HD vs LLY: Which Is the Better Buy?
Side-by-side comparison of The Home Depot, Inc. and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-20.
The Home Depot, Inc. · Consumer Cyclical
$302.44
+22.0% upside to fair value
Med Conviction
Grade B+
VS
Eli Lilly and Company · Healthcare
$934.34
+17.6% upside to fair value
Grade B
High Quality
QuantHub Verdict
HD has more upside to fair value
(+22.0%).
HD trades at a lower forward P/E
(20.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HD |
LLY |
| Current Price |
$302.44 |
$934.34 |
| Fair Value Estimate |
$369.00 |
$1,098.43 |
| Upside to Fair Value |
+22.0%
|
+17.6%
|
| Market Cap |
$301.2B |
$882.8B |
| Forward P/E |
20.5x
|
33.1x
|
| EV / EBITDA |
16.5x
|
27.9x
|
| Price / Sales |
2.0x
|
12.2x
|
| Price / FCF |
26.6x
|
65.0x
|
| Revenue Growth YoY |
+4.8%
|
+55.5%
|
| Gross Margin |
33.3%
|
82.7%
|
| Operating Margin |
12.7%
|
46.3%
|
| Return on Equity |
110.5%
|
101.3%
|
| Dividend Yield |
2.72% |
0% |
| FCF Yield |
3.75%
|
1.54%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Home Depot remains the world's largest home improvement retailer with 2,350+ stores, dominant 52% market share, and an expanding Pro contractor segment bolstered by the SRS Distribution acquisition. Q1 FY2026 results released May 19 beat both the top and bottom line, with revenue of $41.77B up 4.8% year over year and adjusted EPS of $3.43 versus the $3.41 consensus. Comp sales grew only 0.6% howe…
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 |
HD |
LLY |
| Zone Low |
$276.75 |
$823.82 |
| Zone High |
$313.65 |
$933.67 |
| In Buy Zone? |
Yes
|
No
|