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 2026-04-11.
Eli Lilly and Company · Healthcare
$939.47
+71.1% upside to fair value
High Conviction
Grade A
VS
Micron Technology, Inc. · Technology
$421.51
-20.2% upside to fair value
Low Conviction
Grade D
QuantHub Verdict
LLY has more upside to fair value
(+71.1%).
MU trades at a lower forward P/E
(19.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LLY |
MU |
| Current Price |
$939.47 |
$421.51 |
| Fair Value Estimate |
$1,607.00 |
$336.45 |
| Upside to Fair Value |
+71.1%
|
-20.2%
|
| Market Cap |
$887.6B |
$475.4B |
| Forward P/E |
27.4x
|
19.7x
|
| EV / EBITDA |
35.8x
|
12.8x
|
| Price / Sales |
14.8x
|
8.2x
|
| Price / FCF |
107.6x
|
21.6x
|
| Revenue Growth YoY |
+44.7%
|
+74.9%
|
| Gross Margin |
83.8%
|
58.4%
|
| Operating Margin |
45.6%
|
48.5%
|
| Return on Equity |
77.8%
|
40.8%
|
| Dividend Yield |
0.56% |
0% |
| FCF Yield |
0.93%
|
4.64%
|
| 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…
Micron Technology, Inc. is a leading semiconductor company specializing in memory and storage solutions, including DRAM and NAND products, which are critical for AI, data centers, mobile, and embedded applications. The company benefits from strong revenue growth of 74.9% year-over-year and exceptional profitability with a net margin of 41.5% and return on equity of 40.8%. Despite these strengths …
Accumulation Zones
| Metric |
LLY |
MU |
| Zone Low |
$1,205.00 |
$252.34 |
| Zone High |
$1,366.00 |
$285.98 |
| In Buy Zone? |
Yes
|
No
|