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 2026-08-06.
Eli Lilly and Company · Healthcare
$1,179.09
+31.7% upside to fair value
High Conviction
Grade A
High Quality
VS
Nebius Group N.V. · Technology
$218.99
+11.9% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
LLY has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
NBIS |
| Current Price |
$1,179.09 |
$218.99 |
| Fair Value Estimate |
$1,552.32 |
$245.00 |
| Upside to Fair Value |
+31.7%
|
+11.9%
|
| Market Cap |
$1,110.4B |
$52.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
34.3x
|
—
|
| Price / Sales |
14.6x
|
59.9x
|
| Price / FCF |
77.7x
|
—
|
| Revenue Growth YoY |
+55.5%
|
+684.0%
|
| Gross Margin |
83.5%
|
48.0%
|
| Operating Margin |
45.9%
|
-68.8%
|
| Return on Equity |
101.3%
|
—
|
| Dividend Yield |
0.55% |
0% |
| FCF Yield |
1.29%
|
-4.7%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Eli Lilly is a global biopharma company whose exceptionally profitable cardiometabolic franchises, led by Mounjaro and Zepbound, are driving a high-quality growth phase: revenue rose 55.5% year over year and earnings rose 168.0% year over year in the most recent quarter, while gross, operating, and net margins were 83.5%, 45.9%, and 35.0%, respectively. Business quality is high because tirzepatid…
Nebius Group is a fast-scaling neocloud GPU infrastructure provider spun out of Yandex's international assets, positioned at the center of the AI compute buildout with a validated capital relationship to Nvidia, which holds a 9.3% stake following a $2 billion investment. Revenue grew 684% year over year in Q1 2026 to $399 million, core AI cloud ARR reached $1.92 billion, and the company has locke…
Accumulation Zones
| Metric |
LLY |
NBIS |
| Zone Low |
$1,164.24 |
$184.00 |
| Zone High |
$1,319.47 |
$208.00 |
| In Buy Zone? |
Yes
|
No
|