LLY vs MA: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Mastercard Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-13.
Eli Lilly and Company · Healthcare
$934.34
+17.6% upside to fair value
Grade B
High Quality
VS
Mastercard Incorporated · Financial Services
$499.81
+5.0% upside to fair value
Grade B+
High Quality
QuantHub Verdict
LLY has more upside to fair value
(+17.6%).
MA trades at a lower forward P/E
(28.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LLY |
MA |
| Current Price |
$934.34 |
$499.81 |
| Fair Value Estimate |
$1,098.43 |
$525.00 |
| Upside to Fair Value |
+17.6%
|
+5.0%
|
| Market Cap |
$882.8B |
$441.6B |
| Forward P/E |
33.1x
|
28.6x
|
| EV / EBITDA |
27.9x
|
21.3x
|
| Price / Sales |
12.2x
|
13.0x
|
| Price / FCF |
65.0x
|
24.9x
|
| Revenue Growth YoY |
+55.5%
|
+15.8%
|
| Gross Margin |
82.7%
|
83.0%
|
| Operating Margin |
46.3%
|
59.4%
|
| Return on Equity |
101.3%
|
206.1%
|
| Dividend Yield |
0% |
0.6% |
| FCF Yield |
1.54%
|
4.01%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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 …
Mastercard is one of two global payment network duopolists alongside Visa, with structurally high margins (83% gross, 59% operating, 46% net), powerful network effects, and durable secular tailwinds from the ongoing cash-to-card and card-to-digital migration. Q1 2026 results reported April 30 showed revenue of $8.40 billion (+15.8% YoY) and EPS of $4.35 (+20.8% YoY), driven by continued cross-bor…
Accumulation Zones
| Metric |
LLY |
MA |
| Zone Low |
$823.82 |
$393.75 |
| Zone High |
$933.67 |
$446.25 |
| In Buy Zone? |
No
|
No
|