LLY vs META: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Meta Platforms, 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
Meta Platforms, Inc. · Communication Services
$611.40
+12.9% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
LLY has more upside to fair value
(+71.1%).
META trades at a lower forward P/E
(23.0x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
META |
| Current Price |
$939.47 |
$611.40 |
| Fair Value Estimate |
$1,607.00 |
$690.00 |
| Upside to Fair Value |
+71.1%
|
+12.9%
|
| Market Cap |
$887.6B |
$1,541.3B |
| Forward P/E |
27.4x
|
23.0x
|
| EV / EBITDA |
35.8x
|
18.0x
|
| Price / Sales |
14.8x
|
7.7x
|
| Price / FCF |
107.6x
|
33.4x
|
| Revenue Growth YoY |
+44.7%
|
+22.2%
|
| Gross Margin |
83.8%
|
82.0%
|
| Operating Margin |
45.6%
|
41.4%
|
| Return on Equity |
77.8%
|
30.6%
|
| Dividend Yield |
0.56% |
0.4% |
| FCF Yield |
0.93%
|
3.0%
|
| 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…
Meta Platforms operates the world's largest social media ecosystem (Facebook, Instagram, WhatsApp, Threads) reaching 3.3B+ daily users, generating $201B in revenue predominantly from digital advertising. The company's 82% gross margins and AI-powered ad targeting create an extraordinarily profitable core business. Trading at its 5-year P/E low of 25.5x despite 22% revenue growth, META is cheap on…
Accumulation Zones
| Metric |
LLY |
META |
| Zone Low |
$1,205.00 |
$520.00 |
| Zone High |
$1,366.00 |
$590.00 |
| In Buy Zone? |
Yes
|
No
|