GEV vs LLY: Which Is the Better Buy?
Side-by-side comparison of GE Vernova Inc. and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-25.
GE Vernova Inc. · Industrials
$1,014.75
-16.2% 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 |
GEV |
LLY |
| Current Price |
$1,014.75 |
$1,179.09 |
| Fair Value Estimate |
$850.00 |
$1,552.32 |
| Upside to Fair Value |
-16.2%
|
+31.7%
|
| Market Cap |
$270.3B |
$1,110.4B |
| Forward P/E |
34.3x
|
—
|
| EV / EBITDA |
25.6x
|
34.3x
|
| Price / Sales |
6.6x
|
14.6x
|
| Price / FCF |
22.0x
|
77.7x
|
| Revenue Growth YoY |
+15.0%
|
+55.5%
|
| Gross Margin |
21.3%
|
83.5%
|
| Operating Margin |
5.9%
|
45.9%
|
| Return on Equity |
30.0%
|
101.3%
|
| Dividend Yield |
0.17% |
0.55% |
| FCF Yield |
4.5%
|
1.29%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
GE Vernova is the premier pure-play on the electricity side of the AI infrastructure supercycle. Its Power (heavy-duty gas turbines) and Electrification (grid equipment) segments are structurally supply-constrained, backed by a record $176B backlog that management says is 'mostly sold out through 2030.' The company raised FY2026 guidance for a second straight quarter to $45.5-46.5B revenue and $1…
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 |
GEV |
LLY |
| Zone Low |
$640.00 |
$1,164.24 |
| Zone High |
$723.00 |
$1,319.47 |
| In Buy Zone? |
No
|
Yes
|