LLY vs MRVL: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Marvell Technology, Inc. โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-01.
Eli Lilly and Company ยท Healthcare
$934.34
+17.6% upside to fair value
Grade B
High Quality
VS
Marvell Technology, Inc. ยท Technology
$133.37
+23.0% upside to fair value
High Conviction
Grade B
QuantHub Verdict
MRVL has more upside to fair value
(+23.0%).
LLY trades at a lower forward P/E
(33.1x).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
LLY |
MRVL |
| Current Price |
$934.34 |
$133.37 |
| Fair Value Estimate |
$1,098.43 |
$164.02 |
| Upside to Fair Value |
+17.6%
|
+23.0%
|
| Market Cap |
$882.8B |
$116.6B |
| Forward P/E |
33.1x
|
42.4x
|
| EV / EBITDA |
27.9x
|
โ
|
| Price / Sales |
12.2x
|
14.2x
|
| Price / FCF |
65.0x
|
83.7x
|
| Revenue Growth YoY |
+55.5%
|
+7.0%
|
| Gross Margin |
82.7%
|
50.1%
|
| Operating Margin |
46.3%
|
16.3%
|
| Return on Equity |
101.3%
|
19.4%
|
| Dividend Yield |
0% |
โ |
| FCF Yield |
1.54%
|
1.2%
|
| 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 โฆ
Marvell Technology designs semiconductors for data infrastructure, including storage, networking, connectivity for AI, cloud, 5G, and automotive; the business excels with a dominant Data Center segment driving 42% FY2026 revenue growth to $8.2B amid AI demand, strong leadership under long-tenured CEO Matt Murphy, and robust 50% gross margins, though offset by earnings decline and non-Data Center โฆ
Accumulation Zones
| Metric |
LLY |
MRVL |
| Zone Low |
$823.82 |
$123.02 |
| Zone High |
$933.67 |
$139.42 |
| In Buy Zone? |
No
|
Yes
|