INTU vs LLY: Which Is the Better Buy?
Side-by-side comparison of Intuit Inc. and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Intuit Inc. · Technology
$396.57
+37.7% upside to fair value
High Conviction
Grade A-
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%).
INTU trades at a lower forward P/E
(19.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
INTU |
LLY |
| Current Price |
$396.57 |
$939.47 |
| Fair Value Estimate |
$546.00 |
$1,607.00 |
| Upside to Fair Value |
+37.7%
|
+71.1%
|
| Market Cap |
$110.4B |
$887.6B |
| Forward P/E |
19.5x
|
27.4x
|
| EV / EBITDA |
19.0x
|
35.8x
|
| Price / Sales |
5.9x
|
14.8x
|
| Price / FCF |
18.1x
|
107.6x
|
| Revenue Growth YoY |
+15.6%
|
+44.7%
|
| Gross Margin |
80.8%
|
83.8%
|
| Operating Margin |
26.1%
|
45.6%
|
| Return on Equity |
19.6%
|
77.8%
|
| Dividend Yield |
1.17% |
0.56% |
| FCF Yield |
5.51%
|
0.93%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Intuit is a near-monopoly financial operating system for 60+ million American households and small businesses. TurboTax handles 40%+ of US e-filed returns; QuickBooks is so deeply embedded in SMB workflows it has become the default accounting standard. The stock has fallen 51% from its 2025 high as markets price in AI disruption that has not materialized at scale and may not, since tax complexity…
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 |
INTU |
LLY |
| Zone Low |
$410.00 |
$1,205.00 |
| Zone High |
$464.00 |
$1,366.00 |
| In Buy Zone? |
Yes
|
Yes
|