LLY vs MELI: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and MercadoLibre, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Eli Lilly and Company · Healthcare
$939.47
+71.1% upside to fair value
High Conviction
Grade A
VS
MercadoLibre, Inc. · Consumer Cyclical
$1,767.42
+41.4% upside to fair value
High Conviction
Grade A
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 |
MELI |
| Current Price |
$939.47 |
$1,767.42 |
| Fair Value Estimate |
$1,607.00 |
$2,500.00 |
| Upside to Fair Value |
+71.1%
|
+41.4%
|
| Market Cap |
$887.6B |
$89.6B |
| Forward P/E |
27.4x
|
35.0x
|
| EV / EBITDA |
35.8x
|
18.5x
|
| Price / Sales |
14.8x
|
3.1x
|
| Price / FCF |
107.6x
|
8.9x
|
| Revenue Growth YoY |
+44.7%
|
+39.1%
|
| Gross Margin |
83.8%
|
44.5%
|
| Operating Margin |
45.6%
|
11.1%
|
| Return on Equity |
77.8%
|
33.7%
|
| Dividend Yield |
0.56% |
0% |
| FCF Yield |
0.93%
|
12.1%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
MercadoLibre is the dominant e-commerce and fintech ecosystem across Latin America, operating the largest marketplace and digital payments platform in a region with 670M+ people where e-commerce penetration is still under 15%. Revenue grew 39% to $28.9B in FY2025 with $10.8B in free cash flow — a 12% FCF yield at current prices. The company is trading at its 5-year P/S minimum (3.1x) and P/FCF mi…
Accumulation Zones
| Metric |
LLY |
MELI |
| Zone Low |
$1,205.00 |
$1,875.00 |
| Zone High |
$1,366.00 |
$2,125.00 |
| In Buy Zone? |
Yes
|
Yes
|