DHR vs LLY: Which Is the Better Buy?

Side-by-side comparison of Danaher Corporation and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-17.
Danaher Corporation · Healthcare
$195.98
+7.9% upside to fair value
Grade B 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. See all research →
Valuation & Fundamentals
Metric DHR LLY
Current Price $195.98 $1,179.09
Fair Value Estimate $211.54 $1,552.32
Upside to Fair Value +7.9% +31.7%
Market Cap $138.7B $1,110.4B
Forward P/E 37.8x
EV / EBITDA 22.8x 34.3x
Price / Sales 5.6x 14.6x
Price / FCF 26.2x 77.7x
Revenue Growth YoY +3.7% +55.5%
Gross Margin 60.7% 83.5%
Operating Margin 21.0% 45.9%
Return on Equity 7.1% 101.3%
Dividend Yield 0% 0.55%
FCF Yield 3.81% 1.29%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
DHR — Danaher Corporation
Danaher Corporation operates in the healthcare sector, specifically in medical diagnostics and research, delivering high-quality products with a durable competitive moat supported by strong margins and consistent earnings growth. The company trades at a trailing and forward P/E of 37.76, which is relatively high but justified by its stable revenue growth of 3.7% and earnings growth of 7.9% in the…
LLY — Eli Lilly and Company
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 DHR LLY
Zone Low $158.66 $1,164.24
Zone High $179.81 $1,319.47
In Buy Zone? No Yes
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