CVX vs LLY: Which Is the Better Buy?

Side-by-side comparison of Chevron Corporation and Eli Lilly and Company β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-01.
Chevron Corporation Β· Energy
$193.33
-18.2% upside to fair value
Grade D
VS
Eli Lilly and Company Β· Healthcare
$934.34
+17.6% upside to fair value
Grade B High Quality
QuantHub Verdict
LLY has more upside to fair value (+17.6%). CVX trades at a lower forward P/E (31.3x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric CVX LLY
Current Price $193.33 $934.34
Fair Value Estimate $158.09 $1,098.43
Upside to Fair Value -18.2% +17.6%
Market Cap $385.8B $882.8B
Forward P/E 31.3x 33.1x
EV / EBITDA 10.3x 27.9x
Price / Sales 2.1x 12.2x
Price / FCF 23.8x 65.0x
Revenue Growth YoY -5.3% +55.5%
Gross Margin 30.4% 82.7%
Operating Margin 9.0% 46.3%
Return on Equity 7.3% 101.3%
Dividend Yield 0% 0%
FCF Yield 4.19% 1.54%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
CVX β€” Chevron Corporation
Chevron Corporation operates as a leading integrated oil and gas company with significant upstream and downstream operations. The company benefits from experienced leadership under CEO Mike Wirth, who has over 44 years with Chevron, and maintains a strong market position as the second largest Big Oil major by market cap and net profits. However, Chevron currently trades at a very expensive valuat…
LLY β€” Eli Lilly and Company
Eli Lilly and Company is a leading global pharmaceutical firm with a dominant position in the diabetes and obesity markets, driven by its blockbuster GLP-1 drugs Mounjaro and Zepbound which generated $36.5 billion in FY2025. The company reported $65.2 billion in total revenue for 2025, making it the top pharma by revenue globally. It exhibits high business quality with a durable competitive moat …
Accumulation Zones
Metric CVX LLY
Zone Low $118.57 $823.82
Zone High $134.38 $933.67
In Buy Zone? No No
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