HON vs LLY: Which Is the Better Buy?
Side-by-side comparison of Honeywell International Inc. and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Honeywell International Inc. · Industrials
$212.55
-8.5% upside to fair value
Med Conviction
Grade C
VS
Eli Lilly and Company · Healthcare
$1,183.72
+2.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
LLY has more upside to fair value
(+2.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
HON |
LLY |
| Current Price |
$212.55 |
$1,183.72 |
| Fair Value Estimate |
$194.50 |
$1,208.00 |
| Upside to Fair Value |
-8.5%
|
+2.1%
|
| Market Cap |
$67.4B |
$1,114.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
7.4x
|
26.8x
|
| Price / Sales |
1.9x
|
14.0x
|
| Price / FCF |
16.4x
|
52.7x
|
| Revenue Growth YoY |
-6.1%
|
+47.7%
|
| Gross Margin |
36.6%
|
83.4%
|
| Operating Margin |
14.1%
|
49.7%
|
| Return on Equity |
41.7%
|
92.6%
|
| Dividend Yield |
2.09% |
0.57% |
| FCF Yield |
6.11%
|
1.9%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Honeywell International Inc. is a 101,000-employee diversified industrial technology and manufacturing conglomerate, led by CEO Vimal Kapur, spanning Aerospace, Building Technologies, Performance Materials and Technologies, and Safety and Productivity Solutions. Business quality is solid but not exceptional: the company carries a durable intangible-asset and switching-cost moat in aerospace avion…
Eli Lilly is a global pharmaceutical company whose incretin franchise, led by Mounjaro and Zepbound, has become the dominant growth engine in diabetes and obesity care. The business quality is high: TTM gross margin is 83.4%, TTM operating margin is 49.7%, TTM net margin is 33.5%, and ROE is 92.6%, while revenue grew 47.7% and earnings grew 25.3% in the most recent quarter on a year-over-year bas…
Accumulation Zones
| Metric |
HON |
LLY |
| Zone Low |
$145.88 |
$906.00 |
| Zone High |
$165.32 |
$1,026.80 |
| In Buy Zone? |
No
|
No
|