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
GOOGL β€” Alphabet Inc.
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 ver…
LLY β€” Eli Lilly and Company
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 …
Accumulation Zones
Metric GOOGL LLY
Zone Low $245.49 $823.82
Zone High $278.22 $933.67
In Buy Zone? No No
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