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 2026-05-04.
Danaher Corporation · Healthcare
$174.04
+13.2% upside to fair value
Grade B
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%).
LLY trades at a lower forward P/E
(33.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DHR |
LLY |
| Current Price |
$174.04 |
$934.34 |
| Fair Value Estimate |
$197.01 |
$1,855.91 |
| Upside to Fair Value |
+13.2%
|
+98.6%
|
| Market Cap |
$123.2B |
$882.8B |
| Forward P/E |
33.4x
|
33.1x
|
| EV / EBITDA |
20.3x
|
27.9x
|
| Price / Sales |
5.0x
|
12.2x
|
| Price / FCF |
23.3x
|
65.0x
|
| Revenue Growth YoY |
+3.7%
|
+55.5%
|
| Gross Margin |
60.7%
|
82.7%
|
| Operating Margin |
21.0%
|
46.3%
|
| Return on Equity |
7.1%
|
101.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
4.3%
|
1.54%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Danaher Corporation is a diversified healthcare company focused on medical diagnostics, life sciences, and biotechnology, generating approximately $24 billion in revenue with a strong recurring revenue base of over 81%. The company benefits from a high gross margin of 60.7% and solid operating margin of 21%, supported by a seasoned management team with a proven capital allocation track record inc…
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 |
DHR |
LLY |
| Zone Low |
$147.76 |
$1,391.93 |
| Zone High |
$167.46 |
$1,577.52 |
| In Buy Zone? |
No
|
Yes
|