GE vs LLY: Which Is the Better Buy?
Side-by-side comparison of GE Aerospace and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
GE Aerospace · Industrials
$308.35
-44.2% upside to fair value
Grade D
High Quality
VS
Eli Lilly and Company · Healthcare
$939.47
+71.1% upside to fair value
High Conviction
Grade A
QuantHub Verdict
LLY has more upside to fair value
(+71.1%).
LLY trades at a lower forward P/E
(27.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GE |
LLY |
| Current Price |
$308.35 |
$939.47 |
| Fair Value Estimate |
$171.94 |
$1,607.00 |
| Upside to Fair Value |
-44.2%
|
+71.1%
|
| Market Cap |
$325.2B |
$887.6B |
| Forward P/E |
37.8x
|
27.4x
|
| EV / EBITDA |
27.9x
|
35.8x
|
| Price / Sales |
7.2x
|
14.8x
|
| Price / FCF |
45.2x
|
107.6x
|
| Revenue Growth YoY |
+18.5%
|
+44.7%
|
| Gross Margin |
36.8%
|
83.8%
|
| Operating Margin |
19.1%
|
45.6%
|
| Return on Equity |
46.6%
|
77.8%
|
| Dividend Yield |
0.44% |
0.56% |
| FCF Yield |
2.21%
|
0.93%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
GE Aerospace is the dominant pure-play aerospace engine company globally, operating through Commercial Engines and Services and Defense and Propulsion Technologies segments. The company delivered 18.5% revenue growth to $45.9 billion in 2025, driven by LEAP engine deliveries, a $190 billion backlog, and robust aftermarket services that generate majority profits. CEO Larry Culp has executed a rema…
Eli Lilly remains the dominant GLP-1 franchise holder with Mounjaro and Zepbound generating $36.5B combined in 2025 on 45% total revenue growth to $65.2B. The company guided $80-83B for 2026, well above prior Street consensus, and launched Foundayo (oral GLP-1, FDA approved April 2026) with $1.5B pre-built inventory. At $939 the stock trades at 14.8x P/S, right at its 5-year median, and 27.4x for…
Accumulation Zones
| Metric |
GE |
LLY |
| Zone Low |
$128.96 |
$1,205.00 |
| Zone High |
$146.15 |
$1,366.00 |
| In Buy Zone? |
No
|
Yes
|