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 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 premiumβ¦
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 β¦
Accumulation Zones
| Metric |
GE |
LLY |
| Zone Low |
$162.23 |
$823.82 |
| Zone High |
$183.86 |
$933.67 |
| In Buy Zone? |
No
|
No
|