GOOG vs LLY: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Alphabet Inc. · Communication Services
$334.98
+15.8% 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
GOOG has more upside to fair value
(+15.8%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GOOG |
LLY |
| Current Price |
$334.98 |
$1,183.72 |
| Fair Value Estimate |
$387.82 |
$1,208.00 |
| Upside to Fair Value |
+15.8%
|
+2.1%
|
| Market Cap |
$4,065.3B |
$1,114.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.7x
|
26.8x
|
| Price / Sales |
9.1x
|
14.0x
|
| Price / FCF |
76.4x
|
52.7x
|
| Revenue Growth YoY |
+24.2%
|
+47.7%
|
| Gross Margin |
60.9%
|
83.4%
|
| Operating Margin |
33.1%
|
49.7%
|
| Return on Equity |
50.8%
|
92.6%
|
| Dividend Yield |
0.26% |
0.57% |
| FCF Yield |
1.31%
|
1.9%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet Inc. is the parent of Google Services, Google Cloud, and Other Bets, monetizing Search, YouTube, Android, Chrome, Google Play, Workspace, and enterprise cloud and AI infrastructure across the globe with roughly 190,820 full-time employees. The business quality is high: trailing-twelve-month gross margin is 60.9%, operating margin is 33.1%, net margin is 54.8%, and return on equity is 50.…
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 |
GOOG |
LLY |
| Zone Low |
$290.87 |
$906.00 |
| Zone High |
$329.65 |
$1,026.80 |
| In Buy Zone? |
No
|
No
|