LLY vs MSFT: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Microsoft Corporation — 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
Microsoft Corporation · Technology
$372.20
+32.4% upside to fair value
High Conviction
Grade A
QuantHub Verdict
LLY has more upside to fair value
(+71.1%).
MSFT trades at a lower forward P/E
(22.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LLY |
MSFT |
| Current Price |
$939.47 |
$372.20 |
| Fair Value Estimate |
$1,607.00 |
$493.00 |
| Upside to Fair Value |
+71.1%
|
+32.4%
|
| Market Cap |
$887.6B |
$2,763.6B |
| Forward P/E |
27.4x
|
22.0x
|
| EV / EBITDA |
35.8x
|
17.5x
|
| Price / Sales |
14.8x
|
9.1x
|
| Price / FCF |
107.6x
|
35.8x
|
| Revenue Growth YoY |
+44.7%
|
+14.9%
|
| Gross Margin |
83.8%
|
68.8%
|
| Operating Margin |
45.6%
|
45.6%
|
| Return on Equity |
77.8%
|
29.6%
|
| Dividend Yield |
0.56% |
0.94% |
| FCF Yield |
0.93%
|
2.8%
|
| 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…
Microsoft is the world's largest software company, operating a three-pillar empire across cloud (Azure), productivity (Office 365/Teams), and personal computing (Windows/Xbox). Azure is the second-largest cloud platform globally with 24% market share and growing at 38-39% in constant currency, while Microsoft Cloud revenue crossed $168.9B in FY2025. The stock has dropped 33% from its highs to $37…
Accumulation Zones
| Metric |
LLY |
MSFT |
| Zone Low |
$1,205.00 |
$370.00 |
| Zone High |
$1,366.00 |
$419.00 |
| In Buy Zone? |
Yes
|
Yes
|