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 2026-05-04.
Deere & Company · Industrials
$578.39
+22.4% upside to fair value
Grade C
VS
Eli Lilly and Company · Healthcare
$934.34
+98.6% upside to fair value
Grade B
High Quality
QuantHub Verdict
LLY has more upside to fair value
(+98.6%).
DE trades at a lower forward P/E
(32.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
LLY |
| Current Price |
$578.39 |
$934.34 |
| Fair Value Estimate |
$708.19 |
$1,855.91 |
| Upside to Fair Value |
+22.4%
|
+98.6%
|
| Market Cap |
$156.2B |
$882.8B |
| Forward P/E |
32.5x
|
33.1x
|
| EV / EBITDA |
18.4x
|
27.9x
|
| Price / Sales |
3.4x
|
12.2x
|
| Price / FCF |
43.7x
|
65.0x
|
| Revenue Growth YoY |
+16.3%
|
+55.5%
|
| Gross Margin |
35.6%
|
82.7%
|
| Operating Margin |
18.5%
|
46.3%
|
| Return on Equity |
18.9%
|
101.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.29%
|
1.54%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Deere & Company is a leading manufacturer of agricultural, construction, and forestry machinery, with a strong position in production and precision agriculture, small agriculture and turf, and construction and forestry segments. The company benefits from a durable competitive moat driven by its brand, intangible assets, and switching costs, supported by a CEO with deep institutional knowledge and…
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 |
DE |
LLY |
| Zone Low |
$531.14 |
$1,391.93 |
| Zone High |
$601.96 |
$1,577.52 |
| In Buy Zone? |
Yes
|
Yes
|