GS vs LLY: Which Is the Better Buy?
Side-by-side comparison of The Goldman Sachs Group, Inc. and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
The Goldman Sachs Group, Inc. · Financial Services
$907.80
-3.1% upside to fair value
Low Conviction
Grade C+
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%).
GS trades at a lower forward P/E
(15.6x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GS |
LLY |
| Current Price |
$907.80 |
$939.47 |
| Fair Value Estimate |
$880.00 |
$1,607.00 |
| Upside to Fair Value |
-3.1%
|
+71.1%
|
| Market Cap |
$269.4B |
$887.6B |
| Forward P/E |
15.6x
|
27.4x
|
| EV / EBITDA |
29.7x
|
35.8x
|
| Price / Sales |
2.1x
|
14.8x
|
| Price / FCF |
—
|
107.6x
|
| Revenue Growth YoY |
+9.0%
|
+44.7%
|
| Gross Margin |
47.5%
|
83.8%
|
| Operating Margin |
17.5%
|
45.6%
|
| Return on Equity |
13.8%
|
77.8%
|
| Dividend Yield |
1.71% |
0.56% |
| FCF Yield |
—
|
0.93%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Goldman Sachs remains the premier global investment bank with dominant franchises in M&A advisory, equities trading, and asset management. FY2025 delivered $58.3B net revenues, 15% ROE, and $51.32 diluted EPS, powered by record equities trading and a resurgent IB pipeline. The stock has pulled back 8% from January highs near $985 but still trades at 2.27x book value, well above the 5-year median …
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 |
GS |
LLY |
| Zone Low |
$600.00 |
$1,205.00 |
| Zone High |
$680.00 |
$1,366.00 |
| In Buy Zone? |
No
|
Yes
|