CEG vs LLY: Which Is the Better Buy?
Side-by-side comparison of Constellation Energy Corporation and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Constellation Energy Corporation · Utilities
$262.11
-4.2% upside to fair value
Med Conviction
Grade C
High Quality
VS
Eli Lilly and Company · Healthcare
$1,183.72
+2.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
LLY has more upside to fair value
(+2.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CEG |
LLY |
| Current Price |
$262.11 |
$1,183.72 |
| Fair Value Estimate |
$250.98 |
$1,208.00 |
| Upside to Fair Value |
-4.2%
|
+2.1%
|
| Market Cap |
$94.1B |
$1,114.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
13.9x
|
26.8x
|
| Price / Sales |
3.0x
|
14.0x
|
| Price / FCF |
300.3x
|
52.7x
|
| Revenue Growth YoY |
+23.0%
|
+47.7%
|
| Gross Margin |
94.9%
|
83.4%
|
| Operating Margin |
14.7%
|
49.7%
|
| Return on Equity |
14.7%
|
92.6%
|
| Dividend Yield |
0.64% |
0.57% |
| FCF Yield |
0.33%
|
1.9%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Constellation Energy is the largest U.S. producer of carbon-free electricity, operating roughly 32,400 megawatts of nuclear, gas, wind, solar, and hydro generation across the Mid-Atlantic, Midwest, New York, ERCOT, and other power markets, with a 94.9% TTM gross margin that reflects the low marginal cost of nuclear fuel and the scarcity value of firm clean power. The business quality is genuinely…
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 bas…
Accumulation Zones
| Metric |
CEG |
LLY |
| Zone Low |
$188.23 |
$906.00 |
| Zone High |
$213.33 |
$1,026.80 |
| In Buy Zone? |
No
|
No
|