LLY vs NBIS: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Nebius Group N.V. — 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
Nebius Group N.V. · Technology
$217.99
+45.0% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
NBIS has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
NBIS |
| Current Price |
$1,183.72 |
$217.99 |
| Fair Value Estimate |
$1,208.00 |
$316.09 |
| Upside to Fair Value |
+2.1%
|
+45.0%
|
| Market Cap |
$1,114.8B |
$52.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
26.8x
|
56.8x
|
| Price / Sales |
14.0x
|
38.6x
|
| Price / FCF |
52.7x
|
—
|
| Revenue Growth YoY |
+47.7%
|
+454.0%
|
| Gross Margin |
83.4%
|
58.6%
|
| Operating Margin |
49.7%
|
-49.3%
|
| Return on Equity |
92.6%
|
0.9%
|
| Dividend Yield |
0.57% |
0% |
| FCF Yield |
1.9%
|
—
|
| 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…
Nebius Group N.V. is an Amsterdam-based AI infrastructure company, formerly Yandex N.V., that builds end-to-end GPU cloud clusters, cloud platforms and developer tools for demanding AI workloads, alongside Toloka AI data solutions, TripleTen education and Avride autonomous driving. The business is growing explosively, with revenue up 454.0% year over year in the most recent quarter, and it has de…
Accumulation Zones
| Metric |
LLY |
NBIS |
| Zone Low |
$906.00 |
$237.07 |
| Zone High |
$1,026.80 |
$268.68 |
| In Buy Zone? |
No
|
Yes
|