DIS vs LLY: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-17.
The Walt Disney Company · Communication Services
$96.16
+45.0% upside to fair value
Grade B
VS
Eli Lilly and Company · Healthcare
$1,179.09
+31.7% upside to fair value
High Conviction
Grade A
High Quality
QuantHub Verdict
DIS has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
LLY |
| Current Price |
$96.16 |
$1,179.09 |
| Fair Value Estimate |
$139.43 |
$1,552.32 |
| Upside to Fair Value |
+45.0%
|
+31.7%
|
| Market Cap |
$167.0B |
$1,110.4B |
| Forward P/E |
15.4x
|
—
|
| EV / EBITDA |
10.8x
|
34.3x
|
| Price / Sales |
1.7x
|
14.6x
|
| Price / FCF |
23.5x
|
77.7x
|
| Revenue Growth YoY |
+6.5%
|
+55.5%
|
| Gross Margin |
37.2%
|
83.5%
|
| Operating Margin |
15.5%
|
45.9%
|
| Return on Equity |
10.3%
|
101.3%
|
| Dividend Yield |
0% |
0.55% |
| FCF Yield |
4.26%
|
1.29%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Walt Disney Company operates as a leading global entertainment and media conglomerate with a strong brand portfolio and diversified revenue streams across media networks, parks, experiences, and studio entertainment. The business quality is medium due to its durable brand and intangible assets but recent earnings pressure with a 31.4% decline in earnings in the most recent quarter highlights …
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 |
DIS |
LLY |
| Zone Low |
$104.57 |
$1,164.24 |
| Zone High |
$118.52 |
$1,319.47 |
| In Buy Zone? |
Yes
|
Yes
|