CRM vs LLY: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
Salesforce, Inc. · Technology
$181.22
+161.6% upside to fair value
High Conviction
Grade A-
VS
Eli Lilly and Company · Healthcare
$939.47
+71.1% upside to fair value
High Conviction
Grade A
QuantHub Verdict
CRM has more upside to fair value
(+161.6%).
CRM trades at a lower forward P/E
(22.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
LLY |
| Current Price |
$181.22 |
$939.47 |
| Fair Value Estimate |
$474.00 |
$1,607.00 |
| Upside to Fair Value |
+161.6%
|
+71.1%
|
| Market Cap |
$169.8B |
$887.6B |
| Forward P/E |
22.7x
|
27.4x
|
| EV / EBITDA |
—
|
35.8x
|
| Price / Sales |
4.1x
|
14.8x
|
| Price / FCF |
11.8x
|
107.6x
|
| Revenue Growth YoY |
+9.2%
|
+44.7%
|
| Gross Margin |
77.7%
|
83.8%
|
| Operating Margin |
21.5%
|
45.6%
|
| Return on Equity |
12.4%
|
77.8%
|
| Dividend Yield |
— |
0.56% |
| FCF Yield |
8.5%
|
0.93%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Salesforce is the leading global provider of CRM software, offering a strong competitive moat through market dominance and high switching costs, complemented by acquisitions like Slack and Tableau, with excellent margins above 77% gross and robust free cash flow of $15.16 per share. Despite decelerating revenue growth at 9.2% YoY and negative earnings growth of -6.9%, the business remains high-qu…
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 |
CRM |
LLY |
| Zone Low |
$356.00 |
$1,205.00 |
| Zone High |
$403.00 |
$1,366.00 |
| In Buy Zone? |
Yes
|
Yes
|