lilly is a global pharmaceutical company whose incretin franchise, led by Mounjaro and Zepbound, has become the dominant growth engine in diabetes and obesity care. The business quality is high: TTM gross margin is 83.4%, TTM operating margin is 49.7%, TTM net margin is 33.5%, and ROE is 92.6%, while revenue grew 47.7% and earnings grew 25.3% in the most recent quarter on a year-over-year basโ€ฆ
Accumulation Zones
Metric BLK LLY
Zone Low $1,155.70 $906.00
Zone High $1,309.80 $1,026.80
In Buy Zone? Yes No
โ† BLK Research    LLY Research โ†’    All Research