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 2026-07-17.
Eli Lilly and Company · Healthcare
$1,179.09
+31.7% upside to fair value
High Conviction
Grade A
High Quality
VS
Morgan Stanley · Financial Services
$218.37
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
MS has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
MS |
| Current Price |
$1,179.09 |
$218.37 |
| Fair Value Estimate |
$1,552.32 |
$316.64 |
| Upside to Fair Value |
+31.7%
|
+45.0%
|
| Market Cap |
$1,110.4B |
$344.4B |
| Forward P/E |
—
|
23.6x
|
| EV / EBITDA |
34.3x
|
9.8x
|
| Price / Sales |
14.6x
|
2.7x
|
| Price / FCF |
77.7x
|
-327.4x
|
| Revenue Growth YoY |
+55.5%
|
+22.4%
|
| Gross Margin |
83.5%
|
56.6%
|
| Operating Margin |
45.9%
|
28.4%
|
| Return on Equity |
101.3%
|
23.4%
|
| Dividend Yield |
0.55% |
0% |
| FCF Yield |
1.29%
|
—
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Eli Lilly is a global biopharma company whose exceptionally profitable cardiometabolic franchises, led by Mounjaro and Zepbound, are driving a high-quality growth phase: revenue rose 55.5% year over year and earnings rose 168.0% year over year in the most recent quarter, while gross, operating, and net margins were 83.5%, 45.9%, and 35.0%, respectively. Business quality is high because tirzepatid…
Morgan Stanley is a leading global financial services firm specializing in capital markets, wealth management, and investment banking. The company demonstrates high business quality with a strong return on equity of 23.4% and robust revenue growth of 22.4% in the most recent quarter, alongside impressive earnings growth of 57.7% in the same period. Its gross margin of 56.6% and net margin of 20.2…
Accumulation Zones
| Metric |
LLY |
MS |
| Zone Low |
$1,164.24 |
$237.48 |
| Zone High |
$1,319.47 |
$269.14 |
| In Buy Zone? |
Yes
|
Yes
|