LLY vs MAR: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Marriott International, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Eli Lilly and Company · Healthcare
$939.47
+71.1% upside to fair value
High Conviction
Grade A
VS
Marriott International, Inc. · Consumer Cyclical
$377.93
-16.6% upside to fair value
Grade D
QuantHub Verdict
LLY has more upside to fair value
(+71.1%).
LLY trades at a lower forward P/E
(27.4x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
MAR |
| Current Price |
$939.47 |
$377.93 |
| Fair Value Estimate |
$1,607.00 |
$315.15 |
| Upside to Fair Value |
+71.1%
|
-16.6%
|
| Market Cap |
$887.6B |
$100.2B |
| Forward P/E |
27.4x
|
39.0x
|
| EV / EBITDA |
35.8x
|
25.3x
|
| Price / Sales |
14.8x
|
3.8x
|
| Price / FCF |
107.6x
|
34.6x
|
| Revenue Growth YoY |
+44.7%
|
+3.1%
|
| Gross Margin |
83.8%
|
21.3%
|
| Operating Margin |
45.6%
|
15.8%
|
| Return on Equity |
77.8%
|
-79.9%
|
| Dividend Yield |
0.56% |
0% |
| FCF Yield |
0.93%
|
2.89%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
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…
Marriott International operates the world's largest hospitality portfolio with approximately 8,900 to 9,000 properties across 141 countries and over 30 brands, supported by the largest loyalty program with 203 to 210 million members. The company benefits from a durable competitive moat driven by scale, brand strength, and network effects. However, despite steady revenue growth of 3.1% year-over-y…
Accumulation Zones
| Metric |
LLY |
MAR |
| Zone Low |
$1,205.00 |
$236.36 |
| Zone High |
$1,366.00 |
$267.88 |
| In Buy Zone? |
Yes
|
No
|