GOOGL vs LLY: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and Eli Lilly and Company β fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-01.
Alphabet Inc. Β· Communication Services
$341.68
-4.2% upside to fair value
Grade C
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%).
GOOGL trades at a lower forward P/E
(31.2x).
These are model outputs β not personalized investment advice.
See all research β
Valuation & Fundamentals
| Metric |
GOOGL |
LLY |
| Current Price |
$341.68 |
$934.34 |
| Fair Value Estimate |
$327.32 |
$1,098.43 |
| Upside to Fair Value |
-4.2%
|
+17.6%
|
| Market Cap |
$4,133.3B |
$882.8B |
| Forward P/E |
31.2x
|
33.1x
|
| EV / EBITDA |
23.1x
|
27.9x
|
| Price / Sales |
10.3x
|
12.2x
|
| Price / FCF |
56.4x
|
65.0x
|
| Revenue Growth YoY |
+18.1%
|
+55.5%
|
| Gross Margin |
59.7%
|
82.7%
|
| Operating Margin |
32.0%
|
46.3%
|
| Return on Equity |
35.0%
|
101.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.77%
|
1.54%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant Google Services segment, Google Cloud, and Other Bets. The company benefits from a durable competitive moat driven by its dominant market shares in search, browser, and mobile OS, as well as significant infrastructure advantages in AI and cloud computing. Despite trading at a verβ¦
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 |
GOOGL |
LLY |
| Zone Low |
$245.49 |
$823.82 |
| Zone High |
$278.22 |
$933.67 |
| In Buy Zone? |
No
|
No
|