DE vs LLY: Which Is the Better Buy?
Side-by-side comparison of Deere & Company and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
Deere & Company · Industrials
$596.74
-29.8% upside to fair value
Grade C
High Quality
VS
Eli Lilly and Company · Healthcare
$1,179.09
+31.7% upside to fair value
High Conviction
Grade A
High Quality
QuantHub Verdict
LLY has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DE |
LLY |
| Current Price |
$596.74 |
$1,179.09 |
| Fair Value Estimate |
$418.72 |
$1,552.32 |
| Upside to Fair Value |
-29.8%
|
+31.7%
|
| Market Cap |
$161.1B |
$1,110.4B |
| Forward P/E |
33.7x
|
—
|
| EV / EBITDA |
19.0x
|
34.3x
|
| Price / Sales |
3.4x
|
14.6x
|
| Price / FCF |
42.8x
|
77.7x
|
| Revenue Growth YoY |
+6.7%
|
+55.5%
|
| Gross Margin |
35.4%
|
83.5%
|
| Operating Margin |
18.4%
|
45.9%
|
| Return on Equity |
18.3%
|
101.3%
|
| Dividend Yield |
0% |
0.55% |
| FCF Yield |
2.34%
|
1.29%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Deere & Company operates in the agricultural machinery sector, providing durable equipment critical to farming and construction industries. The business quality is high, supported by a strong 18.3% return on equity and solid gross and operating margins of 35.4% and 18.4%, respectively. However, the stock is currently overvalued, trading approximately 30% above its fair value estimate of $418.72, …
Eli Lilly is a global biopharma company whose exceptionally profitable cardiometabolic franchises, led by Mounjaro and Zepbound, are driving a high-quality growth phase: revenue rose 55.5% year over year and earnings rose 168.0% year over year in the most recent quarter, while gross, operating, and net margins were 83.5%, 45.9%, and 35.0%, respectively. Business quality is high because tirzepatid…
Accumulation Zones
| Metric |
DE |
LLY |
| Zone Low |
$314.04 |
$1,164.24 |
| Zone High |
$355.91 |
$1,319.47 |
| In Buy Zone? |
No
|
Yes
|