LLY vs NFLX: Which Is the Better Buy?
Side-by-side comparison of Eli Lilly and Company and Netflix, 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
Netflix, Inc. · Communication Services
$76.41
+44.0% upside to fair value
High Conviction
Grade A
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+44.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
LLY |
NFLX |
| Current Price |
$1,183.72 |
$76.41 |
| Fair Value Estimate |
$1,208.00 |
$110.00 |
| Upside to Fair Value |
+2.1%
|
+44.0%
|
| Market Cap |
$1,114.8B |
$318.2B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
26.8x
|
10.6x
|
| Price / Sales |
14.0x
|
6.6x
|
| Price / FCF |
52.7x
|
29.1x
|
| Revenue Growth YoY |
+47.7%
|
+13.4%
|
| Gross Margin |
83.4%
|
49.1%
|
| Operating Margin |
49.7%
|
29.7%
|
| Return on Equity |
92.6%
|
48.0%
|
| Dividend Yield |
0.57% |
0% |
| FCF Yield |
1.9%
|
3.44%
|
| 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…
Netflix is a global subscription and advertising-supported entertainment platform with a high-quality brand, content engine, recommendation technology and distribution scale, evidenced by more than 97 billion viewing hours in the first half of 2026 and an audience approaching one billion people. Fundamentals remain strong: revenue grew 13.4% year over year in the most recent quarter, TTM gross, o…
Accumulation Zones
| Metric |
LLY |
NFLX |
| Zone Low |
$906.00 |
$82.50 |
| Zone High |
$1,026.80 |
$93.50 |
| In Buy Zone? |
No
|
Yes
|