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 2026-05-01.
Intuit Inc. · Technology
$396.57
+45.0% upside to fair value
High Conviction
Grade A-
VS
Eli Lilly and Company · Healthcare
$934.34
+17.6% upside to fair value
Grade B
High Quality
QuantHub Verdict
INTU has more upside to fair value
(+45.0%).
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 |
$934.34 |
| Fair Value Estimate |
$575.03 |
$1,098.43 |
| Upside to Fair Value |
+45.0%
|
+17.6%
|
| Market Cap |
$110.4B |
$882.8B |
| Forward P/E |
19.5x
|
33.1x
|
| EV / EBITDA |
19.0x
|
27.9x
|
| Price / Sales |
5.9x
|
12.2x
|
| Price / FCF |
18.1x
|
65.0x
|
| Revenue Growth YoY |
+15.6%
|
+55.5%
|
| Gross Margin |
80.8%
|
82.7%
|
| Operating Margin |
26.1%
|
46.3%
|
| Return on Equity |
19.6%
|
101.3%
|
| Dividend Yield |
1.17% |
0% |
| FCF Yield |
5.51%
|
1.54%
|
| 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 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 |
INTU |
LLY |
| Zone Low |
$431.27 |
$823.82 |
| Zone High |
$488.78 |
$933.67 |
| In Buy Zone? |
Yes
|
No
|