LLY vs MU: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Micron Technology, 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
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
MU has more upside to fair value
(+4.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
MU |
| Current Price |
$1,183.72 |
$1,080.53 |
| Fair Value Estimate |
$1,208.00 |
$1,124.98 |
| Upside to Fair Value |
+2.1%
|
+4.1%
|
| Market Cap |
$1,114.8B |
$1,220.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
26.8x
|
17.6x
|
| Price / Sales |
14.0x
|
13.5x
|
| Price / FCF |
52.7x
|
46.6x
|
| Revenue Growth YoY |
+47.7%
|
+345.7%
|
| Gross Margin |
83.4%
|
72.6%
|
| Operating Margin |
49.7%
|
65.7%
|
| Return on Equity |
92.6%
|
70.5%
|
| Dividend Yield |
0.57% |
0.05% |
| FCF Yield |
1.9%
|
2.15%
|
| 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…
Micron Technology is a global leader in advanced semiconductor memory and storage, operating across Compute and Networking, Mobile, Storage, and Embedded segments with DRAM, NAND, and NOR products sold under the Micron and Crucial brands to cloud, data center, mobile, automotive, and consumer markets. The business quality is high on current fundamentals: TTM gross margin is 72.6%, TTM operating m…
Accumulation Zones
| Metric |
LLY |
MU |
| Zone Low |
$906.00 |
$843.74 |
| Zone High |
$1,026.80 |
$956.23 |
| In Buy Zone? |
No
|
No
|