ETN vs LLY: Which Is the Better Buy?
Side-by-side comparison of Eaton Corporation plc and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Eaton Corporation plc · Industrials
$447.28
-9.5% upside to fair value
Med Conviction
Grade C+
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 |
ETN |
LLY |
| Current Price |
$447.28 |
$1,179.09 |
| Fair Value Estimate |
$405.00 |
$1,552.32 |
| Upside to Fair Value |
-9.5%
|
+31.7%
|
| Market Cap |
$173.7B |
$1,110.4B |
| Forward P/E |
33.2x
|
—
|
| EV / EBITDA |
30.0x
|
34.3x
|
| Price / Sales |
5.8x
|
14.6x
|
| Price / FCF |
38.6x
|
77.7x
|
| Revenue Growth YoY |
+21.0%
|
+55.5%
|
| Gross Margin |
35.9%
|
83.5%
|
| Operating Margin |
17.7%
|
45.9%
|
| Return on Equity |
18.9%
|
101.3%
|
| Dividend Yield |
0.98% |
0.55% |
| FCF Yield |
2.59%
|
1.29%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Eaton is a 115-year-old power management company whose Electrical Americas, Electrical Global and Aerospace segments have become a core beneficiary of the same AI data-center, grid modernization and reshoring supercycle driving GE Vernova and Vertiv. Q2 2026 results were record-setting: revenue of $8.5 billion (up 21% year over year, 14% organic), adjusted EPS of $3.15, and segment margins of 23.…
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 |
ETN |
LLY |
| Zone Low |
$305.00 |
$1,164.24 |
| Zone High |
$345.00 |
$1,319.47 |
| In Buy Zone? |
No
|
Yes
|