DE vs LLY: Which Is the Better Buy?

Side-by-side comparison of Deere & Company and Eli Lilly and Company โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-26.
Deere & Company ยท Industrials
$703.12
-12.2% upside to fair value
Med Conviction Grade C 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
LLY has more upside to fair value (+2.1%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric DE LLY
Current Price $703.12 $1,183.72
Fair Value Estimate $616.99 $1,208.00
Upside to Fair Value -12.2% +2.1%
Market Cap $189.8B $1,114.8B
Forward P/E โ€” โ€”
EV / EBITDA 22.1x 26.8x
Price / Sales 4.0x 14.0x
Price / FCF 49.1x 52.7x
Revenue Growth YoY +7.0% +47.7%
Gross Margin 35.7% 83.4%
Operating Margin 19.0% 49.7%
Return on Equity 18.1% 92.6%
Dividend Yield 0.92% 0.57%
FCF Yield 2.04% 1.9%
Analyst Consensus Buy Strong Buy
Investment Thesis
DE โ€” Deere & Company
Deere & Company is a 1837-founded global manufacturer of agricultural, turf, and construction equipment organized across Production and Precision Agriculture, Small Agriculture and Turf, Construction and Forestry, and Financial Services, employing roughly 73,100 people under CEO John C. May. Business quality is high on franchise strength but currently strained by the large-agriculture cycle: TTM โ€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 DE LLY
Zone Low $462.74 $906.00
Zone High $524.44 $1,026.80
In Buy Zone? No No
โ† DE Research    LLY Research โ†’    All Research