KO vs LLY: Which Is the Better Buy?
Side-by-side comparison of The Coca-Cola Company and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
The Coca-Cola Company · Consumer Defensive
$88.71
+15.5% upside to fair value
Med Conviction
Grade C
High Quality
VS
Eli Lilly and Company · Healthcare
$1,183.72
+2.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
KO has more upside to fair value
(+15.5%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
KO |
LLY |
| Current Price |
$88.71 |
$1,183.72 |
| Fair Value Estimate |
$102.44 |
$1,208.00 |
| Upside to Fair Value |
+15.5%
|
+2.1%
|
| Market Cap |
$381.7B |
$1,114.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
20.8x
|
26.8x
|
| Price / Sales |
7.6x
|
14.0x
|
| Price / FCF |
26.7x
|
52.7x
|
| Revenue Growth YoY |
+6.7%
|
+47.7%
|
| Gross Margin |
61.9%
|
83.4%
|
| Operating Margin |
29.6%
|
49.7%
|
| Return on Equity |
43.0%
|
92.6%
|
| Dividend Yield |
2.37% |
0.57% |
| FCF Yield |
3.75%
|
1.9%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Coca-Cola Company is a global non-alcoholic beverage concentrate, brand-management and bottling-system business with products sold in more than 200 countries and territories, supported by powerful trademarks, 2.2 billion daily servings and an entrenched distribution network. Business quality is high: TTM gross, operating and net margins are 61.9%, 29.6% and 28.6%, respectively, ROE is 43.0%, …
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 |
KO |
LLY |
| Zone Low |
$76.83 |
$906.00 |
| Zone High |
$87.07 |
$1,026.80 |
| In Buy Zone? |
No
|
No
|