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 2026-05-01.
Eli Lilly and Company · Healthcare
$934.34
+17.6% upside to fair value
Grade B
High Quality
VS
Micron Technology, Inc. · Technology
$455.07
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
LLY has more upside to fair value
(+17.6%).
MU trades at a lower forward P/E
(21.2x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
LLY |
MU |
| Current Price |
$934.34 |
$455.07 |
| Fair Value Estimate |
$1,098.43 |
$250.29 |
| Upside to Fair Value |
+17.6%
|
-45.0%
|
| Market Cap |
$882.8B |
$513.2B |
| Forward P/E |
33.1x
|
21.2x
|
| EV / EBITDA |
27.9x
|
13.8x
|
| Price / Sales |
12.2x
|
8.8x
|
| Price / FCF |
65.0x
|
49.9x
|
| Revenue Growth YoY |
+55.5%
|
+196.3%
|
| Gross Margin |
82.7%
|
58.4%
|
| Operating Margin |
46.3%
|
48.5%
|
| Return on Equity |
101.3%
|
40.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.54%
|
2.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Eli Lilly and Company is a leading global pharmaceutical firm with a dominant position in the diabetes and obesity markets, driven by its blockbuster GLP-1 drugs Mounjaro and Zepbound which generated $36.5 billion in FY2025. The company reported $65.2 billion in total revenue for 2025, making it the top pharma by revenue globally. It exhibits high business quality with a durable competitive moat …
Micron Technology, Inc. is a leading semiconductor company specializing in memory and storage solutions, with a dominant position in DRAM and NAND markets. The company benefits from a strong business quality characterized by high profitability, exceptional revenue growth of 196.3% year-over-year in the most recent quarter, and a robust return on equity of 40.8%. Despite these strengths, the stock…
Accumulation Zones
| Metric |
LLY |
MU |
| Zone Low |
$823.82 |
$187.72 |
| Zone High |
$933.67 |
$212.75 |
| In Buy Zone? |
No
|
No
|