GOOGL vs LLY: Which Is the Better Buy?

Side-by-side comparison of Alphabet Inc. and Eli Lilly and Company โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-26.
Alphabet Inc. ยท Communication Services
$342.36
+16.6% upside to fair value
Med Conviction Grade B High Quality
VS
Eli Lilly and Company ยท Healthcare
$1,183.72
+2.1% upside to fair value
Med Conviction Grade B High Quality
QuantHub Verdict
GOOGL has more upside to fair value (+16.6%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric GOOGL LLY
Current Price $342.36 $1,183.72
Fair Value Estimate $399.26 $1,208.00
Upside to Fair Value +16.6% +2.1%
Market Cap $4,143.3B $1,114.8B
Forward P/E โ€” โ€”
EV / EBITDA 12.9x 26.8x
Price / Sales 9.3x 14.0x
Price / FCF 78.1x 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 0.25% 0.57%
FCF Yield 1.28% 1.9%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
GOOGL โ€” Alphabet Inc.
Alphabet is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over yโ€ฆ
LLY โ€” Eli Lilly and Company
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 basโ€ฆ
Accumulation Zones
Metric GOOGL LLY
Zone Low $299.44 $906.00
Zone High $339.37 $1,026.80
In Buy Zone? No No
โ† GOOGL Research    LLY Research โ†’    All Research