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 2026-09-26.
Eaton Corporation plc · Industrials
$438.76
+32.2% upside to fair value
Med Conviction
Grade B
High Quality
VS
Eli Lilly and Company · Healthcare
$1,183.72
+2.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
ETN has more upside to fair value
(+32.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ETN |
LLY |
| Current Price |
$438.76 |
$1,183.72 |
| Fair Value Estimate |
$579.99 |
$1,208.00 |
| Upside to Fair Value |
+32.2%
|
+2.1%
|
| Market Cap |
$170.4B |
$1,114.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
29.6x
|
26.8x
|
| Price / Sales |
5.7x
|
14.0x
|
| Price / FCF |
37.9x
|
52.7x
|
| Revenue Growth YoY |
+21.4%
|
+47.7%
|
| Gross Margin |
35.9%
|
83.4%
|
| Operating Margin |
17.7%
|
49.7%
|
| Return on Equity |
19.6%
|
92.6%
|
| Dividend Yield |
0.99% |
0.57% |
| FCF Yield |
2.64%
|
1.9%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Eaton Corporation plc is a Dublin-headquartered power management company with roughly 97,303 employees, operating electrical, aerospace, vehicle and eMobility segments that supply power distribution, circuit protection, power quality and reliability equipment and services. The business quality is high: TTM gross margin of 35.9%, TTM operating margin of 17.7%, TTM net margin of 12.8% and ROE of 19…
Eli Lilly is a global pharmaceutical company whose incretin franchise, led by Mounjaro and Zepbound, has become the dominant growth engine in diabetes and obesity care. The business quality is high: TTM gross margin is 83.4%, TTM operating margin is 49.7%, TTM net margin is 33.5%, and ROE is 92.6%, while revenue grew 47.7% and earnings grew 25.3% in the most recent quarter on a year-over-year bas…
Accumulation Zones
| Metric |
ETN |
LLY |
| Zone Low |
$434.99 |
$906.00 |
| Zone High |
$492.99 |
$1,026.80 |
| In Buy Zone? |
Yes
|
No
|