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 2026-06-20.
The Coca-Cola Company · Consumer Defensive
$79.39
-9.9% upside to fair value
Grade D
High Quality
VS
Eli Lilly and Company · Healthcare
$1,098.13
+16.7% upside to fair value
Grade B
High Quality
QuantHub Verdict
LLY has more upside to fair value
(+16.7%).
KO trades at a lower forward P/E
(24.9x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
KO |
LLY |
| Current Price |
$79.39 |
$1,098.13 |
| Fair Value Estimate |
$71.54 |
$1,281.02 |
| Upside to Fair Value |
-9.9%
|
+16.7%
|
| Market Cap |
$341.6B |
$1,034.2B |
| Forward P/E |
24.9x
|
38.9x
|
| EV / EBITDA |
19.5x
|
32.0x
|
| Price / Sales |
6.9x
|
14.3x
|
| Price / FCF |
27.2x
|
76.2x
|
| Revenue Growth YoY |
+12.1%
|
+55.5%
|
| Gross Margin |
61.7%
|
83.5%
|
| Operating Margin |
29.3%
|
45.9%
|
| Return on Equity |
43.6%
|
101.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.68%
|
1.31%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Coca-Cola Company is a leading global branded beverages company with a very wide moat in sparkling soft drinks and non-alcoholic ready-to-drink beverages. It benefits from strong pricing power, stable margins, and high recurring cash flow, supported by a seasoned management team with deep company tenure. Despite solid recent growth with revenue up 12.1% and earnings up 17.8% in the most recen…
Eli Lilly and Company is a leading healthcare firm specializing in drug manufacturing with a strong competitive moat in GLP-1 diabetes and obesity treatments as well as biologics manufacturing. The company is led by experienced internal management with a proven capital allocation track record. Its revenue growth is exceptionally strong, driven by its cardiometabolic franchise which accounted for …
Accumulation Zones
| Metric |
KO |
LLY |
| Zone Low |
$53.66 |
$960.76 |
| Zone High |
$60.81 |
$1,088.87 |
| In Buy Zone? |
No
|
No
|