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 2026-04-11.
The Home Depot, Inc. · Consumer Cyclical
$337.34
+12.1% upside to fair value
Med Conviction
Grade B
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%).
HD trades at a lower forward P/E
(23.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
HD |
LLY |
| Current Price |
$337.34 |
$939.47 |
| Fair Value Estimate |
$378.00 |
$1,607.00 |
| Upside to Fair Value |
+12.1%
|
+71.1%
|
| Market Cap |
$336.0B |
$887.6B |
| Forward P/E |
23.0x
|
27.4x
|
| EV / EBITDA |
18.1x
|
35.8x
|
| Price / Sales |
2.3x
|
14.8x
|
| Price / FCF |
29.7x
|
107.6x
|
| Revenue Growth YoY |
+3.2%
|
+44.7%
|
| Gross Margin |
33.3%
|
83.8%
|
| Operating Margin |
12.7%
|
45.6%
|
| Return on Equity |
110.5%
|
77.8%
|
| Dividend Yield |
2.44% |
0.56% |
| FCF Yield |
3.37%
|
0.93%
|
| 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 a rapidly growing Pro contractor segment bolstered by the SRS Distribution acquisition. The stock has declined 21% from its $427 high to $337, but now trades at 2.28x P/S, near the 5-year median of 2.31x, and 26.5x P/E which is above the 5-year median of 23.5x. EPS declined 4.6% in …
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 |
HD |
LLY |
| Zone Low |
$285.00 |
$1,205.00 |
| Zone High |
$320.00 |
$1,366.00 |
| In Buy Zone? |
No
|
Yes
|