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 2026-07-17.
The Goldman Sachs Group, Inc. · Financial Services
$1,045.91
-45.0% upside to fair value
Grade D
VS
Eli Lilly and Company · Healthcare
$1,179.09
+31.7% upside to fair value
High Conviction Grade A High Quality
QuantHub Verdict
LLY has more upside to fair value (+31.7%). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric GS LLY
Current Price $1,045.91 $1,179.09
Fair Value Estimate $575.25 $1,552.32
Upside to Fair Value -45.0% +31.7%
Market Cap $308.6B $1,110.4B
Forward P/E 23.6x
EV / EBITDA 15.9x 34.3x
Price / Sales 3.1x 14.6x
Price / FCF -7.4x 77.7x
Revenue Growth YoY -35.0% +55.5%
Gross Margin 47.4% 83.5%
Operating Margin 17.8% 45.9%
Return on Equity 15.3% 101.3%
Dividend Yield 0% 0.55%
FCF Yield 1.29%
Analyst Consensus Hold Strong Buy
Investment Thesis
GS — The Goldman Sachs Group, Inc.
The Goldman Sachs Group, Inc. operates as a leading global financial services firm specializing in investment banking, securities, investment management, and consumer banking. Despite its strong brand and competitive position in financial capital markets, the company currently faces significant headwinds as evidenced by a 35% decline in revenue and a 100% drop in earnings in the most recent quart…
LLY — Eli Lilly and Company
Eli Lilly is a global biopharma company whose exceptionally profitable cardiometabolic franchises, led by Mounjaro and Zepbound, are driving a high-quality growth phase: revenue rose 55.5% year over year and earnings rose 168.0% year over year in the most recent quarter, while gross, operating, and net margins were 83.5%, 45.9%, and 35.0%, respectively. Business quality is high because tirzepatid…
Accumulation Zones
Metric GS LLY
Zone Low $431.44 $1,164.24
Zone High $488.96 $1,319.47
In Buy Zone? No Yes
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