JPM vs LLY: Which Is the Better Buy?
Side-by-side comparison of JPMorgan Chase & Co. and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
JPMorgan Chase & Co. · Financial Services
$309.87
-6.4% 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%).
JPM trades at a lower forward P/E
(14.3x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
JPM |
LLY |
| Current Price |
$309.87 |
$939.47 |
| Fair Value Estimate |
$290.00 |
$1,607.00 |
| Upside to Fair Value |
-6.4%
|
+71.1%
|
| Market Cap |
$835.7B |
$887.6B |
| Forward P/E |
14.3x
|
27.4x
|
| EV / EBITDA |
17.6x
|
35.8x
|
| Price / Sales |
3.0x
|
14.8x
|
| Price / FCF |
—
|
107.6x
|
| Revenue Growth YoY |
+3.3%
|
+44.7%
|
| Gross Margin |
59.99%
|
83.8%
|
| Operating Margin |
25.9%
|
45.6%
|
| Return on Equity |
15.95%
|
77.8%
|
| Dividend Yield |
1.9% |
0.56% |
| FCF Yield |
—
|
0.93%
|
| Analyst Consensus |
Overweight
|
Strong Buy
|
Investment Thesis
JPMorgan Chase is the largest U.S. bank by assets ($4.4T) and the most diversified financial services franchise globally, operating across consumer banking, investment banking, commercial banking, and asset management. Under Jamie Dimon's two-decade leadership, the firm has consistently gained market share, delivered sector-leading ROE of 16%, and invested aggressively in technology ($17B+ annual…
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 |
JPM |
LLY |
| Zone Low |
$220.00 |
$1,205.00 |
| Zone High |
$250.00 |
$1,366.00 |
| In Buy Zone? |
No
|
Yes
|