DELL vs LLY: Which Is the Better Buy?
Side-by-side comparison of Dell Technologies Inc. and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
Dell Technologies Inc. · Technology
$450.22
-13.0% upside to fair value
Grade D
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 |
DELL |
LLY |
| Current Price |
$450.22 |
$1,179.09 |
| Fair Value Estimate |
$391.48 |
$1,552.32 |
| Upside to Fair Value |
-13.0%
|
+31.7%
|
| Market Cap |
$299.1B |
$1,110.4B |
| Forward P/E |
35.2x
|
—
|
| EV / EBITDA |
22.9x
|
34.3x
|
| Price / Sales |
2.2x
|
14.6x
|
| Price / FCF |
31.7x
|
77.7x
|
| Revenue Growth YoY |
+87.5%
|
+55.5%
|
| Gross Margin |
19.2%
|
83.5%
|
| Operating Margin |
8.0%
|
45.9%
|
| Return on Equity |
-363.2%
|
101.3%
|
| Dividend Yield |
0% |
0.55% |
| FCF Yield |
3.16%
|
1.29%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Dell Technologies Inc. operates in the technology sector focusing on computer hardware, delivering strong revenue and earnings growth in the most recent quarter with 87.5% and 256.3% year-over-year increases respectively. Despite these impressive growth metrics and a solid operating margin of 8.0%, the company is currently overvalued with its stock trading 13% above the fair value estimate of $39…
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 |
DELL |
LLY |
| Zone Low |
$293.61 |
$1,164.24 |
| Zone High |
$332.76 |
$1,319.47 |
| In Buy Zone? |
No
|
Yes
|