GE vs LLY: Which Is the Better Buy?

Side-by-side comparison of GE Aerospace and Eli Lilly and Company β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-01.
GE Aerospace Β· Industrials
$284.60
-24.0% upside to fair value
Grade B High Quality
VS
Eli Lilly and Company Β· Healthcare
$934.34
+17.6% upside to fair value
Grade B High Quality
QuantHub Verdict
LLY has more upside to fair value (+17.6%). LLY trades at a lower forward P/E (33.1x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric GE LLY
Current Price $284.60 $934.34
Fair Value Estimate $216.30 $1,098.43
Upside to Fair Value -24.0% +17.6%
Market Cap $297.4B $882.8B
Forward P/E 34.1x 33.1x
EV / EBITDA 27.9x 27.9x
Price / Sales 6.2x 12.2x
Price / FCF 39.8x 65.0x
Revenue Growth YoY +24.7% +55.5%
Gross Margin 34.8% 82.7%
Operating Margin 18.5% 46.3%
Return on Equity 46.4% 101.3%
Dividend Yield 0% 0%
FCF Yield 2.51% 1.54%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
GE β€” GE Aerospace
GE Aerospace is a leading player in the aerospace and defense industry, specializing in jet engines and propulsion technologies with a strong presence in commercial engines and defense propulsion segments. The company benefits from a high-quality management team led by CEO H. Lawrence Culp, Jr., who has extensive experience in operational transformation and aerospace leadership. Despite a premium…
LLY β€” Eli Lilly and Company
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 GE LLY
Zone Low $162.23 $823.82
Zone High $183.86 $933.67
In Buy Zone? No No
← GE Research    LLY Research β†’    All Research