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 2026-09-26.
GE Vernova Inc. · Industrials
$951.82
+35.4% 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
GEV has more upside to fair value
(+35.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GEV |
LLY |
| Current Price |
$951.82 |
$1,183.72 |
| Fair Value Estimate |
$1,288.67 |
$1,208.00 |
| Upside to Fair Value |
+35.4%
|
+2.1%
|
| Market Cap |
$253.5B |
$1,114.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.2x
|
26.8x
|
| Price / Sales |
6.1x
|
14.0x
|
| Price / FCF |
20.5x
|
52.7x
|
| Revenue Growth YoY |
+21.9%
|
+47.7%
|
| Gross Margin |
20.2%
|
83.4%
|
| Operating Margin |
4.4%
|
49.7%
|
| Return on Equity |
83.4%
|
92.6%
|
| Dividend Yield |
0.18% |
0.57% |
| FCF Yield |
4.88%
|
1.9%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
GE Vernova is an energy equipment and infrastructure enterprise spanning Power (gas, nuclear, hydro, steam), Wind (offshore and onshore turbines), and Electrification (grid, power conversion, solar and storage), with 78,000 employees and a Cambridge, Massachusetts headquarters. The business quality is high on the strength of an installed base that generates roughly 25% of the world's electricity,…
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 |
GEV |
LLY |
| Zone Low |
$966.50 |
$906.00 |
| Zone High |
$1,095.37 |
$1,026.80 |
| In Buy Zone? |
Yes
|
No
|