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 2026-09-26.
Eli Lilly and Company · Healthcare
$1,183.72
+2.1% upside to fair value
Med Conviction
Grade B
High Quality
VS
Meta Platforms, Inc. · Communication Services
$665.60
+21.4% upside to fair value
Med Conviction
Grade B+
High Quality
QuantHub Verdict
META has more upside to fair value
(+21.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
META |
| Current Price |
$1,183.72 |
$665.60 |
| Fair Value Estimate |
$1,208.00 |
$808.00 |
| Upside to Fair Value |
+2.1%
|
+21.4%
|
| Market Cap |
$1,114.8B |
$1,695.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
26.8x
|
16.7x
|
| Price / Sales |
14.0x
|
7.4x
|
| Price / FCF |
52.7x
|
41.3x
|
| Revenue Growth YoY |
+47.7%
|
+28.0%
|
| Gross Margin |
83.4%
|
81.7%
|
| Operating Margin |
49.7%
|
38.1%
|
| Return on Equity |
92.6%
|
29.7%
|
| Dividend Yield |
0.57% |
0.32% |
| FCF Yield |
1.9%
|
2.42%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
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…
Meta Platforms operates the Facebook, Instagram, WhatsApp, Messenger and Threads ecosystem, monetizing its unmatched global audience primarily through digital advertising. Business quality is high, supported by 3.60 billion Family daily active people, AI-enhanced ad ranking, 81.7% TTM gross margin, 38.1% TTM operating margin, 29.8% TTM net margin and 29.7% ROE. Revenue grew 28.0% year over year i…
Accumulation Zones
| Metric |
LLY |
META |
| Zone Low |
$906.00 |
$606.00 |
| Zone High |
$1,026.80 |
$686.80 |
| In Buy Zone? |
No
|
Yes
|