LLY vs LULU: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Lululemon Athletica Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Eli Lilly and Company · Healthcare
$1,183.72
+2.1% upside to fair value
Med Conviction
Grade B
High Quality
VS
Lululemon Athletica Inc. · Consumer Cyclical
$98.06
+1.5% upside to fair value
Low Conviction
Grade C
QuantHub Verdict
LLY has more upside to fair value
(+2.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
LULU |
| Current Price |
$1,183.72 |
$98.06 |
| Fair Value Estimate |
$1,208.00 |
$99.50 |
| Upside to Fair Value |
+2.1%
|
+1.5%
|
| Market Cap |
$1,114.8B |
$11.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
26.8x
|
4.6x
|
| Price / Sales |
14.0x
|
1.0x
|
| Price / FCF |
52.7x
|
8.2x
|
| Revenue Growth YoY |
+47.7%
|
-4.3%
|
| Gross Margin |
83.4%
|
56.1%
|
| Operating Margin |
49.7%
|
17.8%
|
| Return on Equity |
92.6%
|
29.7%
|
| Dividend Yield |
0.57% |
0% |
| FCF Yield |
1.9%
|
12.24%
|
| Analyst Consensus |
Strong Buy
|
Sell
|
Investment Thesis
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…
Lululemon Athletica designs and retails premium athletic apparel and accessories through company-owned stores and direct-to-consumer channels, with roughly 39,000 employees and a brand built on technical fabrics and community-led fitness positioning. The business still earns high returns on equity of 29.7% and generates $12.00 of free cash flow per share on $97.70 of revenue per share, with TTM g…
Accumulation Zones
| Metric |
LLY |
LULU |
| Zone Low |
$906.00 |
$74.62 |
| Zone High |
$1,026.80 |
$84.58 |
| In Buy Zone? |
No
|
No
|