LLY vs MS: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Morgan Stanley — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
Eli Lilly and Company · Healthcare
$939.47
+71.1% upside to fair value
High Conviction
Grade A
VS
Morgan Stanley · Financial Services
$189.30
-30.5% upside to fair value
Grade C
High Quality
QuantHub Verdict
LLY has more upside to fair value
(+71.1%).
MS trades at a lower forward P/E
(16.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LLY |
MS |
| Current Price |
$939.47 |
$189.30 |
| Fair Value Estimate |
$1,607.00 |
$131.49 |
| Upside to Fair Value |
+71.1%
|
-30.5%
|
| Market Cap |
$887.6B |
$300.6B |
| Forward P/E |
27.4x
|
16.4x
|
| EV / EBITDA |
35.8x
|
24.4x
|
| Price / Sales |
14.8x
|
2.5x
|
| Price / FCF |
107.6x
|
-16.8x
|
| Revenue Growth YoY |
+44.7%
|
+18.8%
|
| Gross Margin |
83.8%
|
58.0%
|
| Operating Margin |
45.6%
|
19.5%
|
| Return on Equity |
77.8%
|
16.7%
|
| Dividend Yield |
0.56% |
0% |
| FCF Yield |
0.93%
|
—
|
| 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…
Morgan Stanley is a leading global financial services firm operating in Institutional Securities, Wealth Management, and Investment Management. The company benefits from a durable competitive moat supported by its systemically important status, diversified revenue streams, and strong management with a 36-year veteran CEO. Despite solid fundamentals including 14.2% revenue growth in 2025 and 16.7%…
Accumulation Zones
| Metric |
LLY |
MS |
| Zone Low |
$1,205.00 |
$98.62 |
| Zone High |
$1,366.00 |
$111.77 |
| In Buy Zone? |
Yes
|
No
|