GOOGL 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 2026-04-11.
Alphabet Inc. · Communication Services
$317.41
-4.5% upside to fair value
Grade D
High Quality
VS
Eli Lilly and Company · Healthcare
$939.47
+71.1% upside to fair value
High Conviction
Grade A
QuantHub Verdict
LLY has more upside to fair value
(+71.1%).
LLY trades at a lower forward P/E
(27.4x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GOOGL |
LLY |
| Current Price |
$317.41 |
$939.47 |
| Fair Value Estimate |
$303.05 |
$1,607.00 |
| Upside to Fair Value |
-4.5%
|
+71.1%
|
| Market Cap |
$3,839.7B |
$887.6B |
| Forward P/E |
29.0x
|
27.4x
|
| EV / EBITDA |
21.5x
|
35.8x
|
| Price / Sales |
9.5x
|
14.8x
|
| Price / FCF |
52.4x
|
107.6x
|
| Revenue Growth YoY |
+11.3%
|
+44.7%
|
| Gross Margin |
59.7%
|
83.8%
|
| Operating Margin |
32.0%
|
45.6%
|
| Return on Equity |
35.0%
|
77.8%
|
| Dividend Yield |
0% |
0.56% |
| FCF Yield |
1.91%
|
0.93%
|
| 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 search engine, advertising platforms, and cloud computing services. The company benefits from durable competitive moats including browser and mobile OS dominance, strong brand recognition, and advanced AI infrastructure investments. Despite strong revenue growth of 11.3% year-ove…
Eli Lilly remains the dominant GLP-1 franchise holder with Mounjaro and Zepbound generating $36.5B combined in 2025 on 45% total revenue growth to $65.2B. The company guided $80-83B for 2026, well above prior Street consensus, and launched Foundayo (oral GLP-1, FDA approved April 2026) with $1.5B pre-built inventory. At $939 the stock trades at 14.8x P/S, right at its 5-year median, and 27.4x for…
Accumulation Zones
| Metric |
GOOGL |
LLY |
| Zone Low |
$227.29 |
$1,205.00 |
| Zone High |
$257.59 |
$1,366.00 |
| In Buy Zone? |
No
|
Yes
|